Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 12, 2018

Total Value ($000): $200,233 (100.0% shares, 0.0% debt)

Holdings (329)

IVW ISHARES S&P 500 GROWTH 7.2%
Value ($000) $14,432 Shares 94,473 Est. Cost $108.19 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 4.6%
Value ($000) $9,239 Shares 42,808 Est. Cost $151.54 Unrealized
MSFT MICROSOFT CORP 3.9%
Value ($000) $7,747 Shares 90,563 Est. Cost $36.75 Unrealized +104.8%
MMM 3M CO 3.5%
Value ($000) $7,084 Shares 30,099 Est. Cost $92.60 Unrealized +56.6%
AAPL APPLE INC 2.2%
Value ($000) $4,461 Shares 26,358 Est. Cost $20.16 Unrealized +93.9%
HD HOME DEPOT INC 1.9%
Value ($000) $3,874 Shares 20,440 Est. Cost $78.56 Unrealized +80.3%
VOO VANGUARD S&P 500 ETF 1.9%
Value ($000) $3,770 Shares 15,371 Est. Cost $182.56 Unrealized
PG PROCTER & GAMBLE CO 1.8%
Value ($000) $3,536 Shares 38,488 Est. Cost $60.77 Unrealized +19.5%
PEP PEPSICO INC 1.7%
Value ($000) $3,404 Shares 28,388 Est. Cost $62.71 Unrealized +41.9%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $3,391 Shares 15,382 Est. Cost $63.78 Unrealized +191.7%
PNC PNC FINANCIAL SERVICES GROUP 1.6%
Value ($000) $3,261 Shares 22,600 Est. Cost $53.83 Unrealized +94.4%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $3,232 Shares 84,409 Est. Cost $16.87 Unrealized +65.8%
WFC WELLS FARGO & CO 1.5%
Value ($000) $3,092 Shares 50,959 Est. Cost $32.91 Unrealized +37.0%
CVX CHEVRON CORP 1.5%
Value ($000) $3,065 Shares 24,487 Est. Cost $68.90 Unrealized +21.3%
DIS WALT DISNEY CO 1.5%
Value ($000) $3,057 Shares 28,434 Est. Cost $66.52 Unrealized +46.3%
V VISA INC 1.5%
Value ($000) $2,954 Shares 25,912 Est. Cost $69.97 Unrealized +49.2%
BLACKROCK INC 1.5%
Value ($000) $2,952 Shares 5,746 Est. Cost $323.40 Unrealized
SCHW CHARLES SCHWAB CORP 1.5%
Value ($000) $2,943 Shares 57,312 Est. Cost $21.96 Unrealized +91.8%
ISHARES S&P MIDCAP 400 GROWTH 1.4%
Value ($000) $2,868 Shares 13,288 Est. Cost $153.82 Unrealized
SYK STRYKER CORP 1.4%
Value ($000) $2,837 Shares 18,322 Est. Cost $64.24 Unrealized +117.3%
XBI SPDR S&P BIOTECH ETF 1.4%
Value ($000) $2,796 Shares 32,945 Est. Cost $81.74 Unrealized
INTC INTEL CORP 1.4%
Value ($000) $2,771 Shares 60,052 Est. Cost $18.98 Unrealized +92.6%
TRV THE TRAVELERS CO INC 1.4%
Value ($000) $2,764 Shares 20,376 Est. Cost $87.68 Unrealized +26.0%
CMCSA COMCAST CORP 1.4%
Value ($000) $2,731 Shares 68,198 Est. Cost $24.28 Unrealized +26.4%
DHR DANAHER CORP 1.3%
Value ($000) $2,695 Shares 29,035 Est. Cost $33.03 Unrealized +136.8%
PFE PFIZER INC 1.3%
Value ($000) $2,653 Shares 73,235 Est. Cost $18.04 Unrealized +31.9%
ORCL ORACLE CORP 1.3%
Value ($000) $2,574 Shares 54,444 Est. Cost $29.37 Unrealized +48.1%
T AT&T INC 1.2%
Value ($000) $2,501 Shares 64,337 Est. Cost $11.68 Unrealized +30.6%
CB CHUBB LIMITED 1.2%
Value ($000) $2,320 Shares 15,875 Est. Cost $98.18 Unrealized +32.0%
IBM INTERNATIONAL BUSINESS MACHINES 1.2%
Value ($000) $2,317 Shares 15,103 Est. Cost $98.48 Unrealized +3.7%
MDT MEDTRONIC PLC 1.1%
Value ($000) $2,299 Shares 28,470 Est. Cost $59.27 Unrealized +9.6%
ABBV ABBVIE INC 1.1%
Value ($000) $2,245 Shares 23,218 Est. Cost $32.42 Unrealized +106.3%
QCOM QUALCOMM INC 1.1%
Value ($000) $2,241 Shares 35,002 Est. Cost $50.05 Unrealized -2.1%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.1%
Value ($000) $2,214 Shares 42,036 Est. Cost $38.58 Unrealized
UNP UNION PACIFIC CORP 1.1%
Value ($000) $2,134 Shares 15,915 Est. Cost $67.82 Unrealized +48.6%
MET METLIFE INC 1.1%
Value ($000) $2,133 Shares 42,184 Est. Cost $31.69 Unrealized +25.9%
ACN ACCENTURE PLC 1.1%
Value ($000) $2,103 Shares 13,738 Est. Cost $66.74 Unrealized +92.6%
TJX TJX COMPANIES INC 1.0%
Value ($000) $2,058 Shares 26,921 Est. Cost $26.18 Unrealized +23.7%
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $2,058 Shares 17,272 Est. Cost $66.20 Unrealized +30.3%
BB&T CORP 1.0%
Value ($000) $2,050 Shares 41,225 Est. Cost $38.78 Unrealized
VFC VF CORP 1.0%
Value ($000) $2,027 Shares 27,394 Est. Cost $53.16 Unrealized +24.3%
CVS CVS HEALTH CORP 1.0%
Value ($000) $1,992 Shares 27,480 Est. Cost $50.14 Unrealized +12.2%
AMT AMERICAN TOWER CORP 0.9%
Value ($000) $1,859 Shares 13,032 Est. Cost $64.78 Unrealized +78.7%
HON HONEYWELL INTL INC 0.9%
Value ($000) $1,823 Shares 11,888 Est. Cost $84.09 Unrealized +34.8%
NVS NOVARTIS AG 0.9%
Value ($000) $1,731 Shares 20,612 Est. Cost $80.77 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.8%
Value ($000) $1,634 Shares 9,957 Est. Cost $81.09 Unrealized +60.7%
ETN EATON CORP PLC 0.8%
Value ($000) $1,632 Shares 20,661 Est. Cost $53.69 Unrealized +23.4%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.8%
Value ($000) $1,628 Shares 122,880 Est. Cost $10.23 Unrealized
PYPL PAYPAL HOLDINGS INC 0.8%
Value ($000) $1,626 Shares 22,093 Est. Cost $36.03 Unrealized +100.2%
GGG GRACO INC 0.8%
Value ($000) $1,564 Shares 34,587 Est. Cost $21.90 Unrealized +78.3%
ISHARES GOLD TRUST 0.8%
Value ($000) $1,515 Shares 121,067 Est. Cost $11.71 Unrealized
USB US BANCORP 0.7%
Value ($000) $1,496 Shares 27,923 Est. Cost $28.51 Unrealized +37.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.7%
Value ($000) $1,484 Shares 34,676 Est. Cost $26.35 Unrealized +30.8%
CABO CABLE ONE INC 0.7%
Value ($000) $1,407 Shares 2,000 Est. Cost $378.92 Unrealized +68.4%
BA BOEING CO 0.7%
Value ($000) $1,373 Shares 4,656 Est. Cost $135.78 Unrealized +89.6%
GENERAL ELECTRIC CO 0.7%
Value ($000) $1,318 Shares 75,577 Est. Cost $24.67 Unrealized
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $1,315 Shares 10,311 Est. Cost $112.63 Unrealized
ECL ECOLAB INC 0.6%
Value ($000) $1,191 Shares 8,880 Est. Cost $99.68 Unrealized +22.2%
SU SUNCOR ENERGY INC 0.6%
Value ($000) $1,145 Shares 31,181 Est. Cost $22.95 Unrealized +11.6%
GHC GRAHAM HOLDINGS CO-CLASS B 0.6%
Value ($000) $1,117 Shares 2,000 Est. Cost $431.34 Unrealized +20.9%
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS ETF 0.6%
Value ($000) $1,104 Shares 4,138 Est. Cost $198.02 Unrealized
VLO VALERO ENERGY CORP 0.5%
Value ($000) $1,049 Shares 11,419 Est. Cost $28.67 Unrealized +108.2%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,004 Shares 7,189 Est. Cost $80.78 Unrealized +37.4%
SBUX STARBUCKS CORP 0.5%
Value ($000) $973 Shares 16,941 Est. Cost $46.59 Unrealized +1.8%
WMB WILLIAMS COS INC 0.4%
Value ($000) $881 Shares 28,915 Est. Cost $9.91 Unrealized +87.7%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $800 Shares 9,569 Est. Cost $54.53 Unrealized +4.8%
BRK/B BERKSHIRE HATHAWAY CL B 0.4%
Value ($000) $791 Shares 3,991 Est. Cost $150.17 Unrealized +26.4%
IJH ISHARES CORE S&P MIDCAP ETF 0.4%
Value ($000) $766 Shares 4,035 Est. Cost $169.52 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $632 Shares 540 Est. Cost $41.62 Unrealized +32.2%
COST COSTCO WHSL CORP 0.3%
Value ($000) $631 Shares 3,390 Est. Cost $125.50 Unrealized +23.1%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $628 Shares 11,874 Est. Cost $29.44 Unrealized +8.5%
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $621 Shares 7,195 Est. Cost $46.81 Unrealized +51.1%
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $603 Shares 4,083 Est. Cost $114.58 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.3%
Value ($000) $532 Shares 9,000 Est. Cost $59.11 Unrealized
VNQ VANGUARD REIT ETF 0.3%
Value ($000) $524 Shares 6,315 Est. Cost $66.00 Unrealized
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.2%
Value ($000) $474 Shares 3,112 Est. Cost $136.72 Unrealized
VWO ETF VANGUARD EMERGING MKTS 0.2%
Value ($000) $457 Shares 9,964 Est. Cost $40.24 Unrealized
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $452 Shares 2,921 Est. Cost $109.93 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $439 Shares 1,367 Est. Cost $218.34 Unrealized +16.1%
MRK MERCK & CO INC 0.2%
Value ($000) $432 Shares 7,684 Est. Cost $39.67 Unrealized +8.4%
AMGN AMGEN INC 0.2%
Value ($000) $424 Shares 2,437 Est. Cost $105.54 Unrealized +31.0%
BKR BAKER HUGHES A GE CO 0.2%
Value ($000) $423 Shares 13,374 Est. Cost $28.18 Unrealized -9.3%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $395 Shares 7,354 Est. Cost $54.78 Unrealized
META FACEBOOK INC 0.2%
Value ($000) $392 Shares 2,220 Est. Cost $147.65 Unrealized +18.9%
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $352 Shares 334 Est. Cost $42.48 Unrealized +20.6%
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $342 Shares 327 Est. Cost $41.44 Unrealized +21.9%
VGK VANGUARD FTSE EUROPE ETF 0.2%
Value ($000) $340 Shares 5,745 Est. Cost $58.77 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.2%
Value ($000) $335 Shares 4,770 Est. Cost $60.03 Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $303 Shares 3,000 Est. Cost $92.67 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $298 Shares 1 Est. Cost $249666.89 Unrealized +14.1%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $289 Shares 2,702 Est. Cost $49.28 Unrealized +65.0%
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $282 Shares 817 Est. Cost $245.16 Unrealized
VPL VANGUARD PACIFIC ETF 0.1%
Value ($000) $259 Shares 3,550 Est. Cost $61.41 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $229 Shares 3,454 Est. Cost $46.28 Unrealized +11.7%
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $203 Shares 976 Est. Cost $176.88 Unrealized
TU TELUS CORPORATION 0.1%
Value ($000) $189 Shares 5,000 Est. Cost $16.78 Unrealized +10.3%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $189 Shares 3,084 Est. Cost $39.73 Unrealized +16.9%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $175 Shares 2,508 Est. Cost $48.01 Unrealized +11.0%
DOWDUPONT INC 0.1%
Value ($000) $175 Shares 2,453 Est. Cost $69.12 Unrealized
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $170 Shares 414 Est. Cost $54.58 Unrealized +124.1%
PCAR PACCAR INC 0.1%
Value ($000) $162 Shares 2,282 Est. Cost $27.51 Unrealized +24.3%
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $162 Shares 2,200 Est. Cost $51.29 Unrealized +9.3%
ESTERLINE TECHNOLOGIES CORP 0.1%
Value ($000) $159 Shares 2,129 Est. Cost $101.48 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $154 Shares 2,169 Est. Cost $43.97 Unrealized +48.2%
KO COCA COLA CO 0.1%
Value ($000) $146 Shares 3,180 Est. Cost $28.21 Unrealized +26.3%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $140 Shares 800 Est. Cost $78.03 Unrealized +120.5%
MICROSOFT CORP 0.1%
Value ($000) $138 Shares 1,612 Est. Cost $37.11 Unrealized
WPX ENERGY INC 0.1%
Value ($000) $136 Shares 9,638 Est. Cost $6.95 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $135 Shares 1,602 Est. Cost $60.92 Unrealized +23.6%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $131 Shares 2,432 Est. Cost $24.41 Unrealized +74.8%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $131 Shares 773 Est. Cost $68.39 Unrealized +91.3%
WY WEYERHAEUSER CO 0.1%
Value ($000) $130 Shares 3,681 Est. Cost $18.60 Unrealized +38.4%
BIIB BIOGEN INC 0.1%
Value ($000) $127 Shares 400 Est. Cost $261.90 Unrealized +22.5%
VCSH VANGUARD SHORT TERM CORPORATE BOND ETF 0.1%
Value ($000) $126 Shares 1,595 Est. Cost $79.18 Unrealized
CHEVRON CORP 0.1%
Value ($000) $116 Shares 924 Est. Cost $115.95 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $112 Shares 550 Est. Cost $114.61 Unrealized +48.6%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $111 Shares 500 Est. Cost $118.31 Unrealized +61.1%
DE DEERE & CO 0.1%
Value ($000) $110 Shares 700 Est. Cost $67.46 Unrealized +83.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $108 Shares 568 Est. Cost $120.77 Unrealized +55.2%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $108 Shares 1,280 Est. Cost $46.09 Unrealized +35.9%
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.1%
Value ($000) $107 Shares 2,809 Est. Cost $39.09 Unrealized
ACCENTURE PLC 0.1%
Value ($000) $107 Shares 696 Est. Cost $84.28 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $107 Shares 1,085 Est. Cost $21.89 Unrealized +22.5%
CMI CUMMINS, INC 0.1%
Value ($000) $106 Shares 600 Est. Cost $96.30 Unrealized +43.5%
IEI ISHARES BARCLAYS 3 - 7 YR TREASURY BD ETF 0.1%
Value ($000) $106 Shares 864 Est. Cost $122.69 Unrealized
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $105 Shares 1,000 Est. Cost $39.78 Unrealized +133.6%
VEA ETF VANGUARD DEVELOPED MARKETS 0.1%
Value ($000) $105 Shares 2,330 Est. Cost $36.63 Unrealized
CHARLES SCHWAB CORP 0.1%
Value ($000) $102 Shares 1,977 Est. Cost $26.13 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $100 Shares 500 Est. Cost $95.60 Unrealized +71.9%
BLACKROCK INC 0.0%
Value ($000) $98 Shares 191 Est. Cost $316.38 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $97 Shares 500 Est. Cost $108.40 Unrealized +78.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $97 Shares 1,282 Est. Cost $50.87 Unrealized +18.5%
ABT ABBOTT LABS 0.0%
Value ($000) $96 Shares 1,684 Est. Cost $38.41 Unrealized +25.3%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $95 Shares 600 Est. Cost $84.05 Unrealized +38.4%
EXPRESS SCRIPTS HOLDING CO 0.0%
Value ($000) $95 Shares 1,277 Est. Cost $77.71 Unrealized
WALT DISNEY CO 0.0%
Value ($000) $95 Shares 884 Est. Cost $76.48 Unrealized
PEPSICO INC 0.0%
Value ($000) $95 Shares 792 Est. Cost $84.24 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $93 Shares 1,012 Est. Cost $81.92 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $91 Shares 2,277 Est. Cost $44.70 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $91 Shares 1,250 Est. Cost $84.48 Unrealized
STRYKER CORP 0.0%
Value ($000) $90 Shares 581 Est. Cost $74.68 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $89 Shares 1,464 Est. Cost $46.29 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $89 Shares 350 Est. Cost $131.89 Unrealized +55.5%
INTEL CORP 0.0%
Value ($000) $87 Shares 1,885 Est. Cost $25.73 Unrealized
CISCO SYSTEMS INC 0.0%
Value ($000) $85 Shares 2,229 Est. Cost $22.48 Unrealized
ORACLE CORP 0.0%
Value ($000) $85 Shares 1,798 Est. Cost $38.28 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $84 Shares 1,600 Est. Cost $38.93 Unrealized +34.4%
PFIZER INC 0.0%
Value ($000) $81 Shares 2,232 Est. Cost $30.44 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $81 Shares 954 Est. Cost $84.77 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $80 Shares 2,724 Est. Cost $12.54 Unrealized +81.6%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $79 Shares 1,502 Est. Cost $37.87 Unrealized
AT&T INC 0.0%
Value ($000) $78 Shares 2,019 Est. Cost $35.74 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $77 Shares 1,859 Est. Cost $34.04 Unrealized +17.1%
DANAHER CORP 0.0%
Value ($000) $77 Shares 832 Est. Cost $77.49 Unrealized
VF CORP 0.0%
Value ($000) $77 Shares 1,037 Est. Cost $62.30 Unrealized
EL ESTEE LAUDER CO 0.0%
Value ($000) $76 Shares 600 Est. Cost $62.14 Unrealized +74.7%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $74 Shares 1,600 Est. Cost $38.36 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $73 Shares 1,166 Est. Cost $48.24 Unrealized +7.3%
NORDSTROM INC 0.0%
Value ($000) $73 Shares 1,550 Est. Cost $47.74 Unrealized
SDY SPRD S&P DIVIDEND ETF 0.0%
Value ($000) $72 Shares 761 Est. Cost $88.04 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $71 Shares 700 Est. Cost $49.28 Unrealized +38.2%
SYY SYSCO CORP 0.0%
Value ($000) $71 Shares 1,175 Est. Cost $24.38 Unrealized +87.9%
IWF ISHARES RUSSELL 1000 GROWTH INDEX ETF 0.0%
Value ($000) $71 Shares 528 Est. Cost $86.40 Unrealized
QUALCOMM INC 0.0%
Value ($000) $71 Shares 1,102 Est. Cost $74.23 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $68 Shares 1,420 Est. Cost $24.56 Unrealized +48.4%
NOVARTIS AG 0.0%
Value ($000) $68 Shares 807 Est. Cost $80.17 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $67 Shares 2,000 Est. Cost $15.23 Unrealized +86.3%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $66 Shares 541 Est. Cost $102.64 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $65 Shares 784 Est. Cost $69.98 Unrealized
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $35.69 Unrealized +55.4%
NUE NUCOR CORP 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $38.31 Unrealized +27.8%
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $64 Shares 536 Est. Cost $104.60 Unrealized
PATTERSON COS INC 0.0%
Value ($000) $61 Shares 1,700 Est. Cost $41.00 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $60 Shares 415 Est. Cost $65.71 Unrealized +73.5%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $59 Shares 463 Est. Cost $114.01 Unrealized
PRICELINE GROUP INC 0.0%
Value ($000) $59 Shares 34 Est. Cost $1351.80 Unrealized
CLOUDERA INC USD 0.00005 0.0%
Value ($000) $59 Shares 3,558 Est. Cost $16.58 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $58 Shares 340 Est. Cost $94.95 Unrealized +74.0%
MOS MOSAIC CO/THE 0.0%
Value ($000) $57 Shares 2,205 Est. Cost $21.61 Unrealized -6.6%
YUM YUM! BRANDS INC 0.0%
Value ($000) $56 Shares 683 Est. Cost $40.89 Unrealized +66.8%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $56 Shares 604 Est. Cost $46.34 Unrealized +53.7%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $55 Shares 476 Est. Cost $51.50 Unrealized +48.0%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $53.00 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $55 Shares 337 Est. Cost $112.70 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FUND 0.0%
Value ($000) $53 Shares 309 Est. Cost $150.42 Unrealized
FIS FIDELITY NATIONAL INFO SERVI 0.0%
Value ($000) $53 Shares 560 Est. Cost $64.97 Unrealized +24.9%
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $16.87 Unrealized +73.5%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $53 Shares 837 Est. Cost $35.90 Unrealized +32.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $52 Shares 514 Est. Cost $80.93 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $51 Shares 327 Est. Cost $23.72 Unrealized +32.9%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $53.96 Unrealized +1.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $50 Shares 736 Est. Cost $66.61 Unrealized -23.1%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $49 Shares 967 Est. Cost $50.67 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $49 Shares 500 Est. Cost $50.63 Unrealized +47.0%
CELGENE CORP 0.0%
Value ($000) $48 Shares 462 Est. Cost $109.70 Unrealized
CAKE THE CHEESECAKE FACTORY INC 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $36.85 Unrealized +3.5%
TTEK TETRA TECH INC 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $5.40 Unrealized +79.7%
GIS GENERAL MILLS 0.0%
Value ($000) $48 Shares 807 Est. Cost $39.53 Unrealized +2.6%
FDX FEDEX CORP 0.0%
Value ($000) $47 Shares 190 Est. Cost $158.34 Unrealized +25.7%
RYN RAYONIER INC 0.0%
Value ($000) $47 Shares 1,500 Est. Cost $42.00 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $47.00 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $46 Shares 368 Est. Cost $112.27 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $46 Shares 298 Est. Cost $184.88 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $45 Shares 332 Est. Cost $68.63 Unrealized +67.1%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $44 Shares 568 Est. Cost $71.86 Unrealized
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $44 Shares 517 Est. Cost $34.98 Unrealized +83.2%
LAM RESEARCH CORP 0.0%
Value ($000) $44 Shares 238 Est. Cost $106.24 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $43 Shares 791 Est. Cost $53.83 Unrealized -26.3%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $42 Shares 345 Est. Cost $98.67 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $42 Shares 513 Est. Cost $57.67 Unrealized +26.4%
GENERAL ELECTRIC CO 0.0%
Value ($000) $41 Shares 2,361 Est. Cost $22.97 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $41 Shares 632 Est. Cost $39.25 Unrealized +32.5%
TIME WARNER INC NEW 0.0%
Value ($000) $41 Shares 443 Est. Cost $97.07 Unrealized
WB WEIBO CORP-SPON ADR 0.0%
Value ($000) $41 Shares 400 Est. Cost $20.00 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $40 Shares 215 Est. Cost $154.72 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $40 Shares 556 Est. Cost $54.76 Unrealized +2.1%
IVV ISHARES S&P 500 INDEX FUND 0.0%
Value ($000) $40 Shares 148 Est. Cost $243.24 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $38 Shares 355 Est. Cost $72.36 Unrealized +4.2%
ENB ENBRIDGE INC. 0.0%
Value ($000) $38 Shares 984 Est. Cost $24.73 Unrealized -5.8%
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $38 Shares 607 Est. Cost $35.84 Unrealized
BROADCOM LTD 0.0%
Value ($000) $37 Shares 143 Est. Cost $177.22 Unrealized
INDIA FUND INC 0.0%
Value ($000) $37 Shares 1,425 Est. Cost $20.35 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $80.00 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $35 Shares 232 Est. Cost $63.81 Unrealized +68.5%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $34 Shares 421 Est. Cost $80.76 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $34 Shares 505 Est. Cost $26.85 Unrealized +111.1%
LIONS GATE ENTERTAINMENT A 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $28.00 Unrealized
POWERSHARES QQQ TRUST SER ETF 0.0%
Value ($000) $33 Shares 213 Est. Cost $106.56 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $33 Shares 319 Est. Cost $71.70 Unrealized +40.4%
LIONS GATE ENTERTAINMENT B 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $26.00 Unrealized
BIV VANGUARD INTERMEDIATE TERM ETF 0.0%
Value ($000) $32 Shares 385 Est. Cost $82.05 Unrealized
GLNG GOLAR LNG LTD 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $28.47 Unrealized -25.7%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $30 Shares 800 Est. Cost $16.58 Unrealized +57.4%
PCH POTLATCH CORPORATION 0.0%
Value ($000) $30 Shares 605 Est. Cost $31.40 Unrealized
ETF POWERSHARES 0.0%
Value ($000) $29 Shares 222 Est. Cost $114.29 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $28 Shares 390 Est. Cost $30.87 Unrealized +43.5%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $27 Shares 683 Est. Cost $26.68 Unrealized +54.2%
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $27 Shares 435 Est. Cost $51.20 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $27 Shares 294 Est. Cost $32.75 Unrealized +131.2%
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.0%
Value ($000) $26 Shares 338 Est. Cost $79.41 Unrealized
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $26 Shares 700 Est. Cost $16.47 Unrealized +13.9%
BLACKROCK MUNICPAL INCOME QUALITY TRUST 0.0%
Value ($000) $26 Shares 1,860 Est. Cost $14.73 Unrealized
TWITTER INC 0.0%
Value ($000) $25 Shares 1,041 Est. Cost $17.29 Unrealized
EXPE EXPEDIA INC 0.0%
Value ($000) $25 Shares 209 Est. Cost $116.78 Unrealized +7.3%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $25 Shares 179 Est. Cost $112.15 Unrealized
POWERSHARES SENIOR LOAN 0.0%
Value ($000) $25 Shares 1,093 Est. Cost $23.79 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $24 Shares 320 Est. Cost $55.00 Unrealized +0.2%
EPP ISHARES MCSI PACIFIC EX-JAPAN 0.0%
Value ($000) $24 Shares 496 Est. Cost $40.32 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $24 Shares 500 Est. Cost $28.53 Unrealized +27.2%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $23 Shares 200 Est. Cost $66.28 Unrealized +54.9%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $22 Shares 177 Est. Cost $101.69 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $22 Shares 300 Est. Cost $64.23 Unrealized +5.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $22 Shares 308 Est. Cost $17.15 Unrealized +113.7%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $20 Shares 1,407 Est. Cost $10.23 Unrealized +7.9%
CERNER CORPORATION 0.0%
Value ($000) $20 Shares 304 Est. Cost $47.95 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $20 Shares 1,096 Est. Cost $22.45 Unrealized -49.2%
IEF ISHARES TR 7 10YR TREAS BONDETF 0.0%
Value ($000) $19 Shares 177 Est. Cost $107.34 Unrealized
SPSB SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 619 Est. Cost $30.69 Unrealized
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $18 Shares 120 Est. Cost $129.09 Unrealized
WILLIAMS PARTNER LP NEW 0.0%
Value ($000) $18 Shares 466 Est. Cost $49.65 Unrealized
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $17 Shares 100 Est. Cost $80.00 Unrealized
VOE VANGUARD MID CAP VALUE ETF 0.0%
Value ($000) $17 Shares 153 Est. Cost $104.58 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $16 Shares 95 Est. Cost $211.76 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $16 Shares 378 Est. Cost $30.54 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $15 Shares 266 Est. Cost $29.75 Unrealized +57.1%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $15 Shares 244 Est. Cost $49.18 Unrealized
CHINA MOBILE LTD-SPN ADR 0.0%
Value ($000) $15 Shares 300 Est. Cost $56.67 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $15 Shares 200 Est. Cost $12.05 Unrealized -6.0%
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $14 Shares 125 Est. Cost $104.00 Unrealized
VNQI VANGUARD GLOBAL EX US REAL ESTATE ETF 0.0%
Value ($000) $14 Shares 228 Est. Cost $54.88 Unrealized
VSS ETF VANGUARD FTSE EX US SMALL CAP 0.0%
Value ($000) $14 Shares 115 Est. Cost $95.24 Unrealized
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $14 Shares 146 Est. Cost $62.87 Unrealized +22.2%
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $14 Shares 350 Est. Cost $26.10 Unrealized +57.6%
NI NISOURCE INC 0.0%
Value ($000) $13 Shares 521 Est. Cost $12.01 Unrealized +69.6%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $12 Shares 326 Est. Cost $33.21 Unrealized -2.3%
TGT TARGET CORP 0.0%
Value ($000) $12 Shares 180 Est. Cost $55.35 Unrealized -13.2%
VOT VANGUARD MID CAP GROWTH ETF 0.0%
Value ($000) $11 Shares 87 Est. Cost $114.94 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
KEY KEYCORP 0.0%
Value ($000) $11 Shares 544 Est. Cost $8.09 Unrealized +61.4%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $11 Shares 93 Est. Cost $107.41 Unrealized
BIOVERATIV INC COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.00 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $10 Shares 661 Est. Cost $5.59 Unrealized +33.7%
PSX PHILLIPS 66 0.0%
Value ($000) $10 Shares 100 Est. Cost $49.25 Unrealized +40.7%
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.0%
Value ($000) $9 Shares 56 Est. Cost $116.18 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $9 Shares 71 Est. Cost $66.36 Unrealized +32.0%
MICRO FOCUS INTL PLC 0.0%
Value ($000) $8 Shares 234 Est. Cost $29.91 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $8 Shares 78 Est. Cost $48.03 Unrealized +44.9%
NUVEEN AMT FREE MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $8 Shares 499 Est. Cost $16.03 Unrealized
POWERSHARES ETF FTSE RAFI US1000 PORTFOLIO 0.0%
Value ($000) $8 Shares 70 Est. Cost $100.00 Unrealized
PI IMPINJ INC COM 0.0%
Value ($000) $8 Shares 355 Est. Cost $31.46 Unrealized -8.8%
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) $7 Shares 175 Est. Cost $33.04 Unrealized +24.3%
RAYTHEON CO 0.0%
Value ($000) $7 Shares 37 Est. Cost $90.18 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $35.31 Unrealized +59.2%
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $7 Shares 52 Est. Cost $56.46 Unrealized +65.7%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $6 Shares 175 Est. Cost $34.29 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $6 Shares 358 Est. Cost $8.83 Unrealized +18.1%
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $7.19 Unrealized -20.0%
CC CHEMOURS COMPANY 0.0%
Value ($000) $5 Shares 108 Est. Cost $7.40 Unrealized +419.1%
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $20.00 Unrealized
SEATTLE GENETICS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $30.00 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $4 Shares 21 Est. Cost $85.77 Unrealized +116.2%
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $4 Shares 68 Est. Cost $29.41 Unrealized
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
ALLETE INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $52.63 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value ($000) $3 Shares 500 Est. Cost $17.00 Unrealized
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.38 Unrealized +8.1%
ORCHID ISLAND CAPITAL INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
EIGER BIOPHARMACEITICALS INC 0.0%
Value ($000) $2 Shares 178 Est. Cost $11.24 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 +32.1%
IPATH US TREASURY LONG BOND BEAR 0.0%
Value ($000) $2 Shares 150 Est. Cost $20.00 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $234.97 Unrealized +11.9%
PIONEER NATURAL RESOURCES 0.0%
Value ($000) $2 Shares 13 Est. Cost $180.00 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $2 Shares 171 Est. Cost $8.71 Unrealized -8.0%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
RANDGOLD RESOURCES LTD-ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.74 Unrealized +47.5%
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $1 Shares 100 Est. Cost $37.40 Unrealized -65.0%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
UAA UNDER ARMOUR INC-CLASS A 0.0%
Value ($000) $1 Shares 100 Est. Cost $39.45 Unrealized -63.4%
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) $0 Shares 30 Est. Cost $10.66 Unrealized +48.7%
UNITI GROUP INC. 0.0%
Value ($000) $0 Shares 24 Est. Cost $41.67 Unrealized
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $59.99 Unrealized -1.4%
WINDSTREAM HOLDINGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized