Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 11, 2017

Total Value ($000): $170,094 (100.0% shares, 0.0% debt)

Holdings (320)

IVW ISHARES S&P 500 GROWTH 8.1%
Value ($000) $13,759 Shares 104,615 Est. Cost $108.19 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 4.9%
Value ($000) $8,315 Shares 43,555 Est. Cost $151.54 Unrealized
MSFT MICROSOFT CORP 3.4%
Value ($000) $5,819 Shares 88,354 Est. Cost $33.78 Unrealized +71.2%
MMM 3M CO 3.4%
Value ($000) $5,701 Shares 29,795 Est. Cost $92.08 Unrealized +23.4%
AAPL APPLE INC 2.3%
Value ($000) $3,831 Shares 26,668 Est. Cost $20.16 Unrealized +51.0%
VOO VANGUARD S&P 500 ETF 2.0%
Value ($000) $3,372 Shares 15,586 Est. Cost $182.56 Unrealized
GGG GRACO INC. 1.9%
Value ($000) $3,256 Shares 34,587 Est. Cost $21.90 Unrealized +23.0%
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $3,216 Shares 35,790 Est. Cost $60.21 Unrealized +16.3%
DIS WALT DISNEY CO 1.8%
Value ($000) $3,036 Shares 26,774 Est. Cost $64.51 Unrealized +59.7%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $2,829 Shares 17,249 Est. Cost $60.83 Unrealized +133.6%
PEP PEPSICO INC 1.6%
Value ($000) $2,803 Shares 25,058 Est. Cost $59.29 Unrealized +38.2%
HD HOME DEPOT INC 1.6%
Value ($000) $2,768 Shares 18,852 Est. Cost $74.14 Unrealized +54.3%
PNC PNC FINANCIAL SERVICES GROUP 1.6%
Value ($000) $2,683 Shares 22,310 Est. Cost $53.83 Unrealized +69.6%
WFC WELLS FARGO & CO 1.6%
Value ($000) $2,644 Shares 47,509 Est. Cost $32.15 Unrealized +38.0%
XBI SPDR S&P BIOTECH ETF 1.5%
Value ($000) $2,625 Shares 37,853 Est. Cost $81.81 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 1.5%
Value ($000) $2,589 Shares 14,865 Est. Cost $98.48 Unrealized +16.2%
ISHARES S&P MIDCAP 400 GROWTH 1.5%
Value ($000) $2,537 Shares 13,288 Est. Cost $153.82 Unrealized
CMCSA COMCAST CORP 1.5%
Value ($000) $2,495 Shares 66,362 Est. Cost $24.19 Unrealized +23.7%
T AT&T INC 1.4%
Value ($000) $2,457 Shares 59,158 Est. Cost $11.34 Unrealized +47.5%
TRV THE TRAVELERS CO INC 1.4%
Value ($000) $2,456 Shares 20,376 Est. Cost $87.68 Unrealized +12.8%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.4%
Value ($000) $2,455 Shares 47,852 Est. Cost $38.39 Unrealized
SYK STRYKER CORP 1.4%
Value ($000) $2,449 Shares 18,602 Est. Cost $64.24 Unrealized +78.2%
ORCL ORACLE CORP 1.4%
Value ($000) $2,425 Shares 54,359 Est. Cost $29.37 Unrealized +24.2%
CSCO CISCO SYSTEMS INC 1.4%
Value ($000) $2,411 Shares 71,365 Est. Cost $15.42 Unrealized +60.4%
DHR DANAHER CORP 1.4%
Value ($000) $2,396 Shares 28,017 Est. Cost $31.82 Unrealized +124.0%
PFE PFIZER INC 1.4%
Value ($000) $2,367 Shares 69,217 Est. Cost $17.78 Unrealized +20.4%
CVX CHEVRON CORP 1.4%
Value ($000) $2,299 Shares 21,417 Est. Cost $68.20 Unrealized +12.5%
V VISA INC 1.3%
Value ($000) $2,246 Shares 25,271 Est. Cost $69.63 Unrealized +16.2%
SCHW CHARLES SCHWAB CORP 1.3%
Value ($000) $2,223 Shares 54,464 Est. Cost $21.35 Unrealized +72.4%
MDT MEDTRONIC PLC 1.3%
Value ($000) $2,140 Shares 26,563 Est. Cost $58.77 Unrealized +6.1%
BLACKROCK INC 1.2%
Value ($000) $2,078 Shares 5,418 Est. Cost $317.77 Unrealized
INTC INTEL CORP 1.2%
Value ($000) $2,050 Shares 56,852 Est. Cost $18.38 Unrealized +61.4%
TJX TJX COMPANIES INC 1.2%
Value ($000) $2,038 Shares 25,768 Est. Cost $25.94 Unrealized +31.1%
CB CHUBB LIMITED 1.2%
Value ($000) $2,028 Shares 14,888 Est. Cost $96.43 Unrealized +19.2%
CVS CVS HEALTH CORP 1.1%
Value ($000) $1,946 Shares 24,793 Est. Cost $49.11 Unrealized +23.4%
QCOM QUALCOMM INC 1.1%
Value ($000) $1,919 Shares 33,472 Est. Cost $50.47 Unrealized -9.8%
MET METLIFE INC 1.0%
Value ($000) $1,766 Shares 33,443 Est. Cost $30.38 Unrealized +16.3%
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $1,741 Shares 16,228 Est. Cost $65.21 Unrealized +20.2%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $1,666 Shares 15,729 Est. Cost $67.54 Unrealized +29.8%
AMT AMERICAN TOWER CORP 1.0%
Value ($000) $1,619 Shares 13,321 Est. Cost $64.78 Unrealized +35.6%
ACN ACCENTURE PLC 0.9%
Value ($000) $1,558 Shares 13,000 Est. Cost $63.66 Unrealized +63.4%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.9%
Value ($000) $1,555 Shares 123,440 Est. Cost $10.23 Unrealized
VFC VF CORP 0.9%
Value ($000) $1,531 Shares 27,861 Est. Cost $53.20 Unrealized -7.3%
NVS NOVARTIS AG 0.9%
Value ($000) $1,516 Shares 20,414 Est. Cost $80.77 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $1,457 Shares 22,367 Est. Cost $31.39 Unrealized +38.5%
ISHARES GOLD TRUST 0.9%
Value ($000) $1,456 Shares 121,267 Est. Cost $11.71 Unrealized
ETN EATON CORP PLC 0.9%
Value ($000) $1,450 Shares 19,561 Est. Cost $53.09 Unrealized +11.1%
HON HONEYWELL INTL INC 0.9%
Value ($000) $1,446 Shares 11,583 Est. Cost $83.87 Unrealized +9.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.8%
Value ($000) $1,436 Shares 33,337 Est. Cost $26.08 Unrealized +37.6%
USB US BANCORP 0.8%
Value ($000) $1,358 Shares 26,373 Est. Cost $28.00 Unrealized +36.0%
BB&T CORP 0.8%
Value ($000) $1,356 Shares 30,342 Est. Cost $35.86 Unrealized
GENERAL ELECTRIC CO 0.8%
Value ($000) $1,286 Shares 43,183 Est. Cost $27.82 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.7%
Value ($000) $1,250 Shares 9,241 Est. Cost $77.91 Unrealized +45.2%
CABO CABLE ONE, INC 0.7%
Value ($000) $1,249 Shares 2,000 Est. Cost $378.92 Unrealized +48.6%
GHC GRAHAM HOLDINGS CO-CLASS B 0.7%
Value ($000) $1,199 Shares 2,000 Est. Cost $431.34 Unrealized +15.7%
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $1,110 Shares 9,891 Est. Cost $112.23 Unrealized
ECL ECOLAB INC 0.6%
Value ($000) $1,053 Shares 8,401 Est. Cost $98.50 Unrealized +12.7%
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS ETF 0.6%
Value ($000) $1,023 Shares 4,338 Est. Cost $198.02 Unrealized
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $970 Shares 22,540 Est. Cost $36.03 Unrealized +15.8%
BAKER HUGHES INC 0.5%
Value ($000) $926 Shares 15,476 Est. Cost $54.98 Unrealized
SU SUNCOR ENERGY INC 0.5%
Value ($000) $897 Shares 29,164 Est. Cost $22.93 Unrealized -1.0%
WMB WILLIAMS COS INC 0.5%
Value ($000) $856 Shares 28,915 Est. Cost $9.91 Unrealized +81.0%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $732 Shares 11,042 Est. Cost $27.83 Unrealized +68.9%
IJH ISHARES CORE S&P MIDCAP ETF 0.4%
Value ($000) $706 Shares 4,121 Est. Cost $169.47 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $684 Shares 5,490 Est. Cost $73.58 Unrealized +26.9%
VB VANGUARD SMALL CAP ETF 0.4%
Value ($000) $612 Shares 4,590 Est. Cost $114.58 Unrealized
BA BOEING CO 0.4%
Value ($000) $610 Shares 3,449 Est. Cost $115.54 Unrealized +37.4%
VNQ VANGUARD REIT ETF 0.3%
Value ($000) $556 Shares 6,735 Est. Cost $66.00 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $544 Shares 6,630 Est. Cost $54.10 Unrealized +3.7%
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $525 Shares 7,195 Est. Cost $46.81 Unrealized +30.2%
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $439 Shares 3,150 Est. Cost $109.93 Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $433 Shares 8,874 Est. Cost $29.42 Unrealized +6.9%
SBUX STARBUCKS CORP 0.2%
Value ($000) $413 Shares 7,080 Est. Cost $41.32 Unrealized +13.2%
VWO ETF VANGUARD EMERGING MKTS 0.2%
Value ($000) $396 Shares 9,964 Est. Cost $40.24 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value ($000) $369 Shares 5,810 Est. Cost $37.46 Unrealized +23.0%
EFA ISHARES MSCI EAFE INDEX ETF 0.2%
Value ($000) $328 Shares 5,270 Est. Cost $60.03 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $309 Shares 1,840 Est. Cost $102.13 Unrealized +39.9%
VGK VANGUARD FTSE EUROPE ETF 0.2%
Value ($000) $296 Shares 5,745 Est. Cost $58.77 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $287 Shares 1,721 Est. Cost $128.11 Unrealized +30.6%
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $255 Shares 817 Est. Cost $245.16 Unrealized
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $252 Shares 7,354 Est. Cost $54.78 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $235 Shares 2,672 Est. Cost $46.68 Unrealized +49.3%
VPL VANGUARD PACIFIC ETF 0.1%
Value ($000) $225 Shares 3,550 Est. Cost $61.41 Unrealized
ESTERLINE TECHNOLOGIES CORP 0.1%
Value ($000) $218 Shares 2,529 Est. Cost $102.00 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $208 Shares 1,270 Est. Cost $85.77 Unrealized +48.3%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $199 Shares 224 Est. Cost $31.55 Unrealized +32.1%
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $175 Shares 564 Est. Cost $54.58 Unrealized +70.4%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $152 Shares 1,907 Est. Cost $79.18 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $148 Shares 2,494 Est. Cost $43.97 Unrealized +15.9%
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $144 Shares 770 Est. Cost $172.94 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $135 Shares 1,602 Est. Cost $60.92 Unrealized +14.2%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $132 Shares 993 Est. Cost $68.39 Unrealized +44.8%
WPX ENERGY INC. 0.1%
Value ($000) $129 Shares 9,638 Est. Cost $6.95 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $128 Shares 3,781 Est. Cost $18.60 Unrealized +23.8%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $126 Shares 2,309 Est. Cost $39.67 Unrealized +0.6%
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $126 Shares 149 Est. Cost $37.58 Unrealized +11.1%
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $126 Shares 152 Est. Cost $36.58 Unrealized +11.3%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $122 Shares 1,470 Est. Cost $84.48 Unrealized
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $117 Shares 500 Est. Cost $118.31 Unrealized +60.6%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $115 Shares 2,432 Est. Cost $24.41 Unrealized +51.5%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $114 Shares 826 Est. Cost $124.67 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $111 Shares 2,608 Est. Cost $27.02 Unrealized +16.7%
BIIB BIOGEN, INC 0.1%
Value ($000) $109 Shares 400 Est. Cost $261.90 Unrealized +8.0%
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.1%
Value ($000) $109 Shares 2,809 Est. Cost $39.09 Unrealized
VEA ETF VANGUARD DEVELOPED MARK ETS 0.1%
Value ($000) $107 Shares 2,730 Est. Cost $36.63 Unrealized
IEI ISHARES BARCLAYS 3 - 7 YR TREASURY BD ETF 0.1%
Value ($000) $106 Shares 864 Est. Cost $122.69 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $105 Shares 1,280 Est. Cost $46.09 Unrealized +20.0%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $105 Shares 560 Est. Cost $114.61 Unrealized +32.7%
MICROSOFT CORP 0.1%
Value ($000) $105 Shares 1,587 Est. Cost $37.11 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $104 Shares 800 Est. Cost $78.03 Unrealized +50.4%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $103 Shares 1,402 Est. Cost $50.87 Unrealized +11.8%
WALT DISNEY CO 0.1%
Value ($000) $99 Shares 877 Est. Cost $76.48 Unrealized
CHEVRON CORP 0.1%
Value ($000) $96 Shares 898 Est. Cost $116.06 Unrealized
KLAC KLA-TENCOR CORP COM 0.1%
Value ($000) $95 Shares 1,000 Est. Cost $39.78 Unrealized +91.8%
NKE NIKE INC CLASS B 0.1%
Value ($000) $92 Shares 1,657 Est. Cost $48.24 Unrealized +2.1%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $92 Shares 400 Est. Cost $131.89 Unrealized +51.7%
CMI CUMMINS, INC 0.1%
Value ($000) $91 Shares 600 Est. Cost $96.30 Unrealized +21.8%
DOW CHEMICAL CO 0.1%
Value ($000) $91 Shares 1,426 Est. Cost $53.42 Unrealized
CELGENE CORP 0.1%
Value ($000) $91 Shares 732 Est. Cost $109.70 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $91 Shares 593 Est. Cost $120.77 Unrealized +23.5%
PROCTOR & GAMBLE CO 0.1%
Value ($000) $89 Shares 989 Est. Cost $81.92 Unrealized
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $88 Shares 1,600 Est. Cost $38.93 Unrealized +37.0%
UTILITIES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $88 Shares 1,722 Est. Cost $37.72 Unrealized
PEPSICO INC 0.1%
Value ($000) $87 Shares 780 Est. Cost $84.24 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $85 Shares 2,249 Est. Cost $44.70 Unrealized
ACCENTURE PLC 0.0%
Value ($000) $82 Shares 683 Est. Cost $83.88 Unrealized
AT&T INC 0.0%
Value ($000) $81 Shares 1,941 Est. Cost $35.62 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $80 Shares 1,160 Est. Cost $84.77 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $80 Shares 1,966 Est. Cost $26.13 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $80 Shares 1,432 Est. Cost $46.29 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $80 Shares 500 Est. Cost $95.60 Unrealized +38.7%
ORACLE CORP 0.0%
Value ($000) $79 Shares 1,777 Est. Cost $38.28 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $78 Shares 1,005 Est. Cost $66.61 Unrealized -4.9%
WAT WATERS CORP 0.0%
Value ($000) $78 Shares 500 Est. Cost $108.40 Unrealized +37.8%
EXPRESS SCRIPTS HOLDING CO 0.0%
Value ($000) $77 Shares 1,171 Est. Cost $78.94 Unrealized
PATTERSON COS INC 0.0%
Value ($000) $77 Shares 1,700 Est. Cost $41.00 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $76 Shares 1,125 Est. Cost $24.01 Unrealized +33.7%
STRYKER CORP 0.0%
Value ($000) $76 Shares 576 Est. Cost $74.68 Unrealized
DE DEERE & CO 0.0%
Value ($000) $76 Shares 700 Est. Cost $67.46 Unrealized +39.9%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $74 Shares 682 Est. Cost $102.64 Unrealized
PFIZER INC 0.0%
Value ($000) $74 Shares 2,171 Est. Cost $30.44 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $74 Shares 3,124 Est. Cost $12.54 Unrealized +54.5%
CISCO SYSTEMS INC 0.0%
Value ($000) $73 Shares 2,172 Est. Cost $22.48 Unrealized
BLACKROCK INC 0.0%
Value ($000) $72 Shares 188 Est. Cost $316.38 Unrealized
DU PONT (EI) DE NEMOURS 0.0%
Value ($000) $72 Shares 896 Est. Cost $64.73 Unrealized
DANAHER CORP 0.0%
Value ($000) $71 Shares 828 Est. Cost $77.49 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $71 Shares 1,420 Est. Cost $24.56 Unrealized +39.1%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $68 Shares 1,859 Est. Cost $34.04 Unrealized +11.6%
EL ESTEE LAUDER CO 0.0%
Value ($000) $68 Shares 800 Est. Cost $62.14 Unrealized +18.9%
PRICELINE GROUP INC. 0.0%
Value ($000) $68 Shares 38 Est. Cost $1351.80 Unrealized
SDY SPRD S&P DIVIDEND ETF 0.0%
Value ($000) $67 Shares 761 Est. Cost $88.04 Unrealized
INTEL CORP 0.0%
Value ($000) $67 Shares 1,845 Est. Cost $25.73 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $67 Shares 904 Est. Cost $69.98 Unrealized
POWERSHARES QQQ TRUST SER ETF 0.0%
Value ($000) $65 Shares 491 Est. Cost $106.56 Unrealized
MOS MOSAIC CO/THE 0.0%
Value ($000) $64 Shares 2,205 Est. Cost $21.61 Unrealized +23.1%
CAKE THE CHEESECAKE FACTORY INC 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $36.85 Unrealized +36.3%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $62 Shares 1,600 Est. Cost $38.36 Unrealized
QUALCOMM INC 0.0%
Value ($000) $61 Shares 1,070 Est. Cost $74.67 Unrealized
WHOLE FOODS MARKET INC 0.0%
Value ($000) $61 Shares 2,050 Est. Cost $57.70 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $61 Shares 1,175 Est. Cost $24.38 Unrealized +72.5%
NUE NUCOR CORP 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $38.31 Unrealized +30.9%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $60 Shares 734 Est. Cost $46.34 Unrealized +40.3%
NOVARTIS AG 0.0%
Value ($000) $60 Shares 807 Est. Cost $80.17 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX ETF 0.0%
Value ($000) $60 Shares 528 Est. Cost $86.40 Unrealized
GIS GENERAL MILLS 0.0%
Value ($000) $58 Shares 978 Est. Cost $39.53 Unrealized +12.9%
DOV DOVER CORP 0.0%
Value ($000) $56 Shares 700 Est. Cost $49.28 Unrealized +12.1%
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $35.69 Unrealized +37.6%
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $56 Shares 525 Est. Cost $104.60 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $56 Shares 433 Est. Cost $106.24 Unrealized
VF CORP 0.0%
Value ($000) $56 Shares 1,016 Est. Cost $62.30 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $53.00 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FUND 0.0%
Value ($000) $55 Shares 359 Est. Cost $150.42 Unrealized
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $53 Shares 660 Est. Cost $64.97 Unrealized +5.8%
BROADCOM LTD 0.0%
Value ($000) $52 Shares 237 Est. Cost $177.22 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $51 Shares 433 Est. Cost $112.27 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $51 Shares 476 Est. Cost $51.50 Unrealized +39.3%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $51 Shares 455 Est. Cost $114.01 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $50 Shares 445 Est. Cost $65.71 Unrealized +48.8%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $50 Shares 289 Est. Cost $185.92 Unrealized
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $49 Shares 967 Est. Cost $50.67 Unrealized
BAKER HUGHES INC 0.0%
Value ($000) $49 Shares 814 Est. Cost $54.85 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $49 Shares 837 Est. Cost $35.90 Unrealized +16.6%
WSO WATSCO INC 0.0%
Value ($000) $49 Shares 340 Est. Cost $94.95 Unrealized +57.7%
BIV VANGUARD INTERMEDIATE TERM ETF 0.0%
Value ($000) $49 Shares 585 Est. Cost $82.05 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $47 Shares 2,000 Est. Cost $15.23 Unrealized +27.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $47 Shares 698 Est. Cost $54.76 Unrealized -7.5%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $46 Shares 668 Est. Cost $71.86 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $45 Shares 331 Est. Cost $112.70 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $45 Shares 352 Est. Cost $23.72 Unrealized +6.0%
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $44 Shares 566 Est. Cost $34.98 Unrealized +56.3%
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $16.87 Unrealized +34.9%
YUM YUM! BRANDS INC 0.0%
Value ($000) $44 Shares 683 Est. Cost $40.89 Unrealized +35.8%
TIME WARNER INC NEW 0.0%
Value ($000) $43 Shares 443 Est. Cost $97.07 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $43 Shares 265 Est. Cost $154.72 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $43 Shares 1,500 Est. Cost $42.00 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $47.00 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $42 Shares 215 Est. Cost $158.34 Unrealized +4.3%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $42 Shares 563 Est. Cost $57.67 Unrealized +7.0%
TTEK TETRA TECH, INC 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $5.40 Unrealized +53.5%
ALLERGAN PLC NPV 0.0%
Value ($000) $41 Shares 170 Est. Cost $211.76 Unrealized
ENB ENBRIDGE INC. 0.0%
Value ($000) $41 Shares 984 Est. Cost $24.73 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $40 Shares 1,707 Est. Cost $10.23 Unrealized +0.9%
EOG EOG RESOURCES INC 0.0%
Value ($000) $40 Shares 405 Est. Cost $72.36 Unrealized +2.6%
STT STATE STREET CORP 0.0%
Value ($000) $40 Shares 500 Est. Cost $50.63 Unrealized +20.3%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $80.00 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $53.96 Unrealized -16.8%
IWP I-SHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $39 Shares 375 Est. Cost $98.67 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $39 Shares 439 Est. Cost $77.48 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $39 Shares 791 Est. Cost $53.83 Unrealized -32.1%
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $38 Shares 757 Est. Cost $35.84 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $37 Shares 712 Est. Cost $39.25 Unrealized +1.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $37 Shares 1,237 Est. Cost $27.88 Unrealized
ETF POWERSHARES 0.0%
Value ($000) $37 Shares 315 Est. Cost $114.29 Unrealized
INDIA FUND INC 0.0%
Value ($000) $36 Shares 1,425 Est. Cost $20.35 Unrealized
WILLIAMS PARTNER LP NEW 0.0%
Value ($000) $35 Shares 866 Est. Cost $49.65 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $34 Shares 421 Est. Cost $80.76 Unrealized
POWERSHARES ETF FTSE RAFI US1000 PORTFOLIO 0.0%
Value ($000) $34 Shares 330 Est. Cost $100.00 Unrealized
MAR MARRIOTT INTERNATIONAL INC CLASS A NEW 0.0%
Value ($000) $34 Shares 362 Est. Cost $68.63 Unrealized +17.1%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $32 Shares 800 Est. Cost $16.58 Unrealized +73.9%
FTV FORTIVE CORP 0.0%
Value ($000) $32 Shares 527 Est. Cost $30.87 Unrealized +12.0%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $32 Shares 505 Est. Cost $26.85 Unrealized +93.0%
CLX CLOROX CO 0.0%
Value ($000) $31 Shares 232 Est. Cost $63.81 Unrealized +57.5%
WEC WEC ENERGY GROUP INC. 0.0%
Value ($000) $31 Shares 504 Est. Cost $42.76 Unrealized +3.7%
CERNER CORPORATION 0.0%
Value ($000) $30 Shares 514 Est. Cost $47.95 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $29 Shares 500 Est. Cost $28.53 Unrealized +58.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $29 Shares 410 Est. Cost $17.15 Unrealized +124.9%
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $29 Shares 540 Est. Cost $51.20 Unrealized
GLNG GOLAR LNG LTD 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $28.47 Unrealized -17.9%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $28 Shares 300 Est. Cost $64.23 Unrealized +38.6%
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.0%
Value ($000) $28 Shares 406 Est. Cost $79.41 Unrealized
BED BATH & BEYOND INC 0.0%
Value ($000) $28 Shares 700 Est. Cost $80.00 Unrealized
PIONEER NATURAL RESOURCES 0.0%
Value ($000) $28 Shares 150 Est. Cost $180.00 Unrealized
PCH POTLATCH CORPORATION 0.0%
Value ($000) $28 Shares 605 Est. Cost $31.40 Unrealized
EXPE EXPEDIA INC 0.0%
Value ($000) $26 Shares 209 Est. Cost $116.78 Unrealized +0.3%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $26 Shares 214 Est. Cost $112.15 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $26 Shares 319 Est. Cost $71.70 Unrealized +10.1%
ANADARKO PETE CORP COM 0.0%
Value ($000) $25 Shares 400 Est. Cost $85.00 Unrealized
POWERSHARES SENIOR LOAN 0.0%
Value ($000) $25 Shares 1,093 Est. Cost $23.79 Unrealized
BLACKROCK MUNICPAL INCOME QUALITY TRUST 0.0%
Value ($000) $25 Shares 1,825 Est. Cost $14.74 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $24 Shares 1,096 Est. Cost $22.45 Unrealized -39.3%
TGT TARGET CORP COM 0.0%
Value ($000) $23 Shares 415 Est. Cost $55.35 Unrealized -13.3%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $23 Shares 294 Est. Cost $32.75 Unrealized +91.5%
EPP ISHARES MCSI PACIFIC EX-JAPAN 0.0%
Value ($000) $22 Shares 496 Est. Cost $40.32 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $22 Shares 340 Est. Cost $55.00 Unrealized -5.3%
VSS ETF VANGUARD FTSE US 0.0%
Value ($000) $22 Shares 210 Est. Cost $95.24 Unrealized
WB WEIBO CORP-SPON ADR 0.0%
Value ($000) $21 Shares 400 Est. Cost $20.00 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $21 Shares 200 Est. Cost $66.28 Unrealized +35.6%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $20 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
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $19 Shares 452 Est. Cost $33.21 Unrealized +3.9%
IEF ISHARES 7-10 YR TREAS BOND 0.0%
Value ($000) $19 Shares 177 Est. Cost $107.34 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $19 Shares 683 Est. Cost $26.68 Unrealized +0.2%
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $19 Shares 700 Est. Cost $16.47 Unrealized -11.2%
CHINA MOBILE LTD-SPN ADR 0.0%
Value ($000) $17 Shares 300 Est. Cost $56.67 Unrealized
VNQI VANGUARD GLOBAL EX US REAL ESTATE ETF 0.0%
Value ($000) $17 Shares 328 Est. Cost $54.88 Unrealized
VOE VANGUARD MID CAP VALUE ETF 0.0%
Value ($000) $16 Shares 153 Est. Cost $104.58 Unrealized
TWITTER INC 0.0%
Value ($000) $16 Shares 1,041 Est. Cost $17.29 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $15 Shares 131 Est. Cost $48.03 Unrealized +36.6%
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $14 Shares 120 Est. Cost $129.09 Unrealized
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $14 Shares 125 Est. Cost $104.00 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $14 Shares 200 Est. Cost $12.05 Unrealized +5.1%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $13 Shares 244 Est. Cost $49.18 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $17.00 Unrealized
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 +36.4%
NI NISOURCE INC 0.0%
Value ($000) $12 Shares 521 Est. Cost $12.01 Unrealized +43.1%
BIOVERATIV INC COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.00 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $11 Shares 266 Est. Cost $29.75 Unrealized +16.2%
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
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $11 Shares 647 Est. Cost $5.55 Unrealized +34.0%
PI IMPINJ INC COM 0.0%
Value ($000) $11 Shares 355 Est. Cost $31.46 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
VOT VANGUARD MID CAP GROWTH ETF 0.0%
Value ($000) $10 Shares 87 Est. Cost $114.94 Unrealized
KEY KEYCORP 0.0%
Value ($000) $10 Shares 544 Est. Cost $8.09 Unrealized +54.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $9 Shares 71 Est. Cost $66.36 Unrealized +39.5%
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.0%
Value ($000) $9 Shares 63 Est. Cost $116.18 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $19.78 Unrealized +64.5%
ABT ABBOTT LABS 0.0%
Value ($000) $8 Shares 188 Est. Cost $34.24 Unrealized +7.9%
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 100 Est. Cost $49.25 Unrealized +16.3%
NUVEEN AMT FREE MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $7 Shares 499 Est. Cost $16.03 Unrealized
QLTA ISHARES AAA - A RATED CORP 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $6 Shares 175 Est. Cost $33.04 Unrealized +7.8%
ARE ALEXANDRIA REAL ESTATE EQUITIES, INC 0.0%
Value ($000) $6 Shares 52 Est. Cost $56.46 Unrealized +45.4%
SEATTLE GENETICS, INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $30.00 Unrealized
RAYTHEON CO 0.0%
Value ($000) $6 Shares 37 Est. Cost $90.18 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $6 Shares 85 Est. Cost $20.35 Unrealized -2.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $6 Shares 31 Est. Cost $85.77 Unrealized +78.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $35.31 Unrealized +25.5%
GUGGENHEIM SOLAR ETF 0.0%
Value ($000) $6 Shares 339 Est. Cost $31.73 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $7.19 Unrealized -22.6%
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $20.00 Unrealized
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
RR DONNELLEY & SONS CO 0.0%
Value ($000) $4 Shares 333 Est. Cost $15.02 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 +20.0%
CC CHEMOURS COMPANY 0.0%
Value ($000) $4 Shares 108 Est. Cost $7.40 Unrealized +197.7%
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $4 Shares 68 Est. Cost $29.41 Unrealized
IPATH US TREASURY LONG BOND BEAR 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
STERICYCLE INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $128.21 Unrealized
LSC COMMUNICATIONS, INC. 0.0%
Value ($000) $3 Shares 125 Est. Cost $32.00 Unrealized
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.38 Unrealized +12.8%
ALLETE INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $52.63 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value ($000) $2 Shares 38 Est. Cost $27.79 Unrealized +36.4%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
DFIN DONNELLEY FINANCIAL SOLUTIONS, INC. 0.0%
Value ($000) $2 Shares 125 Est. Cost $21.18 Unrealized +6.4%
EIGER BIOPHARMACEITICALS INC 0.0%
Value ($000) $2 Shares 178 Est. Cost $11.24 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $2 Shares 171 Est. Cost $8.71 Unrealized -10.7%
UAA UNDER ARMOUR INC-CLASS A 0.0%
Value ($000) $2 Shares 100 Est. Cost $39.45 Unrealized -40.9%
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $2 Shares 100 Est. Cost $37.40 Unrealized -44.3%
ORCHID ISLAND CAPITAL INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
ELEMENTS ROGERS AGRI TOT RET 0.00 DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $10.66 Unrealized +70.5%
UNITI GROUP INC. 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.74 Unrealized +39.4%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
TBT PROSHARES ULTRASHORT 20 YR TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 Unrealized
RANDGOLD RESOURCES LTD-ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
WINDSTREAM HOLDINGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized