Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 13, 2017

Total Value ($000): $192,575 (100.0% shares, 0.0% debt)

Holdings (330)

IVW ISHARES S&P 500 GROWTH 7.5%
Value ($000) $14,492 Shares 101,047 Est. Cost $108.19 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 4.5%
Value ($000) $8,716 Shares 43,071 Est. Cost $151.54 Unrealized
MSFT MICROSOFT CORP 3.7%
Value ($000) $7,138 Shares 95,820 Est. Cost $36.75 Unrealized +81.5%
MMM 3M CO 3.3%
Value ($000) $6,339 Shares 30,199 Est. Cost $92.60 Unrealized +40.2%
GGG GRACO INC. 2.2%
Value ($000) $4,278 Shares 34,587 Est. Cost $21.90 Unrealized +56.4%
AAPL APPLE INC 2.1%
Value ($000) $4,132 Shares 26,811 Est. Cost $20.16 Unrealized +79.4%
VOO VANGUARD S&P 500 ETF 1.9%
Value ($000) $3,568 Shares 15,461 Est. Cost $182.56 Unrealized
PG PROCTER & GAMBLE CO 1.8%
Value ($000) $3,472 Shares 38,167 Est. Cost $60.77 Unrealized +20.2%
HD HOME DEPOT INC 1.8%
Value ($000) $3,380 Shares 20,665 Est. Cost $78.56 Unrealized +59.3%
XBI SPDR S&P BIOTECH ETF 1.7%
Value ($000) $3,259 Shares 37,647 Est. Cost $81.74 Unrealized
PEP PEPSICO INC 1.6%
Value ($000) $3,115 Shares 27,953 Est. Cost $62.30 Unrealized +43.5%
PNC PNC FINANCIAL SERVICES GROUP 1.6%
Value ($000) $3,056 Shares 22,679 Est. Cost $53.83 Unrealized +79.6%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $3,042 Shares 15,532 Est. Cost $63.78 Unrealized +164.9%
CVX CHEVRON CORP 1.5%
Value ($000) $2,890 Shares 24,597 Est. Cost $68.90 Unrealized +10.6%
WFC WELLS FARGO & CO 1.5%
Value ($000) $2,854 Shares 51,751 Est. Cost $32.91 Unrealized +28.0%
CSCO CISCO SYSTEMS INC 1.5%
Value ($000) $2,827 Shares 84,065 Est. Cost $16.87 Unrealized +46.5%
DIS WALT DISNEY CO 1.4%
Value ($000) $2,762 Shares 28,017 Est. Cost $66.06 Unrealized +46.7%
V VISA INC 1.4%
Value ($000) $2,717 Shares 25,818 Est. Cost $69.97 Unrealized +36.8%
ISHARES S&P MIDCAP 400 GROWTH 1.4%
Value ($000) $2,689 Shares 13,288 Est. Cost $153.82 Unrealized
ORCL ORACLE CORP 1.4%
Value ($000) $2,644 Shares 54,689 Est. Cost $29.37 Unrealized +49.6%
SYK STRYKER CORP 1.4%
Value ($000) $2,641 Shares 18,598 Est. Cost $64.24 Unrealized +103.6%
CMCSA COMCAST CORP 1.3%
Value ($000) $2,598 Shares 67,540 Est. Cost $24.28 Unrealized +31.9%
PFE PFIZER INC 1.3%
Value ($000) $2,577 Shares 72,185 Est. Cost $17.95 Unrealized +23.9%
BLACKROCK INC 1.3%
Value ($000) $2,545 Shares 5,692 Est. Cost $323.40 Unrealized
T AT&T INC 1.3%
Value ($000) $2,507 Shares 64,010 Est. Cost $11.68 Unrealized +33.6%
TRV THE TRAVELERS CO INC 1.3%
Value ($000) $2,496 Shares 20,376 Est. Cost $87.68 Unrealized +18.6%
SCHW CHARLES SCHWAB CORP 1.3%
Value ($000) $2,483 Shares 56,771 Est. Cost $21.96 Unrealized +69.2%
DHR DANAHER CORP 1.3%
Value ($000) $2,479 Shares 28,904 Est. Cost $33.03 Unrealized +115.2%
INTC INTEL CORP 1.2%
Value ($000) $2,286 Shares 60,051 Est. Cost $18.98 Unrealized +55.9%
CB CHUBB LIMITED 1.2%
Value ($000) $2,218 Shares 15,561 Est. Cost $97.54 Unrealized +28.0%
CVS CVS HEALTH CORP 1.2%
Value ($000) $2,218 Shares 27,284 Est. Cost $50.14 Unrealized +21.3%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.1%
Value ($000) $2,199 Shares 41,458 Est. Cost $38.39 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 1.1%
Value ($000) $2,179 Shares 15,022 Est. Cost $98.48 Unrealized -1.6%
MET METLIFE INC 1.1%
Value ($000) $2,157 Shares 41,516 Est. Cost $31.56 Unrealized +16.0%
MDT MEDTRONIC PLC 1.1%
Value ($000) $2,146 Shares 27,593 Est. Cost $59.09 Unrealized +13.3%
ABBV ABBVIE INC 1.1%
Value ($000) $2,130 Shares 23,967 Est. Cost $32.42 Unrealized +65.5%
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $2,045 Shares 17,029 Est. Cost $65.92 Unrealized +25.7%
TJX TJX COMPANIES INC 1.0%
Value ($000) $1,949 Shares 26,436 Est. Cost $26.07 Unrealized +21.6%
BB&T CORP 1.0%
Value ($000) $1,939 Shares 41,328 Est. Cost $38.78 Unrealized
ACN ACCENTURE PLC 1.0%
Value ($000) $1,883 Shares 13,943 Est. Cost $66.74 Unrealized +71.8%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $1,849 Shares 15,940 Est. Cost $67.82 Unrealized +31.4%
QCOM QUALCOMM INC 1.0%
Value ($000) $1,848 Shares 35,642 Est. Cost $50.05 Unrealized -15.5%
AMT AMERICAN TOWER CORP 0.9%
Value ($000) $1,813 Shares 13,266 Est. Cost $64.78 Unrealized +73.4%
VFC VF CORP 0.9%
Value ($000) $1,811 Shares 28,498 Est. Cost $53.16 Unrealized +8.5%
NVS NOVARTIS AG 0.9%
Value ($000) $1,767 Shares 20,584 Est. Cost $80.77 Unrealized
HON HONEYWELL INTL INC 0.9%
Value ($000) $1,680 Shares 11,851 Est. Cost $84.09 Unrealized +24.1%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.8%
Value ($000) $1,621 Shares 123,090 Est. Cost $10.23 Unrealized
ETN EATON CORP PLC 0.8%
Value ($000) $1,570 Shares 20,448 Est. Cost $53.56 Unrealized +19.2%
USB US BANCORP 0.8%
Value ($000) $1,499 Shares 27,973 Est. Cost $28.51 Unrealized +32.4%
ISHARES GOLD TRUST 0.8%
Value ($000) $1,493 Shares 121,267 Est. Cost $11.71 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.8%
Value ($000) $1,462 Shares 9,670 Est. Cost $79.63 Unrealized +49.6%
CABO CABLE ONE, INC 0.7%
Value ($000) $1,444 Shares 2,000 Est. Cost $378.92 Unrealized +76.5%
PYPL PAYPAL HOLDINGS INC 0.7%
Value ($000) $1,432 Shares 22,365 Est. Cost $36.03 Unrealized +65.9%
MDLZ MONDELEZ INTERNATIONAL INC 0.7%
Value ($000) $1,388 Shares 34,150 Est. Cost $26.23 Unrealized +32.2%
GENERAL ELECTRIC CO 0.7%
Value ($000) $1,302 Shares 53,836 Est. Cost $27.60 Unrealized
BA BOEING CO 0.6%
Value ($000) $1,218 Shares 4,792 Est. Cost $135.78 Unrealized +62.4%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $1,181 Shares 10,177 Est. Cost $112.44 Unrealized
GHC GRAHAM HOLDINGS CO-CLASS B 0.6%
Value ($000) $1,170 Shares 2,000 Est. Cost $431.34 Unrealized +24.5%
ECL ECOLAB INC 0.6%
Value ($000) $1,114 Shares 8,659 Est. Cost $99.12 Unrealized +21.2%
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS ETF 0.6%
Value ($000) $1,085 Shares 4,318 Est. Cost $198.02 Unrealized
SU SUNCOR ENERGY INC 0.6%
Value ($000) $1,080 Shares 30,827 Est. Cost $22.92 Unrealized +1.9%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $968 Shares 7,444 Est. Cost $80.78 Unrealized +29.9%
SBUX STARBUCKS CORP 0.5%
Value ($000) $924 Shares 17,199 Est. Cost $46.59 Unrealized -0.8%
VLO VALERO ENERGY CORP 0.5%
Value ($000) $887 Shares 11,530 Est. Cost $28.67 Unrealized +72.4%
WMB WILLIAMS COS INC 0.5%
Value ($000) $867 Shares 28,915 Est. Cost $9.91 Unrealized +94.4%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $859 Shares 10,481 Est. Cost $54.53 Unrealized -0.3%
IJH ISHARES CORE S&P MIDCAP ETF 0.4%
Value ($000) $746 Shares 4,169 Est. Cost $169.52 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.4%
Value ($000) $746 Shares 4,071 Est. Cost $150.17 Unrealized +17.7%
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $649 Shares 4,590 Est. Cost $114.58 Unrealized
BKR BAKER HUGHES A GE CO 0.3%
Value ($000) $611 Shares 16,688 Est. Cost $28.18 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $588 Shares 11,874 Est. Cost $29.44 Unrealized +2.7%
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $580 Shares 3,528 Est. Cost $125.50 Unrealized +11.7%
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $563 Shares 7,195 Est. Cost $46.81 Unrealized +40.2%
AMZN AMAZON.COM INC 0.3%
Value ($000) $563 Shares 586 Est. Cost $41.62 Unrealized +18.0%
VNQ VANGUARD REIT ETF 0.3%
Value ($000) $560 Shares 6,735 Est. Cost $66.00 Unrealized
MRK MERCK & CO INC NEW 0.3%
Value ($000) $492 Shares 7,684 Est. Cost $39.67 Unrealized +17.7%
AMGN AMGEN INC 0.2%
Value ($000) $473 Shares 2,537 Est. Cost $105.54 Unrealized +30.3%
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $463 Shares 3,150 Est. Cost $109.93 Unrealized
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.2%
Value ($000) $461 Shares 3,112 Est. Cost $136.72 Unrealized
VWO ETF VANGUARD EMERGING MKTS 0.2%
Value ($000) $434 Shares 9,964 Est. Cost $40.24 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $424 Shares 1,367 Est. Cost $218.34 Unrealized +9.3%
META FACEBOOK INC 0.2%
Value ($000) $379 Shares 2,220 Est. Cost $147.65 Unrealized +12.2%
EFA ISHARES MSCI EAFE INDEX ETF 0.2%
Value ($000) $361 Shares 5,270 Est. Cost $60.03 Unrealized
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $354 Shares 7,354 Est. Cost $54.78 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.2%
Value ($000) $335 Shares 5,745 Est. Cost $58.77 Unrealized
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $325 Shares 334 Est. Cost $42.48 Unrealized +10.8%
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $323 Shares 337 Est. Cost $41.44 Unrealized +11.6%
GUGGENHEIM S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $287 Shares 3,000 Est. Cost $92.67 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $285 Shares 2,982 Est. Cost $49.28 Unrealized +49.5%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $275 Shares 1 Est. Cost $249666.89 Unrealized +6.3%
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $267 Shares 817 Est. Cost $245.16 Unrealized
VPL VANGUARD PACIFIC ETF 0.1%
Value ($000) $242 Shares 3,550 Est. Cost $61.41 Unrealized
BHF BRIGHTHOUSE FINANCIAL INC 0.1%
Value ($000) $227 Shares 3,730 Est. Cost $59.99 Unrealized 0.0%
WEC WEC ENERGY GROUP INC. 0.1%
Value ($000) $220 Shares 3,504 Est. Cost $46.28 Unrealized +5.5%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $197 Shares 3,084 Est. Cost $39.73 Unrealized +8.5%
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $192 Shares 976 Est. Cost $176.88 Unrealized
ESTERLINE TECHNOLOGIES CORP 0.1%
Value ($000) $192 Shares 2,129 Est. Cost $101.48 Unrealized
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $184 Shares 514 Est. Cost $54.58 Unrealized +95.1%
TU TELUS CORPORATION 0.1%
Value ($000) $180 Shares 5,000 Est. Cost $16.78 Unrealized +6.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $177 Shares 2,444 Est. Cost $43.97 Unrealized +42.1%
DOWDUPONT INC 0.1%
Value ($000) $173 Shares 2,503 Est. Cost $69.12 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $165 Shares 2,282 Est. Cost $27.51 Unrealized +17.8%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $158 Shares 2,508 Est. Cost $48.01 Unrealized +2.5%
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $155 Shares 2,200 Est. Cost $51.29 Unrealized +3.4%
VCSH VANGUARD SHORT TERM CORPORATE BOND ETF 0.1%
Value ($000) $153 Shares 1,907 Est. Cost $79.18 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $150 Shares 993 Est. Cost $68.39 Unrealized +67.4%
KO COCA COLA CO COM 0.1%
Value ($000) $143 Shares 3,180 Est. Cost $28.21 Unrealized +23.8%
LLY LILLY ELI & CO 0.1%
Value ($000) $137 Shares 1,602 Est. Cost $60.92 Unrealized +18.4%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $129 Shares 2,432 Est. Cost $24.41 Unrealized +71.4%
BIIB BIOGEN, INC 0.1%
Value ($000) $125 Shares 400 Est. Cost $261.90 Unrealized +13.1%
WY WEYERHAEUSER CO 0.1%
Value ($000) $125 Shares 3,681 Est. Cost $18.60 Unrealized +27.2%
MICROSOFT CORP 0.1%
Value ($000) $119 Shares 1,604 Est. Cost $37.11 Unrealized
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $119 Shares 800 Est. Cost $78.03 Unrealized +91.3%
VEA ETF VANGUARD DEVELOPED MARKETS 0.1%
Value ($000) $118 Shares 2,730 Est. Cost $36.63 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $115 Shares 560 Est. Cost $114.61 Unrealized +45.2%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $114 Shares 500 Est. Cost $118.31 Unrealized +79.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $112 Shares 593 Est. Cost $120.77 Unrealized +46.6%
WPX ENERGY INC. 0.1%
Value ($000) $111 Shares 9,638 Est. Cost $6.95 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $110 Shares 1,420 Est. Cost $84.48 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.1%
Value ($000) $109 Shares 2,809 Est. Cost $39.09 Unrealized
CHEVRON CORP 0.1%
Value ($000) $108 Shares 915 Est. Cost $115.95 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $107 Shares 1,280 Est. Cost $46.09 Unrealized +32.0%
IEI ISHARES BARCLAYS 3 - 7 YR TREASURY BD ETF 0.1%
Value ($000) $107 Shares 864 Est. Cost $122.69 Unrealized
KLAC KLA-TENCOR CORP COM 0.1%
Value ($000) $106 Shares 1,000 Est. Cost $39.78 Unrealized +110.4%
SPDR S&P BIOTECH ETF 0.1%
Value ($000) $101 Shares 1,162 Est. Cost $84.77 Unrealized
CMI CUMMINS, INC 0.1%
Value ($000) $101 Shares 600 Est. Cost $96.30 Unrealized +34.9%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $97 Shares 1,332 Est. Cost $50.87 Unrealized +16.4%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $95 Shares 400 Est. Cost $131.89 Unrealized +42.6%
ACCENTURE PLC 0.0%
Value ($000) $93 Shares 690 Est. Cost $84.28 Unrealized
CELGENE CORP 0.0%
Value ($000) $92 Shares 632 Est. Cost $109.70 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $91 Shares 1,004 Est. Cost $81.92 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $90 Shares 500 Est. Cost $108.40 Unrealized +67.3%
ABT ABBOTT LABS 0.0%
Value ($000) $90 Shares 1,684 Est. Cost $38.41 Unrealized +12.9%
PEPSICO INC 0.0%
Value ($000) $88 Shares 792 Est. Cost $84.24 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $88 Shares 500 Est. Cost $95.60 Unrealized +51.2%
DE DEERE & CO 0.0%
Value ($000) $88 Shares 700 Est. Cost $67.46 Unrealized +60.9%
COMCAST CORP CL A 0.0%
Value ($000) $87 Shares 2,267 Est. Cost $44.70 Unrealized
WALT DISNEY CO 0.0%
Value ($000) $87 Shares 884 Est. Cost $76.48 Unrealized
ORACLE CORP 0.0%
Value ($000) $87 Shares 1,791 Est. Cost $38.28 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $86 Shares 1,973 Est. Cost $26.13 Unrealized
EL ESTEE LAUDER CO 0.0%
Value ($000) $86 Shares 800 Est. Cost $62.14 Unrealized +48.7%
BLACKROCK INC 0.0%
Value ($000) $85 Shares 190 Est. Cost $316.38 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $85 Shares 1,085 Est. Cost $21.89 Unrealized +4.6%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $82 Shares 1,600 Est. Cost $38.93 Unrealized +31.6%
STRYKER CORP 0.0%
Value ($000) $82 Shares 579 Est. Cost $74.68 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.0%
Value ($000) $81 Shares 1,277 Est. Cost $77.71 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $80 Shares 1,454 Est. Cost $46.29 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $80 Shares 433 Est. Cost $106.24 Unrealized
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $79 Shares 1,487 Est. Cost $37.72 Unrealized
PFIZER INC 0.0%
Value ($000) $79 Shares 2,212 Est. Cost $30.44 Unrealized
AT&T INC 0.0%
Value ($000) $78 Shares 1,990 Est. Cost $35.69 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $75 Shares 600 Est. Cost $84.05 Unrealized +14.2%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $74 Shares 1,859 Est. Cost $34.04 Unrealized +12.1%
CISCO SYSTEMS INC 0.0%
Value ($000) $74 Shares 2,211 Est. Cost $22.48 Unrealized
NORDSTROM INC 0.0%
Value ($000) $73 Shares 1,550 Est. Cost $47.74 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $73 Shares 1,411 Est. Cost $48.24 Unrealized +4.4%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $72 Shares 2,824 Est. Cost $12.54 Unrealized +59.1%
INTEL CORP 0.0%
Value ($000) $71 Shares 1,873 Est. Cost $25.73 Unrealized
DANAHER CORP 0.0%
Value ($000) $71 Shares 831 Est. Cost $77.49 Unrealized
PRICELINE GROUP INC. 0.0%
Value ($000) $70 Shares 38 Est. Cost $1351.80 Unrealized
SDY SPRD S&P DIVIDEND ETF 0.0%
Value ($000) $70 Shares 761 Est. Cost $88.04 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $70 Shares 1,420 Est. Cost $24.56 Unrealized +39.6%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $70 Shares 1,600 Est. Cost $38.36 Unrealized
NOVARTIS AG 0.0%
Value ($000) $69 Shares 807 Est. Cost $80.17 Unrealized
PATTERSON COS INC 0.0%
Value ($000) $66 Shares 1,700 Est. Cost $41.00 Unrealized
VF CORP 0.0%
Value ($000) $66 Shares 1,031 Est. Cost $62.30 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX ETF 0.0%
Value ($000) $66 Shares 528 Est. Cost $86.40 Unrealized
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $65 Shares 566 Est. Cost $102.64 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $64 Shares 700 Est. Cost $49.28 Unrealized +23.4%
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $64 Shares 533 Est. Cost $104.60 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $64 Shares 784 Est. Cost $69.98 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $63 Shares 905 Est. Cost $66.61 Unrealized -22.1%
SYY SYSCO CORP COM 0.0%
Value ($000) $63 Shares 1,175 Est. Cost $24.38 Unrealized +71.6%
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $62 Shares 660 Est. Cost $64.97 Unrealized +20.4%
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $35.69 Unrealized +44.8%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $59 Shares 734 Est. Cost $46.34 Unrealized +41.7%
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FUND 0.0%
Value ($000) $59 Shares 359 Est. Cost $150.42 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $58 Shares 435 Est. Cost $65.71 Unrealized +56.3%
QUALCOMM INC 0.0%
Value ($000) $57 Shares 1,093 Est. Cost $74.23 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $57 Shares 698 Est. Cost $54.76 Unrealized +2.2%
NUE NUCOR CORP 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $38.31 Unrealized +22.7%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $53.00 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $55 Shares 2,000 Est. Cost $15.23 Unrealized +51.3%
WSO WATSCO INC 0.0%
Value ($000) $55 Shares 340 Est. Cost $94.95 Unrealized +59.1%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $54 Shares 433 Est. Cost $112.27 Unrealized
BROADCOM LTD 0.0%
Value ($000) $53 Shares 217 Est. Cost $177.22 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $53 Shares 460 Est. Cost $114.01 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $52 Shares 352 Est. Cost $23.72 Unrealized +25.3%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $51 Shares 476 Est. Cost $51.50 Unrealized +39.9%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $53.96 Unrealized -2.9%
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $51 Shares 335 Est. Cost $112.70 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $51 Shares 837 Est. Cost $35.90 Unrealized +28.2%
BIV VANGUARD INTERMEDIATE TERM ETF 0.0%
Value ($000) $50 Shares 585 Est. Cost $82.05 Unrealized
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $16.87 Unrealized +63.8%
YUM YUM! BRANDS INC 0.0%
Value ($000) $50 Shares 683 Est. Cost $40.89 Unrealized +58.3%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $49 Shares 967 Est. Cost $50.67 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $48 Shares 215 Est. Cost $158.34 Unrealized +16.8%
MOS MOSAIC CO/THE 0.0%
Value ($000) $48 Shares 2,205 Est. Cost $21.61 Unrealized -12.4%
STT STATE STREET CORP 0.0%
Value ($000) $48 Shares 500 Est. Cost $50.63 Unrealized +42.5%
TTEK TETRA TECH, INC 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $5.40 Unrealized +62.8%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $47 Shares 563 Est. Cost $57.67 Unrealized +20.0%
GIS GENERAL MILLS 0.0%
Value ($000) $47 Shares 907 Est. Cost $39.53 Unrealized +3.0%
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $47 Shares 265 Est. Cost $154.72 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $47.00 Unrealized
TIME WARNER INC NEW 0.0%
Value ($000) $45 Shares 443 Est. Cost $97.07 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $45 Shares 712 Est. Cost $39.25 Unrealized +24.2%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $43 Shares 668 Est. Cost $71.86 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $43 Shares 295 Est. Cost $185.19 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $43 Shares 1,500 Est. Cost $42.00 Unrealized
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $42 Shares 657 Est. Cost $35.84 Unrealized
IWP I-SHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $42 Shares 375 Est. Cost $98.67 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $42 Shares 439 Est. Cost $77.48 Unrealized
CAKE THE CHEESECAKE FACTORY INC 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $36.85 Unrealized +0.8%
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $42 Shares 517 Est. Cost $34.98 Unrealized +75.1%
ENB ENBRIDGE INC. 0.0%
Value ($000) $41 Shares 984 Est. Cost $24.73 Unrealized -1.6%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $40 Shares 791 Est. Cost $53.83 Unrealized -36.0%
WB WEIBO CORP-SPON ADR 0.0%
Value ($000) $40 Shares 400 Est. Cost $20.00 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $40 Shares 362 Est. Cost $68.63 Unrealized +39.9%
EOG EOG RESOURCES INC 0.0%
Value ($000) $39 Shares 405 Est. Cost $72.36 Unrealized -6.8%
INDIA FUND INC 0.0%
Value ($000) $38 Shares 1,425 Est. Cost $20.35 Unrealized
IVV ISHARES S&P 500 INDEX FUND 0.0%
Value ($000) $37 Shares 148 Est. Cost $243.24 Unrealized
CERNER CORPORATION 0.0%
Value ($000) $37 Shares 514 Est. Cost $47.95 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $80.00 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $35 Shares 421 Est. Cost $80.76 Unrealized
POWERSHARES QQQ TRUST SER ETF 0.0%
Value ($000) $34 Shares 233 Est. Cost $106.56 Unrealized
ETF POWERSHARES 0.0%
Value ($000) $34 Shares 272 Est. Cost $114.29 Unrealized
LIONS GATE ENTERTAINMENT A 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $28.00 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $33 Shares 505 Est. Cost $26.85 Unrealized +111.8%
LIONS GATE ENTERTAINMENT B 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $26.00 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $31 Shares 232 Est. Cost $63.81 Unrealized +65.4%
PCH POTLATCH CORPORATION 0.0%
Value ($000) $31 Shares 605 Est. Cost $31.40 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $30 Shares 319 Est. Cost $71.70 Unrealized +26.8%
GENERAL ELECTRIC CO 0.0%
Value ($000) $30 Shares 1,259 Est. Cost $27.88 Unrealized
EXPE EXPEDIA INC 0.0%
Value ($000) $30 Shares 209 Est. Cost $116.78 Unrealized +22.2%
FTV FORTIVE CORP 0.0%
Value ($000) $29 Shares 415 Est. Cost $30.87 Unrealized +30.3%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $28 Shares 214 Est. Cost $112.15 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $27 Shares 800 Est. Cost $16.58 Unrealized +49.6%
BLACKROCK MUNICPAL INCOME QUALITY TRUST 0.0%
Value ($000) $27 Shares 1,839 Est. Cost $14.74 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $27 Shares 683 Est. Cost $26.68 Unrealized +39.7%
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.0%
Value ($000) $25 Shares 338 Est. Cost $79.41 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $25 Shares 1,707 Est. Cost $10.23 Unrealized +3.1%
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $25 Shares 435 Est. Cost $51.20 Unrealized
POWERSHARES SENIOR LOAN 0.0%
Value ($000) $25 Shares 1,093 Est. Cost $23.79 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $24 Shares 294 Est. Cost $32.75 Unrealized +110.8%
VSS ETF VANGUARD FTSE US 0.0%
Value ($000) $24 Shares 210 Est. Cost $95.24 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $23 Shares 500 Est. Cost $28.53 Unrealized +34.6%
GLNG GOLAR LNG LTD 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $28.47 Unrealized -32.2%
EPP ISHARES MCSI PACIFIC EX-JAPAN 0.0%
Value ($000) $23 Shares 496 Est. Cost $40.32 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $23 Shares 300 Est. Cost $64.23 Unrealized +20.6%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $23 Shares 200 Est. Cost $66.28 Unrealized +49.6%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $22 Shares 340 Est. Cost $55.00 Unrealized -11.2%
TGT TARGET CORP COM 0.0%
Value ($000) $22 Shares 380 Est. Cost $55.35 Unrealized -20.3%
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $22 Shares 700 Est. Cost $16.47 Unrealized -6.1%
KMI KINDER MORGAN INC 0.0%
Value ($000) $21 Shares 1,096 Est. Cost $22.45 Unrealized -45.2%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $21 Shares 177 Est. Cost $101.69 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $20 Shares 308 Est. Cost $17.15 Unrealized +110.5%
ANADARKO PETE CORP COM 0.0%
Value ($000) $20 Shares 400 Est. Cost $85.00 Unrealized
SPSB SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 619 Est. Cost $30.69 Unrealized
IEF ISHARES TR 7 10YR TREAS BONDETF 0.0%
Value ($000) $19 Shares 177 Est. Cost $107.34 Unrealized
ALLERGAN PLC NPV 0.0%
Value ($000) $19 Shares 95 Est. Cost $211.76 Unrealized
WILLIAMS PARTNER LP NEW 0.0%
Value ($000) $18 Shares 466 Est. Cost $49.65 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $18 Shares 452 Est. Cost $33.21 Unrealized +0.5%
TWITTER INC 0.0%
Value ($000) $18 Shares 1,041 Est. Cost $17.29 Unrealized
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $17 Shares 100 Est. Cost $80.00 Unrealized
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $16 Shares 120 Est. Cost $129.09 Unrealized
VOE VANGUARD MID CAP VALUE ETF 0.0%
Value ($000) $16 Shares 153 Est. Cost $104.58 Unrealized
BED BATH & BEYOND INC 0.0%
Value ($000) $16 Shares 700 Est. Cost $80.00 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $15 Shares 378 Est. Cost $30.54 Unrealized
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $15 Shares 125 Est. Cost $104.00 Unrealized
PI IMPINJ INC COM 0.0%
Value ($000) $15 Shares 355 Est. Cost $31.46 Unrealized +33.8%
CHINA MOBILE LTD-SPN ADR 0.0%
Value ($000) $15 Shares 300 Est. Cost $56.67 Unrealized
VNQI VANGUARD GLOBAL EX US REAL ESTATE ETF 0.0%
Value ($000) $14 Shares 228 Est. Cost $54.88 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $14 Shares 244 Est. Cost $49.18 Unrealized
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $14 Shares 350 Est. Cost $26.10 Unrealized +61.8%
NI NISOURCE INC 0.0%
Value ($000) $13 Shares 521 Est. Cost $12.01 Unrealized +66.9%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $13 Shares 200 Est. Cost $12.05 Unrealized -17.3%
PIONEER NATURAL RESOURCES 0.0%
Value ($000) $13 Shares 90 Est. Cost $180.00 Unrealized
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $13 Shares 146 Est. Cost $62.87 Unrealized +7.2%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $12 Shares 266 Est. Cost $29.75 Unrealized +33.2%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $11 Shares 93 Est. Cost $107.41 Unrealized
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) $11 Shares 87 Est. Cost $114.94 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $11 Shares 647 Est. Cost $5.55 Unrealized +31.2%
POWERSHARES ETF FTSE RAFI US1000 PORTFOLIO 0.0%
Value ($000) $11 Shares 105 Est. Cost $100.00 Unrealized
BIOVERATIV INC COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.00 Unrealized
KEY KEYCORP 0.0%
Value ($000) $10 Shares 544 Est. Cost $8.09 Unrealized +54.0%
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.0%
Value ($000) $10 Shares 63 Est. Cost $116.18 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $9 Shares 100 Est. Cost $49.25 Unrealized +24.4%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $9 Shares 78 Est. Cost $48.03 Unrealized +56.7%
NUVEEN AMT FREE MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $8 Shares 499 Est. Cost $16.03 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $8 Shares 71 Est. Cost $66.36 Unrealized +37.1%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $7 Shares 175 Est. Cost $33.04 Unrealized +28.0%
RAYTHEON CO 0.0%
Value ($000) $7 Shares 37 Est. Cost $90.18 Unrealized
QLTA ISHARES AAA - A RATED CORP 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
MICRO FOCUS INTL PLC 0.0%
Value ($000) $7 Shares 234 Est. Cost $29.91 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $35.31 Unrealized +46.4%
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $6 Shares 52 Est. Cost $56.46 Unrealized +56.9%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $6 Shares 175 Est. Cost $34.29 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $6 Shares 31 Est. Cost $85.77 Unrealized +99.4%
RUN SUNRUN INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $7.19 Unrealized -5.2%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $6 Shares 358 Est. Cost $8.83 Unrealized +16.5%
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
CC CHEMOURS COMPANY 0.0%
Value ($000) $5 Shares 108 Est. Cost $7.40 Unrealized +367.3%
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $20.00 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $19.78 Unrealized +108.1%
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
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $4 Shares 68 Est. Cost $29.41 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value ($000) $4 Shares 500 Est. Cost $17.00 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 +11.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $234.97 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
ORCHID ISLAND CAPITAL INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
LSC COMMUNICATIONS, INC. 0.0%
Value ($000) $2 Shares 125 Est. Cost $32.00 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value ($000) $2 Shares 38 Est. Cost $27.79 Unrealized +33.7%
F FORD MOTOR CO 0.0%
Value ($000) $2 Shares 171 Est. Cost $8.71 Unrealized -16.7%
EIGER BIOPHARMACEITICALS INC 0.0%
Value ($000) $2 Shares 178 Est. Cost $11.24 Unrealized
UAA UNDER ARMOUR INC-CLASS A 0.0%
Value ($000) $2 Shares 100 Est. Cost $39.45 Unrealized -53.5%
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $2 Shares 100 Est. Cost $37.40 Unrealized -55.0%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.74 Unrealized +45.4%
TBT PROSHARES ULTRASHORT 20 YR TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 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 +61.8%
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
WINDSTREAM HOLDINGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
UNITI GROUP INC. 0.0%
Value ($000) $0 Shares 24 Est. Cost $41.67 Unrealized