Laird Norton Wetherby Trust Company, LLC Diversified Active

CIK: 0000723204 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 6, 2022

Total Value ($000): $1,097,052 (100.0% shares, 0.0% debt)

Holdings (195)

MSFT Microsoft Corp 30.9%
Value ($000) $339,287 Shares 1,100,476 Est. Cost $206.04 Unrealized +41.4%
VTI Vanguard Total Stock Market ETF 14.3%
Value ($000) $156,897 Shares 689,143 Est. Cost $197.28 Unrealized
VEU Vanguard FTSE All World Ex US ETF 12.4%
Value ($000) $135,537 Shares 2,353,490 Est. Cost $58.60 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 8.5%
Value ($000) $93,456 Shares 2,025,948 Est. Cost $47.48 Unrealized
IWB iShares Russell 1000 ETF 4.5%
Value ($000) $49,361 Shares 197,391 Est. Cost $211.84 Unrealized
IWV iShares Russell 3000 ETF 1.8%
Value ($000) $20,042 Shares 76,391 Est. Cost $223.54 Unrealized
PHYS Sprott Physical Gold ETV 1.7%
Value ($000) $18,866 Shares 1,227,501 Est. Cost $15.01 Unrealized
AMZN Amazon Com Inc 1.6%
Value ($000) $17,271 Shares 5,298 Est. Cost $159.70 Unrealized -3.2%
EFA iShares MSCI EAFE ETF 1.1%
Value ($000) $12,263 Shares 166,622 Est. Cost $73.06 Unrealized
AAPL Apple Inc 0.9%
Value ($000) $9,801 Shares 56,134 Est. Cost $118.90 Unrealized +38.6%
DBC Invesco DB Commodity Index Tracking Fund 0.9%
Value ($000) $9,796 Shares 375,903 Est. Cost $16.18 Unrealized
XOM Exxon Mobil Corp 0.8%
Value ($000) $8,234 Shares 99,700 Est. Cost $30.56 Unrealized +122.2%
Z Zillow Group Inc 0.7%
Value ($000) $7,843 Shares 159,127 Est. Cost $110.61 Unrealized -51.4%
VEA Vanguard FTSE Developed Markets ETF 0.7%
Value ($000) $7,778 Shares 161,949 Est. Cost $47.55 Unrealized
VOO Vanguard S&P 500 ETF 0.7%
Value ($000) $7,602 Shares 18,312 Est. Cost $345.88 Unrealized
WY Weyerhaeuser Co REIT 0.7%
Value ($000) $7,275 Shares 191,958 Est. Cost $24.49 Unrealized +39.3%
DOCU Docusign Inc 0.7%
Value ($000) $7,227 Shares 67,475 Est. Cost $224.62 Unrealized -48.9%
VNQ Vanguard REIT ETF 0.7%
Value ($000) $7,222 Shares 66,647 Est. Cost $88.64 Unrealized
BND Vanguard Total Bond Market ETF 0.6%
Value ($000) $6,564 Shares 82,536 Est. Cost $88.19 Unrealized
PTON Peloton Interactive 0.6%
Value ($000) $6,110 Shares 231,268 Est. Cost $28.67 Unrealized 0.0%
MUB iShares National Muni Bond ETF 0.5%
Value ($000) $5,658 Shares 51,607 Est. Cost $111.69 Unrealized
LLY Eli Lilly & Company 0.5%
Value ($000) $5,630 Shares 19,662 Est. Cost $162.91 Unrealized +52.5%
IVV iShares Core S&P 500 ETF 0.5%
Value ($000) $5,419 Shares 11,946 Est. Cost $406.76 Unrealized
EPP iShares MSCI Pacific Ex Jpn 0.4%
Value ($000) $4,781 Shares 97,150 Est. Cost $47.87 Unrealized
ZG Zillow Group Inc Class A 0.4%
Value ($000) $3,938 Shares 81,671 Est. Cost $112.75 Unrealized -53.1%
SBUX Starbucks Corp 0.4%
Value ($000) $3,907 Shares 42,952 Est. Cost $85.19 Unrealized +0.9%
PCAR Paccar Inc 0.3%
Value ($000) $3,806 Shares 43,221 Est. Cost $46.70 Unrealized +12.3%
VNQI Vanguard Global Ex US Real Estate ETF 0.3%
Value ($000) $3,800 Shares 73,159 Est. Cost $54.38 Unrealized
SPY SPDR S&P 500 ETF IV 0.3%
Value ($000) $3,794 Shares 8,398 Est. Cost $391.23 Unrealized
1/100 Berkshire Htwy Cla 0.3%
Value ($000) $3,702 Shares 700 Est. Cost $3478.57 Unrealized
IWF iShares Russell 1000 Growth 0.3%
Value ($000) $3,610 Shares 13,005 Est. Cost $245.58 Unrealized
IVW Ishares S&P 500 Growth 0.3%
Value ($000) $2,934 Shares 38,422 Est. Cost $64.82 Unrealized
VXUS Vanguard Total International Stock ETF 0.3%
Value ($000) $2,842 Shares 47,583 Est. Cost $60.19 Unrealized
VT Vanguard Total World Stock ETF 0.3%
Value ($000) $2,786 Shares 27,507 Est. Cost $102.28 Unrealized
ALK Alaska Air Group Inc De 0.2%
Value ($000) $2,667 Shares 45,990 Est. Cost $57.63 Unrealized -5.4%
IEMG iShares Core MSCI Emerging Markets ETF 0.2%
Value ($000) $2,661 Shares 47,905 Est. Cost $61.91 Unrealized
SUSA iShares MSCI USA ESG Select ETF 0.2%
Value ($000) $2,620 Shares 27,064 Est. Cost $96.81 Unrealized
BRK/B Berkshire Hathaway Class B 0.2%
Value ($000) $2,597 Shares 7,359 Est. Cost $227.07 Unrealized +42.4%
COST Costco Wholesale Co 0.2%
Value ($000) $2,527 Shares 4,389 Est. Cost $373.50 Unrealized +34.1%
TSLA Tesla Motors Inc 0.2%
Value ($000) $2,505 Shares 2,325 Est. Cost $184.98 Unrealized +68.4%
IAU iShares Gold ETF 0.2%
Value ($000) $2,489 Shares 67,596 Est. Cost $33.72 Unrealized
AGG iShares Barclays Aggregate Bond 0.2%
Value ($000) $2,441 Shares 22,794 Est. Cost $112.91 Unrealized
GUNR FlexShares Upstream Natural Resources Index ETF 0.2%
Value ($000) $2,268 Shares 48,448 Est. Cost $33.55 Unrealized
Gamida-Cell Ltd. 0.2%
Value ($000) $2,195 Shares 529,103 Est. Cost $6.41 Unrealized
JPM JPMorgan Chase & Co 0.2%
Value ($000) $1,934 Shares 14,193 Est. Cost $106.56 Unrealized +25.4%
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $1,861 Shares 9,069 Est. Cost $198.14 Unrealized
ESS Tech Inc 0.2%
Value ($000) $1,853 Shares 332,772 Est. Cost $5.57 Unrealized
IEV iShares S&P Europe 350 0.2%
Value ($000) $1,821 Shares 36,255 Est. Cost $47.91 Unrealized
COP Phillips Petroleum Coxxx 0.2%
Value ($000) $1,794 Shares 17,948 Est. Cost $49.31 Unrealized +61.6%
JNJ Johnson & Johnson 0.2%
Value ($000) $1,715 Shares 9,681 Est. Cost $130.44 Unrealized +16.4%
IJH iShares Core S&P Midcap 0.1%
Value ($000) $1,585 Shares 5,910 Est. Cost $243.07 Unrealized
JP Morgan Chase Alerian ETN 0.1%
Value ($000) $1,542 Shares 73,776 Est. Cost $19.23 Unrealized
CVX Chevron Corporation 0.1%
Value ($000) $1,525 Shares 9,368 Est. Cost $68.88 Unrealized +78.2%
MDY SPDR S&P Midcap 400 ETF 0.1%
Value ($000) $1,522 Shares 3,104 Est. Cost $421.40 Unrealized
First Bancorp Inc 0.1%
Value ($000) $1,515 Shares 3,741 Est. Cost $368.62 Unrealized
BKH Black Hills Corp 0.1%
Value ($000) $1,509 Shares 19,600 Est. Cost $56.46 Unrealized +3.9%
SNOW Snowflake Inc Class A 0.1%
Value ($000) $1,444 Shares 6,305 Est. Cost $258.49 Unrealized 0.0%
GOOGL Alphabet Inc. Class A 0.1%
Value ($000) $1,432 Shares 515 Est. Cost $88.31 Unrealized +52.7%
PSX Phillips 66 0.1%
Value ($000) $1,320 Shares 15,287 Est. Cost $61.23 Unrealized +19.0%
ABNB Airbnb Inc Class A 0.1%
Value ($000) $1,312 Shares 7,643 Est. Cost $175.35 Unrealized -9.2%
Redfin Corporation 0.1%
Value ($000) $1,262 Shares 70,000 Est. Cost $68.63 Unrealized
PEP Pepsico Incorporated 0.1%
Value ($000) $1,085 Shares 6,486 Est. Cost $121.81 Unrealized +21.8%
IWD iShares Russell 1000 Value 0.1%
Value ($000) $1,083 Shares 6,528 Est. Cost $138.15 Unrealized
Athira Pharma Inc 0.1%
Value ($000) $1,080 Shares 80,000 Est. Cost $12.67 Unrealized
PG Procter & Gamble 0.1%
Value ($000) $1,075 Shares 7,039 Est. Cost $123.31 Unrealized +15.3%
Clene Inc 0.1%
Value ($000) $1,058 Shares 268,581 Est. Cost $12.36 Unrealized
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $1,057 Shares 2 Est. Cost $330761.80 Unrealized +46.8%
EEM iShares MSCI Emerging Markets ETF 0.1%
Value ($000) $1,017 Shares 22,543 Est. Cost $51.66 Unrealized
Linens N Things Inc 0.1%
Value ($000) $1,004 Shares 3,146 Est. Cost $265.53 Unrealized
VYM Vanguard High DIV Yield ETF 0.1%
Value ($000) $908 Shares 8,091 Est. Cost $95.30 Unrealized
DIS Walt Disney Co 0.1%
Value ($000) $904 Shares 6,596 Est. Cost $145.24 Unrealized -2.8%
EFG iShares MSCI EAFE Growth ETF 0.1%
Value ($000) $903 Shares 9,382 Est. Cost $96.25 Unrealized
VUG Vanguard Growth ETF 0.1%
Value ($000) $898 Shares 3,125 Est. Cost $267.71 Unrealized
AMLP Alerian MLP ETF 0.1%
Value ($000) $876 Shares 22,889 Est. Cost $34.98 Unrealized
GOOG Alphabet Inc. Class C 0.1%
Value ($000) $874 Shares 313 Est. Cost $102.04 Unrealized +32.2%
DE Deere & Co 0.1%
Value ($000) $859 Shares 2,069 Est. Cost $258.50 Unrealized +40.4%
VTV Vanguard Value ETF 0.1%
Value ($000) $843 Shares 5,711 Est. Cost $123.35 Unrealized
ACVA Acv Auctions Inc Class A 0.1%
Value ($000) $836 Shares 56,493 Est. Cost $19.63 Unrealized -29.2%
CAT Caterpillar Inc 0.1%
Value ($000) $818 Shares 3,672 Est. Cost $155.81 Unrealized +25.4%
ABBV Abbvie Inc 0.1%
Value ($000) $812 Shares 5,009 Est. Cost $82.19 Unrealized +53.8%
MCD Mc Donalds Corp 0.1%
Value ($000) $789 Shares 3,192 Est. Cost $194.99 Unrealized +16.8%
FSLY Fastly Inc 0.1%
Value ($000) $764 Shares 43,995 Est. Cost $88.16 Unrealized -73.5%
WFC Wells Fargo BK N A 0.1%
Value ($000) $764 Shares 15,768 Est. Cost $27.00 Unrealized +79.6%
BA Boeing Co 0.1%
Value ($000) $761 Shares 3,976 Est. Cost $195.12 Unrealized +2.9%
RELY Real Industry Inc 0.1%
Value ($000) $732 Shares 74,226 Est. Cost $11.90 Unrealized 0.0%
IWO iShares Russell 2000 Growth 0.1%
Value ($000) $700 Shares 2,739 Est. Cost $287.52 Unrealized
TT Trane Inc 0.1%
Value ($000) $694 Shares 4,545 Est. Cost $130.44 Unrealized +19.4%
BAC Bank Of America Corp 0.1%
Value ($000) $683 Shares 16,572 Est. Cost $29.02 Unrealized +40.7%
VB Vanguard Small Cap ETF IV 0.1%
Value ($000) $678 Shares 3,193 Est. Cost $197.21 Unrealized
KO Coca Cola Company 0.1%
Value ($000) $677 Shares 10,918 Est. Cost $44.77 Unrealized +20.8%
T A T & T Inc 0.1%
Value ($000) $672 Shares 28,448 Est. Cost $15.68 Unrealized -4.9%
NVDA Nvidia Corp 0.1%
Value ($000) $642 Shares 2,356 Est. Cost $20.03 Unrealized +25.0%
MO Altria Group, Inc 0.1%
Value ($000) $638 Shares 12,226 Est. Cost $33.99 Unrealized +9.2%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $636 Shares 4,272 Est. Cost $45.26 Unrealized -1.5%
NEE Nextera Energy Inc 0.1%
Value ($000) $614 Shares 7,258 Est. Cost $67.23 Unrealized +7.2%
INTC Intel Corp 0.1%
Value ($000) $608 Shares 12,283 Est. Cost $44.35 Unrealized +4.1%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $603 Shares 8,262 Est. Cost $50.02 Unrealized +13.6%
CMA Comerica Incorporated 0.1%
Value ($000) $600 Shares 6,637 Est. Cost $77.88 Unrealized 0.0%
LMT Lockheed Martin Corp 0.1%
Value ($000) $599 Shares 1,359 Est. Cost $318.98 Unrealized +14.5%
HD Home Depot Inc 0.1%
Value ($000) $574 Shares 1,918 Est. Cost $256.63 Unrealized +22.4%
TMO Thermo Electron Corp 0.1%
Value ($000) $565 Shares 958 Est. Cost $482.67 Unrealized +17.7%
IJK iShares S&P Midcap 400 Growth ETF 0.1%
Value ($000) $550 Shares 7,127 Est. Cost $73.73 Unrealized
ADP Auto Data Processing 0.0%
Value ($000) $545 Shares 2,397 Est. Cost $155.28 Unrealized +26.8%
VV Vanguard Large Cap 0.0%
Value ($000) $509 Shares 2,443 Est. Cost $208.35 Unrealized
NKE Nike Inc Class B 0.0%
Value ($000) $505 Shares 3,754 Est. Cost $130.87 Unrealized +0.8%
META Facebook Inc Class A 0.0%
Value ($000) $496 Shares 2,234 Est. Cost $290.40 Unrealized -14.5%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $486 Shares 1,167 Est. Cost $456.22 Unrealized
VIG Vanguard Dividend Apprec ETF 0.0%
Value ($000) $486 Shares 3,002 Est. Cost $141.50 Unrealized
GE General Electric Co 0.0%
Value ($000) $485 Shares 5,310 Est. Cost $65.27 Unrealized -10.3%
SPDW SPDR Portfolio Developed World ex-US ETF 0.0%
Value ($000) $479 Shares 13,997 Est. Cost $33.74 Unrealized
DLS WisdomTree International Small-Cap Dividend 0.0%
Value ($000) $479 Shares 6,980 Est. Cost $68.06 Unrealized
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $473 Shares 1,991 Est. Cost $230.94 Unrealized
IWR iShares Russell Mid-Cap ETF 0.0%
Value ($000) $471 Shares 6,040 Est. Cost $70.89 Unrealized
Unilever Plc 0.0%
Value ($000) $471 Shares 10,342 Est. Cost $60.18 Unrealized
QQQ Invesco QQQ Trust ETF 0.0%
Value ($000) $451 Shares 1,246 Est. Cost $330.54 Unrealized
AOS Smith A O 0.0%
Value ($000) $447 Shares 7,000 Est. Cost $50.29 Unrealized +34.8%
AVA Avista Corporation 0.0%
Value ($000) $435 Shares 9,636 Est. Cost $28.95 Unrealized +26.1%
UPS United Parcel Service B 0.0%
Value ($000) $434 Shares 2,026 Est. Cost $141.36 Unrealized +25.3%
EW Edwards Lifesciences Cp 0.0%
Value ($000) $415 Shares 3,531 Est. Cost $84.05 Unrealized +33.5%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $397 Shares 780 Est. Cost $343.97 Unrealized +31.2%
CL Colgate-Palmolive Co 0.0%
Value ($000) $397 Shares 5,247 Est. Cost $73.33 Unrealized -1.4%
V Visa Inc Class A 0.0%
Value ($000) $391 Shares 1,767 Est. Cost $204.42 Unrealized +2.8%
IBM IBM Corp 0.0%
Value ($000) $390 Shares 3,006 Est. Cost $98.07 Unrealized +14.3%
AMAT Applied Materials 0.0%
Value ($000) $388 Shares 2,945 Est. Cost $130.69 Unrealized +1.7%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $384 Shares 4,870 Est. Cost $78.85 Unrealized
EVLV Evolv Technologies, Inc. 0.0%
Value ($000) $370 Shares 139,908 Est. Cost $3.27 Unrealized 0.0%
CSX C S X Corp 0.0%
Value ($000) $367 Shares 9,813 Est. Cost $29.51 Unrealized +13.5%
ACN Accenture 0.0%
Value ($000) $359 Shares 1,065 Est. Cost $246.22 Unrealized +29.4%
SHV iShares Short Treasury Bond ETF 0.0%
Value ($000) $355 Shares 3,225 Est. Cost $110.49 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $353 Shares 1,928 Est. Cost $141.48 Unrealized +11.2%
HNDL Strategy Shares Nasdaq 7 Hand ETF 0.0%
Value ($000) $351 Shares 14,589 Est. Cost $24.06 Unrealized
DBX Dropbox Inc Cl A 0.0%
Value ($000) $342 Shares 14,736 Est. Cost $20.36 Unrealized +14.4%
F Ford Motor Company 0.0%
Value ($000) $341 Shares 20,206 Est. Cost $7.38 Unrealized +97.1%
PFE Pfizer Incorporated 0.0%
Value ($000) $341 Shares 6,601 Est. Cost $30.05 Unrealized +41.4%
MMM 3M Company 0.0%
Value ($000) $340 Shares 2,290 Est. Cost $119.74 Unrealized -4.3%
DIA SPDR Dow Jones Industrial Average ETF 0.0%
Value ($000) $338 Shares 977 Est. Cost $337.77 Unrealized
AVGO Broadcom Limited 0.0%
Value ($000) $337 Shares 536 Est. Cost $36.31 Unrealized +51.7%
IRM Iron Mountain Inc REIT 0.0%
Value ($000) $332 Shares 6,000 Est. Cost $37.70 Unrealized +8.6%
ABT Abbott Laboratories 0.0%
Value ($000) $332 Shares 2,812 Est. Cost $104.23 Unrealized +10.7%
QCOM Qualcomm Inc 0.0%
Value ($000) $329 Shares 2,154 Est. Cost $130.00 Unrealized +18.1%
NOBL Noble International Ltd 0.0%
Value ($000) $318 Shares 3,360 Est. Cost $94.64 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $313 Shares 4,996 Est. Cost $50.28 Unrealized +16.7%
AXP American Express Company 0.0%
Value ($000) $305 Shares 1,632 Est. Cost $103.86 Unrealized +65.4%
USB U S Bancorp Del 0.0%
Value ($000) $301 Shares 5,677 Est. Cost $34.65 Unrealized +38.1%
EMR Emerson Electric Co 0.0%
Value ($000) $299 Shares 3,059 Est. Cost $67.35 Unrealized +29.8%
VCLT Vanguard Long-Term Corporate Bond ETF 0.0%
Value ($000) $299 Shares 3,195 Est. Cost $106.88 Unrealized
RTX Raytheon Technologies Corp 0.0%
Value ($000) $296 Shares 2,993 Est. Cost $59.89 Unrealized +44.9%
MOAT VanEck Morningstar Wide Moat ETF 0.0%
Value ($000) $295 Shares 3,950 Est. Cost $74.68 Unrealized
MDT Medtronic Inc 0.0%
Value ($000) $291 Shares 2,628 Est. Cost $97.55 Unrealized -4.0%
COLB Columbia Banking SYS 0.0%
Value ($000) $285 Shares 8,850 Est. Cost $33.46 Unrealized -15.4%
GLD SPDR Gold Shares ETF 0.0%
Value ($000) $285 Shares 1,578 Est. Cost $175.98 Unrealized
ORCL Oracle Corporation 0.0%
Value ($000) $279 Shares 3,384 Est. Cost $59.87 Unrealized +28.6%
PNC PNC Financial Services Group 0.0%
Value ($000) $277 Shares 1,503 Est. Cost $160.91 Unrealized +8.2%
ECL Ecolab Inc 0.0%
Value ($000) $275 Shares 1,563 Est. Cost $198.14 Unrealized -9.4%
CMCSA Comcast Corporation Class A 0.0%
Value ($000) $271 Shares 5,804 Est. Cost $43.94 Unrealized -2.5%
UNP Union Pacific Corp 0.0%
Value ($000) $269 Shares 986 Est. Cost $216.60 Unrealized +6.5%
ADBE Adobe Systems Inc 0.0%
Value ($000) $265 Shares 582 Est. Cost $541.43 Unrealized -11.1%
NEM Newmont Mining Corp 0.0%
Value ($000) $264 Shares 3,333 Est. Cost $49.84 Unrealized +20.5%
DFUS DFA Tax-Managed US Eq 0.0%
Value ($000) $260 Shares 5,319 Est. Cost $47.06 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $257 Shares 413 Est. Cost $89.50 Unrealized 0.0%
ETN Eaton Corporation 0.0%
Value ($000) $254 Shares 1,674 Est. Cost $148.91 Unrealized -1.1%
CLF Cliffs Natural Resources Inc. 0.0%
Value ($000) $252 Shares 7,828 Est. Cost $22.79 Unrealized 0.0%
Magellan Midstream Partners LP 0.0%
Value ($000) $251 Shares 5,124 Est. Cost $43.01 Unrealized
CSCO Cisco Systems Inc 0.0%
Value ($000) $250 Shares 4,500 Est. Cost $37.92 Unrealized +32.6%
SMG Scotts Co Cl A 0.0%
Value ($000) $246 Shares 2,007 Est. Cost $142.37 Unrealized -16.9%
DHR Danaher Corp Del 0.0%
Value ($000) $246 Shares 839 Est. Cost $196.00 Unrealized +25.4%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $244 Shares 1,170 Est. Cost $182.90 Unrealized +11.4%
PGR Progressive Corp Ohio 0.0%
Value ($000) $244 Shares 2,143 Est. Cost $86.02 Unrealized +14.5%
CBWA Commencement Bank 0.0%
Value ($000) $243 Shares 18,150 Est. Cost $10.63 Unrealized +23.2%
SCHG Schwab US Large Cap Growth ETF 0.0%
Value ($000) $239 Shares 3,200 Est. Cost $101.41 Unrealized
CRM Salesforce Com 0.0%
Value ($000) $233 Shares 1,102 Est. Cost $212.63 Unrealized 0.0%
PECO PHILLIPS EDISON AND COMPANY ORD 0.0%
Value ($000) $233 Shares 6,800 Est. Cost $34.26 Unrealized
PLD Prologis Inc REIT 0.0%
Value ($000) $230 Shares 1,427 Est. Cost $132.48 Unrealized +2.2%
CCB Coastal Financial Corp (NV) 0.0%
Value ($000) $228 Shares 5,000 Est. Cost $41.41 Unrealized +17.5%
HON Honeywell Intl Inc 0.0%
Value ($000) $227 Shares 1,170 Est. Cost $168.93 Unrealized +0.8%
PSA Public Storage Inc 0.0%
Value ($000) $225 Shares 577 Est. Cost $275.62 Unrealized +9.3%
XLY Consumer Discret Sel Sect SPDR ETF 0.0%
Value ($000) $222 Shares 1,200 Est. Cost $160.77 Unrealized
IEF iShares Lehman 7-10 Yr Treasury Idx Bond 0.0%
Value ($000) $212 Shares 1,976 Est. Cost $107.29 Unrealized
PYPL Paypal Holdings Inco 0.0%
Value ($000) $211 Shares 1,826 Est. Cost $212.75 Unrealized -37.6%
AMT American Tower Corp REIT 0.0%
Value ($000) $209 Shares 835 Est. Cost $214.86 Unrealized 0.0%
UBER Uber Technologies Inc 0.0%
Value ($000) $207 Shares 5,819 Est. Cost $44.04 Unrealized -18.4%
VZ Verizon Communication 0.0%
Value ($000) $207 Shares 4,065 Est. Cost $42.32 Unrealized -1.9%
DOV Dover Corporation 0.0%
Value ($000) $206 Shares 1,315 Est. Cost $156.61 Unrealized -0.4%
LHX L3 Harris Technologies Inc 0.0%
Value ($000) $204 Shares 823 Est. Cost $214.65 Unrealized 0.0%
DNP Select Income Fund Inc. 0.0%
Value ($000) $189 Shares 16,000 Est. Cost $11.81 Unrealized
LUMN CenturyLink Inc 0.0%
Value ($000) $184 Shares 16,337 Est. Cost $8.48 Unrealized +27.0%
Griffin American Healthcare Reit IV Inc Com Cl I 0.0%
Value ($000) $131 Shares 14,209 Est. Cost $9.22 Unrealized
TELFY Telefonica Spon Adr 0.0%
Value ($000) $113 Shares 23,664 Est. Cost $4.06 Unrealized
Realnetworks Inc 0.0%
Value ($000) $55 Shares 96,427 Est. Cost $1.39 Unrealized
EXK Endeavour Silver Co F 0.0%
Value ($000) $46 Shares 10,000 Est. Cost $3.70 Unrealized +17.6%
Ideanomics Inc 0.0%
Value ($000) $13 Shares 11,838 Est. Cost $2.87 Unrealized
Evoke Pharma Inc 0.0%
Value ($000) $5 Shares 11,000 Est. Cost $0.45 Unrealized
Westside Fed Svgs & Ln Assn (NV) 0.0%
Value ($000) $0 Shares 14,696 Est. Cost Unrealized
Latteno Food Corp 0.0%
Value ($000) $0 Shares 40,000 Est. Cost Unrealized
Venture Finl Group (NV) 0.0%
Value ($000) $0 Shares 38,232 Est. Cost Unrealized