Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 15, 2018

Total Value ($000): $215,447 (100.0% shares, 0.0% debt)

Holdings (332)

IVW ISHARES S&P 500 GROWTH 7.9%
Value ($000) $17,013 Shares 96,027 Est. Cost $109.30 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 4.7%
Value ($000) $10,215 Shares 43,855 Est. Cost $153.59 Unrealized
MSFT MICROSOFT CORP 4.3%
Value ($000) $9,314 Shares 81,436 Est. Cost $36.75 Unrealized +174.3%
MMM 3M CO 2.9%
Value ($000) $6,340 Shares 30,087 Est. Cost $92.60 Unrealized +42.8%
AAPL APPLE INC 2.6%
Value ($000) $5,564 Shares 24,646 Est. Cost $20.16 Unrealized +144.5%
GGG GRACO INC 2.2%
Value ($000) $4,808 Shares 103,761 Est. Cost $34.81 Unrealized +21.8%
HD HOME DEPOT INC 1.9%
Value ($000) $4,144 Shares 20,006 Est. Cost $78.56 Unrealized +113.8%
VOO VANGUARD S&P 500 ETF 1.9%
Value ($000) $4,017 Shares 15,044 Est. Cost $182.56 Unrealized
UNH UNITEDHEALTH GROUP INC 1.9%
Value ($000) $4,015 Shares 15,092 Est. Cost $63.78 Unrealized +261.6%
CSCO CISCO SYSTEMS INC 1.8%
Value ($000) $3,983 Shares 81,872 Est. Cost $16.87 Unrealized +113.6%
V VISA INC 1.8%
Value ($000) $3,902 Shares 25,997 Est. Cost $71.33 Unrealized +89.4%
DIS WALT DISNEY CO 1.6%
Value ($000) $3,377 Shares 28,881 Est. Cost $67.23 Unrealized +58.5%
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $3,280 Shares 39,411 Est. Cost $61.07 Unrealized +11.0%
PEP PEPSICO INC 1.5%
Value ($000) $3,276 Shares 29,306 Est. Cost $63.67 Unrealized +41.9%
SYK STRYKER CORP 1.5%
Value ($000) $3,236 Shares 18,215 Est. Cost $64.24 Unrealized +145.2%
XBI SPDR S&P BIOTECH ETF 1.5%
Value ($000) $3,214 Shares 33,529 Est. Cost $81.85 Unrealized
DHR DANAHER CORP 1.5%
Value ($000) $3,170 Shares 29,175 Est. Cost $34.01 Unrealized +158.9%
MDT MEDTRONIC PLC 1.4%
Value ($000) $3,043 Shares 30,941 Est. Cost $59.95 Unrealized +27.3%
PNC PNC FINANCIAL SERVICES GROUP 1.4%
Value ($000) $3,021 Shares 22,180 Est. Cost $53.83 Unrealized +103.4%
CVX CHEVRON CORP 1.4%
Value ($000) $3,013 Shares 24,640 Est. Cost $69.12 Unrealized +27.2%
ORCL ORACLE CORP 1.3%
Value ($000) $2,859 Shares 55,447 Est. Cost $29.57 Unrealized +47.4%
SCHW CHARLES SCHWAB CORP 1.3%
Value ($000) $2,773 Shares 56,421 Est. Cost $21.96 Unrealized +109.7%
INTC INTEL CORP 1.3%
Value ($000) $2,757 Shares 58,293 Est. Cost $18.98 Unrealized +118.8%
BLACKROCK INC 1.3%
Value ($000) $2,744 Shares 5,823 Est. Cost $323.40 Unrealized
ISHARES S&P MIDCAP 400 GROWTH 1.3%
Value ($000) $2,736 Shares 11,746 Est. Cost $153.82 Unrealized
TRV THE TRAVELERS CO INC 1.2%
Value ($000) $2,643 Shares 20,376 Est. Cost $87.68 Unrealized +25.3%
SBUX STARBUCKS CORP 1.2%
Value ($000) $2,603 Shares 45,788 Est. Cost $47.99 Unrealized -6.1%
QCOM QUALCOMM INC 1.2%
Value ($000) $2,603 Shares 36,142 Est. Cost $50.14 Unrealized +9.0%
UNP UNION PACIFIC CORP 1.2%
Value ($000) $2,594 Shares 15,932 Est. Cost $67.82 Unrealized +88.4%
CMCSA COMCAST CORP 1.2%
Value ($000) $2,570 Shares 72,599 Est. Cost $24.58 Unrealized +19.4%
PFE PFIZER INC 1.2%
Value ($000) $2,568 Shares 58,291 Est. Cost $18.04 Unrealized +53.3%
VFC VF CORP 1.2%
Value ($000) $2,525 Shares 27,016 Est. Cost $53.70 Unrealized +58.8%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.1%
Value ($000) $2,383 Shares 45,255 Est. Cost $39.37 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 1.1%
Value ($000) $2,331 Shares 15,415 Est. Cost $98.72 Unrealized +2.6%
ACN ACCENTURE PLC 1.1%
Value ($000) $2,318 Shares 13,618 Est. Cost $67.87 Unrealized +119.9%
CB CHUBB LIMITED 1.1%
Value ($000) $2,308 Shares 17,272 Est. Cost $100.15 Unrealized +19.0%
CVS CVS HEALTH CORP 1.1%
Value ($000) $2,301 Shares 29,230 Est. Cost $50.42 Unrealized +12.0%
T AT&T INC 1.0%
Value ($000) $2,234 Shares 66,545 Est. Cost $11.82 Unrealized +22.5%
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $2,151 Shares 18,425 Est. Cost $67.35 Unrealized +31.3%
MET METLIFE INC 1.0%
Value ($000) $2,096 Shares 44,861 Est. Cost $31.95 Unrealized +11.2%
ABBV ABBVIE INC 1.0%
Value ($000) $2,085 Shares 22,041 Est. Cost $32.42 Unrealized +113.3%
HON HONEYWELL INTL INC 1.0%
Value ($000) $2,063 Shares 12,400 Est. Cost $85.46 Unrealized +42.3%
BB&T CORP 0.9%
Value ($000) $2,015 Shares 41,522 Est. Cost $38.78 Unrealized
AMT AMERICAN TOWER CORP 0.9%
Value ($000) $1,968 Shares 13,543 Est. Cost $66.86 Unrealized +80.7%
WFC WELLS FARGO & CO 0.9%
Value ($000) $1,948 Shares 37,064 Est. Cost $32.91 Unrealized +41.3%
PYPL PAYPAL HOLDINGS INC 0.9%
Value ($000) $1,906 Shares 21,700 Est. Cost $36.03 Unrealized +143.8%
NVS NOVARTIS AG 0.9%
Value ($000) $1,854 Shares 21,518 Est. Cost $80.71 Unrealized
ETN EATON CORP PLC 0.9%
Value ($000) $1,841 Shares 21,226 Est. Cost $54.10 Unrealized +31.5%
CABO CABLE ONE INC 0.8%
Value ($000) $1,767 Shares 2,000 Est. Cost $378.92 Unrealized +91.7%
APD AIR PRODUCTS & CHEMICALS INC 0.8%
Value ($000) $1,762 Shares 10,550 Est. Cost $83.71 Unrealized +62.4%
MDLZ MONDELEZ INTERNATIONAL INC 0.7%
Value ($000) $1,517 Shares 35,327 Est. Cost $26.54 Unrealized +34.1%
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $1,514 Shares 10,826 Est. Cost $113.25 Unrealized
BA BOEING CO 0.7%
Value ($000) $1,503 Shares 4,042 Est. Cost $135.78 Unrealized +149.7%
ECL ECOLAB INC 0.7%
Value ($000) $1,483 Shares 9,458 Est. Cost $101.13 Unrealized +35.5%
USB US BANCORP 0.7%
Value ($000) $1,474 Shares 27,903 Est. Cost $28.51 Unrealized +37.2%
ISHARES GOLD TRUST 0.7%
Value ($000) $1,472 Shares 128,813 Est. Cost $11.73 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.6%
Value ($000) $1,326 Shares 106,641 Est. Cost $10.23 Unrealized
VLO VALERO ENERGY CORP 0.6%
Value ($000) $1,242 Shares 10,915 Est. Cost $28.67 Unrealized +193.8%
SU SUNCOR ENERGY INC 0.6%
Value ($000) $1,231 Shares 31,835 Est. Cost $23.08 Unrealized +32.0%
GHC GRAHAM HOLDINGS CO-CLASS B 0.5%
Value ($000) $1,159 Shares 2,000 Est. Cost $431.34 Unrealized +22.1%
AMZN AMAZON.COM INC 0.5%
Value ($000) $1,026 Shares 512 Est. Cost $41.62 Unrealized +126.0%
BRK/B BERKSHIRE HATHAWAY CL B 0.4%
Value ($000) $919 Shares 4,291 Est. Cost $154.03 Unrealized +33.2%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $879 Shares 6,359 Est. Cost $80.78 Unrealized +33.7%
GENERAL ELECTRIC CO 0.4%
Value ($000) $817 Shares 72,395 Est. Cost $23.92 Unrealized
WMB WILLIAMS COS INC 0.4%
Value ($000) $805 Shares 29,611 Est. Cost $10.12 Unrealized +90.0%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $784 Shares 9,223 Est. Cost $54.53 Unrealized +6.7%
IJH ISHARES CORE S&P MIDCAP ETF 0.4%
Value ($000) $779 Shares 3,868 Est. Cost $169.52 Unrealized
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $732 Shares 8,104 Est. Cost $49.71 Unrealized +57.4%
BKR BAKER HUGHES A GE CO 0.3%
Value ($000) $653 Shares 19,307 Est. Cost $27.11 Unrealized -1.3%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $650 Shares 12,174 Est. Cost $29.64 Unrealized +20.2%
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS ETF 0.3%
Value ($000) $624 Shares 2,145 Est. Cost $198.02 Unrealized
COST COSTCO WHSL CORP 0.3%
Value ($000) $612 Shares 2,606 Est. Cost $126.74 Unrealized +60.3%
VB VANGUARD SMALL CAP ETF 0.3%
Value ($000) $577 Shares 3,548 Est. Cost $114.58 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $559 Shares 7,884 Est. Cost $39.79 Unrealized +27.3%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.2%
Value ($000) $525 Shares 3,112 Est. Cost $136.72 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.2%
Value ($000) $522 Shares 9,000 Est. Cost $59.11 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $502 Shares 2,422 Est. Cost $105.54 Unrealized +49.1%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $422 Shares 1,219 Est. Cost $218.34 Unrealized +21.0%
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $420 Shares 5,202 Est. Cost $66.00 Unrealized
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $415 Shares 348 Est. Cost $42.35 Unrealized +40.4%
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $403 Shares 334 Est. Cost $42.48 Unrealized +41.4%
VWO VANGUARD EMERGING MKTS ETF 0.2%
Value ($000) $376 Shares 9,166 Est. Cost $40.24 Unrealized
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $352 Shares 2,141 Est. Cost $109.93 Unrealized
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $347 Shares 7,354 Est. Cost $54.78 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.2%
Value ($000) $324 Shares 4,770 Est. Cost $60.03 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $324 Shares 2,873 Est. Cost $56.14 Unrealized +65.0%
RSP INVESCO EX SP 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $320 Shares 3,000 Est. Cost $102.00 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $320 Shares 1 Est. Cost $249666.89 Unrealized +24.0%
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $286 Shares 5,084 Est. Cost $58.77 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $269 Shares 732 Est. Cost $245.16 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $242 Shares 1,470 Est. Cost $147.65 Unrealized +21.8%
VPL VANGUARD PACIFIC ETF 0.1%
Value ($000) $236 Shares 3,315 Est. Cost $61.41 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $231 Shares 3,454 Est. Cost $46.28 Unrealized +13.9%
ADBE ADOBE INC 0.1%
Value ($000) $216 Shares 800 Est. Cost $78.03 Unrealized +230.4%
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $215 Shares 976 Est. Cost $176.88 Unrealized
WPX ENERGY INC 0.1%
Value ($000) $194 Shares 9,638 Est. Cost $6.95 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $192 Shares 2,508 Est. Cost $48.01 Unrealized +29.0%
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $188 Shares 414 Est. Cost $54.58 Unrealized +154.0%
MICROSOFT CORP 0.1%
Value ($000) $187 Shares 1,632 Est. Cost $37.11 Unrealized
TU TELUS CORPORATION 0.1%
Value ($000) $184 Shares 5,000 Est. Cost $16.78 Unrealized +9.1%
ESTERLINE TECHNOLOGIES CORP 0.1%
Value ($000) $177 Shares 1,944 Est. Cost $101.48 Unrealized
APPTIO INC 0.1%
Value ($000) $173 Shares 4,685 Est. Cost $32.25 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $172 Shares 1,602 Est. Cost $60.92 Unrealized +48.2%
REDFIN CORP USD 0.001 0.1%
Value ($000) $162 Shares 8,648 Est. Cost $22.98 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $156 Shares 2,282 Est. Cost $27.51 Unrealized +19.0%
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $156 Shares 2,200 Est. Cost $51.29 Unrealized +7.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $146 Shares 1,889 Est. Cost $43.97 Unrealized +59.8%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $143 Shares 2,309 Est. Cost $39.73 Unrealized +13.2%
SDY SPRD S&P DIVIDEND ETF 0.1%
Value ($000) $143 Shares 1,461 Est. Cost $89.48 Unrealized
NKE NIKE INC CLASS B 0.1%
Value ($000) $142 Shares 1,674 Est. Cost $52.54 Unrealized +38.9%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $141 Shares 1,484 Est. Cost $76.74 Unrealized
DOWDUPONT INC 0.1%
Value ($000) $135 Shares 2,103 Est. Cost $69.12 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $127 Shares 690 Est. Cost $115.55 Unrealized +32.9%
VCSH VANGUARD SHORT TERM CORPORATE BOND ETF 0.1%
Value ($000) $125 Shares 1,595 Est. Cost $79.18 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $124 Shares 2,432 Est. Cost $24.41 Unrealized +75.0%
ABT ABBOTT LABS 0.1%
Value ($000) $124 Shares 1,684 Est. Cost $38.41 Unrealized +50.6%
BIIB BIOGEN INC 0.1%
Value ($000) $124 Shares 350 Est. Cost $261.90 Unrealized +31.5%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $123 Shares 502 Est. Cost $120.77 Unrealized +86.8%
EXPRESS SCRIPTS HOLDING CO 0.1%
Value ($000) $121 Shares 1,277 Est. Cost $77.71 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $121 Shares 1,560 Est. Cost $48.87 Unrealized +15.3%
WY WEYERHAEUSER CO 0.1%
Value ($000) $119 Shares 3,681 Est. Cost $18.60 Unrealized +39.3%
ACCENTURE PLC 0.1%
Value ($000) $119 Shares 702 Est. Cost $84.28 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $116 Shares 2,520 Est. Cost $28.21 Unrealized +28.7%
CHEVRON CORP 0.1%
Value ($000) $116 Shares 950 Est. Cost $115.95 Unrealized
LOW LOWES COMPANIES INC 0.1%
Value ($000) $115 Shares 1,004 Est. Cost $61.43 Unrealized +48.2%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $114 Shares 500 Est. Cost $118.31 Unrealized +62.5%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $113 Shares 773 Est. Cost $68.39 Unrealized +68.4%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $113 Shares 550 Est. Cost $114.61 Unrealized +44.3%
CISCO SYSTEMS INC 0.1%
Value ($000) $111 Shares 2,279 Est. Cost $22.48 Unrealized
WALT DISNEY CO 0.0%
Value ($000) $105 Shares 897 Est. Cost $76.48 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $104 Shares 1,600 Est. Cost $38.93 Unrealized +65.5%
STRYKER CORP 0.0%
Value ($000) $104 Shares 586 Est. Cost $74.68 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $104 Shares 2,809 Est. Cost $39.09 Unrealized
IEI ISHARES BARCLAYS 3 - 7 YR TREASURY BD ETF 0.0%
Value ($000) $103 Shares 864 Est. Cost $122.69 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $102 Shares 1,085 Est. Cost $21.89 Unrealized +24.9%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $102 Shares 1,280 Est. Cost $46.09 Unrealized +30.3%
PFIZER INC 0.0%
Value ($000) $101 Shares 2,293 Est. Cost $30.44 Unrealized
DE DEERE & CO 0.0%
Value ($000) $101 Shares 671 Est. Cost $67.46 Unrealized +90.6%
VF CORP 0.0%
Value ($000) $99 Shares 1,055 Est. Cost $62.30 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $98 Shares 1,989 Est. Cost $26.13 Unrealized
VEA ETF VANGUARD DEVELOPED MARKETS 0.0%
Value ($000) $96 Shares 2,230 Est. Cost $36.63 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $94 Shares 420 Est. Cost $153.98 Unrealized +27.5%
ORACLE CORP 0.0%
Value ($000) $94 Shares 1,819 Est. Cost $38.28 Unrealized
NORDSTROM INC 0.0%
Value ($000) $93 Shares 1,550 Est. Cost $47.74 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $92 Shares 956 Est. Cost $84.77 Unrealized
BLACKROCK INC 0.0%
Value ($000) $92 Shares 195 Est. Cost $317.97 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $91 Shares 600 Est. Cost $84.05 Unrealized +43.4%
PEPSICO INC 0.0%
Value ($000) $91 Shares 816 Est. Cost $84.59 Unrealized
INTEL CORP 0.0%
Value ($000) $91 Shares 1,919 Est. Cost $25.73 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $91 Shares 1,250 Est. Cost $84.48 Unrealized
DANAHER CORP 0.0%
Value ($000) $91 Shares 836 Est. Cost $77.49 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $87 Shares 1,040 Est. Cost $81.92 Unrealized
EL ESTEE LAUDER CO 0.0%
Value ($000) $87 Shares 600 Est. Cost $62.14 Unrealized +103.5%
SYY SYSCO CORP 0.0%
Value ($000) $86 Shares 1,175 Est. Cost $24.38 Unrealized +143.1%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $86 Shares 1,406 Est. Cost $60.95 Unrealized -14.6%
COMCAST CORP CL A 0.0%
Value ($000) $82 Shares 2,311 Est. Cost $44.70 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX ETF 0.0%
Value ($000) $82 Shares 528 Est. Cost $86.40 Unrealized
QUALCOMM INC 0.0%
Value ($000) $82 Shares 1,135 Est. Cost $74.03 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $81 Shares 1,210 Est. Cost $50.87 Unrealized +10.0%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $81 Shares 1,541 Est. Cost $37.87 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $81 Shares 800 Est. Cost $39.78 Unrealized +146.8%
WELLS FARGO & CO 0.0%
Value ($000) $79 Shares 1,495 Est. Cost $46.29 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $78 Shares 400 Est. Cost $108.40 Unrealized +78.6%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $74 Shares 1,859 Est. Cost $34.04 Unrealized +17.5%
MOS MOSAIC CO/THE 0.0%
Value ($000) $72 Shares 2,205 Est. Cost $21.61 Unrealized +22.9%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $71 Shares 395 Est. Cost $65.71 Unrealized +124.0%
AT&T INC 0.0%
Value ($000) $71 Shares 2,109 Est. Cost $35.65 Unrealized
NOVARTIS AG 0.0%
Value ($000) $70 Shares 807 Est. Cost $80.17 Unrealized
TTEK TETRA TECH INC 0.0%
Value ($000) $68 Shares 1,000 Est. Cost $5.40 Unrealized +145.3%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $68 Shares 1,600 Est. Cost $38.36 Unrealized
BKNG BOOK HOLDING INC 0.0%
Value ($000) $67 Shares 34 Est. Cost $1933.58 Unrealized +0.2%
CMI CUMMINS, INC 0.0%
Value ($000) $66 Shares 450 Est. Cost $96.30 Unrealized +20.7%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $66 Shares 470 Est. Cost $114.01 Unrealized
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $64 Shares 549 Est. Cost $104.60 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $63 Shares 2,124 Est. Cost $12.54 Unrealized +103.1%
CLOUDERA INC 0.0%
Value ($000) $63 Shares 3,558 Est. Cost $16.58 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $38.31 Unrealized +42.5%
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FUND 0.0%
Value ($000) $62 Shares 309 Est. Cost $150.42 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $62 Shares 700 Est. Cost $49.28 Unrealized +49.7%
YUM YUM! BRANDS INC 0.0%
Value ($000) $62 Shares 683 Est. Cost $40.89 Unrealized +78.3%
SO SOUTHERN CO 0.0%
Value ($000) $62 Shares 1,420 Est. Cost $24.56 Unrealized +39.6%
WSO WATSCO INC 0.0%
Value ($000) $61 Shares 340 Est. Cost $94.95 Unrealized +86.1%
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $59 Shares 800 Est. Cost $35.69 Unrealized +89.3%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $59 Shares 441 Est. Cost $102.64 Unrealized
FIS FIDELITY NATIONAL INFO SERVI 0.0%
Value ($000) $59 Shares 540 Est. Cost $64.97 Unrealized +44.5%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $58 Shares 613 Est. Cost $86.88 Unrealized -1.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $57 Shares 514 Est. Cost $80.93 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $57 Shares 343 Est. Cost $112.70 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $55 Shares 327 Est. Cost $23.72 Unrealized +49.5%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $53.00 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $53.96 Unrealized -12.9%
RYN RAYONIER INC 0.0%
Value ($000) $51 Shares 1,500 Est. Cost $42.00 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $51 Shares 837 Est. Cost $35.90 Unrealized +31.4%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $51 Shares 319 Est. Cost $71.70 Unrealized +104.5%
PHM PULTEGROUP INC 0.0%
Value ($000) $50 Shares 2,000 Est. Cost $15.23 Unrealized +71.5%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $49 Shares 967 Est. Cost $50.67 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $49 Shares 368 Est. Cost $112.27 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $48 Shares 476 Est. Cost $51.50 Unrealized +33.3%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $47 Shares 345 Est. Cost $98.67 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $46 Shares 190 Est. Cost $158.34 Unrealized +34.0%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $46 Shares 600 Est. Cost $58.33 Unrealized
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $16.87 Unrealized +61.2%
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $46 Shares 215 Est. Cost $154.72 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $46 Shares 307 Est. Cost $184.56 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $45 Shares 355 Est. Cost $72.36 Unrealized +26.3%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $47.00 Unrealized
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $44 Shares 532 Est. Cost $35.84 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $43 Shares 632 Est. Cost $39.25 Unrealized +36.3%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $43 Shares 568 Est. Cost $71.86 Unrealized
IVV ISHARES S&P 500 INDEX FUND 0.0%
Value ($000) $43 Shares 148 Est. Cost $243.24 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $43 Shares 405 Est. Cost $87.01 Unrealized +8.2%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $80.00 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $42 Shares 540 Est. Cost $54.76 Unrealized +3.8%
STT STATE STREET CORP 0.0%
Value ($000) $42 Shares 500 Est. Cost $50.63 Unrealized +36.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $42 Shares 513 Est. Cost $57.67 Unrealized +30.6%
RJF RAYMOND JAMES FINANCIAL INC USD 0.01 0.0%
Value ($000) $42 Shares 457 Est. Cost $55.10 Unrealized -0.4%
QQQ SERIES 1 0.0%
Value ($000) $40 Shares 213 Est. Cost $173.71 Unrealized
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $39 Shares 517 Est. Cost $34.98 Unrealized +72.7%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $37 Shares 505 Est. Cost $26.85 Unrealized +140.7%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $37 Shares 282 Est. Cost $68.63 Unrealized +75.1%
CLX CLOROX CO 0.0%
Value ($000) $35 Shares 232 Est. Cost $63.81 Unrealized +79.6%
AVGO BROADCOM INC NPV 0.0%
Value ($000) $35 Shares 143 Est. Cost $19.73 Unrealized -7.4%
FTV FORTIVE CORP 0.0%
Value ($000) $33 Shares 390 Est. Cost $30.87 Unrealized +61.1%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $33 Shares 421 Est. Cost $80.76 Unrealized
PRFZ POWERSHARE FTSE RAFI US 1500SMALL 0.0%
Value ($000) $32 Shares 222 Est. Cost $139.64 Unrealized
INDIA FUND INC 0.0%
Value ($000) $32 Shares 1,425 Est. Cost $20.35 Unrealized
ENB ENBRIDGE INC. 0.0%
Value ($000) $32 Shares 984 Est. Cost $24.73 Unrealized -11.2%
BIV VANGUARD INTERMEDIATE TERM ETF 0.0%
Value ($000) $31 Shares 385 Est. Cost $82.05 Unrealized
CPRT COPART INC 0.0%
Value ($000) $31 Shares 605 Est. Cost $11.57 Unrealized +29.1%
GIS GENERAL MILLS 0.0%
Value ($000) $30 Shares 703 Est. Cost $39.53 Unrealized -11.6%
LAM RESEARCH CORP 0.0%
Value ($000) $30 Shares 198 Est. Cost $106.24 Unrealized
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $29 Shares 435 Est. Cost $51.20 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.0%
Value ($000) $29 Shares 338 Est. Cost $79.41 Unrealized
WB WEIBO CORP-SPON ADR 0.0%
Value ($000) $29 Shares 400 Est. Cost $20.00 Unrealized
GLNG GOLAR LNG LTD 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $28.47 Unrealized -17.6%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $27 Shares 450 Est. Cost $56.38 Unrealized +3.4%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $27 Shares 800 Est. Cost $16.58 Unrealized +64.8%
GENERAL ELECTRIC CO 0.0%
Value ($000) $27 Shares 2,421 Est. Cost $22.97 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $26 Shares 320 Est. Cost $55.00 Unrealized +23.2%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $26 Shares 294 Est. Cost $32.75 Unrealized +133.8%
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $26 Shares 700 Est. Cost $16.47 Unrealized +21.2%
PCH POTLATCH CORPORATION 0.0%
Value ($000) $25 Shares 605 Est. Cost $31.40 Unrealized
LKQ LKQ CORPORATION 0.0%
Value ($000) $24 Shares 750 Est. Cost $36.45 Unrealized -18.1%
LIONS GATE ENTERTAINMENT A 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $28.00 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $24 Shares 683 Est. Cost $26.68 Unrealized +33.5%
CELGENE CORP 0.0%
Value ($000) $24 Shares 264 Est. Cost $109.70 Unrealized
BLACKROCK MUNICPAL INCOME QUALITY TRUST 0.0%
Value ($000) $24 Shares 1,882 Est. Cost $14.73 Unrealized
TWITTER INC 0.0%
Value ($000) $24 Shares 841 Est. Cost $17.29 Unrealized
LIONS GATE ENTERTAINMENT B 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $26.00 Unrealized
EPP ISHARES MCSI PACIFIC EX-JAPAN 0.0%
Value ($000) $23 Shares 496 Est. Cost $40.32 Unrealized
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) $21 Shares 300 Est. Cost $64.23 Unrealized -2.5%
BKLN INVESCO EX SR LN ETF 0.0%
Value ($000) $21 Shares 897 Est. Cost $23.41 Unrealized
CERNER CORPORATION 0.0%
Value ($000) $20 Shares 304 Est. Cost $47.95 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $19 Shares 308 Est. Cost $17.15 Unrealized +95.7%
KMI KINDER MORGAN INC 0.0%
Value ($000) $19 Shares 1,096 Est. Cost $22.45 Unrealized -47.9%
SPSB SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 619 Est. Cost $30.69 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $18 Shares 266 Est. Cost $29.75 Unrealized +106.5%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $18 Shares 500 Est. Cost $28.53 Unrealized +11.7%
IEF ISHARES TR 7 10YR TREAS BONDETF 0.0%
Value ($000) $18 Shares 177 Est. Cost $107.34 Unrealized
VOE VANGUARD MID CAP VALUE ETF 0.0%
Value ($000) $17 Shares 153 Est. Cost $104.58 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $17 Shares 378 Est. Cost $30.54 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $17 Shares 1,050 Est. Cost $10.23 Unrealized +23.8%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $17 Shares 200 Est. Cost $66.28 Unrealized +28.6%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $17 Shares 129 Est. Cost $116.78 Unrealized +8.2%
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $17 Shares 120 Est. Cost $129.09 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $16 Shares 102 Est. Cost $112.15 Unrealized
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $16 Shares 100 Est. Cost $80.00 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $16 Shares 180 Est. Cost $55.35 Unrealized +22.8%
APERGY CORP USD 0.01 0.0%
Value ($000) $15 Shares 350 Est. Cost $42.86 Unrealized
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $15 Shares 350 Est. Cost $26.10 Unrealized +99.8%
CHINA MOBILE LTD-SPN ADR 0.0%
Value ($000) $15 Shares 300 Est. Cost $56.67 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $15 Shares 244 Est. Cost $49.18 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $14 Shares 150 Est. Cost $12.05 Unrealized +23.3%
VNQI VANGUARD GLOBAL EX US REAL ESTATE ETF 0.0%
Value ($000) $13 Shares 228 Est. Cost $54.88 Unrealized
VSS ETF VANGUARD FTSE EX US SMALL CAP 0.0%
Value ($000) $13 Shares 115 Est. Cost $95.24 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value ($000) $13 Shares 233 Est. Cost $33.95 Unrealized +13.9%
NI NISOURCE INC 0.0%
Value ($000) $13 Shares 521 Est. Cost $12.01 Unrealized +73.1%
VOT VANGUARD MID CAP GROWTH ETF 0.0%
Value ($000) $12 Shares 87 Est. Cost $114.94 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $12 Shares 676 Est. Cost $5.63 Unrealized +50.3%
RUN SUNRUN INC 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $7.19 Unrealized +92.6%
PSX PHILLIPS 66 0.0%
Value ($000) $11 Shares 100 Est. Cost $49.25 Unrealized +74.7%
KEY KEYCORP 0.0%
Value ($000) $11 Shares 544 Est. Cost $8.09 Unrealized +80.9%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $10 Shares 93 Est. Cost $107.41 Unrealized
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.0%
Value ($000) $9 Shares 56 Est. Cost $116.18 Unrealized
PI IMPINJ INC COM 0.0%
Value ($000) $9 Shares 355 Est. Cost $31.46 Unrealized -29.8%
PRF POWERSHARE FTSE RAFI US 1000PORTFO 0.0%
Value ($000) $8 Shares 70 Est. Cost $114.29 Unrealized
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $8 Shares 95 Est. Cost $104.00 Unrealized
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $8 Shares 89 Est. Cost $62.87 Unrealized +34.7%
RAYTHEON CO 0.0%
Value ($000) $8 Shares 37 Est. Cost $90.18 Unrealized
BLACKSTONE GROUP 0.0%
Value ($000) $8 Shares 223 Est. Cost $31.39 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $8 Shares 175 Est. Cost $33.04 Unrealized +58.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $8 Shares 71 Est. Cost $66.36 Unrealized +30.4%
SEATTLE GENETICS INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $30.00 Unrealized
QLTA ISHARES AAA - A RATED CORP 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $7 Shares 200 Est. Cost $33.21 Unrealized -5.8%
NUVEEN AMT FREE MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $7 Shares 499 Est. Cost $16.03 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $7 Shares 52 Est. Cost $56.46 Unrealized +70.0%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $6 Shares 358 Est. Cost $8.83 Unrealized +30.0%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $6 Shares 175 Est. Cost $34.29 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $6 Shares 78 Est. Cost $48.03 Unrealized +15.5%
ALLERGAN PLC 0.0%
Value ($000) $6 Shares 30 Est. Cost $211.76 Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $20.00 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $5 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
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $4 Shares 200 Est. Cost $30.00 Unrealized
CC CHEMOURS COMPANY 0.0%
Value ($000) $4 Shares 108 Est. Cost $7.40 Unrealized +338.0%
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
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3 Shares 8 Est. Cost $234.97 Unrealized +14.8%
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 +12.5%
UAA UNDER ARMOUR INC-CLASS A 0.0%
Value ($000) $2 Shares 100 Est. Cost $39.45 Unrealized -47.2%
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $2 Shares 100 Est. Cost $37.40 Unrealized -48.4%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
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 -21.4%
EIGER BIOPHARMACEITICALS INC 0.0%
Value ($000) $2 Shares 178 Est. Cost $11.24 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.74 Unrealized +37.1%
LSC COMMUNICATIONS INC 0.0%
Value ($000) $1 Shares 125 Est. Cost $32.00 Unrealized
ORCHID ISLAND CAPITAL INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
PERSPECTA INC USD 0.01 0.0%
Value ($000) $1 Shares 44 Est. Cost $22.73 Unrealized
ELEMENTS ROGERS AGRI TOT RET 0.00 DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 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
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $59.99 Unrealized -29.8%
WINDSTREAM HOLDINGS INC USD 0.0001 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.66 Unrealized +49.8%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $0 Shares 38 Est. Cost $26.32 Unrealized
UNITI GROUP INC. 0.0%
Value ($000) $0 Shares 24 Est. Cost $41.67 Unrealized