Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 10, 2017

Total Value ($000): $164,806 (100.0% shares, 0.0% debt)

Holdings (325)

IVW ISHARES S&P 500 GROWTH 7.7%
Value ($000) $12,636 Shares 103,755 Est. Cost $108.19 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 5.0%
Value ($000) $8,233 Shares 45,189 Est. Cost $151.54 Unrealized
MSFT MICROSOFT CORP 3.7%
Value ($000) $6,066 Shares 97,634 Est. Cost $33.78 Unrealized +59.7%
MMM 3M CO 3.2%
Value ($000) $5,320 Shares 29,795 Est. Cost $92.08 Unrealized +15.3%
VOO VANGUARD S&P 500 ETF 2.0%
Value ($000) $3,239 Shares 15,775 Est. Cost $182.56 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $3,181 Shares 27,464 Est. Cost $20.16 Unrealized +29.4%
PG PROCTER & GAMBLE CO 1.8%
Value ($000) $3,033 Shares 36,079 Est. Cost $60.21 Unrealized +10.9%
GGG GRACO INC. 1.7%
Value ($000) $2,874 Shares 34,587 Est. Cost $21.90 Unrealized +6.7%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $2,832 Shares 17,698 Est. Cost $60.83 Unrealized +112.3%
DIS WALT DISNEY CO 1.7%
Value ($000) $2,812 Shares 26,981 Est. Cost $64.51 Unrealized +40.6%
PNC PNC FINANCIAL SERVICES GROUP 1.6%
Value ($000) $2,654 Shares 22,693 Est. Cost $53.83 Unrealized +43.3%
PEP PEPSICO INC 1.6%
Value ($000) $2,630 Shares 25,133 Est. Cost $59.29 Unrealized +33.8%
WFC WELLS FARGO & CO 1.6%
Value ($000) $2,627 Shares 47,671 Est. Cost $32.15 Unrealized +21.4%
HD HOME DEPOT INC COM 1.5%
Value ($000) $2,550 Shares 19,022 Est. Cost $74.14 Unrealized +39.5%
CVX CHEVRON CORP 1.5%
Value ($000) $2,537 Shares 21,554 Est. Cost $68.20 Unrealized +8.2%
IBM INTERNATIONAL BUSINESS MACHINES 1.5%
Value ($000) $2,517 Shares 15,164 Est. Cost $98.48 Unrealized +4.6%
T AT&T INC 1.5%
Value ($000) $2,510 Shares 59,027 Est. Cost $11.34 Unrealized +36.3%
TRV THE TRAVELERS CO INC 1.5%
Value ($000) $2,494 Shares 20,376 Est. Cost $87.68 Unrealized +6.6%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.4%
Value ($000) $2,352 Shares 48,433 Est. Cost $38.39 Unrealized
ISHARES S&P MIDCAP 400 GROWTH 1.4%
Value ($000) $2,338 Shares 12,834 Est. Cost $152.51 Unrealized
CMCSA COMCAST CORP CL A 1.4%
Value ($000) $2,330 Shares 33,747 Est. Cost $18.65 Unrealized +43.8%
SYK STRYKER CORP 1.4%
Value ($000) $2,298 Shares 19,182 Est. Cost $64.24 Unrealized +61.8%
XBI SPDR S&P BIOTECH ETF 1.4%
Value ($000) $2,240 Shares 37,843 Est. Cost $81.81 Unrealized
PFE PFIZER INC 1.4%
Value ($000) $2,228 Shares 68,618 Est. Cost $17.78 Unrealized +15.3%
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $2,198 Shares 72,775 Est. Cost $15.42 Unrealized +49.5%
DHR DANAHER CORP DEL 1.3%
Value ($000) $2,195 Shares 28,194 Est. Cost $31.82 Unrealized +108.6%
QCOM QUALCOMM INC 1.3%
Value ($000) $2,178 Shares 33,411 Est. Cost $50.47 Unrealized +3.5%
SCHW CHARLES SCHWAB CORP 1.3%
Value ($000) $2,144 Shares 54,317 Est. Cost $21.35 Unrealized +48.9%
ORCL ORACLE CORP 1.3%
Value ($000) $2,133 Shares 55,474 Est. Cost $29.37 Unrealized +16.2%
BLACKROCK INC 1.2%
Value ($000) $2,055 Shares 5,400 Est. Cost $317.77 Unrealized
INTC INTEL CORP 1.2%
Value ($000) $2,052 Shares 56,582 Est. Cost $18.38 Unrealized +58.6%
V VISA INC 1.2%
Value ($000) $1,980 Shares 25,374 Est. Cost $69.63 Unrealized +8.3%
TJX TJX COMPANIES INC 1.2%
Value ($000) $1,952 Shares 25,988 Est. Cost $25.94 Unrealized +28.1%
CB CHUBB LIMITED 1.2%
Value ($000) $1,948 Shares 14,741 Est. Cost $96.43 Unrealized +12.4%
CVS CVS HEALTHCARE CORP 1.2%
Value ($000) $1,941 Shares 24,607 Est. Cost $49.11 Unrealized +24.3%
MDT MEDTRONIC PLC 1.2%
Value ($000) $1,904 Shares 26,741 Est. Cost $58.77 Unrealized +6.1%
UPS UNITED PARCEL SERVICE INC CL B 1.1%
Value ($000) $1,880 Shares 16,400 Est. Cost $65.21 Unrealized +23.1%
MET METLIFE INC 1.1%
Value ($000) $1,798 Shares 33,377 Est. Cost $30.38 Unrealized +11.0%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $1,669 Shares 16,102 Est. Cost $67.54 Unrealized +18.9%
NVS NOVARTIS AG 0.9%
Value ($000) $1,516 Shares 20,819 Est. Cost $80.77 Unrealized
ACN ACCENTURE PLC 0.9%
Value ($000) $1,509 Shares 12,884 Est. Cost $63.66 Unrealized +62.1%
DJP IPATH BLOOMBERG COMMODITY INDEX TR ETN 0.9%
Value ($000) $1,497 Shares 61,793 Est. Cost $21.91 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.9%
Value ($000) $1,496 Shares 127,864 Est. Cost $10.23 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.9%
Value ($000) $1,495 Shares 33,735 Est. Cost $26.08 Unrealized +33.2%
VFC VF CORP 0.9%
Value ($000) $1,491 Shares 27,953 Est. Cost $53.20 Unrealized -2.5%
BB&T CORP 0.9%
Value ($000) $1,429 Shares 30,385 Est. Cost $35.86 Unrealized
AMT AMERICAN TOWER CORP 0.9%
Value ($000) $1,416 Shares 13,395 Est. Cost $64.78 Unrealized +33.3%
ABBV ABBVIE INC 0.9%
Value ($000) $1,406 Shares 22,463 Est. Cost $31.39 Unrealized +33.1%
GENERAL ELECTRIC CO 0.8%
Value ($000) $1,370 Shares 43,357 Est. Cost $27.82 Unrealized
ISHARES GOLD TRUST 0.8%
Value ($000) $1,363 Shares 122,996 Est. Cost $11.71 Unrealized
USB US BANCORP 0.8%
Value ($000) $1,355 Shares 26,373 Est. Cost $28.00 Unrealized +20.6%
APD AIR PRODUCTS & CHEMICALS INC 0.8%
Value ($000) $1,328 Shares 9,237 Est. Cost $77.91 Unrealized +43.3%
HON HONEYWELL INTL INC COM 0.8%
Value ($000) $1,326 Shares 11,447 Est. Cost $83.77 Unrealized +0.5%
ETN EATON CORP PLC 0.8%
Value ($000) $1,315 Shares 19,606 Est. Cost $53.09 Unrealized +2.0%
CABO CABLE ONE, INC 0.8%
Value ($000) $1,243 Shares 2,000 Est. Cost $378.92 Unrealized +40.8%
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS ETF 0.7%
Value ($000) $1,118 Shares 5,001 Est. Cost $198.02 Unrealized
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $1,084 Shares 9,887 Est. Cost $112.23 Unrealized
GHC GRAHAM HOLDINGS CO-CLASS B 0.6%
Value ($000) $1,024 Shares 2,000 Est. Cost $431.34 Unrealized +3.1%
BAKER HUGHES INC 0.6%
Value ($000) $1,008 Shares 15,513 Est. Cost $54.98 Unrealized
ECL ECOLAB INC 0.6%
Value ($000) $986 Shares 8,411 Est. Cost $98.50 Unrealized +7.6%
SU SUNCOR ENERGY INC 0.6%
Value ($000) $933 Shares 28,552 Est. Cost $22.94 Unrealized -4.0%
WMB WILLIAMS COS INC 0.5%
Value ($000) $900 Shares 28,915 Est. Cost $9.91 Unrealized +87.2%
PYPL PAYPAL HOLDINGS INC 0.5%
Value ($000) $890 Shares 22,540 Est. Cost $36.03 Unrealized +11.3%
VLO VALERO ENERGY CORP 0.5%
Value ($000) $752 Shares 11,016 Est. Cost $27.83 Unrealized +53.7%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $642 Shares 5,575 Est. Cost $73.58 Unrealized +21.9%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $620 Shares 6,867 Est. Cost $54.10 Unrealized +7.5%
VB VANGUARD SMALL CAP ETF 0.4%
Value ($000) $606 Shares 4,700 Est. Cost $114.58 Unrealized
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $597 Shares 7,233 Est. Cost $66.00 Unrealized
BA BOEING CO 0.3%
Value ($000) $537 Shares 3,449 Est. Cost $115.54 Unrealized +16.8%
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $510 Shares 7,195 Est. Cost $46.81 Unrealized +21.3%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $481 Shares 9,008 Est. Cost $29.42 Unrealized +5.3%
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $415 Shares 3,150 Est. Cost $109.93 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $393 Shares 7,080 Est. Cost $41.32 Unrealized +10.3%
VWO ETF VANGUARD EMERGING MKTS 0.2%
Value ($000) $379 Shares 10,587 Est. Cost $40.24 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value ($000) $342 Shares 5,810 Est. Cost $37.46 Unrealized +17.7%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $315 Shares 1,970 Est. Cost $102.13 Unrealized +27.1%
EFA ISHARES MSCI EAFE INDEX ETF 0.2%
Value ($000) $304 Shares 5,270 Est. Cost $60.03 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.2%
Value ($000) $303 Shares 6,325 Est. Cost $58.77 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.2%
Value ($000) $289 Shares 959 Est. Cost $245.16 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $280 Shares 1,721 Est. Cost $128.11 Unrealized +20.2%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $264 Shares 7,354 Est. Cost $54.78 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $231 Shares 2,672 Est. Cost $46.68 Unrealized +28.3%
ESTERLINE TECHNOLOGIES CORP 0.1%
Value ($000) $226 Shares 2,529 Est. Cost $102.00 Unrealized
VPL VANGUARD PACIFIC ETF 0.1%
Value ($000) $206 Shares 3,550 Est. Cost $61.41 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.1%
Value ($000) $199 Shares 1,206 Est. Cost $165.01 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $186 Shares 1,270 Est. Cost $85.77 Unrealized +33.3%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $183 Shares 244 Est. Cost $31.55 Unrealized +24.2%
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $152 Shares 564 Est. Cost $54.58 Unrealized +49.1%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $151 Shares 1,907 Est. Cost $79.18 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $140 Shares 2,494 Est. Cost $43.97 Unrealized +7.9%
WPX ENERGY INC. 0.1%
Value ($000) $140 Shares 9,638 Est. Cost $6.95 Unrealized
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $138 Shares 770 Est. Cost $172.94 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $135 Shares 2,309 Est. Cost $39.67 Unrealized -0.3%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $126 Shares 1,520 Est. Cost $84.48 Unrealized
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $118 Shares 149 Est. Cost $37.58 Unrealized +5.6%
LLY LILLY ELI & CO 0.1%
Value ($000) $118 Shares 1,602 Est. Cost $60.92 Unrealized +5.4%
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $117 Shares 152 Est. Cost $36.58 Unrealized +5.7%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $115 Shares 2,432 Est. Cost $24.41 Unrealized +45.4%
WY WEYERHAEUSER CO 0.1%
Value ($000) $114 Shares 3,781 Est. Cost $18.60 Unrealized +16.6%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $114 Shares 993 Est. Cost $68.39 Unrealized +36.8%
BIIB BIOGEN, INC 0.1%
Value ($000) $113 Shares 400 Est. Cost $261.90 Unrealized +13.2%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $111 Shares 826 Est. Cost $124.67 Unrealized
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $108 Shares 500 Est. Cost $118.31 Unrealized +44.1%
KO COCA COLA CO COM 0.1%
Value ($000) $108 Shares 2,608 Est. Cost $27.02 Unrealized +15.5%
IEI ISHARES BARCLAYS 3 - 7 YR TREASURY BD ETF 0.1%
Value ($000) $106 Shares 864 Est. Cost $122.69 Unrealized
CHEVRON CORP 0.1%
Value ($000) $105 Shares 889 Est. Cost $116.16 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.1%
Value ($000) $104 Shares 2,809 Est. Cost $39.09 Unrealized
VEA ETF VANGUARD DEVELOPED MARK ETS 0.1%
Value ($000) $100 Shares 2,730 Est. Cost $36.63 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $99 Shares 1,280 Est. Cost $46.09 Unrealized +14.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $99 Shares 1,174 Est. Cost $66.61 Unrealized -5.4%
MICROSOFT CORP 0.1%
Value ($000) $98 Shares 1,578 Est. Cost $37.11 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $97 Shares 560 Est. Cost $114.61 Unrealized +17.0%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $96 Shares 400 Est. Cost $131.89 Unrealized +27.2%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $95 Shares 1,455 Est. Cost $50.87 Unrealized +8.9%
WALT DISNEY CO 0.1%
Value ($000) $91 Shares 871 Est. Cost $76.48 Unrealized
NKE NIKE INC CLASS B 0.1%
Value ($000) $89 Shares 1,757 Est. Cost $48.24 Unrealized -5.5%
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $86 Shares 1,600 Est. Cost $38.93 Unrealized +31.5%
CELGENE CORP 0.1%
Value ($000) $85 Shares 732 Est. Cost $109.70 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $84 Shares 593 Est. Cost $120.77 Unrealized +19.0%
PROCTOR & GAMBLE CO 0.1%
Value ($000) $83 Shares 982 Est. Cost $81.92 Unrealized
UTILITIES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $83 Shares 1,709 Est. Cost $37.72 Unrealized
AT&T INC 0.0%
Value ($000) $82 Shares 1,919 Est. Cost $35.55 Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $82 Shares 800 Est. Cost $78.03 Unrealized +35.7%
DOW CHEMICAL CO 0.0%
Value ($000) $82 Shares 1,426 Est. Cost $53.42 Unrealized
CMI CUMMINS, INC 0.0%
Value ($000) $82 Shares 600 Est. Cost $96.30 Unrealized +9.4%
EXPRESS SCRIPTS HOLDING CO 0.0%
Value ($000) $81 Shares 1,171 Est. Cost $78.94 Unrealized
PEPSICO INC 0.0%
Value ($000) $81 Shares 770 Est. Cost $83.89 Unrealized
ACCENTURE PLC 0.0%
Value ($000) $80 Shares 683 Est. Cost $83.88 Unrealized
KLAC KLA-TENCOR CORP COM 0.0%
Value ($000) $79 Shares 1,000 Est. Cost $39.78 Unrealized +65.2%
WELLS FARGO & CO 0.0%
Value ($000) $78 Shares 1,423 Est. Cost $46.29 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $77 Shares 1,120 Est. Cost $51.67 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $77 Shares 1,962 Est. Cost $26.13 Unrealized
POWERSHARES QQQ TRUST SER ETF 0.0%
Value ($000) $76 Shares 641 Est. Cost $106.56 Unrealized
DE DEERE & CO 0.0%
Value ($000) $72 Shares 700 Est. Cost $67.46 Unrealized +20.7%
PCAR PACCAR INC 0.0%
Value ($000) $72 Shares 1,125 Est. Cost $24.01 Unrealized +18.4%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $71 Shares 1,859 Est. Cost $34.04 Unrealized +6.4%
BLACKROCK INC 0.0%
Value ($000) $71 Shares 187 Est. Cost $316.38 Unrealized
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $70 Shares 682 Est. Cost $102.64 Unrealized
PFIZER INC 0.0%
Value ($000) $70 Shares 2,151 Est. Cost $30.44 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $70 Shares 500 Est. Cost $95.60 Unrealized +20.9%
PATTERSON COS INC 0.0%
Value ($000) $70 Shares 1,700 Est. Cost $41.00 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $70 Shares 1,420 Est. Cost $24.56 Unrealized +36.6%
STRYKER CORP 0.0%
Value ($000) $69 Shares 574 Est. Cost $74.68 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $69 Shares 1,004 Est. Cost $69.98 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $69 Shares 1,160 Est. Cost $84.77 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $69 Shares 3,124 Est. Cost $12.54 Unrealized +25.0%
QUALCOMM INC 0.0%
Value ($000) $69 Shares 1,060 Est. Cost $74.67 Unrealized
ORACLE CORP 0.0%
Value ($000) $68 Shares 1,770 Est. Cost $38.28 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $67 Shares 500 Est. Cost $108.40 Unrealized +31.7%
DU PONT (EI) DE NEMOURS 0.0%
Value ($000) $66 Shares 896 Est. Cost $64.73 Unrealized
INTEL CORP 0.0%
Value ($000) $66 Shares 1,832 Est. Cost $25.73 Unrealized
MOS MOSAIC CO/THE 0.0%
Value ($000) $65 Shares 2,205 Est. Cost $21.61 Unrealized +6.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $65 Shares 1,175 Est. Cost $24.38 Unrealized +68.0%
CISCO SYSTEMS INC 0.0%
Value ($000) $65 Shares 2,153 Est. Cost $22.48 Unrealized
DANAHER CORP DEL 0.0%
Value ($000) $64 Shares 827 Est. Cost $77.49 Unrealized
WHOLE FOODS MARKET INC 0.0%
Value ($000) $63 Shares 2,050 Est. Cost $57.70 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $61 Shares 509 Est. Cost $112.27 Unrealized
EL ESTEE LAUDER CO 0.0%
Value ($000) $61 Shares 800 Est. Cost $62.14 Unrealized +16.5%
GIS GENERAL MILLS 0.0%
Value ($000) $60 Shares 978 Est. Cost $39.53 Unrealized +13.5%
NUE NUCOR CORP 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $38.31 Unrealized +19.1%
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $60 Shares 521 Est. Cost $104.60 Unrealized
CAKE THE CHEESECAKE FACTORY INC 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $36.85 Unrealized +26.2%
NOVARTIS AG 0.0%
Value ($000) $59 Shares 807 Est. Cost $80.17 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $59 Shares 834 Est. Cost $46.34 Unrealized +29.1%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $56 Shares 1,600 Est. Cost $38.36 Unrealized
PRICELINE GROUP INC. 0.0%
Value ($000) $56 Shares 38 Est. Cost $1351.80 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $53.00 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX ETF 0.0%
Value ($000) $55 Shares 528 Est. Cost $86.40 Unrealized
VF CORP 0.0%
Value ($000) $54 Shares 1,009 Est. Cost $62.30 Unrealized
IJT CEF ISHARES S&P SMALLCAP 600 GROWTH INDEX FUND 0.0%
Value ($000) $54 Shares 359 Est. Cost $150.42 Unrealized
BAKER HUGHES INC 0.0%
Value ($000) $53 Shares 812 Est. Cost $54.85 Unrealized
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $53 Shares 700 Est. Cost $64.97 Unrealized 0.0%
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $35.69 Unrealized +30.5%
DOV DOVER CORP 0.0%
Value ($000) $52 Shares 700 Est. Cost $49.28 Unrealized +1.0%
WSO WATSCO INC 0.0%
Value ($000) $50 Shares 340 Est. Cost $94.95 Unrealized +52.6%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $50 Shares 452 Est. Cost $114.01 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $50 Shares 476 Est. Cost $51.50 Unrealized +21.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $50 Shares 698 Est. Cost $54.76 Unrealized -2.9%
FTV FORTIVE CORP 0.0%
Value ($000) $50 Shares 924 Est. Cost $30.87 Unrealized +3.2%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $49 Shares 967 Est. Cost $50.67 Unrealized
BIV VANGUARD INTERMEDIATE TERM ETF 0.0%
Value ($000) $49 Shares 585 Est. Cost $82.05 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $48 Shares 668 Est. Cost $71.86 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $48 Shares 445 Est. Cost $65.71 Unrealized +27.8%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $48 Shares 287 Est. Cost $185.92 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $53.96 Unrealized -26.7%
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $47 Shares 329 Est. Cost $112.70 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $46 Shares 433 Est. Cost $106.24 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $46 Shares 837 Est. Cost $35.90 Unrealized +8.5%
YUM YUM! BRANDS INC 0.0%
Value ($000) $43 Shares 683 Est. Cost $40.89 Unrealized +30.3%
TTEK TETRA TECH, INC 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $5.40 Unrealized +49.6%
TIME WARNER INC NEW 0.0%
Value ($000) $43 Shares 443 Est. Cost $97.07 Unrealized
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $42 Shares 566 Est. Cost $34.98 Unrealized +48.8%
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $16.87 Unrealized +16.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $42 Shares 352 Est. Cost $23.72 Unrealized 0.0%
BROADCOM LTD 0.0%
Value ($000) $42 Shares 237 Est. Cost $177.22 Unrealized
SPECTRA ENERGY CORP 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $36.00 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $41 Shares 265 Est. Cost $154.72 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $41 Shares 405 Est. Cost $72.36 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $40 Shares 791 Est. Cost $53.83 Unrealized -35.4%
RYN RAYONIER INC 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $42.00 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $40 Shares 215 Est. Cost $158.34 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $39 Shares 1,228 Est. Cost $27.88 Unrealized
HPE HEWLETT PARCKARD ENTERPRISE COMPANY 0.0%
Value ($000) $39 Shares 1,707 Est. Cost $10.23 Unrealized 0.0%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $47.00 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $39 Shares 500 Est. Cost $50.63 Unrealized +13.6%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $38 Shares 563 Est. Cost $57.67 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $38 Shares 712 Est. Cost $39.25 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $37 Shares 439 Est. Cost $77.48 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $37 Shares 2,000 Est. Cost $15.23 Unrealized +12.1%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $80.00 Unrealized
IWP I-SHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $37 Shares 375 Est. Cost $98.67 Unrealized
ETF POWERSHARES 0.0%
Value ($000) $36 Shares 315 Est. Cost $114.29 Unrealized
ALLERGAN PLC NPV 0.0%
Value ($000) $36 Shares 170 Est. Cost $211.76 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $34 Shares 421 Est. Cost $80.76 Unrealized
WILLIAMS PARTNER LP NEW 0.0%
Value ($000) $33 Shares 866 Est. Cost $49.65 Unrealized
POWERSHARES ETF FTSE RAFI US1000 PORTFOLIO 0.0%
Value ($000) $33 Shares 330 Est. Cost $100.00 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $32 Shares 800 Est. Cost $16.58 Unrealized +62.0%
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $32 Shares 625 Est. Cost $51.20 Unrealized
MAR MARRIOTT INTERNATIONAL INC CLASS A NEW 0.0%
Value ($000) $30 Shares 362 Est. Cost $68.63 Unrealized +1.1%
INDIA FUND INC 0.0%
Value ($000) $30 Shares 1,425 Est. Cost $20.35 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $30 Shares 415 Est. Cost $55.35 Unrealized 0.0%
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $30 Shares 837 Est. Cost $35.84 Unrealized
WEC WEC ENERGY GROUP INC. 0.0%
Value ($000) $30 Shares 504 Est. Cost $42.76 Unrealized 0.0%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $30 Shares 500 Est. Cost $28.53 Unrealized +46.2%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $29 Shares 505 Est. Cost $26.85 Unrealized +72.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $29 Shares 190 Est. Cost $138.20 Unrealized 0.0%
ANADARKO PETE CORP COM 0.0%
Value ($000) $28 Shares 400 Est. Cost $85.00 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $28 Shares 232 Est. Cost $63.81 Unrealized +42.4%
BED BATH & BEYOND INC 0.0%
Value ($000) $28 Shares 700 Est. Cost $80.00 Unrealized
CERNER CORPORATION 0.0%
Value ($000) $28 Shares 584 Est. Cost $47.95 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $28 Shares 410 Est. Cost $17.15 Unrealized +98.2%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $27 Shares 300 Est. Cost $64.23 Unrealized +15.0%
PIONEER NATURAL RESOURCES 0.0%
Value ($000) $27 Shares 150 Est. Cost $180.00 Unrealized
POWERSHARES SENIOR LOAN 0.0%
Value ($000) $26 Shares 1,093 Est. Cost $23.79 Unrealized
PCH POTLATCH CORPORATION 0.0%
Value ($000) $25 Shares 605 Est. Cost $31.40 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $24 Shares 214 Est. Cost $112.15 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $24 Shares 340 Est. Cost $55.00 Unrealized 0.0%
EXPE EXPEDIA INC 0.0%
Value ($000) $24 Shares 209 Est. Cost $116.78 Unrealized 0.0%
IEFA ISHARES CORE MSCI ETF 0.0%
Value ($000) $24 Shares 455 Est. Cost $52.75 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $23 Shares 1,096 Est. Cost $22.45 Unrealized -41.6%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $23 Shares 552 Est. Cost $33.21 Unrealized +3.3%
GLNG GOLAR LNG LTD 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $28.47 Unrealized -28.7%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $22 Shares 319 Est. Cost $71.70 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $22 Shares 134 Est. Cost $85.77 Unrealized +68.7%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $21 Shares 294 Est. Cost $32.75 Unrealized +85.6%
RAYTHEON CO 0.0%
Value ($000) $21 Shares 147 Est. Cost $90.18 Unrealized
VSS ETF VANGUARD FTSE US 0.0%
Value ($000) $20 Shares 210 Est. Cost $95.24 Unrealized
BLACKROCK MUNICPAL INCOME QUALITY TRUST 0.0%
Value ($000) $20 Shares 1,461 Est. Cost $15.00 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $20 Shares 177 Est. Cost $101.69 Unrealized
DG DOLLAR GENERAL CORPORATION 0.0%
Value ($000) $20 Shares 271 Est. Cost $64.89 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $20 Shares 200 Est. Cost $66.28 Unrealized +33.2%
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $20 Shares 190 Est. Cost $129.09 Unrealized
EPP ISHARES MCSI PACIFIC EX-JAPAN 0.0%
Value ($000) $20 Shares 496 Est. Cost $40.32 Unrealized
IEF ISHARES 7-10 YR TREAS BOND 0.0%
Value ($000) $19 Shares 177 Est. Cost $107.34 Unrealized
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $19 Shares 700 Est. Cost $16.47 Unrealized -17.3%
SPSB SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 619 Est. Cost $30.69 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $18 Shares 683 Est. Cost $26.68 Unrealized 0.0%
TWITTER INC 0.0%
Value ($000) $17 Shares 1,041 Est. Cost $17.29 Unrealized
VNQI VANGUARD GLOBAL EX US REAL ESTATE ETF 0.0%
Value ($000) $16 Shares 328 Est. Cost $54.88 Unrealized
WB WEIBO CORP-SPON ADR 0.0%
Value ($000) $16 Shares 400 Est. Cost $20.00 Unrealized
CHINA MOBILE LTD-SPN ADR 0.0%
Value ($000) $16 Shares 300 Est. Cost $56.67 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $17.00 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $15 Shares 200 Est. Cost $12.05 Unrealized +2.2%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $14 Shares 378 Est. Cost $30.54 Unrealized
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $13 Shares 350 Est. Cost $26.10 Unrealized +35.0%
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $13 Shares 125 Est. Cost $104.00 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $12 Shares 131 Est. Cost $48.03 Unrealized +21.3%
NI NISOURCE INC 0.0%
Value ($000) $12 Shares 521 Est. Cost $12.01 Unrealized +38.1%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $12 Shares 244 Est. Cost $49.18 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $11 Shares 647 Est. Cost $5.55 Unrealized +19.3%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $10 Shares 266 Est. Cost $29.75 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $10 Shares 268 Est. Cost $34.24 Unrealized -1.7%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $10 Shares 93 Est. Cost $107.41 Unrealized
KEY KEYCORP 0.0%
Value ($000) $10 Shares 544 Est. Cost $8.09 Unrealized +32.3%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $10 Shares 120 Est. Cost $63.88 Unrealized +7.6%
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.0%
Value ($000) $9 Shares 63 Est. Cost $116.18 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $9 Shares 100 Est. Cost $49.25 Unrealized +19.1%
APACHE CORP 0.0%
Value ($000) $9 Shares 144 Est. Cost $81.16 Unrealized
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $9 Shares 100 Est. Cost $80.00 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.0%
Value ($000) $9 Shares 69 Est. Cost $130.43 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $8 Shares 71 Est. Cost $66.36 Unrealized +27.4%
QLTA ISHARES AAA - A RATED CORP 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
NUVEEN AMT FREE MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $7 Shares 499 Est. Cost $16.03 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $6 Shares 23 Est. Cost $144.57 Unrealized +35.5%
ARE ALEXANDRIA REAL ESTATE EQUITIES, INC 0.0%
Value ($000) $6 Shares 52 Est. Cost $56.46 Unrealized +37.1%
CMG CHIPOTLE MEXICAN GILL, INC. 0.0%
Value ($000) $6 Shares 15 Est. Cost $10.17 Unrealized -22.4%
GUGGENHEIM SOLAR ETF 0.0%
Value ($000) $6 Shares 339 Est. Cost $31.73 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $6 Shares 85 Est. Cost $20.35 Unrealized -2.1%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $6 Shares 175 Est. Cost $33.04 Unrealized +5.9%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $19.78 Unrealized +38.9%
RR DONNELLEY & SONS CO 0.0%
Value ($000) $5 Shares 333 Est. Cost $15.02 Unrealized
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.31 Unrealized +32.6%
RUN SUNRUN INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $7.19 Unrealized -23.0%
SEATTLE GENETICS, INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $30.00 Unrealized
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $4 Shares 241 Est. Cost $8.12 Unrealized +25.5%
LSC COMMUNICATIONS, INC. 0.0%
Value ($000) $4 Shares 125 Est. Cost $32.00 Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $20.00 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $3 Shares 68 Est. Cost $29.41 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $3 Shares 40 Est. Cost $74.19 Unrealized -17.8%
STERICYCLE INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $128.21 Unrealized
IPATH US TREASURY LONG BOND BEAR 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $3 Shares 100 Est. Cost $37.40 Unrealized -26.0%
DFIN DONNELLEY FINANCIAL SOLUTIONS, INC. 0.0%
Value ($000) $3 Shares 125 Est. Cost $21.18 Unrealized 0.0%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $3 Shares 51 Est. Cost $46.85 Unrealized -8.5%
UAA UNDER ARMOUR INC-CLASS A 0.0%
Value ($000) $3 Shares 100 Est. Cost $39.45 Unrealized -16.8%
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.38 Unrealized +7.4%
CC CHEMOURS COMPANY 0.0%
Value ($000) $2 Shares 108 Est. Cost $7.40 Unrealized +102.8%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $2 Shares 38 Est. Cost $27.79 Unrealized +30.8%
F FORD MOTOR CO 0.0%
Value ($000) $2 Shares 171 Est. Cost $8.71 Unrealized -14.2%
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
ELEMENTS ROGERS AGRI TOT RET 0.00 DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $1 Shares 441 Est. Cost $4.54 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.74 Unrealized +36.1%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
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
COMMUNICATIONS SALES & LEASING INC. 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.50 Unrealized 0.0%
TBT PROSHARES ULTRASHORT 20 YR TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 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 +51.2%