COLDSTREAM CAPITAL MANAGEMENT INC Diversified Active

Location: Bellevue, WA

CIK: 0001082339 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 12, 2021

Total Value: $2.063B (100.0% shares, 0.0% debt)

Holdings (404)

IVV iShares Core S&P 500 10.9%
Value $225M Shares 670,042 Est. Cost Unrealized
MSFT MICROSOFT CORP 9.4%
Value $194M Shares 924,256 Est. Cost Unrealized
VV Vanguard Large-Cap 5.0%
Value $104M Shares 657,816 Est. Cost Unrealized
VUG Vanguard Growth 4.8%
Value $99.27M Shares 429,773 Est. Cost Unrealized
IEF ISHARES TR 3.4%
Value $69.67M Shares 571,866 Est. Cost Unrealized
HEFA ISHARES TR 3.2%
Value $66.38M Shares 2,410,460 Est. Cost Unrealized
VO Vanguard Mid-Cap 3.0%
Value $62.1M Shares 263,849 Est. Cost Unrealized
VXF Vanguard Extended Market 2.7%
Value $55.08M Shares 424,249 Est. Cost Unrealized
VOO Vanguard S&P 500 2.6%
Value $54.43M Shares 138,192 Est. Cost Unrealized
BND Vanguard Total Bond Market 2.4%
Value $49.45M Shares 578,401 Est. Cost Unrealized
AAPL APPLE INC 2.1%
Value $43.24M Shares 373,375 Est. Cost Unrealized
VWO Vanguard FTSE Emerging Markets 2.0%
Value $41.13M Shares 834,254 Est. Cost Unrealized
QAI IQ Hedge Multi-Strategy Tracker 1.9%
Value $38.44M Shares 1,210,286 Est. Cost Unrealized
IWR iShares Russell Mid-Cap 1.5%
Value $31.95M Shares 536,061 Est. Cost Unrealized
VEA Vanguard FTSE Developed Markets 1.4%
Value $29.56M Shares 586,075 Est. Cost Unrealized
AMZN AMAZON COM INC 1.3%
Value $27.47M Shares 8,724 Est. Cost Unrealized
RFG Invesco S&P MidCap 400 Pure Growth 1.3%
Value $26.04M Shares 117,972 Est. Cost Unrealized
DON WisdomTree US MidCap Dividend 1.2%
Value $24.89M Shares 600,547 Est. Cost Unrealized
RODM Hartford Multifactor Dev Mkts (exUS) 1.2%
Value $24.09M Shares 800,237 Est. Cost Unrealized
ROAM Hartford Multifactor Emerging Mkts 1.1%
Value $22.56M Shares 922,005 Est. Cost Unrealized
ROUS Hartford Multifactor US Equity 1.0%
Value $21M Shares 527,302 Est. Cost Unrealized
IWB iShares Russell 1000 1.0%
Value $19.62M Shares 93,865 Est. Cost Unrealized
VIG Vanguard Dividend Appreciation 0.9%
Value $18.78M Shares 132,405 Est. Cost Unrealized
VB Vanguard Small-Cap 0.9%
Value $17.7M Shares 99,891 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.8%
Value $17.26M Shares 200,877 Est. Cost Unrealized
IJH iShares Core S&P Mid-Cap 0.8%
Value $17.06M Shares 72,514 Est. Cost Unrealized
MUB iShares National Muni Bond 0.8%
Value $16.99M Shares 146,275 Est. Cost Unrealized
IEFA iShares Core MSCI EAFE 0.8%
Value $15.96M Shares 259,543 Est. Cost Unrealized
SPY SPDR S&P 500 Trust 0.8%
Value $15.78M Shares 46,471 Est. Cost Unrealized
IDEV iShares Core MSCI Intl Dev Mkts 0.8%
Value $15.49M Shares 231,839 Est. Cost Unrealized
VTV Vanguard Value 0.7%
Value $14.42M Shares 132,273 Est. Cost Unrealized
SCHX Schwab US Large-Cap 0.6%
Value $13.15M Shares 159,794 Est. Cost Unrealized
RPG Invesco S&P 500 Pure Growth 0.6%
Value $12.84M Shares 66,654 Est. Cost Unrealized
IEMG iShares Core MSCI Emerging Markets 0.6%
Value $12.73M Shares 206,995 Est. Cost Unrealized
HEEM ISHARES INC 0.6%
Value $12.68M Shares 467,920 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 0.6%
Value $11.53M Shares 32,478 Est. Cost Unrealized
EFA iShares MSCI EAFE 0.5%
Value $9.764M Shares 151,407 Est. Cost Unrealized
NKE NIKE INC 0.5%
Value $9.622M Shares 76,647 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value $7.884M Shares 14,566 Est. Cost Unrealized
IJK iShares S&P Mid-Cap 400 Growth 0.4%
Value $7.535M Shares 92,091 Est. Cost Unrealized
QQQ Invesco QQQ Trust 0.4%
Value $7.498M Shares 26,669 Est. Cost Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value $7.148M Shares 31,628 Est. Cost Unrealized
EEM iShares MSCI Emerging Markets 0.3%
Value $6.963M Shares 150,853 Est. Cost Unrealized
SCHG Schwab US Large-Cap Growth 0.3%
Value $6.837M Shares 57,900 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value $6.788M Shares 48,838 Est. Cost Unrealized
IWF iShares Russell 1000 Growth 0.3%
Value $6.784M Shares 28,968 Est. Cost Unrealized
HD HOME DEPOT INC 0.3%
Value $6.753M Shares 24,316 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $6.366M Shares 107,005 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value $6.269M Shares 42,107 Est. Cost Unrealized
SHY iShares 1-3 Year Treasury Bond 0.3%
Value $6.172M Shares 71,374 Est. Cost Unrealized
VSS Vanguard FTSE All-Wld ex-US SmCp 0.3%
Value $5.964M Shares 44,627 Est. Cost Unrealized
SLACK TECHNOLOGIES INC 0.3%
Value $5.945M Shares 221,319 Est. Cost Unrealized
VNQ Vanguard Real Estate 0.3%
Value $5.913M Shares 73,574 Est. Cost Unrealized
IWM iShares Russell 2000 0.3%
Value $5.55M Shares 30,150 Est. Cost Unrealized
V VISA INC 0.3%
Value $5.252M Shares 26,264 Est. Cost Unrealized
INTC INTEL CORP 0.2%
Value $5.119M Shares 98,859 Est. Cost Unrealized
MCD MCDONALDS CORP 0.2%
Value $4.906M Shares 22,352 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value $4.904M Shares 50,941 Est. Cost Unrealized
AMGN AMGEN INC 0.2%
Value $4.881M Shares 19,204 Est. Cost Unrealized
IWP iShares Russell Mid-Cap Growth 0.2%
Value $4.736M Shares 41,913 Est. Cost Unrealized
IJJ iShares S&P Mid-Cap 400 Value 0.2%
Value $4.642M Shares 43,702 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value $4.589M Shares 14,719 Est. Cost Unrealized
WMT WALMART INC 0.2%
Value $4.463M Shares 31,897 Est. Cost Unrealized
PEP PEPSICO INC 0.2%
Value $4.426M Shares 31,935 Est. Cost Unrealized
MRK MERCK & CO. INC 0.2%
Value $4.338M Shares 52,301 Est. Cost Unrealized
SCHM Schwab US Mid-Cap 0.2%
Value $4.331M Shares 62,640 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value $4.327M Shares 93,541 Est. Cost Unrealized
TSLA TESLA INC 0.2%
Value $4.324M Shares 10,079 Est. Cost Unrealized
ABT ABBOTT LABS 0.2%
Value $4.273M Shares 39,266 Est. Cost Unrealized
PFE PFIZER INC 0.2%
Value $4.185M Shares 114,025 Est. Cost Unrealized
BA BOEING CO 0.2%
Value $4.165M Shares 25,201 Est. Cost Unrealized
CAT CATERPILLAR INC DEL 0.2%
Value $4.113M Shares 27,576 Est. Cost Unrealized
TGT TARGET CORP 0.2%
Value $4.01M Shares 25,475 Est. Cost Unrealized
IUSG ISHARES TR 0.2%
Value $3.904M Shares 48,809 Est. Cost Unrealized
PCAR PACCAR INC 0.2%
Value $3.901M Shares 45,746 Est. Cost Unrealized
TXN TEXAS INSTRS INC 0.2%
Value $3.87M Shares 27,104 Est. Cost Unrealized
MMM 3M CO 0.2%
Value $3.776M Shares 23,574 Est. Cost Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value $3.759M Shares 13,543 Est. Cost Unrealized
KO COCA COLA CO 0.2%
Value $3.732M Shares 75,601 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.2%
Value $3.661M Shares 10,151 Est. Cost Unrealized
T AT&T INC 0.2%
Value $3.638M Shares 127,606 Est. Cost Unrealized
ABBV ABBVIE INC 0.2%
Value $3.606M Shares 41,168 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value $3.588M Shares 35,790 Est. Cost Unrealized
MGC Vanguard Mega Cap 0.2%
Value $3.558M Shares 23,393 Est. Cost Unrealized
GOOG ALPHABET INC 0.2%
Value $3.333M Shares 2,268 Est. Cost Unrealized
SPXL Direxion Daily S&P500 Bull 3X 0.2%
Value $3.316M Shares 31,000 Est. Cost Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value $3.263M Shares 10,955 Est. Cost Unrealized
META FACEBOOK INC 0.2%
Value $3.254M Shares 12,425 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $3.25M Shares 15,261 Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value $3.222M Shares 8,407 Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.2%
Value $3.172M Shares 27,175 Est. Cost Unrealized
MDT MEDTRONIC PLC 0.2%
Value $3.166M Shares 30,464 Est. Cost Unrealized
ACTIVISION BLIZZARD INC 0.2%
Value $3.128M Shares 38,642 Est. Cost Unrealized
GOOGL ALPHABET INC 0.1%
Value $3.089M Shares 2,108 Est. Cost Unrealized
MET METLIFE INC 0.1%
Value $3.081M Shares 82,887 Est. Cost Unrealized
YUM YUM BRANDS INC 0.1%
Value $3.056M Shares 33,470 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $3.003M Shares 21,527 Est. Cost Unrealized
VTWO Vanguard Russell 2000 0.1%
Value $2.985M Shares 33,759 Est. Cost Unrealized
DLN WisdomTree US LargeCap Dividend 0.1%
Value $2.971M Shares 24,957 Est. Cost Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value $2.965M Shares 36,643 Est. Cost Unrealized
AFL AFLAC INC 0.1%
Value $2.815M Shares 77,453 Est. Cost Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value $2.772M Shares 48,179 Est. Cost Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value $2.756M Shares 28,445 Est. Cost Unrealized
VONE Vanguard Russell 1000 0.1%
Value $2.72M Shares 13,605 Est. Cost Unrealized
VTI Vanguard Total Stock Market 0.1%
Value $2.643M Shares 13,288 Est. Cost Unrealized
MPC MARATHON PETE CORP 0.1%
Value $2.637M Shares 89,894 Est. Cost Unrealized
SCHA Schwab US Small-Cap 0.1%
Value $2.633M Shares 37,840 Est. Cost Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value $2.629M Shares 10,877 Est. Cost Unrealized
PLD PROLOGIS INC. 0.1%
Value $2.567M Shares 25,509 Est. Cost Unrealized
SCZ iShares MSCI EAFE Small-Cap 0.1%
Value $2.397M Shares 32,216 Est. Cost Unrealized
ECL ECOLAB INC 0.1%
Value $2.376M Shares 11,888 Est. Cost Unrealized
WDAY WORKDAY INC 0.1%
Value $2.252M Shares 10,469 Est. Cost Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value $2.246M Shares 15,211 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.1%
Value $2.152M Shares 9,994 Est. Cost Unrealized
AGG iShares Core US Aggregate Bond 0.1%
Value $2.069M Shares 17,836 Est. Cost Unrealized
MINT PIMCO Enhanced Short Maturity Active 0.1%
Value $1.987M Shares 19,492 Est. Cost Unrealized
DIS DISNEY WALT CO 0.1%
Value $1.972M Shares 15,891 Est. Cost Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value $1.92M Shares 6 Est. Cost Unrealized
USB US BANCORP DEL 0.1%
Value $1.853M Shares 51,683 Est. Cost Unrealized
POOL POOL CORP 0.1%
Value $1.818M Shares 5,434 Est. Cost Unrealized
UDOW ProShares UltraPro Dow30 0.1%
Value $1.796M Shares 26,122 Est. Cost Unrealized
PSX PHILLIPS 66 0.1%
Value $1.736M Shares 33,492 Est. Cost Unrealized
SPYM SPDR SER TR 0.1%
Value $1.639M Shares 41,653 Est. Cost Unrealized
STE STERIS PLC 0.1%
Value $1.616M Shares 9,171 Est. Cost Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value $1.605M Shares 3,272 Est. Cost Unrealized
VBR Vanguard Small-Cap Value 0.1%
Value $1.598M Shares 9,649 Est. Cost Unrealized
RMD RESMED INC 0.1%
Value $1.594M Shares 9,294 Est. Cost Unrealized
CSCO CISCO SYS INC 0.1%
Value $1.541M Shares 39,118 Est. Cost Unrealized
NWN NORTHWEST NAT HLDG CO 0.1%
Value $1.486M Shares 32,736 Est. Cost Unrealized
TIP ISHARES TR 0.1%
Value $1.459M Shares 11,531 Est. Cost Unrealized
NFLX NETFLIX INC 0.1%
Value $1.455M Shares 2,910 Est. Cost Unrealized
DVY iShares Select Dividend 0.1%
Value $1.43M Shares 17,131 Est. Cost Unrealized
DHI D R HORTON INC 0.1%
Value $1.428M Shares 18,888 Est. Cost Unrealized
BSV Vanguard Short-Term Bond 0.1%
Value $1.426M Shares 17,390 Est. Cost Unrealized
GGG GRACO INC 0.1%
Value $1.416M Shares 23,087 Est. Cost Unrealized
RPM RPM INTL INC 0.1%
Value $1.415M Shares 17,078 Est. Cost Unrealized
WPC WP CAREY INC 0.1%
Value $1.407M Shares 21,587 Est. Cost Unrealized
IYC ISHARES TR 0.1%
Value $1.375M Shares 5,500 Est. Cost Unrealized
BAC BK OF AMERICA CORP 0.1%
Value $1.373M Shares 57,009 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $1.357M Shares 39,518 Est. Cost Unrealized
FNDB Schwab Fundamental US Broad Market 0.1%
Value $1.344M Shares 25,100 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $1.332M Shares 3,016 Est. Cost Unrealized
FDS FACTSET RESH SYS INC 0.1%
Value $1.329M Shares 3,968 Est. Cost Unrealized
WSM WILLIAMS SONOMA INC 0.1%
Value $1.328M Shares 14,689 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value $1.312M Shares 3,880 Est. Cost Unrealized
BBY BEST BUY INC 0.1%
Value $1.274M Shares 11,447 Est. Cost Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value $1.257M Shares 12,448 Est. Cost Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value $1.251M Shares 6,349 Est. Cost Unrealized
CLX CLOROX CO DEL 0.1%
Value $1.247M Shares 5,934 Est. Cost Unrealized
TER TERADYNE INC 0.1%
Value $1.228M Shares 15,454 Est. Cost Unrealized
JNK SPDR Blmbg Barclays High Yield Bd 0.1%
Value $1.225M Shares 11,206 Est. Cost Unrealized
APH AMPHENOL CORP NEW 0.1%
Value $1.202M Shares 11,103 Est. Cost Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $1.199M Shares 15,983 Est. Cost Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value $1.194M Shares 8,333 Est. Cost Unrealized
CVX CHEVRON CORP NEW 0.1%
Value $1.185M Shares 16,455 Est. Cost Unrealized
VXUS Vanguard Total International Stock 0.1%
Value $1.182M Shares 18,683 Est. Cost Unrealized
WSO WATSCO INC 0.1%
Value $1.181M Shares 5,073 Est. Cost Unrealized
CRM SALESFORCE COM INC 0.1%
Value $1.175M Shares 4,676 Est. Cost Unrealized
LLY LILLY ELI & CO 0.1%
Value $1.17M Shares 7,904 Est. Cost Unrealized
XILINX INC 0.1%
Value $1.161M Shares 11,139 Est. Cost Unrealized
KANSAS CITY SOUTHERN 0.1%
Value $1.154M Shares 6,379 Est. Cost Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $1.153M Shares 100,008 Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value $1.129M Shares 10,988 Est. Cost Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value $1.108M Shares 29,550 Est. Cost Unrealized
GBCI GLACIER BANCORP INC NEW 0.1%
Value $1.108M Shares 34,588 Est. Cost Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value $1.099M Shares 12,143 Est. Cost Unrealized
VTEB Vanguard Tax-Exempt Bond 0.1%
Value $1.079M Shares 19,696 Est. Cost Unrealized
MAXIM INTEGRATED PRODS INC 0.1%
Value $1.064M Shares 15,733 Est. Cost Unrealized
IEX IDEX CORP 0.1%
Value $1.064M Shares 5,835 Est. Cost Unrealized
EXR EXTRA SPACE STORAGE INC 0.1%
Value $1.046M Shares 9,776 Est. Cost Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value $1.04M Shares 2,445 Est. Cost Unrealized
SMG SCOTTS MIRACLE GRO CO 0.0%
Value $1.027M Shares 6,718 Est. Cost Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value $1.026M Shares 12,364 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $1.023M Shares 12,476 Est. Cost Unrealized
CPT CAMDEN PPTY TR 0.0%
Value $1.001M Shares 11,254 Est. Cost Unrealized
GRMN GARMIN LTD 0.0%
Value $989K Shares 10,426 Est. Cost Unrealized
BRO BROWN & BROWN INC 0.0%
Value $985K Shares 21,753 Est. Cost Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $976K Shares 7,398 Est. Cost Unrealized
WMB WILLIAMS COS INC 0.0%
Value $972K Shares 49,479 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $969K Shares 16,076 Est. Cost Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value $967K Shares 54,829 Est. Cost Unrealized
RLI RLI CORP 0.0%
Value $966K Shares 11,538 Est. Cost Unrealized
DUKE REALTY CORP 0.0%
Value $965K Shares 26,161 Est. Cost Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $963K Shares 8,414 Est. Cost Unrealized
ORCL ORACLE CORP 0.0%
Value $957K Shares 16,036 Est. Cost Unrealized
CDW CDW CORP 0.0%
Value $950K Shares 7,950 Est. Cost Unrealized
MDU MDU RES GROUP INC 0.0%
Value $947K Shares 42,103 Est. Cost Unrealized
CORESITE RLTY CORP 0.0%
Value $937K Shares 7,881 Est. Cost Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value $909K Shares 17,605 Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $909K Shares 8,613 Est. Cost Unrealized
MGRC MCGRATH RENTCORP 0.0%
Value $904K Shares 15,168 Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $886K Shares 10,920 Est. Cost Unrealized
IWD iShares Russell 1000 Value 0.0%
Value $865K Shares 7,027 Est. Cost Unrealized
CNS COHEN & STEERS INC 0.0%
Value $864K Shares 15,484 Est. Cost Unrealized
VT Vanguard Total World Stock 0.0%
Value $859K Shares 8,597 Est. Cost Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value $842K Shares 8,812 Est. Cost Unrealized
UNP UNION PAC CORP 0.0%
Value $834K Shares 4,238 Est. Cost Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value $833K Shares 17,219 Est. Cost Unrealized
DSI iShares MSCI KLD 400 Social 0.0%
Value $823K Shares 9,891 Est. Cost Unrealized
IWV iShares Russell 3000 0.0%
Value $820K Shares 3,625 Est. Cost Unrealized
NDAQ NASDAQ INC 0.0%
Value $818K Shares 6,667 Est. Cost Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value $808K Shares 14,355 Est. Cost Unrealized
VEU Vanguard FTSE All-Wld ex-US 0.0%
Value $801K Shares 14,290 Est. Cost Unrealized
MO ALTRIA GROUP INC 0.0%
Value $796K Shares 20,591 Est. Cost Unrealized
MELI MERCADOLIBRE INC 0.0%
Value $790K Shares 730 Est. Cost Unrealized
CTRA CABOT OIL & GAS CORP 0.0%
Value $782K Shares 45,034 Est. Cost Unrealized
LOW LOWES COS INC 0.0%
Value $780K Shares 4,704 Est. Cost Unrealized
SDY SPDR S&P Dividend 0.0%
Value $780K Shares 8,006 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.0%
Value $765K Shares 4,646 Est. Cost Unrealized
FNDF Schwab Fundamental Intl Lg Co 0.0%
Value $755K Shares 22,990 Est. Cost Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $754K Shares 3,903 Est. Cost Unrealized
QCOM QUALCOMM INC 0.0%
Value $741K Shares 6,295 Est. Cost Unrealized
ESGD iShares ESG Aware MSCI EAFE 0.0%
Value $734K Shares 9,367 Est. Cost Unrealized
BIV Vanguard Interm-Term Bond 0.0%
Value $732K Shares 8,185 Est. Cost Unrealized
ESGU iShares ESG Aware MSCI USA 0.0%
Value $726K Shares 7,371 Est. Cost Unrealized
CANADIAN PAC RY LTD 0.0%
Value $721K Shares 2,366 Est. Cost Unrealized
FLIR SYS INC 0.0%
Value $711K Shares 19,844 Est. Cost Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $707K Shares 9,158 Est. Cost Unrealized
ELD WisdomTree Emerging Markets Lcl Dbt 0.0%
Value $705K Shares 22,556 Est. Cost Unrealized
ASML ASML HOLDING N V 0.0%
Value $701K Shares 1,900 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $684K Shares 5,624 Est. Cost Unrealized
NUMV Nuveen ESG Mid-Cap Value 0.0%
Value $681K Shares 18,760 Est. Cost Unrealized
DHS WisdomTree US High Dividend 0.0%
Value $676K Shares 8,787 Est. Cost Unrealized
FLOT iShares Floating Rate Bond 0.0%
Value $651K Shares 12,813 Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $651K Shares 2,215 Est. Cost Unrealized
NUMG Nuveen ESG Mid-Cap Growth 0.0%
Value $642K Shares 11,810 Est. Cost Unrealized
HILL ROM HLDGS INC 0.0%
Value $636K Shares 7,613 Est. Cost Unrealized
XEL XCEL ENERGY INC 0.0%
Value $635K Shares 9,200 Est. Cost Unrealized
CSX CSX CORP 0.0%
Value $626K Shares 8,058 Est. Cost Unrealized
GLD SPDR Gold Shares 0.0%
Value $621K Shares 3,657 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $620K Shares 10,784 Est. Cost Unrealized
AVGO BROADCOM INC 0.0%
Value $618K Shares 1,697 Est. Cost Unrealized
SHOP SHOPIFY INC 0.0%
Value $610K Shares 596 Est. Cost Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value $604K Shares 3,623 Est. Cost Unrealized
GOLD TRUST 0.0%
Value $603K Shares 33,514 Est. Cost Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $591K Shares 1,795 Est. Cost Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $560K Shares 579 Est. Cost Unrealized
EMR EMERSON ELEC CO 0.0%
Value $556K Shares 8,472 Est. Cost Unrealized
SUSA iShares MSCI USA ESG Select 0.0%
Value $539K Shares 4,042 Est. Cost Unrealized
SCHZ Schwab US Aggregate Bond 0.0%
Value $521K Shares 9,542 Est. Cost Unrealized
AON AON PLC 0.0%
Value $515K Shares 2,492 Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $514K Shares 725 Est. Cost Unrealized
SHV ISHARES TR 0.0%
Value $513K Shares 4,634 Est. Cost Unrealized
SPSM SPDR Portfolio S&P 600 Sm Cap 0.0%
Value $512K Shares 12,581 Est. Cost Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value $508K Shares 13,871 Est. Cost Unrealized
SOXX ISHARES TR 0.0%
Value $502K Shares 1,647 Est. Cost Unrealized
ESGE iShares ESG Aware MSCI EM 0.0%
Value $501K Shares 12,084 Est. Cost Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $493K Shares 2,119 Est. Cost Unrealized
IVE ISHARES TR 0.0%
Value $493K Shares 4,386 Est. Cost Unrealized
COLM COLUMBIA SPORTSWEAR CO 0.0%
Value $488K Shares 5,607 Est. Cost Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $486K Shares 6,094 Est. Cost Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value $485K Shares 1,032 Est. Cost Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value $485K Shares 777 Est. Cost Unrealized
MS MORGAN STANLEY 0.0%
Value $480K Shares 9,920 Est. Cost Unrealized
IJR iShares Core S&P Small-Cap 0.0%
Value $473K Shares 6,586 Est. Cost Unrealized
ALC ALCON AG 0.0%
Value $472K Shares 8,290 Est. Cost Unrealized
ESML iShares ESG Aware MSCI USA Small-Cap 0.0%
Value $462K Shares 11,835 Est. Cost Unrealized
LINDE PLC 0.0%
Value $455K Shares 1,910 Est. Cost Unrealized
ICF ISHARES TR 0.0%
Value $451K Shares 4,423 Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $448K Shares 7,092 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $448K Shares 3,962 Est. Cost Unrealized
SNN SMITH & NEPHEW GROUP PLC 0.0%
Value $447K Shares 11,435 Est. Cost Unrealized
CHE CHEMED CORP NEW 0.0%
Value $445K Shares 926 Est. Cost Unrealized
VOE Vanguard Mid-Cap Value 0.0%
Value $445K Shares 3,267 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value $442K Shares 2,067 Est. Cost Unrealized
ITOT iShares Core S&P Total US Stock Mkt 0.0%
Value $442K Shares 4,755 Est. Cost Unrealized
QQQJ Invesco NASDAQ Next Gen 100 0.0%
Value $440K Shares 13,302 Est. Cost Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value $439K Shares 18,676 Est. Cost Unrealized
WAFD WASHINGTON FED INC 0.0%
Value $433K Shares 20,766 Est. Cost Unrealized
DMXF iShares ESG Advanced MSCI EAFE 0.0%
Value $426K Shares 6,290 Est. Cost Unrealized
PI IMPINJ INC 0.0%
Value $422K Shares 16,000 Est. Cost Unrealized
MATX MATSON INC 0.0%
Value $411K Shares 10,262 Est. Cost Unrealized
USXF iShares ESG Advanced MSCI USA 0.0%
Value $409K Shares 11,335 Est. Cost Unrealized
TJX TJX COS INC NEW 0.0%
Value $408K Shares 7,334 Est. Cost Unrealized
ZTS ZOETIS INC 0.0%
Value $395K Shares 2,391 Est. Cost Unrealized
HDB HDFC BANK LTD 0.0%
Value $392K Shares 7,838 Est. Cost Unrealized
FDX FEDEX CORP 0.0%
Value $391K Shares 1,554 Est. Cost Unrealized
RACE FERRARI N V 0.0%
Value $387K Shares 2,102 Est. Cost Unrealized
IYW ISHARES TR 0.0%
Value $384K Shares 1,277 Est. Cost Unrealized
NOW SERVICENOW INC 0.0%
Value $383K Shares 790 Est. Cost Unrealized
PAYX PAYCHEX INC 0.0%
Value $382K Shares 4,791 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.0%
Value $381K Shares 1,827 Est. Cost Unrealized
BLACKROCK INC 0.0%
Value $380K Shares 674 Est. Cost Unrealized
CITRIX SYS INC 0.0%
Value $377K Shares 2,738 Est. Cost Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $369K Shares 1,357 Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.0%
Value $369K Shares 6,203 Est. Cost Unrealized
INTU INTUIT 0.0%
Value $367K Shares 1,124 Est. Cost Unrealized
DE DEERE & CO 0.0%
Value $366K Shares 1,652 Est. Cost Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value $366K Shares 1,317 Est. Cost Unrealized
ALL ALLSTATE CORP 0.0%
Value $364K Shares 3,865 Est. Cost Unrealized
HYMB SPDR Nuveen BB Hi Yld Muncpl Bd 0.0%
Value $364K Shares 6,102 Est. Cost Unrealized
ICLR ICON PLC 0.0%
Value $360K Shares 1,882 Est. Cost Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value $359K Shares 1,284 Est. Cost Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $355K Shares 3,092 Est. Cost Unrealized
TFI SPDR Nuveen Blmbg Barclays Muni Bd 0.0%
Value $351K Shares 6,809 Est. Cost Unrealized
FTV FORTIVE CORP 0.0%
Value $341K Shares 4,473 Est. Cost Unrealized
EQIX EQUINIX INC 0.0%
Value $332K Shares 436 Est. Cost Unrealized
TREX TREX CO INC 0.0%
Value $331K Shares 4,634 Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value $330K Shares 473 Est. Cost Unrealized
ELV ANTHEM INC 0.0%
Value $330K Shares 1,227 Est. Cost Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value $328K Shares 2,227 Est. Cost Unrealized
DTE DTE ENERGY CO 0.0%
Value $322K Shares 2,801 Est. Cost Unrealized
SCHB Schwab US Broad Market 0.0%
Value $317K Shares 3,167 Est. Cost Unrealized
STIP ISHARES TR 0.0%
Value $312K Shares 2,998 Est. Cost Unrealized
BIIB BIOGEN INC 0.0%
Value $310K Shares 1,094 Est. Cost Unrealized
FISV FISERV INC 0.0%
Value $308K Shares 2,989 Est. Cost Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value $305K Shares 3,326 Est. Cost Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $305K Shares 178 Est. Cost Unrealized
FIVE FIVE BELOW INC 0.0%
Value $303K Shares 2,391 Est. Cost Unrealized
GIS GENERAL MLS INC 0.0%
Value $303K Shares 4,911 Est. Cost Unrealized
KR KROGER CO 0.0%
Value $303K Shares 8,942 Est. Cost Unrealized
TMUS T-MOBILE US INC 0.0%
Value $299K Shares 2,613 Est. Cost Unrealized
MASI MASIMO CORP 0.0%
Value $299K Shares 1,267 Est. Cost Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value $299K Shares 1,796 Est. Cost Unrealized
REDFIN CORP 0.0%
Value $293K Shares 5,877 Est. Cost Unrealized
HDV ISHARES TR 0.0%
Value $288K Shares 3,575 Est. Cost Unrealized
O REALTY INCOME CORP 0.0%
Value $286K Shares 4,700 Est. Cost Unrealized
DOCU DOCUSIGN INC 0.0%
Value $286K Shares 1,327 Est. Cost Unrealized
CGNX COGNEX CORP 0.0%
Value $285K Shares 4,388 Est. Cost Unrealized
GWX SPDR S&P International Small Cap 0.0%
Value $281K Shares 7,314 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $280K Shares 889 Est. Cost Unrealized
EWX SPDR S&P Emerging Markets Small Cap 0.0%
Value $279K Shares 4,757 Est. Cost Unrealized
MCO MOODYS CORP 0.0%
Value $278K Shares 958 Est. Cost Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value $275K Shares 1,872 Est. Cost Unrealized
KKR KKR & CO INC 0.0%
Value $275K Shares 8,000 Est. Cost Unrealized
TFC TRUIST FINL CORP 0.0%
Value $274K Shares 7,200 Est. Cost Unrealized
FICO FAIR ISAAC CORP 0.0%
Value $274K Shares 644 Est. Cost Unrealized
SYY SYSCO CORP 0.0%
Value $273K Shares 4,390 Est. Cost Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value $272K Shares 5,275 Est. Cost Unrealized
ETN EATON CORP PLC 0.0%
Value $271K Shares 2,652 Est. Cost Unrealized
DLS WisdomTree International SmallCp Div 0.0%
Value $271K Shares 3,646 Est. Cost Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $266K Shares 6,134 Est. Cost Unrealized
CATALENT INC 0.0%
Value $265K Shares 3,097 Est. Cost Unrealized
HUM HUMANA INC 0.0%
Value $261K Shares 630 Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $257K Shares 2,337 Est. Cost Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $256K Shares 4,617 Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $254K Shares 2,681 Est. Cost Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $252K Shares 744 Est. Cost Unrealized
C CITIGROUP INC 0.0%
Value $251K Shares 5,823 Est. Cost Unrealized
LAM RESEARCH CORP 0.0%
Value $248K Shares 746 Est. Cost Unrealized
TTC TORO CO 0.0%
Value $247K Shares 2,933 Est. Cost Unrealized
CVS CVS HEALTH CORP 0.0%
Value $247K Shares 4,231 Est. Cost Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $246K Shares 3,166 Est. Cost Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value $246K Shares 1,886 Est. Cost Unrealized
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value $245K Shares 4,378 Est. Cost Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value $244K Shares 1,079 Est. Cost Unrealized
DISCOVER FINL SVCS 0.0%
Value $244K Shares 4,229 Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $241K Shares 6,304 Est. Cost Unrealized
MCHB HOMESTREET INC 0.0%
Value $241K Shares 9,368 Est. Cost Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value $240K Shares 607 Est. Cost Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value $238K Shares 2,496 Est. Cost Unrealized
IWO iShares Russell 2000 Growth 0.0%
Value $237K Shares 986 Est. Cost Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $237K Shares 3,738 Est. Cost Unrealized
PSA PUBLIC STORAGE 0.0%
Value $236K Shares 1,060 Est. Cost Unrealized
BOTZ GLOBAL X FDS 0.0%
Value $236K Shares 8,450 Est. Cost Unrealized
LAD LITHIA MTRS INC 0.0%
Value $234K Shares 1,025 Est. Cost Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $232K Shares 1,911 Est. Cost Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $231K Shares 412 Est. Cost Unrealized
BROADMARK RLTY CAP INC 0.0%
Value $230K Shares 23,325 Est. Cost Unrealized
PPG PPG INDS INC 0.0%
Value $229K Shares 1,872 Est. Cost Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value $229K Shares 1,051 Est. Cost Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value $228K Shares 1,242 Est. Cost Unrealized
VOT Vanguard Mid-Cap Growth 0.0%
Value $228K Shares 1,030 Est. Cost Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value $228K Shares 1,087 Est. Cost Unrealized
ACWI ISHARES TR 0.0%
Value $228K Shares 2,849 Est. Cost Unrealized
NDSN NORDSON CORP 0.0%
Value $227K Shares 1,182 Est. Cost Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value $226K Shares 3,532 Est. Cost Unrealized
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value $225K Shares 11,707 Est. Cost Unrealized
EXC EXELON CORP 0.0%
Value $220K Shares 6,140 Est. Cost Unrealized
NEM NEWMONT CORP 0.0%
Value $217K Shares 3,420 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $216K Shares 4,597 Est. Cost Unrealized
ADSK AUTODESK INC 0.0%
Value $216K Shares 935 Est. Cost Unrealized
GENERAL ELECTRIC CO 0.0%
Value $215K Shares 34,556 Est. Cost Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value $213K Shares 13,664 Est. Cost Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value $212K Shares 8,386 Est. Cost Unrealized
CATY CATHAY GEN BANCORP 0.0%
Value $212K Shares 9,762 Est. Cost Unrealized
LII LENNOX INTL INC 0.0%
Value $211K Shares 773 Est. Cost Unrealized
PTC PTC INC 0.0%
Value $209K Shares 2,531 Est. Cost Unrealized
DOW DOW INC 0.0%
Value $209K Shares 4,433 Est. Cost Unrealized
ROST ROSS STORES INC 0.0%
Value $207K Shares 2,219 Est. Cost Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value $207K Shares 3,771 Est. Cost Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $205K Shares 2,319 Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value $205K Shares 1,081 Est. Cost Unrealized
IWC iShares Micro-Cap 0.0%
Value $205K Shares 1,687 Est. Cost Unrealized
CACI CACI INTL INC 0.0%
Value $205K Shares 960 Est. Cost Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value $203K Shares 421 Est. Cost Unrealized
BAX BAXTER INTL INC 0.0%
Value $203K Shares 2,523 Est. Cost Unrealized
EME EMCOR GROUP INC 0.0%
Value $202K Shares 2,978 Est. Cost Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value $202K Shares 1,006 Est. Cost Unrealized
HUBS HUBSPOT INC 0.0%
Value $202K Shares 690 Est. Cost Unrealized
PKG PACKAGING CORP AMER 0.0%
Value $201K Shares 1,844 Est. Cost Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $201K Shares 1,184 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $200K Shares 2,000 Est. Cost Unrealized
FNB F N B CORP 0.0%
Value $155K Shares 22,831 Est. Cost Unrealized
KEY KEYCORP 0.0%
Value $145K Shares 12,121 Est. Cost Unrealized
FHN FIRST HORIZON NATL CORP 0.0%
Value $138K Shares 14,595 Est. Cost Unrealized
F FORD MTR CO DEL 0.0%
Value $136K Shares 20,463 Est. Cost Unrealized
SABR SABRE CORP 0.0%
Value $130K Shares 19,907 Est. Cost Unrealized
VIAV VIAVI SOLUTIONS INC 0.0%
Value $122K Shares 10,333 Est. Cost Unrealized
BRX BRIXMOR PPTY GROUP INC 0.0%
Value $119K Shares 10,207 Est. Cost Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $108K Shares 11,804 Est. Cost Unrealized
MARATHON OIL CORP 0.0%
Value $58,000 Shares 14,091 Est. Cost Unrealized
PIXELWORKS INC 0.0%
Value $21,000 Shares 10,000 Est. Cost Unrealized
SUNDIAL GROWERS INC 0.0%
Value $7,000 Shares 29,500 Est. Cost Unrealized