Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 12, 2016

Total Value ($000): $133,400 (100.0% shares, 0.0% debt)

Holdings (282)

IVW ISHARES S&P 500/BARRA GROWTH INDEX FUND 8.6%
Value ($000) $11,525 Shares 99,525 Est. Cost $107.71 Unrealized
IJK ISHARES S&P MIDCAP 400/GRWTH 5.3%
Value ($000) $7,030 Shares 43,676 Est. Cost $151.35 Unrealized
MSFT MICROSOFT CORP 3.9%
Value ($000) $5,174 Shares 93,274 Est. Cost $32.94 Unrealized +39.4%
AAPL APPLE, INC. 2.1%
Value ($000) $2,845 Shares 27,029 Est. Cost $19.94 Unrealized +29.0%
VOO VANGUARD S&P 500 ETF 2.1%
Value ($000) $2,811 Shares 15,036 Est. Cost $181.36 Unrealized
DIS WALT DISNEY CO 2.1%
Value ($000) $2,735 Shares 26,025 Est. Cost $61.82 Unrealized +65.3%
HD HOME DEPOT INC COM 2.0%
Value ($000) $2,625 Shares 19,852 Est. Cost $73.25 Unrealized +36.5%
DHR DANAHER CORP DEL COM 1.9%
Value ($000) $2,600 Shares 27,991 Est. Cost $29.81 Unrealized +28.2%
PEP PEPSICO INC 1.9%
Value ($000) $2,548 Shares 25,503 Est. Cost $58.17 Unrealized +26.3%
XBI SPDR S&P BIOTECH ETF 1.8%
Value ($000) $2,422 Shares 34,502 Est. Cost $84.90 Unrealized
CVS CVS HEALTHCARE CORPORATION 1.8%
Value ($000) $2,372 Shares 24,262 Est. Cost $46.83 Unrealized +55.1%
WFC WELLS FARGO & CO 1.8%
Value ($000) $2,340 Shares 43,045 Est. Cost $31.40 Unrealized +30.1%
PG PROCTER & GAMBLE CO COM 1.7%
Value ($000) $2,283 Shares 28,753 Est. Cost $58.04 Unrealized -0.2%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $2,250 Shares 19,126 Est. Cost $59.15 Unrealized +67.9%
EMC CORP 1.7%
Value ($000) $2,212 Shares 86,148 Est. Cost $25.20 Unrealized
XLU UTILITIES SELECT SECTOR SPDRFUND 1.6%
Value ($000) $2,171 Shares 50,169 Est. Cost $38.07 Unrealized
PFE PFIZER INC COM 1.6%
Value ($000) $2,168 Shares 67,197 Est. Cost $17.63 Unrealized +15.6%
PNC PNC FINANCIAL SERVICES GROUP 1.6%
Value ($000) $2,117 Shares 22,208 Est. Cost $52.65 Unrealized +27.6%
ORCL ORACLE CORP COM 1.6%
Value ($000) $2,103 Shares 57,584 Est. Cost $29.27 Unrealized +12.1%
CSCO CISCO SYSTEMS INC 1.5%
Value ($000) $2,050 Shares 75,526 Est. Cost $15.34 Unrealized +31.4%
CMCSA COMCAST CORP NEW CL A 1.5%
Value ($000) $2,047 Shares 36,277 Est. Cost $18.50 Unrealized +28.5%
INTC INTEL CORP COM 1.5%
Value ($000) $2,039 Shares 59,182 Est. Cost $17.92 Unrealized +48.7%
T AT&T INC 1.5%
Value ($000) $2,016 Shares 58,615 Est. Cost $11.24 Unrealized +10.6%
CVX CHEVRON CORPORATION 1.5%
Value ($000) $1,988 Shares 22,103 Est. Cost $68.40 Unrealized -14.6%
SYK STRYKER CORP 1.5%
Value ($000) $1,971 Shares 21,207 Est. Cost $63.42 Unrealized +34.4%
MDT MEDTRONIC PLC NPV 1.5%
Value ($000) $1,956 Shares 25,431 Est. Cost $58.13 Unrealized +0.7%
TJX TJX COMPANIES INC 1.5%
Value ($000) $1,943 Shares 27,404 Est. Cost $25.72 Unrealized +20.1%
NVS NOVARTIS A G SPONSORED ADR 1.4%
Value ($000) $1,843 Shares 21,426 Est. Cost $80.67 Unrealized
BLACKROCK, INC. 1.4%
Value ($000) $1,839 Shares 5,402 Est. Cost $316.11 Unrealized
ISHARES S&P MIDCAP 400/GRWTH 1.4%
Value ($000) $1,837 Shares 11,411 Est. Cost $150.81 Unrealized
VFC VF CORPORATION 1.3%
Value ($000) $1,784 Shares 28,662 Est. Cost $53.00 Unrealized +17.8%
GENERAL ELECTRIC CO COM 1.3%
Value ($000) $1,742 Shares 55,942 Est. Cost $27.68 Unrealized
FAN FIRST TRUST GLOBAL WIND 1.3%
Value ($000) $1,713 Shares 150,824 Est. Cost $10.17 Unrealized
SCHW CHARLES SCHWAB CORP 1.3%
Value ($000) $1,689 Shares 51,290 Est. Cost $21.07 Unrealized +32.3%
QCOM QUALCOMM INC COM 1.2%
Value ($000) $1,654 Shares 33,089 Est. Cost $50.75 Unrealized -21.2%
CHUBB CORP 1.2%
Value ($000) $1,642 Shares 12,378 Est. Cost $96.52 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 1.2%
Value ($000) $1,611 Shares 16,743 Est. Cost $64.62 Unrealized +9.3%
MDLZ MONDELEZ INTERNATIONAL INC 1.2%
Value ($000) $1,576 Shares 35,148 Est. Cost $25.62 Unrealized +38.5%
DJP IPATH DJ-UBS COMMDTY ETN 1.2%
Value ($000) $1,544 Shares 71,945 Est. Cost $21.95 Unrealized
MET METLIFE INC 1.1%
Value ($000) $1,476 Shares 30,619 Est. Cost $30.56 Unrealized +2.1%
IBM INTERNATIONAL BUSINESS MACH 1.1%
Value ($000) $1,474 Shares 10,714 Est. Cost $105.93 Unrealized -17.4%
ABBV ABBVIE INC 1.0%
Value ($000) $1,341 Shares 22,637 Est. Cost $30.64 Unrealized +23.9%
ACN ACCENTURE PLC F 1.0%
Value ($000) $1,328 Shares 12,712 Est. Cost $62.30 Unrealized +44.4%
AMT AMERICAN TOWER REIT INC 1.0%
Value ($000) $1,292 Shares 13,330 Est. Cost $62.73 Unrealized +21.1%
V VISA INC 0.9%
Value ($000) $1,188 Shares 15,327 Est. Cost $65.94 Unrealized +9.4%
APD AIR PRODUCTS & CHEMICALS INC 0.9%
Value ($000) $1,183 Shares 9,089 Est. Cost $76.21 Unrealized +28.5%
ETN EATON CORP PLC 0.8%
Value ($000) $1,131 Shares 21,725 Est. Cost $53.10 Unrealized -18.9%
UNP UNION PACIFIC CORP 0.8%
Value ($000) $1,106 Shares 14,148 Est. Cost $68.21 Unrealized +0.1%
BB&T CORPORATION 0.8%
Value ($000) $1,072 Shares 28,359 Est. Cost $35.60 Unrealized
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS TR SER 1 0.8%
Value ($000) $1,044 Shares 5,121 Est. Cost $185.51 Unrealized
ISHARES GOLD TRUST 0.7%
Value ($000) $976 Shares 95,393 Est. Cost $11.42 Unrealized
ECL ECOLAB INC COM 0.7%
Value ($000) $895 Shares 7,827 Est. Cost $97.59 Unrealized +7.8%
UNITED TECHNOLOGIES CORP COM 0.7%
Value ($000) $869 Shares 9,042 Est. Cost $113.05 Unrealized
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $814 Shares 22,478 Est. Cost $35.85 Unrealized -1.8%
SU SUNCOR ENERGY INC 0.6%
Value ($000) $805 Shares 31,215 Est. Cost $22.94 Unrealized -16.1%
BAKER HUGHES INC COM 0.6%
Value ($000) $757 Shares 16,410 Est. Cost $55.31 Unrealized
VLO VALERO ENERGY CORP 0.5%
Value ($000) $728 Shares 10,294 Est. Cost $27.03 Unrealized +68.3%
GUGGENHEIM SOLAR ETF 0.5%
Value ($000) $676 Shares 22,054 Est. Cost $34.07 Unrealized
MMM 3M CO 0.4%
Value ($000) $588 Shares 3,902 Est. Cost $87.60 Unrealized +5.2%
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $577 Shares 7,233 Est. Cost $66.00 Unrealized
NVO NOVO-NORDISK A S ADR 0.4%
Value ($000) $523 Shares 9,000 Est. Cost $54.78 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $523 Shares 5,092 Est. Cost $72.05 Unrealized +5.4%
BA BOEING CO 0.4%
Value ($000) $499 Shares 3,452 Est. Cost $115.54 Unrealized +11.5%
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $407 Shares 3,675 Est. Cost $110.06 Unrealized
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $393 Shares 3,275 Est. Cost $109.93 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.2%
Value ($000) $315 Shares 6,325 Est. Cost $58.77 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value ($000) $307 Shares 5,810 Est. Cost $37.46 Unrealized -1.8%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $302 Shares 1,872 Est. Cost $99.88 Unrealized +33.0%
VWO ETF VANGUARD EMERGING MKTS 0.2%
Value ($000) $286 Shares 8,752 Est. Cost $41.17 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRST 0.2%
Value ($000) $244 Shares 959 Est. Cost $245.16 Unrealized
ESTERLINE TECHNOLOGIES CORP 0.2%
Value ($000) $235 Shares 2,904 Est. Cost $102.00 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $230 Shares 3,832 Est. Cost $36.05 Unrealized +37.1%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $212 Shares 2,720 Est. Cost $56.67 Unrealized -9.3%
SHW SHERWIN-WILLIAMS COMPANY 0.2%
Value ($000) $201 Shares 774 Est. Cost $54.58 Unrealized +44.2%
VPL VANGUARD PACIFIC ETF 0.2%
Value ($000) $201 Shares 3,550 Est. Cost $61.41 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $185 Shares 1,140 Est. Cost $82.51 Unrealized +41.2%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $178 Shares 1,346 Est. Cost $120.91 Unrealized +11.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $149 Shares 2,171 Est. Cost $39.47 Unrealized +18.3%
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $136 Shares 850 Est. Cost $172.94 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $135 Shares 1,602 Est. Cost $60.92 Unrealized +14.4%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $125 Shares 1,900 Est. Cost $43.03 Unrealized +15.5%
BIIB BIOGEN, INC 0.1%
Value ($000) $123 Shares 400 Est. Cost $261.90 Unrealized +9.7%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $115 Shares 1,111 Est. Cost $62.49 Unrealized +18.9%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $114 Shares 1,335 Est. Cost $84.85 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $112 Shares 2,608 Est. Cost $27.02 Unrealized +14.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $102 Shares 1,700 Est. Cost $42.34 Unrealized +35.0%
EXPRESS SCRIPTS HOLDING CO 0.1%
Value ($000) $102 Shares 1,171 Est. Cost $78.94 Unrealized
YUM YUM! BRANDS INC 0.1%
Value ($000) $101 Shares 1,378 Est. Cost $40.89 Unrealized +5.9%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $100 Shares 2,174 Est. Cost $27.25 Unrealized -1.2%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $100 Shares 2,432 Est. Cost $24.41 Unrealized +33.1%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $93 Shares 826 Est. Cost $124.67 Unrealized
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $92 Shares 500 Est. Cost $118.31 Unrealized +24.0%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $91 Shares 1,280 Est. Cost $46.09 Unrealized +0.6%
WALT DISNEY CO 0.1%
Value ($000) $90 Shares 859 Est. Cost $76.48 Unrealized
EL ESTEE LAUDER COMPANY 0.1%
Value ($000) $88 Shares 1,000 Est. Cost $62.14 Unrealized +20.4%
MICROSOFT CORP 0.1%
Value ($000) $85 Shares 1,536 Est. Cost $37.11 Unrealized
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.1%
Value ($000) $85 Shares 723 Est. Cost $116.18 Unrealized
NKE NIKE INC CLASS B 0.1%
Value ($000) $84 Shares 1,342 Est. Cost $49.06 Unrealized +15.5%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $84 Shares 1,204 Est. Cost $68.07 Unrealized -17.6%
SPDR S&P BIOTECH ETF 0.1%
Value ($000) $81 Shares 1,157 Est. Cost $84.77 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $80 Shares 1,202 Est. Cost $49.68 Unrealized +5.7%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $80 Shares 750 Est. Cost $60.23 Unrealized +34.7%
EFA ISHARES MSCI EAFE INDEX FUND 0.1%
Value ($000) $79 Shares 1,350 Est. Cost $66.84 Unrealized
PATTERSON COS INC 0.1%
Value ($000) $77 Shares 1,700 Est. Cost $41.00 Unrealized
DANAHER CORP DEL 0.1%
Value ($000) $76 Shares 821 Est. Cost $77.49 Unrealized
WELLS FARGO & CO 0.1%
Value ($000) $75 Shares 1,382 Est. Cost $46.29 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $75 Shares 800 Est. Cost $78.03 Unrealized +15.1%
PEPSICO INC 0.1%
Value ($000) $75 Shares 748 Est. Cost $83.61 Unrealized
UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $72 Shares 1,654 Est. Cost $37.72 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $72 Shares 1,004 Est. Cost $69.98 Unrealized
POWERSHARES QQQ TRUST SER ETF 0.1%
Value ($000) $72 Shares 641 Est. Cost $106.56 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $72 Shares 400 Est. Cost $131.89 Unrealized +14.6%
ACCENTURE PLC F 0.1%
Value ($000) $70 Shares 669 Est. Cost $83.22 Unrealized
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $70 Shares 1,600 Est. Cost $38.93 Unrealized +15.7%
KLAC KLA-TENCOR CORP COM 0.1%
Value ($000) $69 Shares 1,000 Est. Cost $39.78 Unrealized +34.2%
NOVARTIS AG ADR 0.1%
Value ($000) $69 Shares 807 Est. Cost $80.17 Unrealized
WHOLE FOODS MARKET INC 0.1%
Value ($000) $69 Shares 2,050 Est. Cost $57.70 Unrealized
WAT WATERS CORPORATION 0.1%
Value ($000) $67 Shares 500 Est. Cost $108.40 Unrealized +18.5%
PFIZER INC 0.1%
Value ($000) $67 Shares 2,073 Est. Cost $30.44 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $66 Shares 1,420 Est. Cost $24.56 Unrealized +20.6%
ORACLE CORP 0.0%
Value ($000) $64 Shares 1,743 Est. Cost $38.28 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $64 Shares 1,945 Est. Cost $26.13 Unrealized
AT&T INC 0.0%
Value ($000) $63 Shares 1,826 Est. Cost $35.26 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $62 Shares 2,081 Est. Cost $18.82 Unrealized +8.2%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $53.96 Unrealized 0.0%
BLACKROCK INC 0.0%
Value ($000) $62 Shares 182 Est. Cost $316.09 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $62 Shares 1,100 Est. Cost $51.67 Unrealized
VF CORPORATION 0.0%
Value ($000) $61 Shares 983 Est. Cost $62.30 Unrealized
INTEL CORP COM 0.0%
Value ($000) $61 Shares 1,775 Est. Cost $25.73 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $60 Shares 605 Est. Cost $86.40 Unrealized
CHUBB CORP 0.0%
Value ($000) $60 Shares 454 Est. Cost $96.33 Unrealized
DU PONT (E.I.) DE NEMOURS 0.0%
Value ($000) $60 Shares 896 Est. Cost $64.73 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $59 Shares 749 Est. Cost $81.20 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $59 Shares 1,509 Est. Cost $39.02 Unrealized
CHEVRON CORPORATION 0.0%
Value ($000) $59 Shares 653 Est. Cost $123.30 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $58 Shares 1,859 Est. Cost $34.04 Unrealized -3.1%
EMC CORP 0.0%
Value ($000) $58 Shares 2,260 Est. Cost $25.15 Unrealized
CISCO SYSTEMS INC 0.0%
Value ($000) $56 Shares 2,079 Est. Cost $22.48 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $56 Shares 741 Est. Cost $44.76 Unrealized +37.9%
PCAR PACCAR INC 0.0%
Value ($000) $53 Shares 1,125 Est. Cost $24.01 Unrealized -4.3%
STRYKER CORP 0.0%
Value ($000) $53 Shares 566 Est. Cost $74.68 Unrealized
CMI CUMMINS, INC. 0.0%
Value ($000) $53 Shares 600 Est. Cost $96.30 Unrealized -21.3%
DE DEERE & CO. 0.0%
Value ($000) $53 Shares 700 Est. Cost $67.46 Unrealized -3.6%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $53.00 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $53 Shares 1,500 Est. Cost $38.67 Unrealized
AMZN AMAZON COM INC COM 0.0%
Value ($000) $51 Shares 75 Est. Cost $17.98 Unrealized +75.3%
QUALCOMM INC COM 0.0%
Value ($000) $51 Shares 1,023 Est. Cost $74.67 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $49 Shares 1,041 Est. Cost $53.83 Unrealized -28.7%
BIV VANGUARD INTERMEDIATE-TERM B 0.0%
Value ($000) $49 Shares 585 Est. Cost $82.05 Unrealized
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $49 Shares 506 Est. Cost $104.60 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $48 Shares 1,175 Est. Cost $24.38 Unrealized +29.1%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $48 Shares 500 Est. Cost $95.60 Unrealized -9.9%
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $47.00 Unrealized
CAKE THE CHEESECAKE FACTORY INC 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $36.85 Unrealized +7.3%
CELGENE CORP 0.0%
Value ($000) $45 Shares 378 Est. Cost $103.68 Unrealized
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $35.69 Unrealized +19.2%
DOV DOVER CORP 0.0%
Value ($000) $43 Shares 700 Est. Cost $49.28 Unrealized -13.7%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $43 Shares 837 Est. Cost $35.90 Unrealized -0.0%
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $42 Shares 321 Est. Cost $112.70 Unrealized
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $42 Shares 441 Est. Cost $114.01 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $41 Shares 485 Est. Cost $65.71 Unrealized +5.2%
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $41 Shares 634 Est. Cost $34.98 Unrealized +27.5%
GOOGL ALPHABET INC CL A 0.0%
Value ($000) $41 Shares 53 Est. Cost $36.73 Unrealized 0.0%
GOOG ALPHABET INC CLASS C 0.0%
Value ($000) $40 Shares 53 Est. Cost $35.61 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $40 Shares 283 Est. Cost $95.60 Unrealized +35.5%
NUE NUCOR CORP 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $38.31 Unrealized -15.3%
WSO WATSCO INC 0.0%
Value ($000) $40 Shares 340 Est. Cost $94.95 Unrealized +29.8%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $47.00 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $39 Shares 476 Est. Cost $51.50 Unrealized +2.2%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $38 Shares 277 Est. Cost $186.48 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $37 Shares 1,190 Est. Cost $27.88 Unrealized
BAKER HUGHES INC 0.0%
Value ($000) $37 Shares 801 Est. Cost $54.85 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $36 Shares 232 Est. Cost $85.77 Unrealized +43.9%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $36 Shares 2,124 Est. Cost $13.11 Unrealized +3.4%
PHM PULTEGROUP INC 0.0%
Value ($000) $36 Shares 2,000 Est. Cost $15.23 Unrealized +8.0%
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $16.87 Unrealized -0.1%
BED BATH & BEYOND INC 0.0%
Value ($000) $34 Shares 700 Est. Cost $80.00 Unrealized
CAG CONAGRA FOODS INC. 0.0%
Value ($000) $34 Shares 800 Est. Cost $16.58 Unrealized +35.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $34 Shares 439 Est. Cost $77.48 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $34 Shares 421 Est. Cost $80.76 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $80.00 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $33 Shares 500 Est. Cost $50.63 Unrealized +2.5%
RYN RAYONIER INC 0.0%
Value ($000) $33 Shares 1,500 Est. Cost $42.00 Unrealized
INDIA FUND INC 0.0%
Value ($000) $32 Shares 1,425 Est. Cost $20.35 Unrealized
USB US BANCORP 0.0%
Value ($000) $32 Shares 750 Est. Cost $28.32 Unrealized +4.5%
RAYTHEON CO 0.0%
Value ($000) $30 Shares 243 Est. Cost $90.18 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $29 Shares 232 Est. Cost $63.81 Unrealized +46.2%
ST JUDE MEDICAL INC 0.0%
Value ($000) $28 Shares 446 Est. Cost $60.54 Unrealized
SDY SPRD S&P DIVIDEND ETF 0.0%
Value ($000) $27 Shares 368 Est. Cost $76.09 Unrealized
LCUT LIFETIME BRANDS INC 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $12.05 Unrealized -5.2%
GIS GENERAL MILLS 0.0%
Value ($000) $27 Shares 471 Est. Cost $33.78 Unrealized +19.8%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $26 Shares 500 Est. Cost $28.53 Unrealized +30.6%
JOHNSON CTLS INC COM 0.0%
Value ($000) $26 Shares 662 Est. Cost $49.08 Unrealized
TTEK TETRA TECH, INC 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $5.40 Unrealized -1.1%
POLYCOM 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $11.00 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $24 Shares 410 Est. Cost $17.15 Unrealized +71.8%
WILLIAMS PARTNER LP NEW 0.0%
Value ($000) $24 Shares 866 Est. Cost $49.65 Unrealized
SPECTRA ENERGY CORPORATION 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $36.00 Unrealized
PRECISION CASTPARTS CORP. 0.0%
Value ($000) $23 Shares 100 Est. Cost $261.13 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $22 Shares 505 Est. Cost $26.85 Unrealized +36.5%
ABT ABBOTT LABS COM 0.0%
Value ($000) $22 Shares 481 Est. Cost $34.24 Unrealized +6.8%
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $21 Shares 190 Est. Cost $129.09 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $20 Shares 196 Est. Cost $103.25 Unrealized -12.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $20 Shares 200 Est. Cost $48.38 Unrealized +50.7%
IEF ISHARES 7-10 YR TREAS BD 0.0%
Value ($000) $19 Shares 177 Est. Cost $107.34 Unrealized
APACHE CORP 0.0%
Value ($000) $19 Shares 420 Est. Cost $86.11 Unrealized
ANADARKO PETE CORP COM 0.0%
Value ($000) $19 Shares 400 Est. Cost $85.00 Unrealized
SPSB SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 619 Est. Cost $30.69 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $18 Shares 294 Est. Cost $32.75 Unrealized +44.8%
PRICELINE GROUP INC. 0.0%
Value ($000) $18 Shares 14 Est. Cost $1142.86 Unrealized
APACHE CORP 0.0%
Value ($000) $17 Shares 383 Est. Cost $81.16 Unrealized
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 +26.1%
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $17 Shares 700 Est. Cost $16.47 Unrealized -18.4%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $17 Shares 177 Est. Cost $101.69 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE 0.0%
Value ($000) $16 Shares 229 Est. Cost $69.87 Unrealized
GLNG GOLAR LNG LTD 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $28.47 Unrealized -23.9%
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $16 Shares 125 Est. Cost $104.00 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $16 Shares 1,096 Est. Cost $22.45 Unrealized -36.4%
TRV THE TRAVELERS CO INC 0.0%
Value ($000) $15 Shares 136 Est. Cost $66.77 Unrealized +33.1%
WM WASTE MANAGEMENT (NEW) 0.0%
Value ($000) $15 Shares 280 Est. Cost $35.89 Unrealized +22.4%
RR DONNELLEY & SONS CO 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $20.00 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $14 Shares 149 Est. Cost $93.96 Unrealized
SANDISK CORPORATION 0.0%
Value ($000) $13 Shares 170 Est. Cost $86.73 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $12 Shares 131 Est. Cost $48.03 Unrealized +8.9%
MAT MATTEL INC 0.0%
Value ($000) $12 Shares 450 Est. Cost $44.57 Unrealized -44.8%
AMG AFFILIATED MANAGERS GROUP 0.0%
Value ($000) $12 Shares 75 Est. Cost $193.15 Unrealized -13.8%
ISHARES MSCI JAPAN INDEX FD 0.0%
Value ($000) $12 Shares 979 Est. Cost $13.28 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
ALLIANCE NATIONAL MUNI INC 0.0%
Value ($000) $11 Shares 804 Est. Cost $13.62 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $11 Shares 165 Est. Cost $74.19 Unrealized -15.3%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $10 Shares 93 Est. Cost $107.41 Unrealized
COLUMBIA PIPELINE GROUP, INC 0.0%
Value ($000) $10 Shares 521 Est. Cost $19.19 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $10 Shares 521 Est. Cost $12.01 Unrealized +16.1%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $9 Shares 71 Est. Cost $66.36 Unrealized +28.1%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $9 Shares 120 Est. Cost $63.88 Unrealized -0.1%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $9 Shares 616 Est. Cost $5.52 Unrealized +4.3%
F FORD MOTOR CO 0.0%
Value ($000) $9 Shares 671 Est. Cost $8.71 Unrealized -4.2%
NABORS INDUSTRIES LTD 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $17.00 Unrealized
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $8 Shares 350 Est. Cost $26.10 Unrealized +1.3%
WB WEIBO CORP-SPON ADR 0.0%
Value ($000) $8 Shares 400 Est. Cost $20.00 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 100 Est. Cost $49.25 Unrealized +19.9%
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
CMG CHIPOTLE MEXICAN GILL, INC. 0.0%
Value ($000) $7 Shares 15 Est. Cost $10.17 Unrealized +20.3%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $39.00 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $42.63 Unrealized +29.6%
STERICYCLE INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $128.21 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $5 Shares 23 Est. Cost $144.57 Unrealized +14.4%
LEG LEGGETT & PLATT, INC 0.0%
Value ($000) $5 Shares 116 Est. Cost $46.72 Unrealized -5.0%
MAR MARRIOTT INTERNATIONAL INC CLASS A NEW 0.0%
Value ($000) $5 Shares 73 Est. Cost $65.63 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQUITIES, INC 0.0%
Value ($000) $5 Shares 52 Est. Cost $56.46 Unrealized +11.8%
RYAM RAYONIER ADVANCED MATERIALS INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $35.09 Unrealized -73.4%
WMT WAL-MART STORES INC 0.0%
Value ($000) $5 Shares 85 Est. Cost $20.35 Unrealized -18.3%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $5 Shares 175 Est. Cost $33.04 Unrealized -13.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $4 Shares 43 Est. Cost $73.98 Unrealized -3.5%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $4 Shares 241 Est. Cost $8.12 Unrealized +1.9%
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
SEATTLE GENETICS, INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
IPATH US TSY LONG BOND BEAR 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.38 Unrealized +7.6%
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $3 Shares 68 Est. Cost $29.41 Unrealized
YAHOO! INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $28.40 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $2 Shares 441 Est. Cost $4.54 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $2 Shares 51 Est. Cost $46.85 Unrealized -22.1%
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 +7.1%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 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
CENTURYTEL INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.74 Unrealized -27.0%
ELEMENTS ROGERS AGRI TOT RET0.00% DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
CC CHEMOURS COMPANY 0.0%
Value ($000) $1 Shares 179 Est. Cost $7.40 Unrealized -37.7%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
GABELLI EQUITY TRUST INC. 0.0%
Value ($000) $1 Shares 264 Est. Cost $7.58 Unrealized
GABELLI HEALHCARE & WELLNESS 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
WINDSTREAM HOLDINGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.66 Unrealized -32.5%
COMMUNICATIONS SALES & LEASING INC. 0.0%
Value ($000) $0 Shares 24 Est. Cost $41.67 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $0 Shares 38 Est. Cost $26.32 Unrealized