Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 14, 2015

Total Value ($000): $124,189 (100.0% shares, 0.0% debt)

Holdings (284)

IVW ISHARES S&P 500/BARRA GROWTH INDEX FUND 8.5%
Value ($000) $10,545 Shares 97,821 Est. Cost $107.57 Unrealized
IJK ISHARES S&P MIDCAP 400/GRWTH 5.4%
Value ($000) $6,690 Shares 42,587 Est. Cost $151.10 Unrealized
MSFT MICROSOFT CORP 3.4%
Value ($000) $4,177 Shares 94,397 Est. Cost $32.94 Unrealized +18.2%
DIS WALT DISNEY CO 2.1%
Value ($000) $2,635 Shares 25,787 Est. Cost $61.82 Unrealized +61.3%
PEP PEPSICO INC 1.9%
Value ($000) $2,404 Shares 25,491 Est. Cost $58.17 Unrealized +19.5%
DHR DANAHER CORP DEL COM 1.9%
Value ($000) $2,399 Shares 28,155 Est. Cost $29.81 Unrealized +20.8%
AAPL APPLE, INC. 1.9%
Value ($000) $2,361 Shares 21,409 Est. Cost $18.42 Unrealized +42.7%
VOO VANGUARD S&P 500 ETF 1.9%
Value ($000) $2,333 Shares 13,275 Est. Cost $180.62 Unrealized
CVS CVS HEALTH CORPORATION 1.9%
Value ($000) $2,318 Shares 24,030 Est. Cost $46.83 Unrealized +66.1%
HD HOME DEPOT INC COM 1.8%
Value ($000) $2,294 Shares 19,864 Est. Cost $73.25 Unrealized +23.5%
XLU UTILITIES SELECT SECTOR SPDRFUND 1.8%
Value ($000) $2,236 Shares 51,645 Est. Cost $38.07 Unrealized
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $2,219 Shares 19,126 Est. Cost $59.15 Unrealized +71.1%
WFC WELLS FARGO & CO 1.8%
Value ($000) $2,200 Shares 42,848 Est. Cost $31.40 Unrealized +30.8%
XBI SPDR S&P BIOTECH ETF 1.7%
Value ($000) $2,117 Shares 34,002 Est. Cost $85.12 Unrealized
PFE PFIZER INC COM 1.7%
Value ($000) $2,097 Shares 66,779 Est. Cost $17.63 Unrealized +16.9%
CMCSA COMCAST CORP NEW CL A 1.7%
Value ($000) $2,083 Shares 36,624 Est. Cost $18.50 Unrealized +26.2%
EMC CORP 1.7%
Value ($000) $2,074 Shares 85,896 Est. Cost $25.20 Unrealized
ORCL ORACLE CORP COM 1.7%
Value ($000) $2,061 Shares 57,089 Est. Cost $29.27 Unrealized +12.4%
PG PROCTER & GAMBLE CO COM 1.7%
Value ($000) $2,054 Shares 28,554 Est. Cost $58.04 Unrealized -2.9%
SYK STRYKER CORP 1.6%
Value ($000) $1,993 Shares 21,183 Est. Cost $63.42 Unrealized +38.6%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $1,982 Shares 75,493 Est. Cost $15.34 Unrealized +27.6%
PNC PNC FINANCIAL SERVICES GROUP 1.6%
Value ($000) $1,973 Shares 22,118 Est. Cost $52.65 Unrealized +28.6%
TJX TJX COMPANIES INC 1.6%
Value ($000) $1,959 Shares 27,436 Est. Cost $25.72 Unrealized +18.0%
NVS NOVARTIS A G SPONSORED ADR 1.6%
Value ($000) $1,954 Shares 21,256 Est. Cost $80.67 Unrealized
VFC VF CORPORATION 1.6%
Value ($000) $1,937 Shares 28,397 Est. Cost $53.00 Unrealized +29.2%
T AT&T INC 1.5%
Value ($000) $1,897 Shares 58,235 Est. Cost $11.24 Unrealized +9.1%
ISHARES S&P MIDCAP 400/GRWTH 1.4%
Value ($000) $1,786 Shares 11,370 Est. Cost $150.81 Unrealized
INTC INTEL CORP COM 1.4%
Value ($000) $1,778 Shares 59,003 Est. Cost $17.92 Unrealized +26.2%
QCOM QUALCOMM INC COM 1.4%
Value ($000) $1,750 Shares 32,580 Est. Cost $50.91 Unrealized -13.3%
MDT MEDTRONIC PLC NPV 1.4%
Value ($000) $1,681 Shares 25,115 Est. Cost $58.12 Unrealized -2.0%
UPS UNITED PARCEL SERVICE INC CL B 1.3%
Value ($000) $1,646 Shares 16,674 Est. Cost $64.62 Unrealized +4.9%
BLACKROCK, INC. 1.3%
Value ($000) $1,597 Shares 5,368 Est. Cost $316.11 Unrealized
CHUBB CORP 1.3%
Value ($000) $1,578 Shares 12,865 Est. Cost $96.52 Unrealized
IBM INTERNATIONAL BUSINESS MACH 1.3%
Value ($000) $1,568 Shares 10,818 Est. Cost $105.93 Unrealized -10.0%
FAN FIRST TRUST GLOBAL WIND 1.2%
Value ($000) $1,552 Shares 150,824 Est. Cost $10.17 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 1.2%
Value ($000) $1,487 Shares 35,535 Est. Cost $25.62 Unrealized +32.8%
SCHW CHARLES SCHWAB CORP 1.2%
Value ($000) $1,450 Shares 50,787 Est. Cost $21.07 Unrealized +34.0%
MET METLIFE INC 1.1%
Value ($000) $1,426 Shares 30,244 Est. Cost $30.55 Unrealized +7.7%
GENERAL ELECTRIC CO COM 1.1%
Value ($000) $1,409 Shares 55,893 Est. Cost $27.68 Unrealized
CVX CHEVRON CORPORATION 1.1%
Value ($000) $1,401 Shares 17,763 Est. Cost $70.83 Unrealized -24.0%
ACN ACCENTURE PLC F 1.0%
Value ($000) $1,275 Shares 12,977 Est. Cost $62.30 Unrealized +34.5%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $1,233 Shares 13,947 Est. Cost $68.21 Unrealized +5.8%
ABBV ABBVIE INC 1.0%
Value ($000) $1,214 Shares 22,321 Est. Cost $30.54 Unrealized +39.2%
APD AIR PRODUCTS & CHEMICALS INC 0.9%
Value ($000) $1,152 Shares 9,027 Est. Cost $76.21 Unrealized +29.1%
ETN EATON CORP PLC 0.9%
Value ($000) $1,110 Shares 21,652 Est. Cost $53.10 Unrealized -12.4%
VLO VALERO ENERGY CORP 0.9%
Value ($000) $1,103 Shares 18,359 Est. Cost $27.03 Unrealized +56.0%
V VISA INC 0.9%
Value ($000) $1,057 Shares 15,179 Est. Cost $65.94 Unrealized +0.7%
ISHARES GOLD TRUST 0.8%
Value ($000) $1,028 Shares 95,393 Est. Cost $11.42 Unrealized
BB&T CORPORATION 0.8%
Value ($000) $1,000 Shares 28,110 Est. Cost $35.60 Unrealized
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS TR SER 1 0.8%
Value ($000) $991 Shares 5,171 Est. Cost $185.51 Unrealized
UNITED TECHNOLOGIES CORP COM 0.8%
Value ($000) $977 Shares 10,975 Est. Cost $113.05 Unrealized
AMT AMERICAN TOWER REIT INC 0.8%
Value ($000) $937 Shares 10,653 Est. Cost $59.42 Unrealized +22.8%
ECL ECOLAB INC COM 0.7%
Value ($000) $846 Shares 7,715 Est. Cost $97.48 Unrealized +2.4%
SU SUNCOR ENERGY INC 0.7%
Value ($000) $838 Shares 31,391 Est. Cost $22.94 Unrealized -19.1%
BAKER HUGHES INC COM 0.7%
Value ($000) $832 Shares 15,997 Est. Cost $55.54 Unrealized
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $692 Shares 22,289 Est. Cost $35.85 Unrealized 0.0%
GUGGENHEIM SOLAR ETF 0.5%
Value ($000) $585 Shares 22,054 Est. Cost $34.07 Unrealized
VNQ VANGUARD REIT ETF 0.5%
Value ($000) $579 Shares 7,669 Est. Cost $66.00 Unrealized
BA BOEING CO 0.4%
Value ($000) $518 Shares 3,952 Est. Cost $115.54 Unrealized +6.7%
NVO NOVO-NORDISK A S ADR 0.4%
Value ($000) $488 Shares 9,000 Est. Cost $54.78 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $471 Shares 5,044 Est. Cost $72.05 Unrealized +0.6%
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $397 Shares 3,675 Est. Cost $110.06 Unrealized
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $382 Shares 3,275 Est. Cost $109.93 Unrealized
APACHE CORP 0.3%
Value ($000) $381 Shares 9,739 Est. Cost $81.16 Unrealized
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $330 Shares 2,282 Est. Cost $99.88 Unrealized +19.7%
VGK VANGUARD FTSE EUROPE ETF 0.3%
Value ($000) $311 Shares 6,325 Est. Cost $58.77 Unrealized
VWO ETF VANGUARD EMERGING MKTS 0.2%
Value ($000) $290 Shares 8,752 Est. Cost $41.17 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value ($000) $287 Shares 5,810 Est. Cost $37.46 Unrealized +2.5%
MDY SPDR S&P MIDCAP 400 ETF TRST 0.2%
Value ($000) $239 Shares 959 Est. Cost $245.16 Unrealized
ESTERLINE TECHNOLOGIES CORP 0.2%
Value ($000) $237 Shares 3,304 Est. Cost $102.00 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $235 Shares 4,132 Est. Cost $36.05 Unrealized +25.7%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $202 Shares 2,720 Est. Cost $56.67 Unrealized -13.4%
MMM 3M CO 0.2%
Value ($000) $194 Shares 1,371 Est. Cost $79.27 Unrealized +10.4%
VPL VANGUARD PACIFIC ETF 0.2%
Value ($000) $191 Shares 3,550 Est. Cost $61.41 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $176 Shares 1,346 Est. Cost $120.91 Unrealized +13.3%
AMGN AMGEN INC 0.1%
Value ($000) $172 Shares 1,240 Est. Cost $82.51 Unrealized +40.9%
SHW SHERWIN-WILLIAMS COMPANY 0.1%
Value ($000) $172 Shares 774 Est. Cost $54.58 Unrealized +45.8%
LLY LILLY ELI & CO 0.1%
Value ($000) $134 Shares 1,602 Est. Cost $60.92 Unrealized +15.7%
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $132 Shares 850 Est. Cost $172.94 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $129 Shares 2,171 Est. Cost $39.47 Unrealized +12.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $125 Shares 2,000 Est. Cost $42.34 Unrealized +31.4%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $124 Shares 1,311 Est. Cost $62.49 Unrealized +17.3%
BIIB BIOGEN, INC 0.1%
Value ($000) $117 Shares 400 Est. Cost $261.90 Unrealized +26.1%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $116 Shares 1,900 Est. Cost $43.03 Unrealized +15.3%
DJP IPATH DJ-UBS COMMDTY ETN 0.1%
Value ($000) $115 Shares 4,698 Est. Cost $28.90 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $111 Shares 1,335 Est. Cost $84.85 Unrealized
YUM YUM! BRANDS INC 0.1%
Value ($000) $110 Shares 1,378 Est. Cost $40.89 Unrealized +21.9%
KO COCA COLA CO COM 0.1%
Value ($000) $105 Shares 2,608 Est. Cost $27.02 Unrealized +6.7%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $97 Shares 2,482 Est. Cost $24.41 Unrealized +31.1%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $95 Shares 2,174 Est. Cost $27.25 Unrealized -0.9%
EXPRESS SCRIPTS HOLDING CO 0.1%
Value ($000) $95 Shares 1,171 Est. Cost $78.94 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $92 Shares 1,280 Est. Cost $46.09 Unrealized +2.4%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $90 Shares 826 Est. Cost $124.67 Unrealized
WALT DISNEY CO 0.1%
Value ($000) $88 Shares 859 Est. Cost $76.48 Unrealized
PATTERSON COS INC 0.1%
Value ($000) $87 Shares 2,000 Est. Cost $41.00 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $87 Shares 500 Est. Cost $131.89 Unrealized +20.5%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $87 Shares 500 Est. Cost $118.31 Unrealized +22.8%
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $84 Shares 2,000 Est. Cost $38.93 Unrealized +17.0%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $83 Shares 1,302 Est. Cost $49.68 Unrealized +3.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $83 Shares 1,204 Est. Cost $68.07 Unrealized -13.4%
NKE NIKE INC CLASS B 0.1%
Value ($000) $83 Shares 671 Est. Cost $41.44 Unrealized +19.6%
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.1%
Value ($000) $83 Shares 723 Est. Cost $116.18 Unrealized
EL ESTEE LAUDER COMPANY 0.1%
Value ($000) $81 Shares 1,000 Est. Cost $62.14 Unrealized +18.0%
EFA ISHARES MSCI EAFE INDEX FUND 0.1%
Value ($000) $77 Shares 1,350 Est. Cost $66.84 Unrealized
NOVARTIS AG ADR 0.1%
Value ($000) $74 Shares 807 Est. Cost $80.17 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $73 Shares 750 Est. Cost $60.23 Unrealized +30.9%
SPDR S&P BIOTECH ETF 0.1%
Value ($000) $72 Shares 1,154 Est. Cost $84.77 Unrealized
PEPSICO INC 0.1%
Value ($000) $71 Shares 748 Est. Cost $83.61 Unrealized
UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $71 Shares 1,637 Est. Cost $37.66 Unrealized
DANAHER CORP DEL 0.1%
Value ($000) $70 Shares 820 Est. Cost $77.49 Unrealized
WELLS FARGO & CO 0.1%
Value ($000) $70 Shares 1,373 Est. Cost $46.29 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $68 Shares 1,526 Est. Cost $37.11 Unrealized
VF CORPORATION 0.1%
Value ($000) $67 Shares 977 Est. Cost $62.30 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $66 Shares 1,004 Est. Cost $69.98 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $66 Shares 800 Est. Cost $78.03 Unrealized +3.9%
WHOLE FOODS MARKET INC 0.1%
Value ($000) $65 Shares 2,050 Est. Cost $57.70 Unrealized
ACCENTURE PLC F 0.1%
Value ($000) $65 Shares 662 Est. Cost $82.99 Unrealized
POWERSHARES QQQ TRUST SER ETF 0.1%
Value ($000) $65 Shares 641 Est. Cost $106.56 Unrealized
PFIZER INC 0.1%
Value ($000) $65 Shares 2,056 Est. Cost $30.44 Unrealized
CMI CUMMINS, INC. 0.1%
Value ($000) $65 Shares 600 Est. Cost $96.30 Unrealized -3.5%
SO SOUTHERN CO 0.1%
Value ($000) $63 Shares 1,420 Est. Cost $24.56 Unrealized +15.3%
ORACLE CORP 0.1%
Value ($000) $63 Shares 1,736 Est. Cost $38.28 Unrealized
LOW LOWES COMPANIES INC 0.1%
Value ($000) $63 Shares 912 Est. Cost $44.76 Unrealized +27.2%
COMCAST CORP CL A 0.0%
Value ($000) $62 Shares 1,096 Est. Cost $51.67 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $60 Shares 1,859 Est. Cost $34.04 Unrealized -4.8%
AT&T INC 0.0%
Value ($000) $59 Shares 1,801 Est. Cost $35.27 Unrealized
WAT WATERS CORPORATION 0.0%
Value ($000) $59 Shares 500 Est. Cost $108.40 Unrealized +16.7%
PCAR PACCAR INC 0.0%
Value ($000) $59 Shares 1,125 Est. Cost $24.01 Unrealized +12.8%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $58 Shares 625 Est. Cost $86.40 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $58 Shares 1,509 Est. Cost $39.02 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $57 Shares 2,081 Est. Cost $18.82 Unrealized +4.1%
DOV DOVER CORP 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $49.28 Unrealized -14.4%
CHUBB CORP 0.0%
Value ($000) $55 Shares 452 Est. Cost $96.33 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $55 Shares 1,941 Est. Cost $26.13 Unrealized
EMC CORP 0.0%
Value ($000) $54 Shares 2,251 Est. Cost $25.15 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $53.00 Unrealized
CAKE THE CHEESECAKE FACTORY INC 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $36.85 Unrealized +20.1%
CISCO SYSTEMS INC 0.0%
Value ($000) $54 Shares 2,064 Est. Cost $22.48 Unrealized
BLACKROCK INC 0.0%
Value ($000) $54 Shares 181 Est. Cost $316.09 Unrealized
QUALCOMM INC COM 0.0%
Value ($000) $54 Shares 1,013 Est. Cost $74.67 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $53 Shares 742 Est. Cost $81.20 Unrealized
INTEL CORP COM 0.0%
Value ($000) $53 Shares 1,763 Est. Cost $25.73 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $53 Shares 1,500 Est. Cost $38.67 Unrealized
STRYKER CORP 0.0%
Value ($000) $53 Shares 564 Est. Cost $74.68 Unrealized
DE DEERE & CO. 0.0%
Value ($000) $52 Shares 700 Est. Cost $67.46 Unrealized +8.7%
CHEVRON CORPORATION 0.0%
Value ($000) $51 Shares 645 Est. Cost $123.70 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $50 Shares 1,041 Est. Cost $53.83 Unrealized -31.6%
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $50 Shares 502 Est. Cost $104.60 Unrealized
KLAC KLA-TENCOR CORP COM 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $39.78 Unrealized +6.8%
BIV VANGUARD INTERMEDIATE-TERM B 0.0%
Value ($000) $50 Shares 585 Est. Cost $82.05 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $49 Shares 500 Est. Cost $95.60 Unrealized -4.2%
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $35.69 Unrealized +15.9%
SYY SYSCO CORP COM 0.0%
Value ($000) $46 Shares 1,175 Est. Cost $24.38 Unrealized +19.3%
DU PONT (E.I.) DE NEMOURS 0.0%
Value ($000) $43 Shares 896 Est. Cost $64.73 Unrealized
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $42 Shares 634 Est. Cost $34.98 Unrealized +24.2%
BAKER HUGHES INC 0.0%
Value ($000) $42 Shares 798 Est. Cost $54.85 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $42 Shares 837 Est. Cost $35.90 Unrealized -6.2%
CELGENE CORP 0.0%
Value ($000) $41 Shares 378 Est. Cost $103.68 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $41 Shares 319 Est. Cost $112.70 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $40 Shares 340 Est. Cost $94.95 Unrealized +31.3%
ISIS PHARMACEUTICALS 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $43.00 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $47.00 Unrealized
BED BATH & BEYOND INC 0.0%
Value ($000) $40 Shares 700 Est. Cost $80.00 Unrealized
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $47.00 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $40 Shares 274 Est. Cost $187.02 Unrealized
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $39 Shares 438 Est. Cost $114.01 Unrealized
AMZN AMAZON COM INC COM 0.0%
Value ($000) $38 Shares 75 Est. Cost $17.98 Unrealized +40.6%
NUE NUCOR CORP 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $38.31 Unrealized -12.5%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $80.00 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $38 Shares 2,000 Est. Cost $15.23 Unrealized +17.4%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $37 Shares 485 Est. Cost $65.71 Unrealized -0.9%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $36 Shares 476 Est. Cost $51.50 Unrealized +2.9%
INDIA FUND INC 0.0%
Value ($000) $35 Shares 1,425 Est. Cost $20.35 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $35 Shares 283 Est. Cost $95.60 Unrealized +32.1%
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $16.87 Unrealized +4.4%
STT STATE STREET CORP 0.0%
Value ($000) $34 Shares 500 Est. Cost $50.63 Unrealized +9.2%
GOOGLE INC. CLASS A 0.0%
Value ($000) $34 Shares 53 Est. Cost $744.33 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $34 Shares 421 Est. Cost $80.76 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $33 Shares 2,142 Est. Cost $13.11 Unrealized +2.6%
RYN RAYONIER INC 0.0%
Value ($000) $33 Shares 1,500 Est. Cost $42.00 Unrealized
GOOGLE INC CLASS C 0.0%
Value ($000) $32 Shares 53 Est. Cost $579.72 Unrealized
CAG CONAGRA FOODS INC. 0.0%
Value ($000) $32 Shares 800 Est. Cost $16.58 Unrealized +41.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $32 Shares 439 Est. Cost $77.48 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $31 Shares 232 Est. Cost $85.77 Unrealized +39.0%
USB US BANCORP 0.0%
Value ($000) $31 Shares 750 Est. Cost $28.32 Unrealized +5.2%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $30 Shares 1,181 Est. Cost $27.88 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $30 Shares 1,096 Est. Cost $22.45 Unrealized -13.0%
WILLIAMS PARTNER LP NEW 0.0%
Value ($000) $28 Shares 866 Est. Cost $49.65 Unrealized
GLNG GOLAR LNG LTD 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $28.47 Unrealized +13.9%
LCUT LIFETIME BRANDS INC 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $12.05 Unrealized -2.1%
ST JUDE MEDICAL INC 0.0%
Value ($000) $28 Shares 446 Est. Cost $60.54 Unrealized
RAYTHEON CO 0.0%
Value ($000) $27 Shares 243 Est. Cost $90.18 Unrealized
SDY SPRD S&P DIVIDEND ETF 0.0%
Value ($000) $27 Shares 368 Est. Cost $76.09 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $27 Shares 232 Est. Cost $63.81 Unrealized +31.4%
JOHNSON CTLS INC COM 0.0%
Value ($000) $27 Shares 662 Est. Cost $49.08 Unrealized
GIS GENERAL MILLS 0.0%
Value ($000) $26 Shares 471 Est. Cost $33.78 Unrealized +18.4%
SPECTRA ENERGY CORPORATION 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $36.00 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $25 Shares 500 Est. Cost $28.53 Unrealized +24.5%
TTEK TETRA TECH, INC 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $5.40 Unrealized -5.2%
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $24 Shares 225 Est. Cost $129.09 Unrealized
ANADARKO PETE CORP COM 0.0%
Value ($000) $24 Shares 400 Est. Cost $85.00 Unrealized
PRECISION CASTPARTS CORP. 0.0%
Value ($000) $23 Shares 100 Est. Cost $261.13 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $22 Shares 410 Est. Cost $17.15 Unrealized +57.5%
POLYCOM 0.0%
Value ($000) $21 Shares 2,000 Est. Cost $11.00 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $21 Shares 505 Est. Cost $26.85 Unrealized +27.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $20 Shares 200 Est. Cost $48.38 Unrealized +60.2%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $20 Shares 265 Est. Cost $74.19 Unrealized -10.7%
ABT ABBOTT LABS COM 0.0%
Value ($000) $19 Shares 481 Est. Cost $34.24 Unrealized +13.3%
SPSB SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 619 Est. Cost $30.69 Unrealized
IEF ISHARES 7-10 YR TREAS BD 0.0%
Value ($000) $19 Shares 177 Est. Cost $107.34 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $18 Shares 196 Est. Cost $103.25 Unrealized -10.9%
VNQI VANGUARD GLOBAL EX - U.S. REAL ESTATE ETF 0.0%
Value ($000) $17 Shares 328 Est. Cost $54.88 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $17 Shares 200 Est. Cost $12.05 Unrealized +26.6%
PRICELINE GROUP INC. 0.0%
Value ($000) $17 Shares 14 Est. Cost $1142.86 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $17 Shares 177 Est. Cost $101.69 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $16 Shares 294 Est. Cost $32.75 Unrealized +30.5%
APACHE CORP 0.0%
Value ($000) $16 Shares 418 Est. Cost $86.11 Unrealized
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $16 Shares 700 Est. Cost $16.47 Unrealized -16.9%
RR DONNELLEY & SONS CO 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $20.00 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE 0.0%
Value ($000) $15 Shares 229 Est. Cost $69.87 Unrealized
TRV THE TRAVELERS CO INC 0.0%
Value ($000) $14 Shares 136 Est. Cost $66.77 Unrealized +21.8%
WM WASTE MANAGEMENT (NEW) 0.0%
Value ($000) $14 Shares 280 Est. Cost $35.89 Unrealized +13.8%
CME CME GROUP INC 0.0%
Value ($000) $13 Shares 140 Est. Cost $47.43 Unrealized +33.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $13 Shares 149 Est. Cost $93.96 Unrealized
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $13 Shares 125 Est. Cost $104.00 Unrealized
AMG AFFILIATED MANAGERS GROUP 0.0%
Value ($000) $13 Shares 75 Est. Cost $193.15 Unrealized -1.4%
F FORD MOTOR CO 0.0%
Value ($000) $13 Shares 971 Est. Cost $8.71 Unrealized -6.5%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $13 Shares 295 Est. Cost $46.85 Unrealized -20.3%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $39.00 Unrealized
CMG CHIPOTLE MEXICAN GILL, INC. 0.0%
Value ($000) $11 Shares 15 Est. Cost $10.17 Unrealized +39.8%
ALLIANCE NATIONAL MUNI INC 0.0%
Value ($000) $11 Shares 804 Est. Cost $13.62 Unrealized
ISHARES MSCI JAPAN INDEX FD 0.0%
Value ($000) $11 Shares 979 Est. Cost $13.28 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $10 Shares 131 Est. Cost $48.03 Unrealized +1.8%
COLUMBIA PIPELINE GROUP, INC 0.0%
Value ($000) $10 Shares 521 Est. Cost $19.19 Unrealized
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $10 Shares 93 Est. Cost $107.41 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $10 Shares 521 Est. Cost $12.01 Unrealized +2.4%
MAT MATTEL INC 0.0%
Value ($000) $9 Shares 450 Est. Cost $44.57 Unrealized -47.5%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $9 Shares 616 Est. Cost $5.52 Unrealized +5.2%
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $9 Shares 350 Est. Cost $26.10 Unrealized 0.0%
KN KNOWLES CORPORATION 0.0%
Value ($000) $9 Shares 500 Est. Cost $30.49 Unrealized -43.9%
NABORS INDUSTRIES LTD 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $17.00 Unrealized
SANDISK CORPORATION 0.0%
Value ($000) $9 Shares 170 Est. Cost $86.73 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $9 Shares 120 Est. Cost $63.88 Unrealized +4.2%
TGT TARGET CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $42.63 Unrealized +37.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $8 Shares 71 Est. Cost $66.36 Unrealized +16.6%
NPK NATIONAL PRESTO INDS INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $78.13 Unrealized +3.9%
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 100 Est. Cost $49.25 Unrealized +9.7%
QLTA ISHARES AAA - A RATED CORP 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
NUVEEN QUALITY INCOME MUNI FUND INC 0.0%
Value ($000) $7 Shares 510 Est. Cost $13.73 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $6 Shares 85 Est. Cost $20.35 Unrealized -7.1%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $5 Shares 23 Est. Cost $144.57 Unrealized +6.5%
LEG LEGGETT & PLATT, INC 0.0%
Value ($000) $5 Shares 116 Est. Cost $46.72 Unrealized -0.1%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $5 Shares 175 Est. Cost $33.04 Unrealized -21.7%
STERICYCLE INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $128.21 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $4 Shares 241 Est. Cost $8.12 Unrealized +2.2%
SEATTLE GENETICS, INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES, INC 0.0%
Value ($000) $4 Shares 52 Est. Cost $56.46 Unrealized +10.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $4 Shares 43 Est. Cost $73.98 Unrealized -7.6%
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
RYAM RAYONIER ADVANCED MATERIALS INC 0.0%
Value ($000) $3 Shares 500 Est. Cost $35.09 Unrealized -71.2%
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $3 Shares 68 Est. Cost $29.41 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $94.40 Unrealized -10.6%
IPATH US TSY LONG BOND BEAR 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value ($000) $2 Shares 38 Est. Cost $27.79 Unrealized -0.1%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $2 Shares 441 Est. Cost $4.54 Unrealized
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $25.38 Unrealized +10.7%
CC CHEMOURS COMPANY 0.0%
Value ($000) $1 Shares 179 Est. Cost $7.40 Unrealized 0.0%
ELEMENTS ROGERS AGRI TOT RET0.00% DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
CENTURYTEL INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
YAHOO! INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.40 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.74 Unrealized -29.0%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
RANDGOLD RESOURCES LTD-ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
TBT PROSHARES ULTRASHORT 20+Y TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 Unrealized
GABELLI EQUITY TRUST INC. 0.0%
Value ($000) $1 Shares 264 Est. Cost $7.58 Unrealized
GABELLI HEALATHCAER&WELLNESS 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.66 Unrealized -35.9%
WINDSTREAM HOLDINGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $0 Shares 38 Est. Cost $26.32 Unrealized
COMMUNICATIONS SALES & LEASING INC. 0.0%
Value ($000) $0 Shares 24 Est. Cost $41.67 Unrealized