Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 16, 2018

Total Value ($000): $201,384 (100.0% shares, 0.0% debt)

Holdings (335)

IVW ISHARES S&P 500 GROWTH 7.5%
Value ($000) $15,005 Shares 96,765 Est. Cost $109.30 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 4.8%
Value ($000) $9,642 Shares 44,164 Est. Cost $153.59 Unrealized
MSFT MICROSOFT CORP 3.9%
Value ($000) $7,932 Shares 86,904 Est. Cost $36.75 Unrealized +129.4%
MMM 3M CO 3.3%
Value ($000) $6,567 Shares 29,916 Est. Cost $92.60 Unrealized +62.2%
GGG GRACO INC 2.4%
Value ($000) $4,744 Shares 103,761 Est. Cost $34.81 Unrealized +18.5%
AAPL APPLE INC 2.1%
Value ($000) $4,311 Shares 25,697 Est. Cost $20.16 Unrealized +100.5%
VOO VANGUARD S&P 500 ETF 1.8%
Value ($000) $3,709 Shares 15,321 Est. Cost $182.56 Unrealized
HD HOME DEPOT INC 1.8%
Value ($000) $3,619 Shares 20,303 Est. Cost $78.56 Unrealized +97.0%
CSCO CISCO SYSTEMS INC 1.8%
Value ($000) $3,604 Shares 84,049 Est. Cost $16.87 Unrealized +98.3%
PNC PNC FINANCIAL SERVICES GROUP 1.7%
Value ($000) $3,378 Shares 22,335 Est. Cost $53.83 Unrealized +119.6%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $3,272 Shares 15,291 Est. Cost $63.78 Unrealized +215.3%
PEP PEPSICO INC 1.6%
Value ($000) $3,214 Shares 29,449 Est. Cost $63.67 Unrealized +40.2%
V VISA INC 1.6%
Value ($000) $3,197 Shares 26,724 Est. Cost $71.33 Unrealized +60.9%
PG PROCTER & GAMBLE CO 1.6%
Value ($000) $3,185 Shares 40,181 Est. Cost $61.07 Unrealized +11.1%
BLACKROCK INC 1.6%
Value ($000) $3,128 Shares 5,775 Est. Cost $323.40 Unrealized
INTC INTEL CORP 1.5%
Value ($000) $3,117 Shares 59,857 Est. Cost $18.98 Unrealized +111.1%
SYK STRYKER CORP 1.5%
Value ($000) $2,973 Shares 18,475 Est. Cost $64.24 Unrealized +130.2%
SCHW CHARLES SCHWAB CORP 1.5%
Value ($000) $2,970 Shares 56,878 Est. Cost $21.96 Unrealized +119.2%
XBI SPDR S&P BIOTECH ETF 1.5%
Value ($000) $2,946 Shares 33,580 Est. Cost $81.85 Unrealized
SBUX STARBUCKS CORP 1.5%
Value ($000) $2,921 Shares 50,473 Est. Cost $47.99 Unrealized +1.5%
DIS WALT DISNEY CO 1.4%
Value ($000) $2,916 Shares 29,031 Est. Cost $67.23 Unrealized +50.2%
DHR DANAHER CORP 1.4%
Value ($000) $2,898 Shares 29,596 Est. Cost $34.01 Unrealized +147.9%
CVX CHEVRON CORP 1.4%
Value ($000) $2,831 Shares 24,824 Est. Cost $69.12 Unrealized +23.0%
TRV THE TRAVELERS CO INC 1.4%
Value ($000) $2,829 Shares 20,376 Est. Cost $87.68 Unrealized +34.1%
ISHARES S&P MIDCAP 400 GROWTH 1.3%
Value ($000) $2,704 Shares 12,383 Est. Cost $153.82 Unrealized
ORCL ORACLE CORP 1.3%
Value ($000) $2,525 Shares 55,189 Est. Cost $29.57 Unrealized +49.6%
MDT MEDTRONIC PLC 1.2%
Value ($000) $2,452 Shares 30,566 Est. Cost $59.83 Unrealized +12.5%
CMCSA COMCAST CORP 1.2%
Value ($000) $2,411 Shares 70,584 Est. Cost $24.53 Unrealized +29.6%
IBM INTERNATIONAL BUSINESS MACHINES 1.2%
Value ($000) $2,382 Shares 15,525 Est. Cost $98.72 Unrealized +8.7%
T AT&T INC 1.2%
Value ($000) $2,348 Shares 65,872 Est. Cost $11.78 Unrealized +34.3%
CB CHUBB LIMITED 1.2%
Value ($000) $2,318 Shares 16,951 Est. Cost $99.95 Unrealized +26.2%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.1%
Value ($000) $2,273 Shares 44,998 Est. Cost $39.37 Unrealized
UNP UNION PACIFIC CORP 1.1%
Value ($000) $2,156 Shares 16,041 Est. Cost $67.82 Unrealized +66.7%
BB&T CORP 1.1%
Value ($000) $2,154 Shares 41,394 Est. Cost $38.78 Unrealized
ACN ACCENTURE PLC 1.1%
Value ($000) $2,141 Shares 13,951 Est. Cost $67.87 Unrealized +107.4%
ABBV ABBVIE INC 1.1%
Value ($000) $2,137 Shares 22,579 Est. Cost $32.42 Unrealized +142.2%
VFC VF CORP 1.0%
Value ($000) $2,089 Shares 28,190 Est. Cost $53.70 Unrealized +34.6%
PFE PFIZER INC 1.0%
Value ($000) $2,089 Shares 58,884 Est. Cost $18.04 Unrealized +34.4%
WFC WELLS FARGO & CO 1.0%
Value ($000) $2,045 Shares 39,033 Est. Cost $32.91 Unrealized +45.0%
QCOM QUALCOMM INC 1.0%
Value ($000) $2,038 Shares 36,780 Est. Cost $50.14 Unrealized +3.5%
MET METLIFE INC 1.0%
Value ($000) $2,033 Shares 44,319 Est. Cost $31.95 Unrealized +15.9%
AMT AMERICAN TOWER CORP 1.0%
Value ($000) $1,976 Shares 13,597 Est. Cost $66.86 Unrealized +71.7%
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $1,896 Shares 18,116 Est. Cost $67.10 Unrealized +27.4%
HON HONEYWELL INTL INC 0.9%
Value ($000) $1,791 Shares 12,396 Est. Cost $85.46 Unrealized +37.5%
CVS CVS HEALTH CORP 0.9%
Value ($000) $1,787 Shares 28,724 Est. Cost $50.39 Unrealized +10.8%
NVS NOVARTIS AG 0.9%
Value ($000) $1,719 Shares 21,268 Est. Cost $80.78 Unrealized
ETN EATON CORP PLC 0.8%
Value ($000) $1,693 Shares 21,186 Est. Cost $54.10 Unrealized +29.9%
APD AIR PRODUCTS & CHEMICALS INC 0.8%
Value ($000) $1,663 Shares 10,457 Est. Cost $83.71 Unrealized +62.2%
PYPL PAYPAL HOLDINGS INC 0.8%
Value ($000) $1,663 Shares 21,914 Est. Cost $36.03 Unrealized +119.6%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.8%
Value ($000) $1,606 Shares 120,102 Est. Cost $10.23 Unrealized
ISHARES GOLD TRUST 0.8%
Value ($000) $1,541 Shares 121,067 Est. Cost $11.71 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.7%
Value ($000) $1,475 Shares 35,365 Est. Cost $26.54 Unrealized +35.1%
BA BOEING CO 0.7%
Value ($000) $1,415 Shares 4,316 Est. Cost $135.78 Unrealized +137.8%
USB US BANCORP 0.7%
Value ($000) $1,409 Shares 27,903 Est. Cost $28.51 Unrealized +40.0%
CABO CABLE ONE INC 0.7%
Value ($000) $1,374 Shares 2,000 Est. Cost $378.92 Unrealized +68.1%
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $1,361 Shares 10,817 Est. Cost $113.25 Unrealized
ECL ECOLAB INC 0.6%
Value ($000) $1,296 Shares 9,454 Est. Cost $101.13 Unrealized +22.2%
GHC GRAHAM HOLDINGS CO-CLASS B 0.6%
Value ($000) $1,205 Shares 2,000 Est. Cost $431.34 Unrealized +25.5%
SU SUNCOR ENERGY INC 0.6%
Value ($000) $1,125 Shares 32,581 Est. Cost $23.08 Unrealized +12.2%
GENERAL ELECTRIC CO 0.5%
Value ($000) $1,093 Shares 81,074 Est. Cost $23.92 Unrealized
VLO VALERO ENERGY CORP 0.5%
Value ($000) $1,063 Shares 11,463 Est. Cost $28.67 Unrealized +137.7%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $912 Shares 7,119 Est. Cost $80.78 Unrealized +34.1%
BRK/B BERKSHIRE HATHAWAY CL B 0.4%
Value ($000) $856 Shares 4,291 Est. Cost $154.03 Unrealized +33.3%
AMZN AMAZON.COM INC 0.4%
Value ($000) $774 Shares 535 Est. Cost $41.62 Unrealized +71.8%
IJH ISHARES CORE S&P MIDCAP ETF 0.4%
Value ($000) $755 Shares 4,027 Est. Cost $169.52 Unrealized
WMB WILLIAMS COS INC 0.4%
Value ($000) $719 Shares 28,915 Est. Cost $9.91 Unrealized +92.5%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $714 Shares 9,569 Est. Cost $54.53 Unrealized +2.2%
COST COSTCO WHSL CORP 0.3%
Value ($000) $657 Shares 3,489 Est. Cost $126.74 Unrealized +33.5%
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS ETF 0.3%
Value ($000) $638 Shares 2,423 Est. Cost $198.02 Unrealized
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $605 Shares 7,195 Est. Cost $46.81 Unrealized +60.0%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $601 Shares 12,574 Est. Cost $29.64 Unrealized +11.4%
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $578 Shares 3,932 Est. Cost $114.58 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.3%
Value ($000) $525 Shares 9,000 Est. Cost $59.11 Unrealized
BKR BAKER HUGHES A GE CO 0.3%
Value ($000) $524 Shares 18,877 Est. Cost $27.11 Unrealized -9.6%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.2%
Value ($000) $472 Shares 3,112 Est. Cost $136.72 Unrealized
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $452 Shares 5,987 Est. Cost $66.00 Unrealized
VWO ETF VANGUARD EMERGING MKTS 0.2%
Value ($000) $451 Shares 9,596 Est. Cost $40.24 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $419 Shares 7,684 Est. Cost $39.67 Unrealized +6.5%
AMGN AMGEN INC 0.2%
Value ($000) $415 Shares 2,437 Est. Cost $105.54 Unrealized +36.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $412 Shares 1,219 Est. Cost $218.34 Unrealized +26.2%
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $400 Shares 2,594 Est. Cost $109.93 Unrealized
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $362 Shares 7,354 Est. Cost $54.78 Unrealized
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $362 Shares 351 Est. Cost $42.35 Unrealized +29.4%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $355 Shares 3,228 Est. Cost $56.14 Unrealized +62.8%
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $346 Shares 334 Est. Cost $42.48 Unrealized +29.5%
EFA ISHARES MSCI EAFE INDEX ETF 0.2%
Value ($000) $332 Shares 4,770 Est. Cost $60.03 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.2%
Value ($000) $305 Shares 5,244 Est. Cost $58.77 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $299 Shares 1 Est. Cost $249666.89 Unrealized +23.4%
GUGGENHEIM S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $298 Shares 3,000 Est. Cost $92.67 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $283 Shares 1,770 Est. Cost $147.65 Unrealized +20.8%
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $279 Shares 817 Est. Cost $245.16 Unrealized
VPL VANGUARD PACIFIC ETF 0.1%
Value ($000) $250 Shares 3,430 Est. Cost $61.41 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $217 Shares 3,454 Est. Cost $46.28 Unrealized +4.2%
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $201 Shares 976 Est. Cost $176.88 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $195 Shares 3,084 Est. Cost $39.73 Unrealized +21.1%
TU TELUS CORPORATION 0.1%
Value ($000) $176 Shares 5,000 Est. Cost $16.78 Unrealized +8.8%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $173 Shares 800 Est. Cost $78.03 Unrealized +160.6%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $171 Shares 2,508 Est. Cost $48.01 Unrealized +22.9%
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $162 Shares 414 Est. Cost $54.58 Unrealized +132.8%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $161 Shares 1,984 Est. Cost $76.74 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $159 Shares 1,969 Est. Cost $43.97 Unrealized +60.6%
DOWDUPONT INC 0.1%
Value ($000) $156 Shares 2,453 Est. Cost $69.12 Unrealized
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $151 Shares 2,200 Est. Cost $51.29 Unrealized -0.6%
PCAR PACCAR INC 0.1%
Value ($000) $151 Shares 2,282 Est. Cost $27.51 Unrealized +26.5%
MICROSOFT CORP 0.1%
Value ($000) $148 Shares 1,619 Est. Cost $37.11 Unrealized
ESTERLINE TECHNOLOGIES CORP 0.1%
Value ($000) $142 Shares 1,944 Est. Cost $101.48 Unrealized
WPX ENERGY INC 0.1%
Value ($000) $142 Shares 9,638 Est. Cost $6.95 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $138 Shares 3,180 Est. Cost $28.21 Unrealized +24.3%
SDY SPRD S&P DIVIDEND ETF 0.1%
Value ($000) $133 Shares 1,461 Est. Cost $89.48 Unrealized
REDFIN CORP USD 0.001 0.1%
Value ($000) $130 Shares 5,676 Est. Cost $22.90 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $129 Shares 3,681 Est. Cost $18.60 Unrealized +39.3%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $128 Shares 500 Est. Cost $118.31 Unrealized +72.4%
VCSH VANGUARD SHORT TERM CORPORATE BOND ETF 0.1%
Value ($000) $125 Shares 1,595 Est. Cost $79.18 Unrealized
NKE NIKE INC CLASS B 0.1%
Value ($000) $125 Shares 1,874 Est. Cost $52.54 Unrealized +13.5%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $125 Shares 2,432 Est. Cost $24.41 Unrealized +83.3%
LLY LILLY ELI & CO 0.1%
Value ($000) $124 Shares 1,602 Est. Cost $60.92 Unrealized +17.7%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $121 Shares 550 Est. Cost $114.61 Unrealized +58.8%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $118 Shares 690 Est. Cost $115.55 Unrealized +45.4%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $118 Shares 773 Est. Cost $68.39 Unrealized +90.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $118 Shares 470 Est. Cost $153.98 Unrealized +41.8%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $110 Shares 532 Est. Cost $120.77 Unrealized +70.2%
ACCENTURE PLC 0.1%
Value ($000) $107 Shares 696 Est. Cost $84.28 Unrealized
CHEVRON CORP 0.1%
Value ($000) $106 Shares 933 Est. Cost $115.95 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.1%
Value ($000) $106 Shares 2,809 Est. Cost $39.09 Unrealized
DE DEERE & CO 0.1%
Value ($000) $104 Shares 671 Est. Cost $67.46 Unrealized +113.4%
IEI ISHARES BARCLAYS 3 - 7 YR TREASURY BD ETF 0.1%
Value ($000) $104 Shares 864 Est. Cost $122.69 Unrealized
BLACKROCK INC 0.1%
Value ($000) $104 Shares 192 Est. Cost $316.38 Unrealized
VEA ETF VANGUARD DEVELOPED MARKETS 0.1%
Value ($000) $103 Shares 2,330 Est. Cost $36.63 Unrealized
CHARLES SCHWAB CORP 0.1%
Value ($000) $103 Shares 1,981 Est. Cost $26.13 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $101 Shares 1,684 Est. Cost $38.41 Unrealized +36.9%
INTEL CORP 0.0%
Value ($000) $99 Shares 1,897 Est. Cost $25.73 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $99 Shares 1,280 Est. Cost $46.09 Unrealized +21.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $99 Shares 1,536 Est. Cost $60.95 Unrealized -8.5%
WMT WAL-MART STORES INC 0.0%
Value ($000) $97 Shares 1,085 Est. Cost $21.89 Unrealized +29.5%
CISCO SYSTEMS INC 0.0%
Value ($000) $96 Shares 2,245 Est. Cost $22.48 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $96 Shares 350 Est. Cost $261.90 Unrealized +18.5%
STRYKER CORP 0.0%
Value ($000) $94 Shares 582 Est. Cost $74.68 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $92 Shares 1,282 Est. Cost $50.87 Unrealized +17.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $92 Shares 1,560 Est. Cost $48.87 Unrealized -10.5%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $92 Shares 1,049 Est. Cost $61.43 Unrealized +33.3%
EL ESTEE LAUDER CO 0.0%
Value ($000) $90 Shares 600 Est. Cost $62.14 Unrealized +101.9%
WALT DISNEY CO 0.0%
Value ($000) $89 Shares 890 Est. Cost $76.48 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.0%
Value ($000) $88 Shares 1,277 Est. Cost $77.71 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $88 Shares 600 Est. Cost $84.05 Unrealized +58.3%
PEPSICO INC 0.0%
Value ($000) $88 Shares 803 Est. Cost $84.59 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $87 Shares 800 Est. Cost $39.78 Unrealized +148.0%
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $84 Shares 955 Est. Cost $84.77 Unrealized
ORACLE CORP 0.0%
Value ($000) $83 Shares 1,805 Est. Cost $38.28 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $82 Shares 1,250 Est. Cost $84.48 Unrealized
DANAHER CORP 0.0%
Value ($000) $82 Shares 833 Est. Cost $77.49 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $81 Shares 1,021 Est. Cost $81.92 Unrealized
PFIZER INC 0.0%
Value ($000) $80 Shares 2,253 Est. Cost $30.44 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $79 Shares 400 Est. Cost $108.40 Unrealized +90.8%
COMCAST CORP CL A 0.0%
Value ($000) $78 Shares 2,285 Est. Cost $44.70 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $77 Shares 1,474 Est. Cost $46.29 Unrealized
VF CORP 0.0%
Value ($000) $77 Shares 1,044 Est. Cost $62.30 Unrealized
CLOUDERA INC USD 0.00005 0.0%
Value ($000) $77 Shares 3,558 Est. Cost $16.58 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $76 Shares 1,600 Est. Cost $38.93 Unrealized +30.8%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $76 Shares 1,513 Est. Cost $37.87 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $76 Shares 2,544 Est. Cost $12.54 Unrealized +107.8%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $76 Shares 1,600 Est. Cost $38.36 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $76 Shares 1,859 Est. Cost $34.04 Unrealized +23.8%
NORDSTROM INC 0.0%
Value ($000) $75 Shares 1,550 Est. Cost $47.74 Unrealized
AT&T INC 0.0%
Value ($000) $73 Shares 2,045 Est. Cost $35.73 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $73 Shares 763 Est. Cost $86.88 Unrealized 0.0%
CMI CUMMINS, INC 0.0%
Value ($000) $73 Shares 450 Est. Cost $96.30 Unrealized +45.1%
IWF ISHARES RUSSELL 1000 GROWTH INDEX ETF 0.0%
Value ($000) $72 Shares 528 Est. Cost $86.40 Unrealized
APPTIO INC 0.0%
Value ($000) $72 Shares 2,524 Est. Cost $28.53 Unrealized
BKNG BOOK HOLDING INC 0.0%
Value ($000) $71 Shares 34 Est. Cost $1933.58 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value ($000) $70 Shares 1,175 Est. Cost $24.38 Unrealized +102.0%
DOV DOVER CORP 0.0%
Value ($000) $69 Shares 700 Est. Cost $49.28 Unrealized +47.1%
NOVARTIS AG 0.0%
Value ($000) $65 Shares 807 Est. Cost $80.17 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $63 Shares 1,420 Est. Cost $24.56 Unrealized +30.9%
QUALCOMM INC 0.0%
Value ($000) $62 Shares 1,113 Est. Cost $74.23 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $62 Shares 340 Est. Cost $94.95 Unrealized +82.6%
NUE NUCOR CORP 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $38.31 Unrealized +45.6%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $59 Shares 465 Est. Cost $114.01 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $59 Shares 2,000 Est. Cost $15.23 Unrealized +86.5%
YUM YUM! BRANDS INC 0.0%
Value ($000) $58 Shares 683 Est. Cost $40.89 Unrealized +73.6%
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $57 Shares 541 Est. Cost $104.60 Unrealized
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) $54 Shares 339 Est. Cost $112.70 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $54 Shares 395 Est. Cost $65.71 Unrealized +86.7%
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FUND 0.0%
Value ($000) $54 Shares 309 Est. Cost $150.42 Unrealized
MOS MOSAIC CO/THE 0.0%
Value ($000) $54 Shares 2,205 Est. Cost $21.61 Unrealized +7.1%
FIS FIDELITY NATIONAL INFO SERVI 0.0%
Value ($000) $54 Shares 560 Est. Cost $64.97 Unrealized +30.8%
RYN RAYONIER INC 0.0%
Value ($000) $53 Shares 1,500 Est. Cost $42.00 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $53 Shares 327 Est. Cost $23.72 Unrealized +33.6%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $53 Shares 441 Est. Cost $102.64 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $52 Shares 514 Est. Cost $80.93 Unrealized
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $51 Shares 800 Est. Cost $35.69 Unrealized +63.7%
STT STATE STREET CORP 0.0%
Value ($000) $50 Shares 500 Est. Cost $50.63 Unrealized +61.8%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $49 Shares 837 Est. Cost $35.90 Unrealized +25.0%
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $16.87 Unrealized +75.8%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $49 Shares 476 Est. Cost $51.50 Unrealized +49.7%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $49 Shares 967 Est. Cost $50.67 Unrealized
TTEK TETRA TECH INC 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $5.40 Unrealized +83.0%
WB WEIBO CORP-SPON ADR 0.0%
Value ($000) $48 Shares 400 Est. Cost $20.00 Unrealized
CPRT COPART INC 0.0%
Value ($000) $47 Shares 925 Est. Cost $11.57 Unrealized 0.0%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $47.00 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $46 Shares 301 Est. Cost $184.56 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $46 Shares 190 Est. Cost $158.34 Unrealized +39.3%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $45 Shares 368 Est. Cost $112.27 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $53.96 Unrealized -5.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $42 Shares 513 Est. Cost $57.67 Unrealized +26.4%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $42 Shares 345 Est. Cost $98.67 Unrealized
TIME WARNER INC NEW 0.0%
Value ($000) $42 Shares 443 Est. Cost $97.07 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $41 Shares 568 Est. Cost $71.86 Unrealized
RJF RAYMOND JAMES FINANCIAL INC USD 0.01 0.0%
Value ($000) $41 Shares 457 Est. Cost $55.10 Unrealized 0.0%
CELGENE CORP 0.0%
Value ($000) $41 Shares 462 Est. Cost $109.70 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $41 Shares 215 Est. Cost $154.72 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $41 Shares 540 Est. Cost $54.76 Unrealized +7.6%
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $40 Shares 587 Est. Cost $35.84 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $40 Shares 632 Est. Cost $39.25 Unrealized +27.0%
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $40 Shares 517 Est. Cost $34.98 Unrealized +67.2%
LAM RESEARCH CORP 0.0%
Value ($000) $40 Shares 198 Est. Cost $106.24 Unrealized
IVV ISHARES S&P 500 INDEX FUND 0.0%
Value ($000) $39 Shares 148 Est. Cost $243.24 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $38 Shares 405 Est. Cost $87.01 Unrealized 0.0%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $38 Shares 282 Est. Cost $68.63 Unrealized +91.2%
EOG EOG RESOURCES INC 0.0%
Value ($000) $37 Shares 355 Est. Cost $72.36 Unrealized +11.7%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $37 Shares 319 Est. Cost $71.70 Unrealized +58.2%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $80.00 Unrealized
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $35 Shares 600 Est. Cost $58.33 Unrealized
INDIA FUND INC 0.0%
Value ($000) $35 Shares 1,425 Est. Cost $20.35 Unrealized
POWERSHARES QQQ TRUST SER ETF 0.0%
Value ($000) $34 Shares 213 Est. Cost $106.56 Unrealized
BROADCOM LTD 0.0%
Value ($000) $34 Shares 143 Est. Cost $177.22 Unrealized
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) $33 Shares 505 Est. Cost $26.85 Unrealized +120.7%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $32 Shares 450 Est. Cost $56.38 Unrealized +10.7%
GIS GENERAL MILLS 0.0%
Value ($000) $32 Shares 703 Est. Cost $39.53 Unrealized +3.7%
GENERAL ELECTRIC CO 0.0%
Value ($000) $32 Shares 2,379 Est. Cost $22.97 Unrealized
PCH POTLATCH CORPORATION 0.0%
Value ($000) $31 Shares 605 Est. Cost $31.40 Unrealized
ENB ENBRIDGE INC. 0.0%
Value ($000) $31 Shares 984 Est. Cost $24.73 Unrealized -13.1%
CLX CLOROX CO 0.0%
Value ($000) $31 Shares 232 Est. Cost $63.81 Unrealized +67.3%
BIV VANGUARD INTERMEDIATE TERM ETF 0.0%
Value ($000) $31 Shares 385 Est. Cost $82.05 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $30 Shares 390 Est. Cost $30.87 Unrealized +49.3%
TWITTER INC 0.0%
Value ($000) $30 Shares 1,041 Est. Cost $17.29 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $30 Shares 800 Est. Cost $16.58 Unrealized +64.3%
ETF POWERSHARES 0.0%
Value ($000) $29 Shares 222 Est. Cost $114.29 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $28 Shares 683 Est. Cost $26.68 Unrealized +61.2%
LKQ LKQ CORPORATION 0.0%
Value ($000) $28 Shares 750 Est. Cost $36.45 Unrealized 0.0%
GLNG GOLAR LNG LTD 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $28.47 Unrealized -12.6%
LIONS GATE ENTERTAINMENT A 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $28.00 Unrealized
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $26 Shares 435 Est. Cost $51.20 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.0%
Value ($000) $26 Shares 338 Est. Cost $79.41 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $25 Shares 1,407 Est. Cost $10.23 Unrealized +29.7%
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 1,875 Est. Cost $14.73 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $24 Shares 294 Est. Cost $32.75 Unrealized +114.7%
LIONS GATE ENTERTAINMENT B 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $26.00 Unrealized
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $23 Shares 700 Est. Cost $16.47 Unrealized +12.8%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $23 Shares 200 Est. Cost $66.28 Unrealized +61.8%
EPP ISHARES MCSI PACIFIC EX-JAPAN 0.0%
Value ($000) $23 Shares 496 Est. Cost $40.32 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $23 Shares 209 Est. Cost $116.78 Unrealized -3.6%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $22 Shares 500 Est. Cost $28.53 Unrealized +21.5%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $21 Shares 177 Est. Cost $101.69 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $21 Shares 320 Est. Cost $55.00 Unrealized +4.4%
RMD RESMED INC 0.0%
Value ($000) $20 Shares 200 Est. Cost $87.58 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $19 Shares 308 Est. Cost $17.15 Unrealized +113.3%
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $19 Shares 350 Est. Cost $26.10 Unrealized +84.8%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $19 Shares 300 Est. Cost $64.23 Unrealized -1.2%
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) $18 Shares 177 Est. Cost $107.34 Unrealized
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $18 Shares 100 Est. Cost $80.00 Unrealized
CERNER CORPORATION 0.0%
Value ($000) $18 Shares 304 Est. Cost $47.95 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $17 Shares 1,096 Est. Cost $22.45 Unrealized -50.7%
VOE VANGUARD MID CAP VALUE ETF 0.0%
Value ($000) $17 Shares 153 Est. Cost $104.58 Unrealized
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $16 Shares 120 Est. Cost $129.09 Unrealized
WILLIAMS PARTNER LP NEW 0.0%
Value ($000) $16 Shares 466 Est. Cost $49.65 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $16 Shares 95 Est. Cost $211.76 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $15 Shares 378 Est. Cost $30.54 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $15 Shares 266 Est. Cost $29.75 Unrealized +69.3%
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) $14 Shares 300 Est. Cost $56.67 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $14 Shares 102 Est. Cost $112.15 Unrealized
VSS ETF VANGUARD FTSE EX US SMALL CAP 0.0%
Value ($000) $14 Shares 115 Est. Cost $95.24 Unrealized
VNQI VANGUARD GLOBAL EX US REAL ESTATE ETF 0.0%
Value ($000) $14 Shares 228 Est. Cost $54.88 Unrealized
FFIV F5 NETWORKS INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $143.36 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $13 Shares 200 Est. Cost $12.05 Unrealized +2.4%
NI NISOURCE INC 0.0%
Value ($000) $12 Shares 521 Est. Cost $12.01 Unrealized +52.3%
TGT TARGET CORP 0.0%
Value ($000) $12 Shares 180 Est. Cost $55.35 Unrealized +5.6%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $11 Shares 676 Est. Cost $5.63 Unrealized +32.7%
VOT VANGUARD MID CAP GROWTH ETF 0.0%
Value ($000) $11 Shares 87 Est. Cost $114.94 Unrealized
KEY KEYCORP 0.0%
Value ($000) $11 Shares 544 Est. Cost $8.09 Unrealized +80.4%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $11 Shares 326 Est. Cost $33.21 Unrealized -4.3%
PSX PHILLIPS 66 0.0%
Value ($000) $10 Shares 100 Est. Cost $49.25 Unrealized +45.1%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $10 Shares 93 Est. Cost $107.41 Unrealized
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $10 Shares 95 Est. Cost $104.00 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $9 Shares 175 Est. Cost $33.04 Unrealized +46.0%
RUN SUNRUN INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $7.19 Unrealized -6.1%
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $9 Shares 89 Est. Cost $62.87 Unrealized +32.7%
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.0%
Value ($000) $9 Shares 56 Est. Cost $116.18 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $8 Shares 78 Est. Cost $48.03 Unrealized +43.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $8 Shares 71 Est. Cost $66.36 Unrealized +29.9%
POWERSHARES ETF FTSE RAFI US1000 PORTFOLIO 0.0%
Value ($000) $8 Shares 70 Est. Cost $100.00 Unrealized
RAYTHEON CO 0.0%
Value ($000) $8 Shares 37 Est. Cost $90.18 Unrealized
NUVEEN AMT FREE MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $7 Shares 499 Est. Cost $16.03 Unrealized
BLACKSTONE GROUP 0.0%
Value ($000) $7 Shares 223 Est. Cost $31.39 Unrealized
QLTA ISHARES AAA - A RATED CORP 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
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 +18.0%
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $6 Shares 52 Est. Cost $56.46 Unrealized +64.4%
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 +396.5%
PI IMPINJ INC COM 0.0%
Value ($000) $5 Shares 355 Est. Cost $31.46 Unrealized -47.0%
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
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
IPATH US TREASURY LONG BOND BEAR 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value ($000) $3 Shares 500 Est. Cost $17.00 Unrealized
ALLETE INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $52.63 Unrealized
MICRO FOCUS INTL PLC 0.0%
Value ($000) $3 Shares 234 Est. Cost $29.91 Unrealized
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.38 Unrealized +7.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3 Shares 8 Est. Cost $234.97 Unrealized +25.3%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value ($000) $2 Shares 38 Est. Cost $27.79 Unrealized +22.8%
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
UAA UNDER ARMOUR INC-CLASS A 0.0%
Value ($000) $2 Shares 100 Est. Cost $39.45 Unrealized -60.3%
F FORD MOTOR CO 0.0%
Value ($000) $2 Shares 171 Est. Cost $8.71 Unrealized -14.1%
PIONEER NATURAL RESOURCES 0.0%
Value ($000) $2 Shares 13 Est. Cost $180.00 Unrealized
ELEMENTS ROGERS AGRI TOT RET 0.00 DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
ORCHID ISLAND CAPITAL INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.74 Unrealized +55.3%
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $1 Shares 100 Est. Cost $37.40 Unrealized -62.3%
RANDGOLD RESOURCES LTD-ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
TBT PROSHARES ULTRASHORT 20 YR TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
UNITI GROUP INC. 0.0%
Value ($000) $0 Shares 24 Est. Cost $41.67 Unrealized
WINDSTREAM HOLDINGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.66 Unrealized +49.3%
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $59.99 Unrealized -3.7%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $0 Shares 38 Est. Cost $26.32 Unrealized