Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 8, 2016

Total Value ($000): $151,589 (100.0% shares, 0.0% debt)

Holdings (292)

IVW ISHARES S&P 500 GROWTH 7.8%
Value ($000) $11,786 Shares 101,094 Est. Cost $107.84 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 5.0%
Value ($000) $7,587 Shares 44,863 Est. Cost $151.54 Unrealized
MMM 3M CO 3.4%
Value ($000) $5,189 Shares 29,632 Est. Cost $92.08 Unrealized +11.3%
MSFT MICROSOFT CORP 3.4%
Value ($000) $5,133 Shares 100,341 Est. Cost $33.78 Unrealized +36.1%
VOO VANGUARD S&P 500 ETF 1.9%
Value ($000) $2,890 Shares 15,036 Est. Cost $181.36 Unrealized
GGG GRACO INC. 1.8%
Value ($000) $2,732 Shares 34,587 Est. Cost $21.90 Unrealized +8.1%
DHR DANAHER CORP DEL COM 1.8%
Value ($000) $2,716 Shares 26,895 Est. Cost $30.12 Unrealized +33.1%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $2,614 Shares 18,516 Est. Cost $60.08 Unrealized +90.0%
PEP PEPSICO INC 1.7%
Value ($000) $2,613 Shares 24,669 Est. Cost $58.88 Unrealized +30.9%
AAPL APPLE INC 1.7%
Value ($000) $2,580 Shares 26,987 Est. Cost $20.08 Unrealized +12.6%
XLU UTILITIES SELECT SECTOR SPDRFUND 1.7%
Value ($000) $2,544 Shares 48,492 Est. Cost $38.39 Unrealized
DIS WALT DISNEY CO 1.7%
Value ($000) $2,523 Shares 25,788 Est. Cost $63.36 Unrealized +45.5%
T AT&T INC 1.6%
Value ($000) $2,481 Shares 57,434 Est. Cost $11.24 Unrealized +34.4%
TRV THE TRAVELERS CO INC 1.6%
Value ($000) $2,426 Shares 20,376 Est. Cost $87.68 Unrealized +4.4%
SYK STRYKER CORP 1.6%
Value ($000) $2,419 Shares 20,191 Est. Cost $64.24 Unrealized +56.2%
HD HOME DEPOT INC COM 1.6%
Value ($000) $2,398 Shares 18,783 Est. Cost $73.62 Unrealized +42.6%
IBM INTERNATIONAL BUSINESS MACH 1.6%
Value ($000) $2,376 Shares 15,656 Est. Cost $98.48 Unrealized -3.4%
PG PROCTER & GAMBLE CO COM 1.6%
Value ($000) $2,355 Shares 27,809 Est. Cost $58.21 Unrealized +8.8%
PFE PFIZER INC COM 1.5%
Value ($000) $2,317 Shares 65,824 Est. Cost $17.63 Unrealized +19.4%
CVX CHEVRON CORPORATION 1.5%
Value ($000) $2,315 Shares 22,080 Est. Cost $68.20 Unrealized -2.1%
CVS CVS HEALTHCARE CORPORATION 1.5%
Value ($000) $2,306 Shares 24,086 Est. Cost $48.31 Unrealized +54.2%
ORCL ORACLE CORP COM 1.5%
Value ($000) $2,258 Shares 55,168 Est. Cost $29.27 Unrealized +18.1%
CMCSA COMCAST CORP NEW CL A 1.5%
Value ($000) $2,224 Shares 34,120 Est. Cost $18.65 Unrealized +32.6%
EMC CORP 1.4%
Value ($000) $2,180 Shares 80,252 Est. Cost $25.20 Unrealized
ISHARES S&P MIDCAP 400 GROWTH 1.4%
Value ($000) $2,170 Shares 12,834 Est. Cost $152.51 Unrealized
MDT MEDTRONIC PLC 1.4%
Value ($000) $2,149 Shares 24,758 Est. Cost $58.13 Unrealized +9.3%
WFC WELLS FARGO & CO 1.4%
Value ($000) $2,105 Shares 44,493 Est. Cost $31.79 Unrealized +17.1%
CSCO CISCO SYSTEMS INC 1.4%
Value ($000) $2,100 Shares 73,220 Est. Cost $15.34 Unrealized +36.0%
TJX TJX COMPANIES INC 1.3%
Value ($000) $1,992 Shares 25,800 Est. Cost $25.85 Unrealized +29.0%
XBI SPDR S&P BIOTECH ETF 1.3%
Value ($000) $1,958 Shares 36,206 Est. Cost $82.66 Unrealized
CB CHUBB LIMITED 1.2%
Value ($000) $1,886 Shares 14,430 Est. Cost $96.06 Unrealized +7.8%
INTC INTEL CORP COM 1.2%
Value ($000) $1,852 Shares 56,478 Est. Cost $18.20 Unrealized +38.0%
NVS NOVARTIS AG 1.2%
Value ($000) $1,804 Shares 21,864 Est. Cost $80.81 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 1.2%
Value ($000) $1,798 Shares 22,096 Est. Cost $53.31 Unrealized +18.1%
BLACKROCK, INC 1.2%
Value ($000) $1,784 Shares 5,210 Est. Cost $316.11 Unrealized
QCOM QUALCOMM INC COM 1.2%
Value ($000) $1,783 Shares 33,291 Est. Cost $50.56 Unrealized -20.3%
UPS UNITED PARCEL SERVICE INC CL B 1.2%
Value ($000) $1,755 Shares 16,294 Est. Cost $65.00 Unrealized +12.4%
VFC VF CORPORATION 1.2%
Value ($000) $1,752 Shares 28,489 Est. Cost $53.07 Unrealized +11.5%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 1.0%
Value ($000) $1,575 Shares 125,414 Est. Cost $10.17 Unrealized
DJP IPATH BLOOMBERG COMMODITY INDEX TR ETN 1.0%
Value ($000) $1,528 Shares 61,793 Est. Cost $21.91 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 1.0%
Value ($000) $1,504 Shares 33,065 Est. Cost $25.97 Unrealized +34.1%
AMT AMERICAN TOWER REIT INC 1.0%
Value ($000) $1,441 Shares 12,688 Est. Cost $63.47 Unrealized +32.0%
ACN ACCENTURE PLC 0.9%
Value ($000) $1,407 Shares 12,417 Est. Cost $62.30 Unrealized +60.3%
UNP UNION PACIFIC CORP 0.9%
Value ($000) $1,395 Shares 15,985 Est. Cost $67.43 Unrealized +1.2%
ABBV ABBVIE INC 0.9%
Value ($000) $1,360 Shares 21,967 Est. Cost $30.96 Unrealized +32.3%
SCHW CHARLES SCHWAB CORP 0.9%
Value ($000) $1,334 Shares 52,742 Est. Cost $21.22 Unrealized +18.6%
GENERAL ELECTRIC CO COM 0.9%
Value ($000) $1,294 Shares 41,125 Est. Cost $27.68 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.8%
Value ($000) $1,275 Shares 8,976 Est. Cost $77.27 Unrealized +35.8%
MET METLIFE INC 0.8%
Value ($000) $1,250 Shares 31,390 Est. Cost $30.40 Unrealized -7.4%
ISHARES GOLD TRUST 0.8%
Value ($000) $1,217 Shares 95,393 Est. Cost $11.42 Unrealized
ETN EATON CORP PLC 0.8%
Value ($000) $1,168 Shares 19,560 Est. Cost $53.10 Unrealized -6.3%
V VISA INC 0.8%
Value ($000) $1,162 Shares 15,666 Est. Cost $66.05 Unrealized +10.9%
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS TR SER 1 0.7%
Value ($000) $1,067 Shares 5,096 Est. Cost $185.51 Unrealized
USB US BANCORP 0.7%
Value ($000) $1,030 Shares 25,554 Est. Cost $27.81 Unrealized +4.9%
BB&T CORP 0.7%
Value ($000) $1,028 Shares 28,862 Est. Cost $35.60 Unrealized
CABO CABLE ONE, INC 0.7%
Value ($000) $1,023 Shares 2,000 Est. Cost $378.92 Unrealized +12.8%
GHC GRAHAM HOLDINGS CO-CLASS B 0.6%
Value ($000) $979 Shares 2,000 Est. Cost $431.34 Unrealized +2.6%
UNITED TECHNOLOGIES CORP COM 0.6%
Value ($000) $970 Shares 9,462 Est. Cost $112.59 Unrealized
ECL ECOLAB INC COM 0.6%
Value ($000) $912 Shares 7,692 Est. Cost $97.70 Unrealized +7.4%
SU SUNCOR ENERGY INC 0.5%
Value ($000) $829 Shares 29,919 Est. Cost $22.94 Unrealized -15.3%
PYPL PAYPAL HOLDINGS INC 0.5%
Value ($000) $800 Shares 21,914 Est. Cost $35.98 Unrealized +6.0%
BAKER HUGHES INC COM 0.5%
Value ($000) $746 Shares 16,521 Est. Cost $54.98 Unrealized
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $641 Shares 7,233 Est. Cost $66.00 Unrealized
WMB WILLIAMS COS INC 0.4%
Value ($000) $625 Shares 28,915 Est. Cost $9.91 Unrealized +20.7%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $625 Shares 5,156 Est. Cost $72.27 Unrealized +20.4%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $615 Shares 6,566 Est. Cost $53.91 Unrealized +7.3%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $535 Shares 10,487 Est. Cost $27.16 Unrealized +41.6%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $476 Shares 8,525 Est. Cost $29.33 Unrealized +7.3%
GUGGENHEIM SOLAR ETF 0.3%
Value ($000) $464 Shares 22,153 Est. Cost $32.25 Unrealized
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $453 Shares 6,835 Est. Cost $46.37 Unrealized +9.2%
BA BOEING CO 0.3%
Value ($000) $448 Shares 3,452 Est. Cost $115.54 Unrealized +2.6%
NVO NOVO-NORDISK A S ADR 0.3%
Value ($000) $436 Shares 8,100 Est. Cost $54.78 Unrealized
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $425 Shares 3,675 Est. Cost $110.06 Unrealized
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $405 Shares 3,275 Est. Cost $109.93 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $363 Shares 6,362 Est. Cost $40.84 Unrealized +13.7%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $335 Shares 5,810 Est. Cost $37.46 Unrealized +5.4%
VWO ETF VANGUARD EMERGING MKTS 0.2%
Value ($000) $308 Shares 8,752 Est. Cost $41.17 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.2%
Value ($000) $295 Shares 6,325 Est. Cost $58.77 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $286 Shares 1,822 Est. Cost $99.88 Unrealized +28.2%
MDY SPDR S&P MIDCAP 400 ETF TRST 0.2%
Value ($000) $261 Shares 959 Est. Cost $245.16 Unrealized
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $198 Shares 674 Est. Cost $54.58 Unrealized +63.3%
VPL VANGUARD PACIFIC ETF 0.1%
Value ($000) $198 Shares 3,550 Est. Cost $61.41 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $195 Shares 1,346 Est. Cost $120.91 Unrealized +18.2%
ESTERLINE TECHNOLOGIES CORP 0.1%
Value ($000) $180 Shares 2,904 Est. Cost $102.00 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $173 Shares 1,140 Est. Cost $82.51 Unrealized +41.4%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $161 Shares 225 Est. Cost $28.54 Unrealized +18.5%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $160 Shares 2,171 Est. Cost $39.47 Unrealized +27.9%
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $143 Shares 850 Est. Cost $172.94 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $134 Shares 2,163 Est. Cost $43.57 Unrealized +10.9%
LLY LILLY ELI & CO 0.1%
Value ($000) $126 Shares 1,602 Est. Cost $60.92 Unrealized +5.2%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $123 Shares 1,056 Est. Cost $62.49 Unrealized +34.7%
KO COCA COLA CO COM 0.1%
Value ($000) $118 Shares 2,608 Est. Cost $27.02 Unrealized +23.3%
WY WEYERHAEUSER CO 0.1%
Value ($000) $113 Shares 3,781 Est. Cost $18.60 Unrealized +13.5%
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.1%
Value ($000) $112 Shares 2,809 Est. Cost $39.09 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $110 Shares 1,280 Est. Cost $46.09 Unrealized +16.8%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $103 Shares 1,235 Est. Cost $84.85 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $97 Shares 1,700 Est. Cost $42.34 Unrealized +26.5%
BIIB BIOGEN, INC 0.1%
Value ($000) $97 Shares 400 Est. Cost $261.90 Unrealized +0.6%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $95 Shares 826 Est. Cost $124.67 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $94 Shares 2,432 Est. Cost $24.41 Unrealized +27.1%
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.1%
Value ($000) $93 Shares 723 Est. Cost $116.18 Unrealized
EL ESTEE LAUDER CO 0.1%
Value ($000) $91 Shares 1,000 Est. Cost $62.14 Unrealized +32.8%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $91 Shares 500 Est. Cost $118.31 Unrealized +27.0%
CHEVRON CORPORATION 0.1%
Value ($000) $91 Shares 872 Est. Cost $116.29 Unrealized
WPX ENERGY INC. 0.1%
Value ($000) $90 Shares 9,638 Est. Cost $6.95 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.1%
Value ($000) $89 Shares 1,171 Est. Cost $78.94 Unrealized
UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $88 Shares 1,679 Est. Cost $37.72 Unrealized
WALT DISNEY CO 0.1%
Value ($000) $85 Shares 865 Est. Cost $76.48 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $84 Shares 1,152 Est. Cost $49.68 Unrealized +14.5%
DANAHER CORP DEL 0.1%
Value ($000) $83 Shares 824 Est. Cost $77.49 Unrealized
YUM YUM! BRANDS INC 0.1%
Value ($000) $83 Shares 1,003 Est. Cost $40.89 Unrealized +21.0%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $83 Shares 750 Est. Cost $60.23 Unrealized +43.6%
AT&T INC 0.1%
Value ($000) $81 Shares 1,873 Est. Cost $35.40 Unrealized
PEPSICO INC 0.1%
Value ($000) $81 Shares 764 Est. Cost $83.89 Unrealized
PATTERSON COS INC 0.1%
Value ($000) $81 Shares 1,700 Est. Cost $41.00 Unrealized
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $80 Shares 1,600 Est. Cost $38.93 Unrealized +28.8%
MICROSOFT CORP 0.1%
Value ($000) $80 Shares 1,558 Est. Cost $37.11 Unrealized
ACCENTURE PLC 0.1%
Value ($000) $77 Shares 676 Est. Cost $83.53 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $77 Shares 800 Est. Cost $78.03 Unrealized +23.1%
SO SOUTHERN CO 0.1%
Value ($000) $76 Shares 1,420 Est. Cost $24.56 Unrealized +36.9%
EFA ISHARES MSCI EAFE INDEX FUND 0.0%
Value ($000) $75 Shares 1,350 Est. Cost $66.84 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $74 Shares 1,342 Est. Cost $49.06 Unrealized +2.6%
PFIZER INC 0.0%
Value ($000) $74 Shares 2,112 Est. Cost $30.44 Unrealized
KLAC KLA-TENCOR CORP COM 0.0%
Value ($000) $73 Shares 1,000 Est. Cost $39.78 Unrealized +52.8%
COMCAST CORP CL A 0.0%
Value ($000) $72 Shares 1,110 Est. Cost $51.67 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $72 Shares 1,004 Est. Cost $69.98 Unrealized
GOOGL ALPHABET INC CL A 0.0%
Value ($000) $72 Shares 103 Est. Cost $36.64 Unrealized -0.6%
ORACLE CORP 0.0%
Value ($000) $72 Shares 1,757 Est. Cost $38.28 Unrealized
GOOG ALPHABET INC CLASS C 0.0%
Value ($000) $71 Shares 103 Est. Cost $35.58 Unrealized +0.2%
WAT WATERS CORP 0.0%
Value ($000) $70 Shares 500 Est. Cost $108.40 Unrealized +24.8%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $70 Shares 881 Est. Cost $67.80 Unrealized -14.1%
POWERSHARES QQQ TRUST SER ETF 0.0%
Value ($000) $69 Shares 641 Est. Cost $106.56 Unrealized
STRYKER CORP 0.0%
Value ($000) $68 Shares 570 Est. Cost $74.68 Unrealized
NOVARTIS AG 0.0%
Value ($000) $67 Shares 807 Est. Cost $80.17 Unrealized
CMI CUMMINS, INC 0.0%
Value ($000) $67 Shares 600 Est. Cost $96.30 Unrealized -9.0%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $66 Shares 834 Est. Cost $46.34 Unrealized +39.8%
WELLS FARGO & CO 0.0%
Value ($000) $66 Shares 1,403 Est. Cost $46.29 Unrealized
WHOLE FOODS MARKET INC 0.0%
Value ($000) $66 Shares 2,050 Est. Cost $57.70 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $64 Shares 761 Est. Cost $81.20 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $63 Shares 1,159 Est. Cost $84.77 Unrealized
BLACKROCK, INC 0.0%
Value ($000) $63 Shares 185 Est. Cost $316.38 Unrealized
EMC CORP 0.0%
Value ($000) $62 Shares 2,281 Est. Cost $25.15 Unrealized
CISCO SYSTEMS INC 0.0%
Value ($000) $61 Shares 2,117 Est. Cost $22.48 Unrealized
VF CORPORATION 0.0%
Value ($000) $61 Shares 994 Est. Cost $62.30 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $61 Shares 1,859 Est. Cost $34.04 Unrealized -1.5%
SYY SYSCO CORP COM 0.0%
Value ($000) $60 Shares 1,175 Est. Cost $24.38 Unrealized +54.6%
INTEL CORP COM 0.0%
Value ($000) $59 Shares 1,805 Est. Cost $25.73 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $59 Shares 400 Est. Cost $131.89 Unrealized -3.0%
MOS MOSAIC CO/THE 0.0%
Value ($000) $58 Shares 2,205 Est. Cost $21.61 Unrealized +2.7%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $58 Shares 575 Est. Cost $86.40 Unrealized
DU PONT (EI) DE NEMOURS 0.0%
Value ($000) $58 Shares 896 Est. Cost $64.73 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $58 Shares 1,125 Est. Cost $24.01 Unrealized +6.9%
DE DEERE & CO 0.0%
Value ($000) $57 Shares 700 Est. Cost $67.46 Unrealized +3.7%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $56 Shares 400 Est. Cost $106.81 Unrealized +5.8%
QUALCOMM INC COM 0.0%
Value ($000) $56 Shares 1,043 Est. Cost $74.67 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $53.00 Unrealized
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $55 Shares 514 Est. Cost $104.60 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $55 Shares 1,600 Est. Cost $38.36 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $54 Shares 500 Est. Cost $95.60 Unrealized +0.9%
BIV VANGUARD INTERMEDIATE-TERM B 0.0%
Value ($000) $52 Shares 585 Est. Cost $82.05 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $50 Shares 837 Est. Cost $35.90 Unrealized +13.1%
DOV DOVER CORP 0.0%
Value ($000) $49 Shares 700 Est. Cost $49.28 Unrealized -7.0%
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $35.69 Unrealized +20.3%
NUE NUCOR CORP 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $38.31 Unrealized +2.2%
CHARLES SCHWAB CORP 0.0%
Value ($000) $49 Shares 1,954 Est. Cost $26.13 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $48 Shares 340 Est. Cost $94.95 Unrealized +41.3%
CAKE THE CHEESECAKE FACTORY INC 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $36.85 Unrealized +11.6%
DOW CHEMICAL CO 0.0%
Value ($000) $47 Shares 936 Est. Cost $51.28 Unrealized
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $46 Shares 566 Est. Cost $34.98 Unrealized +52.0%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $46 Shares 446 Est. Cost $114.01 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $46 Shares 325 Est. Cost $112.70 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $43 Shares 282 Est. Cost $186.12 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $42 Shares 283 Est. Cost $95.60 Unrealized +50.2%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $41 Shares 3,124 Est. Cost $12.54 Unrealized -9.6%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $41 Shares 485 Est. Cost $65.71 Unrealized +6.1%
PHM PULTEGROUP INC 0.0%
Value ($000) $39 Shares 2,000 Est. Cost $15.23 Unrealized +8.5%
RYN RAYONIER INC 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $42.00 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $47.00 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $38 Shares 1,209 Est. Cost $27.88 Unrealized
CAG CONAGRA FOODS INC. 0.0%
Value ($000) $38 Shares 800 Est. Cost $16.58 Unrealized +52.8%
CELGENE CORP 0.0%
Value ($000) $37 Shares 378 Est. Cost $103.68 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $37 Shares 439 Est. Cost $77.48 Unrealized
SPECTRA ENERGY CORP 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $36.00 Unrealized
BAKER HUGHES INC 0.0%
Value ($000) $36 Shares 807 Est. Cost $54.85 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $35 Shares 421 Est. Cost $80.76 Unrealized
INDIA FUND INC 0.0%
Value ($000) $35 Shares 1,425 Est. Cost $20.35 Unrealized
ST JUDE MEDICAL INC 0.0%
Value ($000) $35 Shares 446 Est. Cost $60.54 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $34 Shares 476 Est. Cost $51.50 Unrealized -4.9%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $34 Shares 791 Est. Cost $53.83 Unrealized -39.1%
GIS GENERAL MILLS 0.0%
Value ($000) $34 Shares 471 Est. Cost $33.78 Unrealized +34.6%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $80.00 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $33 Shares 500 Est. Cost $28.53 Unrealized +61.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $33 Shares 400 Est. Cost $55.92 Unrealized +12.2%
CLX CLOROX CO 0.0%
Value ($000) $32 Shares 232 Est. Cost $63.81 Unrealized +54.6%
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $16.87 Unrealized -3.5%
TTEK TETRA TECH, INC 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $5.40 Unrealized +10.7%
WILLIAMS PARTNER LP NEW 0.0%
Value ($000) $30 Shares 866 Est. Cost $49.65 Unrealized
BED BATH & BEYOND INC 0.0%
Value ($000) $30 Shares 700 Est. Cost $80.00 Unrealized
JOHNSON CTLS INC COM 0.0%
Value ($000) $29 Shares 662 Est. Cost $49.08 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $28 Shares 410 Est. Cost $17.15 Unrealized +93.7%
STT STATE STREET CORP 0.0%
Value ($000) $27 Shares 500 Est. Cost $50.63 Unrealized -10.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $26 Shares 154 Est. Cost $85.77 Unrealized +61.3%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $26 Shares 505 Est. Cost $26.85 Unrealized +52.0%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $25 Shares 294 Est. Cost $32.75 Unrealized +88.9%
POLYCOM 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $11.00 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $53.96 Unrealized -40.2%
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $21 Shares 190 Est. Cost $129.09 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $21 Shares 1,096 Est. Cost $22.45 Unrealized -51.4%
ANADARKO PETE CORP COM 0.0%
Value ($000) $21 Shares 400 Est. Cost $85.00 Unrealized
PCH POTLATCH CORPORATION 0.0%
Value ($000) $21 Shares 605 Est. Cost $31.40 Unrealized
RAYTHEON CO 0.0%
Value ($000) $20 Shares 147 Est. Cost $90.18 Unrealized
IEF ISHARES 7-10 YR TREAS BD 0.0%
Value ($000) $20 Shares 177 Est. Cost $107.34 Unrealized
SPSB SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 619 Est. Cost $30.69 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $19 Shares 481 Est. Cost $34.24 Unrealized -2.6%
TWITTER INC 0.0%
Value ($000) $18 Shares 1,041 Est. Cost $17.29 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $18 Shares 200 Est. Cost $12.05 Unrealized +33.0%
VNQI VANGUARD GLOBAL EX - U.S. REAL ESTATE ETF 0.0%
Value ($000) $18 Shares 328 Est. Cost $54.88 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $18 Shares 177 Est. Cost $101.69 Unrealized
RR DONNELLEY & SONS CO 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $20.00 Unrealized
CHINA MOBILE LTD-SPN ADR 0.0%
Value ($000) $17 Shares 300 Est. Cost $56.67 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE 0.0%
Value ($000) $17 Shares 229 Est. Cost $69.87 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $17 Shares 300 Est. Cost $64.23 Unrealized 0.0%
PRICELINE GROUP INC. 0.0%
Value ($000) $17 Shares 14 Est. Cost $1142.86 Unrealized
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $16 Shares 125 Est. Cost $104.00 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $16 Shares 200 Est. Cost $66.28 Unrealized +15.0%
GLNG GOLAR LNG LTD 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $28.47 Unrealized -45.7%
SDY SPRD S&P DIVIDEND ETF 0.0%
Value ($000) $15 Shares 184 Est. Cost $76.09 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $14 Shares 521 Est. Cost $12.01 Unrealized +47.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $14 Shares 149 Est. Cost $93.96 Unrealized
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $13 Shares 350 Est. Cost $26.10 Unrealized +6.3%
COLUMBIA PIPELINE GROUP, INC 0.0%
Value ($000) $13 Shares 521 Est. Cost $19.19 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $13 Shares 131 Est. Cost $48.03 Unrealized +27.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $13 Shares 378 Est. Cost $30.54 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $39.00 Unrealized
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $13 Shares 700 Est. Cost $16.47 Unrealized -41.2%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $12 Shares 100 Est. Cost $110.00 Unrealized
ALLIANCE NATIONAL MUNI INC 0.0%
Value ($000) $12 Shares 804 Est. Cost $13.62 Unrealized
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $11 Shares 93 Est. Cost $107.41 Unrealized
WB WEIBO CORP-SPON ADR 0.0%
Value ($000) $11 Shares 400 Est. Cost $20.00 Unrealized
ISHARES MSCI JAPAN INDEX FD 0.0%
Value ($000) $11 Shares 979 Est. Cost $13.28 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $10 Shares 71 Est. Cost $66.36 Unrealized +41.6%
NABORS INDUSTRIES LTD 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $17.00 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $10 Shares 165 Est. Cost $74.19 Unrealized -25.5%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $9 Shares 631 Est. Cost $5.53 Unrealized +7.3%
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 100 Est. Cost $49.25 Unrealized +15.1%
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
APACHE CORP 0.0%
Value ($000) $8 Shares 144 Est. Cost $81.16 Unrealized
NUVEEN ENHANCED AMT FREE MUNICIPAL CREDIT 0.0%
Value ($000) $8 Shares 499 Est. Cost $16.03 Unrealized
FIRST NIAGARA FINANCIAL GRP 0.0%
Value ($000) $8 Shares 800 Est. Cost $10.00 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $8 Shares 120 Est. Cost $63.88 Unrealized -8.2%
F FORD MOTOR CO 0.0%
Value ($000) $8 Shares 671 Est. Cost $8.71 Unrealized -8.9%
QLTA ISHARES AAA - A RATED CORP 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
RYAM RAYONIER ADVANCED MATERIALS INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $35.09 Unrealized -65.1%
RUN SUNRUN INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $7.19 Unrealized -8.0%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $6 Shares 175 Est. Cost $33.04 Unrealized -14.1%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $6 Shares 23 Est. Cost $144.57 Unrealized +26.1%
CMG CHIPOTLE MEXICAN GILL, INC. 0.0%
Value ($000) $6 Shares 15 Est. Cost $10.17 Unrealized -14.5%
ENERGY TRANSFER PARTNERS LP 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.00 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $6 Shares 85 Est. Cost $20.35 Unrealized -4.1%
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
MAR MARRIOTT INTERNATIONAL INC CLASS A NEW 0.0%
Value ($000) $5 Shares 73 Est. Cost $65.63 Unrealized -6.6%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $19.78 Unrealized 0.0%
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $20.00 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES, INC 0.0%
Value ($000) $5 Shares 52 Est. Cost $56.46 Unrealized +20.1%
UGI U G I CORPORATION 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.14 Unrealized 0.0%
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.40 Unrealized 0.0%
UAA UNDER ARMOUR INC-CLASS A 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.45 Unrealized +1.2%
STERICYCLE INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $128.21 Unrealized
SEATTLE GENETICS, INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $4 Shares 241 Est. Cost $8.12 Unrealized +6.1%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.31 Unrealized +3.4%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $3 Shares 51 Est. Cost $46.85 Unrealized -11.3%
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.38 Unrealized +13.4%
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $3 Shares 68 Est. Cost $29.41 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value ($000) $3 Shares 38 Est. Cost $27.79 Unrealized +38.8%
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
IPATH US TREASURY LONG BOND BEAR 0.0%
Value ($000) $2 Shares 150 Est. Cost $20.00 Unrealized
RANDGOLD RESOURCES LTD-ADR 0.0%
Value ($000) $2 Shares 15 Est. Cost $66.67 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $2 Shares 441 Est. Cost $4.54 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $2 Shares 40 Est. Cost $28.61 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
ELEMENTS ROGERS AGRI TOT RET0.00% DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
COMMUNICATIONS SALES & LEASING INC. 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.74 Unrealized +31.7%
CC CHEMOURS COMPANY 0.0%
Value ($000) $1 Shares 108 Est. Cost $7.40 Unrealized -12.4%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
TBT PROSHARES ULTRASHORT 20+Y TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.66 Unrealized +34.2%
WINDSTREAM HOLDINGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized