Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 11, 2016

Total Value ($000): $157,685 (100.0% shares, 0.0% debt)

Holdings (288)

IVW ISHARES S&P 500 GROWTH 7.9%
Value ($000) $12,478 Shares 102,570 Est. Cost $108.04 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 5.0%
Value ($000) $7,887 Shares 45,137 Est. Cost $151.54 Unrealized
MSFT MICROSOFT CORP 3.7%
Value ($000) $5,784 Shares 100,435 Est. Cost $33.78 Unrealized +48.9%
MMM 3M CO 3.3%
Value ($000) $5,251 Shares 29,795 Est. Cost $92.08 Unrealized +18.6%
AAPL APPLE INC 2.0%
Value ($000) $3,106 Shares 27,479 Est. Cost $20.16 Unrealized +20.2%
VOO VANGUARD S&P 500 ETF 1.9%
Value ($000) $2,978 Shares 14,986 Est. Cost $181.36 Unrealized
PEP PEPSICO INC 1.7%
Value ($000) $2,734 Shares 25,132 Est. Cost $59.29 Unrealized +36.7%
PG PROCTER & GAMBLE CO 1.7%
Value ($000) $2,646 Shares 29,484 Est. Cost $58.74 Unrealized +14.9%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $2,625 Shares 18,751 Est. Cost $60.83 Unrealized +98.1%
GGG GRACO INC. 1.6%
Value ($000) $2,559 Shares 34,587 Est. Cost $21.90 Unrealized +1.1%
XBI SPDR S&P BIOTECH ETF 1.6%
Value ($000) $2,533 Shares 38,205 Est. Cost $81.81 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 1.6%
Value ($000) $2,494 Shares 15,699 Est. Cost $98.48 Unrealized +3.3%
DIS WALT DISNEY CO 1.6%
Value ($000) $2,471 Shares 26,615 Est. Cost $64.15 Unrealized +38.5%
HD HOME DEPOT INC COM 1.6%
Value ($000) $2,456 Shares 19,086 Est. Cost $74.14 Unrealized +43.4%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.5%
Value ($000) $2,398 Shares 48,949 Est. Cost $38.39 Unrealized
T AT&T INC 1.5%
Value ($000) $2,381 Shares 58,634 Est. Cost $11.34 Unrealized +43.6%
CSCO CISCO SYSTEMS INC 1.5%
Value ($000) $2,346 Shares 73,974 Est. Cost $15.42 Unrealized +49.6%
SYK STRYKER CORP 1.5%
Value ($000) $2,343 Shares 20,126 Est. Cost $64.24 Unrealized +63.3%
QCOM QUALCOMM INC 1.5%
Value ($000) $2,335 Shares 34,094 Est. Cost $50.47 Unrealized -7.1%
TRV THE TRAVELERS CO INC 1.5%
Value ($000) $2,334 Shares 20,376 Est. Cost $87.68 Unrealized +8.7%
PFE PFIZER INC 1.5%
Value ($000) $2,305 Shares 68,076 Est. Cost $17.78 Unrealized +25.2%
CVX CHEVRON CORP 1.4%
Value ($000) $2,283 Shares 22,187 Est. Cost $68.20 Unrealized +0.4%
MDT MEDTRONIC PLC 1.4%
Value ($000) $2,259 Shares 26,140 Est. Cost $58.69 Unrealized +17.2%
CMCSA COMCAST CORP CL A 1.4%
Value ($000) $2,250 Shares 33,913 Est. Cost $18.65 Unrealized +42.7%
ISHARES S&P MIDCAP 400 GROWTH 1.4%
Value ($000) $2,242 Shares 12,834 Est. Cost $152.51 Unrealized
CVS CVS HEALTHCARE CORP 1.4%
Value ($000) $2,222 Shares 24,966 Est. Cost $49.11 Unrealized +44.3%
ORCL ORACLE CORP 1.4%
Value ($000) $2,202 Shares 56,066 Est. Cost $29.37 Unrealized +20.6%
DHR DANAHER CORP DEL 1.4%
Value ($000) $2,181 Shares 27,827 Est. Cost $31.36 Unrealized +114.5%
INTC INTEL CORP 1.4%
Value ($000) $2,171 Shares 57,498 Est. Cost $18.38 Unrealized +55.7%
PNC PNC FINANCIAL SERVICES GROUP 1.3%
Value ($000) $2,100 Shares 23,307 Est. Cost $53.83 Unrealized +17.6%
WFC WELLS FARGO & CO 1.3%
Value ($000) $2,089 Shares 47,181 Est. Cost $32.08 Unrealized +14.8%
BLACKROCK INC 1.2%
Value ($000) $1,959 Shares 5,404 Est. Cost $317.77 Unrealized
TJX TJX COMPANIES INC 1.2%
Value ($000) $1,950 Shares 26,078 Est. Cost $25.94 Unrealized +32.2%
CB CHUBB LIMITED 1.2%
Value ($000) $1,875 Shares 14,924 Est. Cost $96.43 Unrealized +11.2%
UPS UNITED PARCEL SERVICE INC CL B 1.1%
Value ($000) $1,813 Shares 16,578 Est. Cost $65.21 Unrealized +18.5%
NVS NOVARTIS AG 1.1%
Value ($000) $1,756 Shares 22,245 Est. Cost $80.77 Unrealized
SCHW CHARLES SCHWAB CORP 1.1%
Value ($000) $1,713 Shares 54,265 Est. Cost $21.35 Unrealized +21.9%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 1.1%
Value ($000) $1,702 Shares 127,864 Est. Cost $10.23 Unrealized
VFC VF CORP 1.0%
Value ($000) $1,642 Shares 29,304 Est. Cost $53.20 Unrealized +8.5%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $1,580 Shares 16,198 Est. Cost $67.54 Unrealized +12.4%
ACN ACCENTURE PLC 1.0%
Value ($000) $1,577 Shares 12,905 Est. Cost $63.66 Unrealized +54.2%
ISHARES GOLD TRUST 1.0%
Value ($000) $1,561 Shares 122,996 Est. Cost $11.71 Unrealized
AMT AMERICAN TOWER CORP 0.9%
Value ($000) $1,478 Shares 13,040 Est. Cost $64.19 Unrealized +40.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.9%
Value ($000) $1,469 Shares 33,466 Est. Cost $26.08 Unrealized +35.1%
DJP IPATH BLOOMBERG COMMODITY INDEX TR ETN 0.9%
Value ($000) $1,450 Shares 61,793 Est. Cost $21.91 Unrealized
MET METLIFE INC 0.9%
Value ($000) $1,446 Shares 32,543 Est. Cost $30.29 Unrealized -9.6%
ABBV ABBVIE INC 0.9%
Value ($000) $1,433 Shares 22,725 Est. Cost $31.39 Unrealized +39.9%
APD AIR PRODUCTS & CHEMICALS INC 0.9%
Value ($000) $1,376 Shares 9,156 Est. Cost $77.91 Unrealized +41.1%
V VISA INC 0.9%
Value ($000) $1,347 Shares 16,286 Est. Cost $66.39 Unrealized +13.0%
ETN EATON CORP PLC 0.8%
Value ($000) $1,305 Shares 19,867 Est. Cost $53.09 Unrealized -0.4%
HON HONEYWELL INTL INC COM 0.8%
Value ($000) $1,270 Shares 10,892 Est. Cost $83.75 Unrealized +2.7%
GENERAL ELECTRIC CO 0.8%
Value ($000) $1,262 Shares 42,634 Est. Cost $27.75 Unrealized
CABO CABLE ONE, INC 0.7%
Value ($000) $1,168 Shares 2,000 Est. Cost $378.92 Unrealized +27.8%
BB&T CORP 0.7%
Value ($000) $1,128 Shares 29,895 Est. Cost $35.68 Unrealized
USB US BANCORP 0.7%
Value ($000) $1,096 Shares 25,554 Est. Cost $27.81 Unrealized +7.8%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $991 Shares 9,753 Est. Cost $112.26 Unrealized
ECL ECOLAB INC 0.6%
Value ($000) $970 Shares 7,968 Est. Cost $98.09 Unrealized +11.1%
GHC GRAHAM HOLDINGS CO-CLASS B 0.6%
Value ($000) $963 Shares 2,000 Est. Cost $431.34 Unrealized +5.9%
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $917 Shares 22,378 Est. Cost $36.03 Unrealized +6.4%
WMB WILLIAMS COS INC 0.6%
Value ($000) $888 Shares 28,915 Est. Cost $9.91 Unrealized +63.8%
BAKER HUGHES INC 0.5%
Value ($000) $833 Shares 16,514 Est. Cost $54.98 Unrealized
SU SUNCOR ENERGY INC 0.5%
Value ($000) $816 Shares 29,368 Est. Cost $22.94 Unrealized -14.9%
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS TR SER 1 0.5%
Value ($000) $726 Shares 3,356 Est. Cost $185.51 Unrealized
FTV FORTIVE CORP 0.4%
Value ($000) $674 Shares 13,242 Est. Cost $30.87 Unrealized 0.0%
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $627 Shares 7,233 Est. Cost $66.00 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $609 Shares 5,156 Est. Cost $72.27 Unrealized +29.5%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $573 Shares 6,566 Est. Cost $53.91 Unrealized +8.6%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $559 Shares 10,544 Est. Cost $27.16 Unrealized +35.2%
GUGGENHEIM SOLAR ETF 0.3%
Value ($000) $470 Shares 23,153 Est. Cost $31.73 Unrealized
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $459 Shares 7,195 Est. Cost $46.81 Unrealized +17.8%
BA BOEING CO 0.3%
Value ($000) $455 Shares 3,452 Est. Cost $115.54 Unrealized +4.5%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $443 Shares 8,525 Est. Cost $29.33 Unrealized +12.2%
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $437 Shares 3,575 Est. Cost $110.06 Unrealized
DELL TECHNOLOGIES INC-CL V 0.3%
Value ($000) $427 Shares 8,943 Est. Cost $47.75 Unrealized
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $408 Shares 3,150 Est. Cost $109.93 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value ($000) $363 Shares 5,810 Est. Cost $37.46 Unrealized +16.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $344 Shares 6,362 Est. Cost $40.84 Unrealized +12.2%
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $337 Shares 8,100 Est. Cost $54.78 Unrealized
VWO ETF VANGUARD EMERGING MKTS 0.2%
Value ($000) $329 Shares 8,752 Est. Cost $41.17 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.2%
Value ($000) $308 Shares 6,325 Est. Cost $58.77 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $278 Shares 1,822 Est. Cost $99.88 Unrealized +37.1%
MDY SPDR S&P MIDCAP 400 ETF TRST 0.2%
Value ($000) $271 Shares 959 Est. Cost $245.16 Unrealized
ESTERLINE TECHNOLOGIES CORP 0.1%
Value ($000) $221 Shares 2,904 Est. Cost $102.00 Unrealized
VPL VANGUARD PACIFIC ETF 0.1%
Value ($000) $215 Shares 3,550 Est. Cost $61.41 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $194 Shares 1,346 Est. Cost $120.91 Unrealized +21.0%
AMGN AMGEN INC 0.1%
Value ($000) $190 Shares 1,140 Est. Cost $82.51 Unrealized +54.8%
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $186 Shares 674 Est. Cost $54.58 Unrealized +63.1%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $147 Shares 175 Est. Cost $28.54 Unrealized +34.1%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $144 Shares 2,163 Est. Cost $43.57 Unrealized +16.7%
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $134 Shares 770 Est. Cost $172.94 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $129 Shares 1,602 Est. Cost $60.92 Unrealized +12.6%
WPX ENERGY INC. 0.1%
Value ($000) $127 Shares 9,638 Est. Cost $6.95 Unrealized
BIIB BIOGEN, INC 0.1%
Value ($000) $125 Shares 400 Est. Cost $261.90 Unrealized +13.1%
WY WEYERHAEUSER CO 0.1%
Value ($000) $121 Shares 3,781 Est. Cost $18.60 Unrealized +17.9%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $121 Shares 2,239 Est. Cost $39.68 Unrealized +16.3%
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.1%
Value ($000) $111 Shares 2,809 Est. Cost $39.09 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $110 Shares 2,608 Est. Cost $27.02 Unrealized +20.5%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $103 Shares 826 Est. Cost $124.67 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $102 Shares 1,280 Est. Cost $46.09 Unrealized +22.3%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $100 Shares 1,235 Est. Cost $84.85 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $97 Shares 2,432 Est. Cost $24.41 Unrealized +28.2%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $95 Shares 500 Est. Cost $118.31 Unrealized +30.7%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $92 Shares 750 Est. Cost $60.23 Unrealized +56.7%
CHEVRON CORP 0.1%
Value ($000) $91 Shares 881 Est. Cost $116.16 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $90 Shares 1,568 Est. Cost $37.11 Unrealized
EL ESTEE LAUDER CO 0.1%
Value ($000) $89 Shares 1,000 Est. Cost $62.14 Unrealized +30.1%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $87 Shares 800 Est. Cost $78.03 Unrealized +28.6%
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $86 Shares 1,600 Est. Cost $38.93 Unrealized +36.3%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $85 Shares 1,152 Est. Cost $49.68 Unrealized +19.5%
PEPSICO INC 0.1%
Value ($000) $84 Shares 770 Est. Cost $83.89 Unrealized
ACCENTURE PLC 0.1%
Value ($000) $83 Shares 676 Est. Cost $83.53 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.1%
Value ($000) $83 Shares 1,171 Est. Cost $78.94 Unrealized
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $83 Shares 103 Est. Cost $36.64 Unrealized +5.9%
UTILITIES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $83 Shares 1,693 Est. Cost $37.72 Unrealized
WALT DISNEY CO 0.1%
Value ($000) $81 Shares 871 Est. Cost $76.48 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $81 Shares 1,700 Est. Cost $42.34 Unrealized +19.1%
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $80 Shares 103 Est. Cost $35.58 Unrealized +5.9%
EFA ISHARES MSCI EAFE INDEX FUND 0.1%
Value ($000) $80 Shares 1,350 Est. Cost $66.84 Unrealized
WAT WATERS CORP 0.1%
Value ($000) $79 Shares 500 Est. Cost $108.40 Unrealized +42.8%
PATTERSON COS INC 0.0%
Value ($000) $78 Shares 1,700 Est. Cost $41.00 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $77 Shares 1,160 Est. Cost $84.77 Unrealized
AT&T INC 0.0%
Value ($000) $77 Shares 1,894 Est. Cost $35.46 Unrealized
CMI CUMMINS, INC 0.0%
Value ($000) $77 Shares 600 Est. Cost $96.30 Unrealized -1.6%
POWERSHARES QQQ TRUST SER ETF 0.0%
Value ($000) $76 Shares 641 Est. Cost $106.56 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $74 Shares 1,115 Est. Cost $51.67 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $73 Shares 1,420 Est. Cost $24.56 Unrealized +44.9%
PFIZER INC 0.0%
Value ($000) $72 Shares 2,130 Est. Cost $30.44 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $72 Shares 1,004 Est. Cost $69.98 Unrealized
QUALCOMM INC 0.0%
Value ($000) $72 Shares 1,052 Est. Cost $74.67 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $71 Shares 783 Est. Cost $40.89 Unrealized +31.7%
NKE NIKE INC CLASS B 0.0%
Value ($000) $71 Shares 1,342 Est. Cost $49.06 Unrealized +1.9%
KLAC KLA-TENCOR CORP COM 0.0%
Value ($000) $70 Shares 1,000 Est. Cost $39.78 Unrealized +54.5%
INTEL CORP 0.0%
Value ($000) $69 Shares 1,818 Est. Cost $25.73 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $69 Shares 767 Est. Cost $81.20 Unrealized
ORACLE CORP 0.0%
Value ($000) $69 Shares 1,763 Est. Cost $38.28 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $69 Shares 881 Est. Cost $67.80 Unrealized -10.5%
CISCO SYSTEMS INC 0.0%
Value ($000) $68 Shares 2,135 Est. Cost $22.48 Unrealized
STRYKER CORP 0.0%
Value ($000) $67 Shares 572 Est. Cost $74.68 Unrealized
BLACKROCK INC 0.0%
Value ($000) $67 Shares 186 Est. Cost $316.38 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $66 Shares 1,125 Est. Cost $24.01 Unrealized +11.1%
DANAHER CORP DEL 0.0%
Value ($000) $65 Shares 825 Est. Cost $77.49 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $65 Shares 400 Est. Cost $131.89 Unrealized +1.4%
NOVARTIS AG 0.0%
Value ($000) $64 Shares 807 Est. Cost $80.17 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $63 Shares 1,414 Est. Cost $46.29 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $63 Shares 500 Est. Cost $95.60 Unrealized +7.7%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $62 Shares 400 Est. Cost $106.81 Unrealized +13.9%
CHARLES SCHWAB CORP 0.0%
Value ($000) $62 Shares 1,958 Est. Cost $26.13 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $61 Shares 1,600 Est. Cost $38.36 Unrealized
DU PONT (EI) DE NEMOURS 0.0%
Value ($000) $60 Shares 896 Est. Cost $64.73 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $60 Shares 834 Est. Cost $46.34 Unrealized +41.2%
DE DEERE & CO 0.0%
Value ($000) $60 Shares 700 Est. Cost $67.46 Unrealized +4.3%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $60 Shares 1,859 Est. Cost $34.04 Unrealized -5.5%
WHOLE FOODS MARKET INC 0.0%
Value ($000) $58 Shares 2,050 Est. Cost $57.70 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $58 Shares 1,175 Est. Cost $24.38 Unrealized +65.1%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $53.00 Unrealized
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $57 Shares 517 Est. Cost $104.60 Unrealized
VF CORP 0.0%
Value ($000) $56 Shares 1,001 Est. Cost $62.30 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $55 Shares 528 Est. Cost $86.40 Unrealized
MOS MOSAIC CO/THE 0.0%
Value ($000) $54 Shares 2,205 Est. Cost $21.61 Unrealized +6.5%
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $35.69 Unrealized +26.1%
DOV DOVER CORP 0.0%
Value ($000) $52 Shares 700 Est. Cost $49.28 Unrealized +0.5%
BIV VANGUARD INTERMEDIATE-TERM B 0.0%
Value ($000) $51 Shares 585 Est. Cost $82.05 Unrealized
CAKE THE CHEESECAKE FACTORY INC 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $36.85 Unrealized +13.4%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $49 Shares 3,124 Est. Cost $12.54 Unrealized -3.8%
DOW CHEMICAL CO 0.0%
Value ($000) $49 Shares 936 Est. Cost $51.28 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $49 Shares 327 Est. Cost $112.70 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $38.31 Unrealized +7.6%
WSO WATSCO INC 0.0%
Value ($000) $48 Shares 340 Est. Cost $94.95 Unrealized +50.9%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $47 Shares 485 Est. Cost $65.71 Unrealized +14.4%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $46 Shares 449 Est. Cost $114.01 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $45 Shares 837 Est. Cost $35.90 Unrealized +13.6%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $45 Shares 283 Est. Cost $95.60 Unrealized +57.0%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $45 Shares 284 Est. Cost $186.12 Unrealized
SPECTRA ENERGY CORP 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $36.00 Unrealized
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $43 Shares 566 Est. Cost $34.98 Unrealized +58.5%
BAKER HUGHES INC 0.0%
Value ($000) $41 Shares 810 Est. Cost $54.85 Unrealized
CELGENE CORP 0.0%
Value ($000) $40 Shares 378 Est. Cost $103.68 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $42.00 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $40 Shares 2,000 Est. Cost $15.23 Unrealized +21.8%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $47.00 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $39 Shares 476 Est. Cost $51.50 Unrealized -2.4%
CAG CONAGRA FOODS INC. 0.0%
Value ($000) $38 Shares 800 Est. Cost $16.58 Unrealized +54.7%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $80.00 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $37 Shares 439 Est. Cost $77.48 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $53.96 Unrealized -42.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $36 Shares 1,218 Est. Cost $27.88 Unrealized
ST JUDE MEDICAL INC 0.0%
Value ($000) $36 Shares 446 Est. Cost $60.54 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $35 Shares 500 Est. Cost $50.63 Unrealized -1.9%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $35 Shares 421 Est. Cost $80.76 Unrealized
TTEK TETRA TECH, INC 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $5.40 Unrealized +25.5%
INDIA FUND INC 0.0%
Value ($000) $35 Shares 1,425 Est. Cost $20.35 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $34 Shares 791 Est. Cost $53.83 Unrealized -42.2%
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $16.87 Unrealized -0.9%
WILLIAMS PARTNER LP NEW 0.0%
Value ($000) $32 Shares 866 Est. Cost $49.65 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $32 Shares 400 Est. Cost $55.92 Unrealized +3.3%
GIS GENERAL MILLS 0.0%
Value ($000) $30 Shares 471 Est. Cost $33.78 Unrealized +48.1%
BED BATH & BEYOND INC 0.0%
Value ($000) $30 Shares 700 Est. Cost $80.00 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $29 Shares 232 Est. Cost $63.81 Unrealized +57.1%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $28 Shares 154 Est. Cost $85.77 Unrealized +73.1%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $27 Shares 500 Est. Cost $28.53 Unrealized +56.9%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $26 Shares 552 Est. Cost $33.21 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $26 Shares 410 Est. Cost $17.15 Unrealized +102.7%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $25 Shares 505 Est. Cost $26.85 Unrealized +63.3%
KMI KINDER MORGAN INC 0.0%
Value ($000) $25 Shares 1,096 Est. Cost $22.45 Unrealized -41.8%
ANADARKO PETE CORP COM 0.0%
Value ($000) $25 Shares 400 Est. Cost $85.00 Unrealized
PCH POTLATCH CORPORATION 0.0%
Value ($000) $24 Shares 605 Est. Cost $31.40 Unrealized
TWITTER INC 0.0%
Value ($000) $24 Shares 1,041 Est. Cost $17.29 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $22 Shares 294 Est. Cost $32.75 Unrealized +99.5%
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $22 Shares 190 Est. Cost $129.09 Unrealized
GLNG GOLAR LNG LTD 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $28.47 Unrealized -41.6%
PRICELINE GROUP INC. 0.0%
Value ($000) $21 Shares 14 Est. Cost $1142.86 Unrealized
RAYTHEON CO 0.0%
Value ($000) $20 Shares 147 Est. Cost $90.18 Unrealized
WB WEIBO CORP-SPON ADR 0.0%
Value ($000) $20 Shares 400 Est. Cost $20.00 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $20 Shares 300 Est. Cost $64.23 Unrealized -4.4%
ABT ABBOTT LABS 0.0%
Value ($000) $20 Shares 481 Est. Cost $34.24 Unrealized +5.5%
IEF ISHARES 7-10 YR TREAS BOND 0.0%
Value ($000) $20 Shares 177 Est. Cost $107.34 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $20 Shares 200 Est. Cost $66.28 Unrealized +13.6%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $19 Shares 177 Est. Cost $101.69 Unrealized
SPSB SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 619 Est. Cost $30.69 Unrealized
CHINA MOBILE LTD-SPN ADR 0.0%
Value ($000) $18 Shares 300 Est. Cost $56.67 Unrealized
VNQI VANGUARD GLOBAL EX US REAL ESTATE ETF 0.0%
Value ($000) $18 Shares 328 Est. Cost $54.88 Unrealized
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $17 Shares 700 Est. Cost $16.47 Unrealized -26.4%
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $16 Shares 125 Est. Cost $104.00 Unrealized
SDY SPRD S&P DIVIDEND ETF 0.0%
Value ($000) $16 Shares 184 Est. Cost $76.09 Unrealized
RR DONNELLEY & SONS CO 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $20.00 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $16 Shares 149 Est. Cost $93.96 Unrealized
BLACKROCK MUNICPAL INCOME QUALITY TRUST 0.0%
Value ($000) $14 Shares 883 Est. Cost $15.86 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $39.00 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $13 Shares 131 Est. Cost $48.03 Unrealized +29.7%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $13 Shares 200 Est. Cost $12.05 Unrealized +19.3%
NI NISOURCE INC 0.0%
Value ($000) $13 Shares 521 Est. Cost $12.01 Unrealized +54.3%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $13 Shares 378 Est. Cost $30.54 Unrealized
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $12 Shares 350 Est. Cost $26.10 Unrealized +37.1%
NABORS INDUSTRIES LTD 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $17.00 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $12 Shares 100 Est. Cost $110.00 Unrealized
ISHARES MSCI JAPAN INDEX FUND 0.0%
Value ($000) $12 Shares 979 Est. Cost $13.28 Unrealized
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $11 Shares 93 Est. Cost $107.41 Unrealized
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $11 Shares 100 Est. Cost $80.00 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $11 Shares 165 Est. Cost $74.19 Unrealized -24.1%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $10 Shares 647 Est. Cost $5.55 Unrealized +13.5%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $9 Shares 120 Est. Cost $63.88 Unrealized -8.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $9 Shares 71 Est. Cost $66.36 Unrealized +40.9%
APACHE CORP 0.0%
Value ($000) $9 Shares 144 Est. Cost $81.16 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $8 Shares 671 Est. Cost $8.71 Unrealized -11.8%
NUVEEN ENHANCED AMT FREE MUNICIPAL CREDIT 0.0%
Value ($000) $8 Shares 499 Est. Cost $16.03 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 100 Est. Cost $49.25 Unrealized +10.5%
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.0%
Value ($000) $8 Shares 63 Est. Cost $116.18 Unrealized
KEY KEYCORP 0.0%
Value ($000) $7 Shares 544 Est. Cost $8.09 Unrealized 0.0%
RYAM RAYONIER ADVANCED MATERIALS INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $35.09 Unrealized -63.2%
QLTA ISHARES AAA - A RATED CORP 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
CMG CHIPOTLE MEXICAN GILL, INC. 0.0%
Value ($000) $6 Shares 15 Est. Cost $10.17 Unrealized -19.1%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $6 Shares 175 Est. Cost $33.04 Unrealized +8.5%
RUN SUNRUN INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $7.19 Unrealized -22.0%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $19.78 Unrealized +27.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $35.31 Unrealized +15.9%
ARE ALEXANDRIA REAL ESTATE EQUITIES, INC 0.0%
Value ($000) $6 Shares 52 Est. Cost $56.46 Unrealized +38.1%
ENERGY TRANSFER PARTNERS LP 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.00 Unrealized
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $6 Shares 23 Est. Cost $144.57 Unrealized +34.8%
WMT WAL-MART STORES INC 0.0%
Value ($000) $6 Shares 85 Est. Cost $20.35 Unrealized +1.2%
MAR MARRIOTT INTERNATIONAL INC CLASS A NEW 0.0%
Value ($000) $5 Shares 73 Est. Cost $65.63 Unrealized -1.5%
UGI U G I CORPORATION 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.14 Unrealized +8.3%
SEATTLE GENETICS, INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $30.00 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $4 Shares 241 Est. Cost $8.12 Unrealized +15.1%
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $20.00 Unrealized
UAA UNDER ARMOUR INC-CLASS A 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.45 Unrealized +2.4%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value ($000) $3 Shares 38 Est. Cost $27.79 Unrealized +52.5%
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.38 Unrealized +14.9%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $3 Shares 51 Est. Cost $46.85 Unrealized -9.7%
STERICYCLE INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $128.21 Unrealized
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $3 Shares 100 Est. Cost $37.40 Unrealized -3.5%
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $3 Shares 68 Est. Cost $29.41 Unrealized
CC CHEMOURS COMPANY 0.0%
Value ($000) $2 Shares 108 Est. Cost $7.40 Unrealized +12.6%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $2 Shares 441 Est. Cost $4.54 Unrealized
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 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
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $10.66 Unrealized +75.4%
TBT PROSHARES ULTRASHORT 20+Y TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
ELEMENTS ROGERS AGRI TOT RET0.00% DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.74 Unrealized +65.1%
COMMUNICATIONS SALES & LEASING INC. 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
WINDSTREAM HOLDINGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized