Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 10, 2017

Total Value ($000): $185,813 (100.0% shares, 0.0% debt)

Holdings (331)

IVW ISHARES S&P 500 GROWTH 7.6%
Value ($000) $14,157 Shares 103,449 Est. Cost $108.19 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 4.6%
Value ($000) $8,624 Shares 43,863 Est. Cost $151.54 Unrealized
MSFT MICROSOFT CORP 3.7%
Value ($000) $6,797 Shares 98,604 Est. Cost $36.75 Unrealized +69.6%
MMM 3M CO 3.4%
Value ($000) $6,304 Shares 30,279 Est. Cost $92.60 Unrealized +34.6%
AAPL APPLE INC 2.1%
Value ($000) $3,878 Shares 26,924 Est. Cost $20.16 Unrealized +70.2%
GGG GRACO INC. 2.0%
Value ($000) $3,780 Shares 34,587 Est. Cost $21.90 Unrealized +45.1%
VOO VANGUARD S&P 500 ETF 1.8%
Value ($000) $3,433 Shares 15,461 Est. Cost $182.56 Unrealized
PG PROCTER & GAMBLE CO 1.8%
Value ($000) $3,306 Shares 37,939 Est. Cost $60.77 Unrealized +15.4%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $3,304 Shares 17,821 Est. Cost $63.78 Unrealized +139.4%
PEP PEPSICO INC 1.7%
Value ($000) $3,186 Shares 27,588 Est. Cost $61.94 Unrealized +42.4%
HD HOME DEPOT INC 1.7%
Value ($000) $3,170 Shares 20,665 Est. Cost $78.56 Unrealized +58.5%
XBI SPDR S&P BIOTECH ETF 1.6%
Value ($000) $2,966 Shares 38,434 Est. Cost $81.74 Unrealized
DIS WALT DISNEY CO 1.6%
Value ($000) $2,908 Shares 27,370 Est. Cost $65.33 Unrealized +56.8%
WFC WELLS FARGO & CO 1.5%
Value ($000) $2,848 Shares 51,410 Est. Cost $32.91 Unrealized +28.2%
PNC PNC FINANCIAL SERVICES GROUP 1.5%
Value ($000) $2,810 Shares 22,507 Est. Cost $53.83 Unrealized +67.8%
ORCL ORACLE CORP 1.5%
Value ($000) $2,720 Shares 54,257 Est. Cost $29.37 Unrealized +36.5%
ISHARES S&P MIDCAP 400 GROWTH 1.4%
Value ($000) $2,613 Shares 13,288 Est. Cost $153.82 Unrealized
CMCSA COMCAST CORP 1.4%
Value ($000) $2,613 Shares 67,160 Est. Cost $24.28 Unrealized +31.4%
CSCO CISCO SYSTEMS INC 1.4%
Value ($000) $2,587 Shares 82,689 Est. Cost $16.74 Unrealized +49.7%
SYK STRYKER CORP 1.4%
Value ($000) $2,579 Shares 18,585 Est. Cost $64.24 Unrealized +94.2%
TRV THE TRAVELERS CO INC 1.4%
Value ($000) $2,578 Shares 20,376 Est. Cost $87.68 Unrealized +16.2%
CVX CHEVRON CORP 1.4%
Value ($000) $2,521 Shares 24,165 Est. Cost $68.77 Unrealized +6.4%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.3%
Value ($000) $2,487 Shares 47,873 Est. Cost $38.39 Unrealized
DHR DANAHER CORP 1.3%
Value ($000) $2,414 Shares 28,602 Est. Cost $32.63 Unrealized +119.9%
MDT MEDTRONIC PLC 1.3%
Value ($000) $2,410 Shares 27,145 Est. Cost $58.96 Unrealized +14.7%
V VISA INC 1.3%
Value ($000) $2,390 Shares 25,484 Est. Cost $69.63 Unrealized +25.6%
SCHW CHARLES SCHWAB CORP 1.3%
Value ($000) $2,389 Shares 55,632 Est. Cost $21.65 Unrealized +65.1%
PFE PFIZER INC 1.3%
Value ($000) $2,376 Shares 70,749 Est. Cost $17.87 Unrealized +20.9%
BLACKROCK INC 1.3%
Value ($000) $2,347 Shares 5,556 Est. Cost $320.37 Unrealized
T AT&T INC 1.3%
Value ($000) $2,343 Shares 62,117 Est. Cost $11.56 Unrealized +37.7%
IBM INTERNATIONAL BUSINESS MACHINES 1.2%
Value ($000) $2,303 Shares 14,971 Est. Cost $98.48 Unrealized +5.4%
CB CHUBB LIMITED 1.2%
Value ($000) $2,230 Shares 15,339 Est. Cost $97.15 Unrealized +24.4%
CVS CVS HEALTH CORP 1.2%
Value ($000) $2,152 Shares 26,741 Est. Cost $49.93 Unrealized +20.8%
INTC INTEL CORP 1.1%
Value ($000) $1,972 Shares 58,463 Est. Cost $18.69 Unrealized +58.2%
QCOM QUALCOMM INC 1.0%
Value ($000) $1,928 Shares 34,921 Est. Cost $50.21 Unrealized -11.9%
TJX TJX COMPANIES INC 1.0%
Value ($000) $1,894 Shares 26,238 Est. Cost $26.07 Unrealized +28.1%
MET METLIFE INC 1.0%
Value ($000) $1,874 Shares 34,119 Est. Cost $30.46 Unrealized +13.7%
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $1,835 Shares 16,592 Est. Cost $65.47 Unrealized +18.1%
AMT AMERICAN TOWER CORP 0.9%
Value ($000) $1,760 Shares 13,303 Est. Cost $64.78 Unrealized +58.8%
ABBV ABBVIE INC 0.9%
Value ($000) $1,737 Shares 23,955 Est. Cost $32.42 Unrealized +44.8%
UNP UNION PACIFIC CORP 0.9%
Value ($000) $1,713 Shares 15,731 Est. Cost $67.54 Unrealized +33.4%
NVS NOVARTIS AG 0.9%
Value ($000) $1,705 Shares 20,428 Est. Cost $80.77 Unrealized
ACN ACCENTURE PLC 0.9%
Value ($000) $1,692 Shares 13,677 Est. Cost $65.81 Unrealized +62.8%
VFC VF CORP 0.9%
Value ($000) $1,638 Shares 28,435 Est. Cost $53.16 Unrealized -2.9%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.9%
Value ($000) $1,594 Shares 123,440 Est. Cost $10.23 Unrealized
HON HONEYWELL INTL INC 0.8%
Value ($000) $1,567 Shares 11,760 Est. Cost $84.09 Unrealized +17.4%
ETN EATON CORP PLC 0.8%
Value ($000) $1,561 Shares 20,055 Est. Cost $53.36 Unrealized +19.9%
MDLZ MONDELEZ INTERNATIONAL INC 0.8%
Value ($000) $1,460 Shares 33,817 Est. Cost $26.23 Unrealized +39.8%
USB US BANCORP 0.8%
Value ($000) $1,452 Shares 27,973 Est. Cost $28.51 Unrealized +29.7%
ISHARES GOLD TRUST 0.8%
Value ($000) $1,448 Shares 121,267 Est. Cost $11.71 Unrealized
GENERAL ELECTRIC CO 0.8%
Value ($000) $1,423 Shares 52,700 Est. Cost $27.67 Unrealized
CABO CABLE ONE, INC 0.8%
Value ($000) $1,422 Shares 2,000 Est. Cost $378.92 Unrealized +63.4%
BB&T CORP 0.8%
Value ($000) $1,397 Shares 30,768 Est. Cost $35.99 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.7%
Value ($000) $1,357 Shares 9,483 Est. Cost $78.85 Unrealized +45.7%
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $1,234 Shares 10,104 Est. Cost $112.44 Unrealized
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $1,207 Shares 22,495 Est. Cost $36.03 Unrealized +36.1%
GHC GRAHAM HOLDINGS CO-CLASS B 0.6%
Value ($000) $1,199 Shares 2,000 Est. Cost $431.34 Unrealized +27.3%
ECL ECOLAB INC 0.6%
Value ($000) $1,130 Shares 8,510 Est. Cost $98.75 Unrealized +19.2%
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS ETF 0.6%
Value ($000) $1,044 Shares 4,318 Est. Cost $198.02 Unrealized
BA BOEING CO 0.6%
Value ($000) $1,035 Shares 5,234 Est. Cost $135.78 Unrealized +28.8%
SBUX STARBUCKS CORP 0.5%
Value ($000) $1,013 Shares 17,379 Est. Cost $46.59 Unrealized +7.8%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $993 Shares 7,505 Est. Cost $80.78 Unrealized +24.3%
BAKER HUGHES INC 0.5%
Value ($000) $884 Shares 16,224 Est. Cost $54.96 Unrealized
SU SUNCOR ENERGY INC 0.5%
Value ($000) $880 Shares 30,135 Est. Cost $22.91 Unrealized -2.6%
WMB WILLIAMS COS INC 0.5%
Value ($000) $875 Shares 28,915 Est. Cost $9.91 Unrealized +88.4%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $790 Shares 9,784 Est. Cost $54.54 Unrealized +1.7%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $762 Shares 11,299 Est. Cost $28.24 Unrealized +63.0%
IJH ISHARES CORE S&P MIDCAP ETF 0.4%
Value ($000) $725 Shares 4,169 Est. Cost $169.52 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.4%
Value ($000) $690 Shares 4,071 Est. Cost $150.17 Unrealized +10.8%
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $622 Shares 4,590 Est. Cost $114.58 Unrealized
AMZN AMAZON COM INC COM 0.3%
Value ($000) $575 Shares 594 Est. Cost $41.62 Unrealized +14.6%
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $564 Shares 3,528 Est. Cost $125.50 Unrealized +20.3%
VNQ VANGUARD REIT ETF 0.3%
Value ($000) $560 Shares 6,735 Est. Cost $66.00 Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $530 Shares 11,874 Est. Cost $29.44 Unrealized +0.3%
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $528 Shares 7,195 Est. Cost $46.81 Unrealized +33.6%
MRK MERCK & CO INC NEW 0.3%
Value ($000) $492 Shares 7,684 Est. Cost $39.67 Unrealized +17.3%
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $449 Shares 3,150 Est. Cost $109.93 Unrealized
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.2%
Value ($000) $439 Shares 3,112 Est. Cost $136.72 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $437 Shares 2,537 Est. Cost $105.54 Unrealized +18.8%
VWO ETF VANGUARD EMERGING MKTS 0.2%
Value ($000) $407 Shares 9,964 Est. Cost $40.24 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $378 Shares 1,360 Est. Cost $218.34 Unrealized 0.0%
EFA ISHARES MSCI EAFE INDEX ETF 0.2%
Value ($000) $344 Shares 5,270 Est. Cost $60.03 Unrealized
META FACEBOOK INC 0.2%
Value ($000) $335 Shares 2,220 Est. Cost $147.65 Unrealized 0.0%
VGK VANGUARD FTSE EUROPE ETF 0.2%
Value ($000) $317 Shares 5,745 Est. Cost $58.77 Unrealized
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $315 Shares 7,354 Est. Cost $54.78 Unrealized
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $311 Shares 334 Est. Cost $42.48 Unrealized +9.3%
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $306 Shares 337 Est. Cost $41.44 Unrealized +9.6%
GUGGENHEIM S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $278 Shares 3,000 Est. Cost $92.67 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $277 Shares 3,032 Est. Cost $49.28 Unrealized +39.1%
ESTERLINE TECHNOLOGIES CORP 0.1%
Value ($000) $259 Shares 2,729 Est. Cost $101.48 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $259 Shares 817 Est. Cost $245.16 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $255 Shares 1 Est. Cost $249666.89 Unrealized 0.0%
VPL VANGUARD PACIFIC ETF 0.1%
Value ($000) $234 Shares 3,550 Est. Cost $61.41 Unrealized
WEC WEC ENERGY GROUP INC. 0.1%
Value ($000) $215 Shares 3,504 Est. Cost $46.28 Unrealized +1.3%
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $198 Shares 564 Est. Cost $54.58 Unrealized +89.5%
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $187 Shares 976 Est. Cost $176.88 Unrealized
TU TELUS CORPORATION 0.1%
Value ($000) $173 Shares 5,000 Est. Cost $16.78 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $172 Shares 3,084 Est. Cost $39.73 Unrealized +0.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $162 Shares 2,444 Est. Cost $43.97 Unrealized +28.3%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $153 Shares 1,907 Est. Cost $79.18 Unrealized
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $153 Shares 2,200 Est. Cost $51.29 Unrealized 0.0%
PCAR PACCAR INC 0.1%
Value ($000) $151 Shares 2,282 Est. Cost $27.51 Unrealized +12.4%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $150 Shares 2,508 Est. Cost $48.01 Unrealized 0.0%
KO COCA COLA CO COM 0.1%
Value ($000) $143 Shares 3,180 Est. Cost $28.21 Unrealized +19.4%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $140 Shares 993 Est. Cost $68.39 Unrealized +59.0%
LLY LILLY ELI & CO 0.1%
Value ($000) $132 Shares 1,602 Est. Cost $60.92 Unrealized +17.0%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $127 Shares 500 Est. Cost $118.31 Unrealized +74.6%
WY WEYERHAEUSER CO 0.1%
Value ($000) $127 Shares 3,781 Est. Cost $18.60 Unrealized +29.2%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $124 Shares 2,432 Est. Cost $24.41 Unrealized +55.5%
DOW CHEMICAL CO 0.1%
Value ($000) $120 Shares 1,906 Est. Cost $55.82 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $115 Shares 1,470 Est. Cost $84.48 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $113 Shares 800 Est. Cost $78.03 Unrealized +75.5%
VEA ETF VANGUARD DEVELOPED MARKETS 0.1%
Value ($000) $113 Shares 2,730 Est. Cost $36.63 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $111 Shares 560 Est. Cost $114.61 Unrealized +41.3%
MICROSOFT CORP 0.1%
Value ($000) $110 Shares 1,596 Est. Cost $37.11 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.1%
Value ($000) $110 Shares 2,809 Est. Cost $39.09 Unrealized
BIIB BIOGEN, INC 0.1%
Value ($000) $109 Shares 400 Est. Cost $261.90 Unrealized +1.0%
IEI ISHARES BARCLAYS 3 - 7 YR TREASURY BD ETF 0.1%
Value ($000) $107 Shares 864 Est. Cost $122.69 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $107 Shares 1,280 Est. Cost $46.09 Unrealized +28.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $103 Shares 593 Est. Cost $120.77 Unrealized +35.9%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $99 Shares 1,332 Est. Cost $50.87 Unrealized +19.2%
NKE NIKE INC CLASS B 0.1%
Value ($000) $98 Shares 1,657 Est. Cost $48.24 Unrealized +0.0%
DU PONT (EI) DE NEMOURS 0.1%
Value ($000) $97 Shares 1,196 Est. Cost $68.84 Unrealized
CMI CUMMINS, INC 0.1%
Value ($000) $97 Shares 600 Est. Cost $96.30 Unrealized +28.5%
CHEVRON CORP 0.1%
Value ($000) $95 Shares 907 Est. Cost $115.95 Unrealized
CELGENE CORP 0.1%
Value ($000) $95 Shares 732 Est. Cost $109.70 Unrealized
WPX ENERGY INC. 0.1%
Value ($000) $93 Shares 9,638 Est. Cost $6.95 Unrealized
WALT DISNEY CO 0.1%
Value ($000) $93 Shares 877 Est. Cost $76.48 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $92 Shares 500 Est. Cost $108.40 Unrealized +60.3%
KLAC KLA-TENCOR CORP COM 0.0%
Value ($000) $92 Shares 1,000 Est. Cost $39.78 Unrealized +118.6%
PEPSICO INC 0.0%
Value ($000) $91 Shares 786 Est. Cost $84.24 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $90 Shares 1,162 Est. Cost $84.77 Unrealized
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $90 Shares 1,736 Est. Cost $37.72 Unrealized
ORACLE CORP 0.0%
Value ($000) $89 Shares 1,784 Est. Cost $38.28 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $89 Shares 400 Est. Cost $131.89 Unrealized +40.0%
COMCAST CORP CL A 0.0%
Value ($000) $88 Shares 2,258 Est. Cost $44.70 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $87 Shares 997 Est. Cost $81.92 Unrealized
DE DEERE & CO 0.0%
Value ($000) $87 Shares 700 Est. Cost $67.46 Unrealized +52.4%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $87 Shares 1,600 Est. Cost $38.93 Unrealized +37.4%
ABT ABBOTT LABS 0.0%
Value ($000) $86 Shares 1,772 Est. Cost $38.41 Unrealized +1.3%
WHOLE FOODS MARKET INC 0.0%
Value ($000) $86 Shares 2,050 Est. Cost $57.70 Unrealized
ACCENTURE PLC 0.0%
Value ($000) $85 Shares 690 Est. Cost $84.28 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $85 Shares 1,970 Est. Cost $26.13 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $82 Shares 1,085 Est. Cost $21.89 Unrealized +0.6%
EXPRESS SCRIPTS HOLDING CO 0.0%
Value ($000) $82 Shares 1,277 Est. Cost $77.71 Unrealized
STRYKER CORP 0.0%
Value ($000) $80 Shares 578 Est. Cost $74.68 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $80 Shares 1,443 Est. Cost $46.29 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $80 Shares 500 Est. Cost $95.60 Unrealized +45.4%
BLACKROCK INC 0.0%
Value ($000) $80 Shares 189 Est. Cost $316.38 Unrealized
PATTERSON COS INC 0.0%
Value ($000) $80 Shares 1,700 Est. Cost $41.00 Unrealized
EL ESTEE LAUDER CO 0.0%
Value ($000) $77 Shares 800 Est. Cost $62.14 Unrealized +32.6%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $76 Shares 682 Est. Cost $102.64 Unrealized
NORDSTROM INC 0.0%
Value ($000) $74 Shares 1,550 Est. Cost $47.74 Unrealized
AT&T INC 0.0%
Value ($000) $74 Shares 1,965 Est. Cost $35.65 Unrealized
PFIZER INC 0.0%
Value ($000) $74 Shares 2,192 Est. Cost $30.44 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $73 Shares 3,024 Est. Cost $12.54 Unrealized +52.3%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $72 Shares 904 Est. Cost $69.98 Unrealized
PRICELINE GROUP INC. 0.0%
Value ($000) $71 Shares 38 Est. Cost $1351.80 Unrealized
DANAHER CORP 0.0%
Value ($000) $70 Shares 829 Est. Cost $77.49 Unrealized
CISCO SYSTEMS INC 0.0%
Value ($000) $69 Shares 2,191 Est. Cost $22.48 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $68 Shares 1,420 Est. Cost $24.56 Unrealized +42.9%
SDY SPRD S&P DIVIDEND ETF 0.0%
Value ($000) $68 Shares 761 Est. Cost $88.04 Unrealized
NOVARTIS AG 0.0%
Value ($000) $67 Shares 807 Est. Cost $80.17 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $66 Shares 1,005 Est. Cost $66.61 Unrealized -16.2%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $66 Shares 1,859 Est. Cost $34.04 Unrealized +1.3%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $64 Shares 600 Est. Cost $84.05 Unrealized 0.0%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $64 Shares 1,600 Est. Cost $38.36 Unrealized
INTEL CORP 0.0%
Value ($000) $63 Shares 1,859 Est. Cost $25.73 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX ETF 0.0%
Value ($000) $63 Shares 528 Est. Cost $86.40 Unrealized
POWERSHARES QQQ TRUST SER ETF 0.0%
Value ($000) $61 Shares 441 Est. Cost $106.56 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $61 Shares 433 Est. Cost $106.24 Unrealized
QUALCOMM INC 0.0%
Value ($000) $60 Shares 1,081 Est. Cost $74.47 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $59 Shares 1,175 Est. Cost $24.38 Unrealized +74.9%
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $59 Shares 529 Est. Cost $104.60 Unrealized
VF CORP 0.0%
Value ($000) $59 Shares 1,024 Est. Cost $62.30 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $38.31 Unrealized +26.5%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $57 Shares 734 Est. Cost $46.34 Unrealized +50.4%
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FUND 0.0%
Value ($000) $56 Shares 359 Est. Cost $150.42 Unrealized
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $35.69 Unrealized +38.5%
DOV DOVER CORP 0.0%
Value ($000) $56 Shares 700 Est. Cost $49.28 Unrealized +15.2%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $56 Shares 457 Est. Cost $114.01 Unrealized
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $56 Shares 660 Est. Cost $64.97 Unrealized +10.4%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $53.00 Unrealized
BROADCOM LTD 0.0%
Value ($000) $55 Shares 237 Est. Cost $177.22 Unrealized
GIS GENERAL MILLS 0.0%
Value ($000) $54 Shares 978 Est. Cost $39.53 Unrealized +6.2%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $53 Shares 435 Est. Cost $65.71 Unrealized +50.3%
WSO WATSCO INC 0.0%
Value ($000) $52 Shares 340 Est. Cost $94.95 Unrealized +50.5%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $51 Shares 476 Est. Cost $51.50 Unrealized +38.0%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $53.96 Unrealized -13.7%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $51 Shares 837 Est. Cost $35.90 Unrealized +25.5%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $51 Shares 433 Est. Cost $112.27 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $50 Shares 683 Est. Cost $40.89 Unrealized +45.8%
CAKE THE CHEESECAKE FACTORY INC 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $36.85 Unrealized +32.8%
MOS MOSAIC CO/THE 0.0%
Value ($000) $50 Shares 2,205 Est. Cost $21.61 Unrealized -1.4%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $49 Shares 967 Est. Cost $50.67 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $49 Shares 352 Est. Cost $23.72 Unrealized +16.1%
BIV VANGUARD INTERMEDIATE TERM ETF 0.0%
Value ($000) $49 Shares 585 Est. Cost $82.05 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $49 Shares 698 Est. Cost $54.76 Unrealized -11.8%
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $16.87 Unrealized +48.9%
PHM PULTEGROUP INC 0.0%
Value ($000) $49 Shares 2,000 Est. Cost $15.23 Unrealized +39.0%
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $48 Shares 333 Est. Cost $112.70 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $47 Shares 215 Est. Cost $158.34 Unrealized +8.0%
TTEK TETRA TECH, INC 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $5.40 Unrealized +65.0%
BAKER HUGHES INC 0.0%
Value ($000) $45 Shares 817 Est. Cost $54.85 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $45 Shares 292 Est. Cost $185.60 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $45 Shares 500 Est. Cost $50.63 Unrealized +26.8%
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $45 Shares 265 Est. Cost $154.72 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $44 Shares 563 Est. Cost $57.67 Unrealized +13.7%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $47.00 Unrealized
TIME WARNER INC NEW 0.0%
Value ($000) $44 Shares 443 Est. Cost $97.07 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $43 Shares 1,500 Est. Cost $42.00 Unrealized
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $42 Shares 517 Est. Cost $34.98 Unrealized +69.6%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $42 Shares 668 Est. Cost $71.86 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $42 Shares 712 Est. Cost $39.25 Unrealized +11.4%
ALLERGAN PLC NPV 0.0%
Value ($000) $41 Shares 170 Est. Cost $211.76 Unrealized
IWP I-SHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $41 Shares 375 Est. Cost $98.67 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $41 Shares 439 Est. Cost $77.48 Unrealized
ENB ENBRIDGE INC. 0.0%
Value ($000) $39 Shares 984 Est. Cost $24.73 Unrealized -3.7%
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $38 Shares 657 Est. Cost $35.84 Unrealized
INDIA FUND INC 0.0%
Value ($000) $38 Shares 1,425 Est. Cost $20.35 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $37 Shares 405 Est. Cost $72.36 Unrealized -5.1%
MAR MARRIOTT INTERNATIONAL INC CLASS A NEW 0.0%
Value ($000) $36 Shares 362 Est. Cost $68.63 Unrealized +35.4%
IVV ISHARES S&P 500 INDEX FUND 0.0%
Value ($000) $36 Shares 148 Est. Cost $243.24 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $35 Shares 791 Est. Cost $53.83 Unrealized -34.1%
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
CERNER CORPORATION 0.0%
Value ($000) $34 Shares 514 Est. Cost $47.95 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $34 Shares 1,247 Est. Cost $27.88 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $80.00 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $32 Shares 505 Est. Cost $26.85 Unrealized +105.2%
ETF POWERSHARES 0.0%
Value ($000) $32 Shares 272 Est. Cost $114.29 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $31 Shares 410 Est. Cost $17.15 Unrealized +129.1%
CLX CLOROX CO 0.0%
Value ($000) $31 Shares 232 Est. Cost $63.81 Unrealized +65.1%
EXPE EXPEDIA INC 0.0%
Value ($000) $31 Shares 209 Est. Cost $116.78 Unrealized +15.6%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $29 Shares 800 Est. Cost $16.58 Unrealized +69.6%
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.0%
Value ($000) $28 Shares 406 Est. Cost $79.41 Unrealized
PCH POTLATCH CORPORATION 0.0%
Value ($000) $28 Shares 605 Est. Cost $31.40 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $28 Shares 319 Est. Cost $71.70 Unrealized +20.0%
LIONS GATE ENTERTAINMENT A 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $28.00 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $28 Shares 1,707 Est. Cost $10.23 Unrealized +4.8%
WB WEIBO CORP-SPON ADR 0.0%
Value ($000) $27 Shares 400 Est. Cost $20.00 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $27 Shares 214 Est. Cost $112.15 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $27 Shares 683 Est. Cost $26.68 Unrealized +35.3%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $27 Shares 300 Est. Cost $64.23 Unrealized +28.9%
FTV FORTIVE CORP 0.0%
Value ($000) $26 Shares 415 Est. Cost $30.87 Unrealized +23.1%
LIONS GATE ENTERTAINMENT B 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
BLACKROCK MUNICPAL INCOME QUALITY TRUST 0.0%
Value ($000) $26 Shares 1,825 Est. Cost $14.74 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $26 Shares 500 Est. Cost $28.53 Unrealized +49.4%
POWERSHARES SENIOR LOAN 0.0%
Value ($000) $25 Shares 1,093 Est. Cost $23.79 Unrealized
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $24 Shares 435 Est. Cost $51.20 Unrealized
VSS ETF VANGUARD FTSE US 0.0%
Value ($000) $23 Shares 210 Est. Cost $95.24 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $23 Shares 294 Est. Cost $32.75 Unrealized +103.7%
GLNG GOLAR LNG LTD 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $28.47 Unrealized -22.8%
EPP ISHARES MCSI PACIFIC EX-JAPAN 0.0%
Value ($000) $22 Shares 496 Est. Cost $40.32 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $22 Shares 200 Est. Cost $66.28 Unrealized +43.6%
BED BATH & BEYOND INC 0.0%
Value ($000) $21 Shares 700 Est. Cost $80.00 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $21 Shares 177 Est. Cost $101.69 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $21 Shares 1,096 Est. Cost $22.45 Unrealized -44.5%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $20 Shares 340 Est. Cost $55.00 Unrealized -11.8%
TGT TARGET CORP COM 0.0%
Value ($000) $20 Shares 380 Est. Cost $55.35 Unrealized -23.1%
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $20 Shares 700 Est. Cost $16.47 Unrealized -13.1%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $20 Shares 452 Est. Cost $33.21 Unrealized +3.4%
IEF ISHARES 7-10 YR TREAS BOND 0.0%
Value ($000) $19 Shares 177 Est. Cost $107.34 Unrealized
TWITTER INC 0.0%
Value ($000) $19 Shares 1,041 Est. Cost $17.29 Unrealized
SPSB SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 619 Est. Cost $30.69 Unrealized
ANADARKO PETE CORP COM 0.0%
Value ($000) $18 Shares 400 Est. Cost $85.00 Unrealized
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $17 Shares 350 Est. Cost $26.10 Unrealized +60.5%
PI IMPINJ INC COM 0.0%
Value ($000) $17 Shares 355 Est. Cost $31.46 Unrealized +33.5%
CHINA MOBILE LTD-SPN ADR 0.0%
Value ($000) $16 Shares 300 Est. Cost $56.67 Unrealized
VOE VANGUARD MID CAP VALUE ETF 0.0%
Value ($000) $16 Shares 153 Est. Cost $104.58 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $15 Shares 131 Est. Cost $48.03 Unrealized +54.7%
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $14 Shares 100 Est. Cost $80.00 Unrealized
PIONEER NATURAL RESOURCES 0.0%
Value ($000) $14 Shares 90 Est. Cost $180.00 Unrealized
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
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $13 Shares 244 Est. Cost $49.18 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $13 Shares 378 Est. Cost $30.54 Unrealized
VNQI VANGUARD GLOBAL EX US REAL ESTATE ETF 0.0%
Value ($000) $13 Shares 228 Est. Cost $54.88 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $13 Shares 521 Est. Cost $12.01 Unrealized +57.1%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $12 Shares 266 Est. Cost $29.75 Unrealized +29.9%
BIOVERATIV INC COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $55.00 Unrealized
POWERSHARES ETF FTSE RAFI US1000 PORTFOLIO 0.0%
Value ($000) $11 Shares 105 Est. Cost $100.00 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $11 Shares 146 Est. Cost $62.87 Unrealized 0.0%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $11 Shares 93 Est. Cost $107.41 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $11 Shares 647 Est. Cost $5.55 Unrealized +33.5%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $11 Shares 200 Est. Cost $12.05 Unrealized -13.7%
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 +53.2%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $9 Shares 175 Est. Cost $33.04 Unrealized +26.7%
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.0%
Value ($000) $9 Shares 63 Est. Cost $116.18 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $9 Shares 71 Est. Cost $66.36 Unrealized +45.0%
NUVEEN AMT FREE MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $8 Shares 499 Est. Cost $16.03 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $17.00 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $19.78 Unrealized +95.2%
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 100 Est. Cost $49.25 Unrealized +14.3%
QLTA ISHARES AAA - A RATED CORP 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.19 Unrealized -24.9%
ARE ALEXANDRIA REAL ESTATE EQUITIES, INC 0.0%
Value ($000) $6 Shares 52 Est. Cost $56.46 Unrealized +50.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $6 Shares 31 Est. Cost $85.77 Unrealized +87.2%
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
RAYTHEON CO 0.0%
Value ($000) $6 Shares 37 Est. Cost $90.18 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $35.31 Unrealized +40.0%
SEATTLE GENETICS, INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $30.00 Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $20.00 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
CC CHEMOURS COMPANY 0.0%
Value ($000) $4 Shares 108 Est. Cost $7.40 Unrealized +290.5%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $4 Shares 241 Est. Cost $8.12 Unrealized +19.6%
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $4 Shares 68 Est. Cost $29.41 Unrealized
ALLETE INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $52.63 Unrealized
IPATH US TREASURY LONG BOND BEAR 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.38 Unrealized +8.3%
DFIN DONNELLEY FINANCIAL SOLUTIONS, INC. 0.0%
Value ($000) $3 Shares 125 Est. Cost $21.18 Unrealized +3.4%
LSC COMMUNICATIONS, INC. 0.0%
Value ($000) $3 Shares 125 Est. Cost $32.00 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $2 Shares 171 Est. Cost $8.71 Unrealized -18.6%
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $2 Shares 100 Est. Cost $37.40 Unrealized -49.6%
UAA UNDER ARMOUR INC-CLASS A 0.0%
Value ($000) $2 Shares 100 Est. Cost $39.45 Unrealized -48.4%
ORCHID ISLAND CAPITAL INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value ($000) $2 Shares 38 Est. Cost $27.79 Unrealized +31.7%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 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 +34.6%
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $10.66 Unrealized +62.1%
UNITI GROUP INC. 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 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
EIGER BIOPHARMACEITICALS INC 0.0%
Value ($000) $1 Shares 178 Est. Cost $11.24 Unrealized
ELEMENTS ROGERS AGRI TOT RET 0.00 DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
WINDSTREAM HOLDINGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized