Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 15, 2019

Total Value ($000): $191,002 (100.0% shares, 0.0% debt)

Holdings (332)

IVW ISHARES S&P 500 GROWTH 7.6%
Value ($000) $14,561 Shares 96,645 Est. Cost $109.30 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 4.4%
Value ($000) $8,427 Shares 44,070 Est. Cost $153.59 Unrealized
MSFT MICROSOFT CORP 4.2%
Value ($000) $8,017 Shares 78,935 Est. Cost $36.75 Unrealized +172.1%
MMM 3M CO 3.0%
Value ($000) $5,654 Shares 29,676 Est. Cost $92.60 Unrealized +38.5%
VOO VANGUARD S&P 500 ETF 2.9%
Value ($000) $5,459 Shares 23,753 Est. Cost $199.89 Unrealized
GGG GRACO INC 2.3%
Value ($000) $4,341 Shares 103,761 Est. Cost $34.81 Unrealized +9.6%
AAPL APPLE INC 2.0%
Value ($000) $3,880 Shares 24,599 Est. Cost $20.16 Unrealized +128.3%
UNH UNITEDHEALTH GROUP INC 2.0%
Value ($000) $3,743 Shares 15,025 Est. Cost $63.78 Unrealized +268.5%
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $3,614 Shares 39,314 Est. Cost $61.07 Unrealized +22.4%
CSCO CISCO SYSTEMS INC 1.8%
Value ($000) $3,487 Shares 80,500 Est. Cost $16.87 Unrealized +118.8%
V VISA INC 1.8%
Value ($000) $3,433 Shares 26,019 Est. Cost $71.33 Unrealized +84.2%
HD HOME DEPOT INC 1.8%
Value ($000) $3,354 Shares 19,518 Est. Cost $78.56 Unrealized +91.4%
PEP PEPSICO INC 1.7%
Value ($000) $3,242 Shares 29,343 Est. Cost $63.67 Unrealized +42.4%
DIS WALT DISNEY CO 1.7%
Value ($000) $3,170 Shares 28,914 Est. Cost $67.23 Unrealized +62.3%
DHR DANAHER CORP 1.6%
Value ($000) $3,012 Shares 29,206 Est. Cost $34.01 Unrealized +158.5%
SYK STRYKER CORP 1.5%
Value ($000) $2,859 Shares 18,242 Est. Cost $64.24 Unrealized +140.9%
SBUX STARBUCKS CORP 1.5%
Value ($000) $2,853 Shares 44,306 Est. Cost $47.99 Unrealized +11.8%
MDT MEDTRONIC PLC 1.5%
Value ($000) $2,814 Shares 30,946 Est. Cost $59.95 Unrealized +28.7%
INTC INTEL CORP 1.4%
Value ($000) $2,727 Shares 58,108 Est. Cost $18.98 Unrealized +111.8%
CVX CHEVRON CORP 1.4%
Value ($000) $2,671 Shares 24,554 Est. Cost $69.12 Unrealized +22.6%
PFE PFIZER INC 1.3%
Value ($000) $2,531 Shares 57,976 Est. Cost $18.04 Unrealized +66.5%
PNC PNC FINANCIAL SERVICES GROUP 1.3%
Value ($000) $2,523 Shares 21,579 Est. Cost $53.83 Unrealized +83.9%
CMCSA COMCAST CORP 1.3%
Value ($000) $2,472 Shares 72,633 Est. Cost $24.58 Unrealized +23.8%
TRV THE TRAVELERS CO INC 1.3%
Value ($000) $2,440 Shares 20,376 Est. Cost $87.68 Unrealized +22.3%
ORCL ORACLE CORP 1.3%
Value ($000) $2,433 Shares 53,898 Est. Cost $29.57 Unrealized +45.9%
XBI SPDR S&P BIOTECH ETF 1.3%
Value ($000) $2,415 Shares 33,665 Est. Cost $81.85 Unrealized
XLU UTILITIES SELECT SECTOR SPDR ETF 1.3%
Value ($000) $2,397 Shares 45,297 Est. Cost $39.37 Unrealized
SCHW CHARLES SCHWAB CORP 1.2%
Value ($000) $2,283 Shares 54,991 Est. Cost $21.96 Unrealized +86.2%
ISHARES S&P MIDCAP 400 GROWTH 1.2%
Value ($000) $2,246 Shares 11,746 Est. Cost $153.82 Unrealized
CB CHUBB LIMITED 1.2%
Value ($000) $2,239 Shares 17,335 Est. Cost $100.15 Unrealized +14.3%
BLACKROCK INC 1.2%
Value ($000) $2,231 Shares 5,679 Est. Cost $323.40 Unrealized
UNP UNION PACIFIC CORP 1.2%
Value ($000) $2,203 Shares 15,935 Est. Cost $67.82 Unrealized +86.4%
AMT AMERICAN TOWER CORP 1.1%
Value ($000) $2,143 Shares 13,548 Est. Cost $66.86 Unrealized +93.7%
QCOM QUALCOMM INC 1.1%
Value ($000) $2,059 Shares 36,193 Est. Cost $50.14 Unrealized +1.4%
ABBV ABBVIE INC 1.0%
Value ($000) $1,994 Shares 21,627 Est. Cost $32.42 Unrealized +99.9%
VFC VF CORP 1.0%
Value ($000) $1,922 Shares 26,939 Est. Cost $53.70 Unrealized +42.4%
HON HONEYWELL INTL INC 1.0%
Value ($000) $1,919 Shares 14,523 Est. Cost $90.18 Unrealized +30.5%
ACN ACCENTURE PLC 1.0%
Value ($000) $1,919 Shares 13,611 Est. Cost $67.87 Unrealized +110.5%
CVS CVS HEALTH CORP 1.0%
Value ($000) $1,917 Shares 29,252 Est. Cost $50.42 Unrealized +17.8%
T AT&T INC 1.0%
Value ($000) $1,905 Shares 66,767 Est. Cost $11.82 Unrealized +18.7%
MET METLIFE INC 1.0%
Value ($000) $1,853 Shares 45,126 Est. Cost $31.95 Unrealized +5.4%
NVS NOVARTIS AG 1.0%
Value ($000) $1,848 Shares 21,533 Est. Cost $80.71 Unrealized
PYPL PAYPAL HOLDINGS INC 1.0%
Value ($000) $1,829 Shares 21,748 Est. Cost $36.03 Unrealized +130.6%
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $1,805 Shares 18,505 Est. Cost $67.35 Unrealized +21.9%
BB&T CORP 0.9%
Value ($000) $1,802 Shares 41,613 Est. Cost $38.78 Unrealized
ETN EATON CORP PLC 0.9%
Value ($000) $1,762 Shares 25,668 Est. Cost $56.00 Unrealized +16.1%
IBM INTERNATIONAL BUSINESS MACHINES 0.9%
Value ($000) $1,757 Shares 15,456 Est. Cost $98.72 Unrealized -10.9%
WFC WELLS FARGO & CO 0.9%
Value ($000) $1,705 Shares 37,020 Est. Cost $32.91 Unrealized +27.7%
APD AIR PRODUCTS & CHEMICALS INC 0.9%
Value ($000) $1,690 Shares 10,558 Est. Cost $83.71 Unrealized +59.1%
CABO CABLE ONE INC 0.9%
Value ($000) $1,640 Shares 2,000 Est. Cost $378.92 Unrealized +109.2%
ISHARES GOLD TRUST 0.8%
Value ($000) $1,583 Shares 128,813 Est. Cost $11.73 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.7%
Value ($000) $1,416 Shares 35,394 Est. Cost $26.54 Unrealized +34.8%
ECL ECOLAB INC 0.7%
Value ($000) $1,395 Shares 9,469 Est. Cost $101.13 Unrealized +39.9%
GHC GRAHAM HOLDINGS CO-CLASS B 0.7%
Value ($000) $1,281 Shares 2,000 Est. Cost $431.34 Unrealized +33.1%
USB US BANCORP 0.7%
Value ($000) $1,275 Shares 27,903 Est. Cost $28.51 Unrealized +34.3%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.6%
Value ($000) $1,241 Shares 108,273 Est. Cost $10.25 Unrealized
RSP INVESCO EX SP 500 EQUAL WEIGHT ETF 0.6%
Value ($000) $1,188 Shares 13,000 Est. Cost $93.83 Unrealized
BA BOEING CO 0.6%
Value ($000) $1,176 Shares 3,646 Est. Cost $135.78 Unrealized +146.7%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $1,150 Shares 10,804 Est. Cost $113.25 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.5%
Value ($000) $876 Shares 4,291 Est. Cost $154.03 Unrealized +35.6%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.4%
Value ($000) $852 Shares 6,362 Est. Cost $135.29 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $821 Shares 6,359 Est. Cost $80.78 Unrealized +41.3%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $819 Shares 10,921 Est. Cost $28.67 Unrealized +128.7%
WM WASTE MANAGEMENT INC 0.4%
Value ($000) $736 Shares 8,267 Est. Cost $50.30 Unrealized +58.4%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $684 Shares 12,174 Est. Cost $29.64 Unrealized +30.3%
WMB WILLIAMS COS INC 0.3%
Value ($000) $653 Shares 29,611 Est. Cost $10.12 Unrealized +65.5%
IJH ISHARES CORE S&P MIDCAP ETF 0.3%
Value ($000) $644 Shares 3,880 Est. Cost $169.52 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $629 Shares 9,223 Est. Cost $54.53 Unrealized +3.4%
MRK MERCK & CO INC 0.3%
Value ($000) $602 Shares 7,884 Est. Cost $39.79 Unrealized +42.0%
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS ETF 0.3%
Value ($000) $536 Shares 2,145 Est. Cost $198.02 Unrealized
COST COSTCO WHSL CORP 0.3%
Value ($000) $531 Shares 2,606 Est. Cost $126.74 Unrealized +59.4%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.3%
Value ($000) $526 Shares 9,000 Est. Cost $59.11 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $506 Shares 337 Est. Cost $41.62 Unrealized +99.8%
AMGN AMGEN INC 0.2%
Value ($000) $471 Shares 2,422 Est. Cost $105.54 Unrealized +48.6%
VB VANGUARD SMALL CAP ETF 0.2%
Value ($000) $468 Shares 3,548 Est. Cost $114.58 Unrealized
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $388 Shares 5,202 Est. Cost $66.00 Unrealized
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $360 Shares 348 Est. Cost $42.35 Unrealized +25.4%
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $349 Shares 334 Est. Cost $42.48 Unrealized +26.3%
VWO VANGUARD EMERGING MKTS ETF 0.2%
Value ($000) $349 Shares 9,166 Est. Cost $40.24 Unrealized
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $339 Shares 7,354 Est. Cost $54.78 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value ($000) $306 Shares 1 Est. Cost $249666.89 Unrealized +25.4%
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $296 Shares 2,141 Est. Cost $109.93 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $280 Shares 2,873 Est. Cost $56.14 Unrealized +55.9%
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $280 Shares 4,770 Est. Cost $60.03 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $247 Shares 5,084 Est. Cost $58.77 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $239 Shares 3,454 Est. Cost $46.28 Unrealized +21.0%
ESTERLINE TECHNOLOGIES CORP 0.1%
Value ($000) $236 Shares 1,944 Est. Cost $101.48 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $222 Shares 732 Est. Cost $245.16 Unrealized
VPL VANGUARD PACIFIC ETF 0.1%
Value ($000) $201 Shares 3,315 Est. Cost $61.41 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $195 Shares 744 Est. Cost $218.34 Unrealized +14.5%
META FACEBOOK INC 0.1%
Value ($000) $193 Shares 1,470 Est. Cost $147.65 Unrealized -2.6%
LLY LILLY ELI & CO 0.1%
Value ($000) $185 Shares 1,602 Est. Cost $60.92 Unrealized +66.4%
ADBE ADOBE INC 0.1%
Value ($000) $181 Shares 800 Est. Cost $78.03 Unrealized +209.4%
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $181 Shares 3,904 Est. Cost $78.99 Unrealized
APPTIO INC 0.1%
Value ($000) $178 Shares 4,685 Est. Cost $32.25 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $166 Shares 1,639 Est. Cost $37.11 Unrealized
TU TELUS CORPORATION 0.1%
Value ($000) $166 Shares 5,000 Est. Cost $16.78 Unrealized +3.7%
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $164 Shares 2,200 Est. Cost $51.29 Unrealized +13.8%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $150 Shares 2,508 Est. Cost $48.01 Unrealized +18.7%
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $149 Shares 379 Est. Cost $54.58 Unrealized +131.9%
SMARTSHEET INC 0.1%
Value ($000) $145 Shares 5,840 Est. Cost $24.83 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $130 Shares 2,282 Est. Cost $27.51 Unrealized +8.8%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $128 Shares 1,484 Est. Cost $76.74 Unrealized
REDFIN CORP USD 0.001 0.1%
Value ($000) $125 Shares 8,648 Est. Cost $22.98 Unrealized
VCSH VANGUARD SHORT TERM CORPORATE BOND ETF 0.1%
Value ($000) $124 Shares 1,595 Est. Cost $79.18 Unrealized
SDY SPRD S&P DIVIDEND ETF 0.1%
Value ($000) $124 Shares 1,388 Est. Cost $89.48 Unrealized
NKE NIKE INC CLASS B 0.1%
Value ($000) $124 Shares 1,674 Est. Cost $52.54 Unrealized +29.7%
ABT ABBOTT LABS 0.1%
Value ($000) $122 Shares 1,684 Est. Cost $38.41 Unrealized +61.8%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $120 Shares 2,309 Est. Cost $39.73 Unrealized +3.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $120 Shares 1,889 Est. Cost $43.97 Unrealized +42.4%
KO COCA COLA CO 0.1%
Value ($000) $119 Shares 2,520 Est. Cost $28.21 Unrealized +36.1%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $115 Shares 1,327 Est. Cost $46.72 Unrealized +36.8%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $114 Shares 2,432 Est. Cost $24.41 Unrealized +62.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $112 Shares 502 Est. Cost $120.77 Unrealized +90.7%
DOWDUPONT INC 0.1%
Value ($000) $112 Shares 2,103 Est. Cost $69.12 Unrealized
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $109 Shares 500 Est. Cost $118.31 Unrealized +58.8%
WPX ENERGY INC 0.1%
Value ($000) $109 Shares 9,638 Est. Cost $6.95 Unrealized
IEI ISHARES BARCLAYS 3 - 7 YR TREASURY BD ETF 0.1%
Value ($000) $105 Shares 864 Est. Cost $122.69 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $105 Shares 350 Est. Cost $261.90 Unrealized +21.9%
CHEVRON CORP 0.1%
Value ($000) $104 Shares 959 Est. Cost $115.95 Unrealized
PFIZER INC 0.1%
Value ($000) $101 Shares 2,310 Est. Cost $30.44 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $101 Shares 1,085 Est. Cost $21.89 Unrealized +31.4%
ACCENTURE PLC 0.1%
Value ($000) $100 Shares 708 Est. Cost $84.28 Unrealized
DE DEERE & CO 0.1%
Value ($000) $100 Shares 671 Est. Cost $67.46 Unrealized +95.3%
CISCO SYSTEMS INC 0.1%
Value ($000) $99 Shares 2,296 Est. Cost $22.48 Unrealized
WALT DISNEY CO 0.1%
Value ($000) $98 Shares 897 Est. Cost $76.48 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $97 Shares 1,560 Est. Cost $48.87 Unrealized +9.3%
PROCTOR & GAMBLE CO 0.1%
Value ($000) $96 Shares 1,048 Est. Cost $81.92 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.1%
Value ($000) $96 Shares 2,809 Est. Cost $39.09 Unrealized
INTEL CORP 0.0%
Value ($000) $95 Shares 2,031 Est. Cost $26.89 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $94 Shares 1,600 Est. Cost $38.93 Unrealized +57.3%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $93 Shares 773 Est. Cost $68.39 Unrealized +48.4%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $93 Shares 1,004 Est. Cost $61.43 Unrealized +37.8%
STRYKER CORP 0.0%
Value ($000) $92 Shares 587 Est. Cost $74.68 Unrealized
PEPSICO INC 0.0%
Value ($000) $90 Shares 816 Est. Cost $84.59 Unrealized
DANAHER CORP 0.0%
Value ($000) $86 Shares 837 Est. Cost $77.49 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $86 Shares 550 Est. Cost $114.61 Unrealized +32.7%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $85 Shares 1,250 Est. Cost $84.48 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $83 Shares 1,995 Est. Cost $26.13 Unrealized
VEA ETF VANGUARD DEVELOPED MARKETS 0.0%
Value ($000) $83 Shares 2,230 Est. Cost $36.63 Unrealized
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $82 Shares 1,554 Est. Cost $37.87 Unrealized
ORACLE CORP 0.0%
Value ($000) $82 Shares 1,826 Est. Cost $38.28 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $80 Shares 3,681 Est. Cost $18.60 Unrealized +8.2%
COMCAST CORP CL A 0.0%
Value ($000) $79 Shares 2,323 Est. Cost $44.70 Unrealized
EL ESTEE LAUDER CO 0.0%
Value ($000) $78 Shares 600 Est. Cost $62.14 Unrealized +99.7%
BLACKROCK INC 0.0%
Value ($000) $77 Shares 196 Est. Cost $317.97 Unrealized
VF CORP 0.0%
Value ($000) $76 Shares 1,062 Est. Cost $62.30 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $76 Shares 600 Est. Cost $84.05 Unrealized +32.7%
WAT WATERS CORP 0.0%
Value ($000) $75 Shares 400 Est. Cost $108.40 Unrealized +75.2%
SYY SYSCO CORP 0.0%
Value ($000) $74 Shares 1,175 Est. Cost $24.38 Unrealized +128.6%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $72 Shares 800 Est. Cost $39.78 Unrealized +111.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $72 Shares 1,210 Est. Cost $50.87 Unrealized +4.0%
NORDSTROM INC 0.0%
Value ($000) $72 Shares 1,550 Est. Cost $47.74 Unrealized
NOVARTIS AG 0.0%
Value ($000) $69 Shares 807 Est. Cost $80.17 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX ETF 0.0%
Value ($000) $69 Shares 528 Est. Cost $86.40 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $69 Shares 956 Est. Cost $84.77 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $69 Shares 1,507 Est. Cost $46.29 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $67 Shares 450 Est. Cost $115.55 Unrealized +25.9%
QUALCOMM INC 0.0%
Value ($000) $65 Shares 1,147 Est. Cost $73.85 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $65 Shares 2,309 Est. Cost $23.08 Unrealized +8.6%
MOS MOSAIC CO/THE 0.0%
Value ($000) $64 Shares 2,205 Est. Cost $21.61 Unrealized +34.3%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $63 Shares 1,600 Est. Cost $38.36 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $63 Shares 683 Est. Cost $40.89 Unrealized +91.7%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $62 Shares 1,859 Est. Cost $34.04 Unrealized +6.2%
SO SOUTHERN CO 0.0%
Value ($000) $62 Shares 1,420 Est. Cost $24.56 Unrealized +39.4%
AT&T INC 0.0%
Value ($000) $61 Shares 2,144 Est. Cost $35.53 Unrealized
CMI CUMMINS, INC 0.0%
Value ($000) $60 Shares 450 Est. Cost $96.30 Unrealized +22.0%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $59 Shares 395 Est. Cost $65.71 Unrealized +116.6%
BKNG BOOK HOLDING INC 0.0%
Value ($000) $59 Shares 34 Est. Cost $1933.58 Unrealized -6.7%
CI CIGNA CORP USD 0.01 0.0%
Value ($000) $59 Shares 309 Est. Cost $190.77 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $58 Shares 350 Est. Cost $153.98 Unrealized +11.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $57 Shares 327 Est. Cost $23.72 Unrealized +54.6%
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $55 Shares 346 Est. Cost $112.70 Unrealized
FIS FIDELITY NATIONAL INFO SERVI 0.0%
Value ($000) $55 Shares 540 Est. Cost $64.97 Unrealized +40.2%
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $54 Shares 800 Est. Cost $35.69 Unrealized +80.2%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $53.96 Unrealized -5.5%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $54 Shares 837 Est. Cost $35.90 Unrealized +41.1%
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $54 Shares 554 Est. Cost $104.60 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $53.00 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $52 Shares 2,124 Est. Cost $12.54 Unrealized +81.8%
TTEK TETRA TECH INC 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $5.40 Unrealized +129.7%
NUE NUCOR CORP 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $38.31 Unrealized +32.4%
PHM PULTEGROUP INC 0.0%
Value ($000) $52 Shares 2,000 Est. Cost $15.23 Unrealized +50.2%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $51 Shares 441 Est. Cost $102.64 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $50 Shares 514 Est. Cost $80.93 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $50 Shares 473 Est. Cost $114.01 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FUND 0.0%
Value ($000) $50 Shares 309 Est. Cost $150.42 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $50 Shares 700 Est. Cost $49.28 Unrealized +48.9%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $49 Shares 967 Est. Cost $50.67 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $47 Shares 340 Est. Cost $94.95 Unrealized +60.5%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $44 Shares 319 Est. Cost $71.70 Unrealized +89.5%
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $16.87 Unrealized +58.3%
RYN RAYONIER INC 0.0%
Value ($000) $42 Shares 1,500 Est. Cost $42.00 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $41 Shares 513 Est. Cost $57.67 Unrealized +29.1%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $40 Shares 368 Est. Cost $112.27 Unrealized
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $40 Shares 517 Est. Cost $34.98 Unrealized +72.9%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $39 Shares 476 Est. Cost $51.50 Unrealized +25.6%
CLOUDERA INC 0.0%
Value ($000) $39 Shares 3,558 Est. Cost $16.58 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $47.00 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $39 Shares 345 Est. Cost $98.67 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $39 Shares 405 Est. Cost $87.01 Unrealized +9.2%
IVV ISHARES S&P 500 INDEX FUND 0.0%
Value ($000) $37 Shares 148 Est. Cost $243.24 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $37 Shares 632 Est. Cost $39.25 Unrealized +35.3%
CLX CLOROX CO 0.0%
Value ($000) $36 Shares 232 Est. Cost $63.81 Unrealized +98.3%
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $36 Shares 215 Est. Cost $154.72 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $36 Shares 505 Est. Cost $26.85 Unrealized +144.8%
AVGO BROADCOM INC NPV 0.0%
Value ($000) $36 Shares 143 Est. Cost $19.73 Unrealized -1.8%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $35 Shares 600 Est. Cost $58.33 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $35 Shares 311 Est. Cost $183.64 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $35 Shares 463 Est. Cost $86.88 Unrealized -11.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $34 Shares 540 Est. Cost $54.76 Unrealized -3.2%
QQQ SERIES 1 0.0%
Value ($000) $33 Shares 213 Est. Cost $173.71 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $33 Shares 390 Est. Cost $30.87 Unrealized +47.7%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $33 Shares 421 Est. Cost $80.76 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $33 Shares 568 Est. Cost $71.86 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $32 Shares 500 Est. Cost $50.63 Unrealized +12.2%
BIV VANGUARD INTERMEDIATE TERM ETF 0.0%
Value ($000) $31 Shares 385 Est. Cost $82.05 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $31 Shares 282 Est. Cost $68.63 Unrealized +58.1%
FDX FEDEX CORP 0.0%
Value ($000) $31 Shares 190 Est. Cost $158.34 Unrealized +17.4%
ENB ENBRIDGE INC. 0.0%
Value ($000) $31 Shares 984 Est. Cost $24.73 Unrealized -18.1%
EOG EOG RESOURCES INC 0.0%
Value ($000) $31 Shares 355 Est. Cost $72.36 Unrealized +11.5%
GENERAL ELECTRIC CO 0.0%
Value ($000) $30 Shares 3,897 Est. Cost $23.92 Unrealized
INDIA FUND INC 0.0%
Value ($000) $29 Shares 1,425 Est. Cost $20.35 Unrealized
CPRT COPART INC 0.0%
Value ($000) $29 Shares 605 Est. Cost $11.57 Unrealized +6.7%
GIS GENERAL MILLS 0.0%
Value ($000) $27 Shares 703 Est. Cost $39.53 Unrealized -16.6%
LAM RESEARCH CORP 0.0%
Value ($000) $27 Shares 198 Est. Cost $106.24 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $27 Shares 294 Est. Cost $32.75 Unrealized +143.9%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $80.00 Unrealized
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $25 Shares 532 Est. Cost $35.84 Unrealized
PRFZ POWERSHARE FTSE RAFI US 1500SMALL 0.0%
Value ($000) $25 Shares 222 Est. Cost $139.64 Unrealized
BKR BAKER HUGHES A GE CO 0.0%
Value ($000) $25 Shares 1,184 Est. Cost $27.11 Unrealized -23.3%
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $25 Shares 435 Est. Cost $51.20 Unrealized
BLACKROCK MUNICPAL INCOME QUALITY TRUST 0.0%
Value ($000) $24 Shares 1,889 Est. Cost $14.73 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $23 Shares 683 Est. Cost $26.68 Unrealized +28.6%
WB WEIBO CORP-SPON ADR 0.0%
Value ($000) $23 Shares 400 Est. Cost $20.00 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.0%
Value ($000) $23 Shares 338 Est. Cost $79.41 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $22 Shares 606 Est. Cost $60.95 Unrealized -34.0%
GLNG GOLAR LNG LTD 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $28.47 Unrealized -19.2%
EPP ISHARES MCSI PACIFIC EX-JAPAN 0.0%
Value ($000) $20 Shares 496 Est. Cost $40.32 Unrealized
BKLN INVESCO EX SR LN ETF 0.0%
Value ($000) $20 Shares 897 Est. Cost $23.41 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $20 Shares 266 Est. Cost $29.75 Unrealized +131.0%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $20 Shares 320 Est. Cost $55.00 Unrealized +8.2%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $20 Shares 177 Est. Cost $101.69 Unrealized
PCH POTLATCH CORPORATION 0.0%
Value ($000) $20 Shares 645 Est. Cost $31.38 Unrealized
SPSB SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 619 Est. Cost $30.69 Unrealized
RJF RAYMOND JAMES FINANCIAL INC USD 0.01 0.0%
Value ($000) $19 Shares 257 Est. Cost $55.10 Unrealized -13.6%
IEF ISHARES TR 7 10YR TREAS BONDETF 0.0%
Value ($000) $18 Shares 177 Est. Cost $107.34 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $18 Shares 300 Est. Cost $64.23 Unrealized -2.3%
KMI KINDER MORGAN INC 0.0%
Value ($000) $17 Shares 1,096 Est. Cost $22.45 Unrealized -50.1%
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $17 Shares 120 Est. Cost $129.09 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $17 Shares 800 Est. Cost $16.58 Unrealized +46.7%
CELGENE CORP 0.0%
Value ($000) $17 Shares 264 Est. Cost $109.70 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $16 Shares 500 Est. Cost $28.53 Unrealized +4.6%
CERNER CORPORATION 0.0%
Value ($000) $16 Shares 304 Est. Cost $47.95 Unrealized
LIONS GATE ENTERTAINMENT A 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $28.00 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $15 Shares 308 Est. Cost $17.15 Unrealized +93.2%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $15 Shares 233 Est. Cost $33.95 Unrealized +24.9%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $15 Shares 129 Est. Cost $116.78 Unrealized -0.0%
VOE VANGUARD MID CAP VALUE ETF 0.0%
Value ($000) $15 Shares 153 Est. Cost $104.58 Unrealized
LIONS GATE ENTERTAINMENT B 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $26.00 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $15 Shares 200 Est. Cost $66.28 Unrealized +6.5%
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $14 Shares 700 Est. Cost $16.47 Unrealized +6.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $14 Shares 378 Est. Cost $30.54 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $14 Shares 102 Est. Cost $112.15 Unrealized
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $14 Shares 100 Est. Cost $80.00 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $14 Shares 1,050 Est. Cost $10.23 Unrealized +16.5%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $14 Shares 121 Est. Cost $74.64 Unrealized +15.8%
CHINA MOBILE LTD-SPN ADR 0.0%
Value ($000) $14 Shares 300 Est. Cost $56.67 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $13 Shares 521 Est. Cost $12.01 Unrealized +70.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $13 Shares 150 Est. Cost $12.05 Unrealized +33.3%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $12 Shares 244 Est. Cost $49.18 Unrealized
VNQI VANGUARD GLOBAL EX US REAL ESTATE ETF 0.0%
Value ($000) $12 Shares 228 Est. Cost $54.88 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $12 Shares 180 Est. Cost $55.35 Unrealized +14.3%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
VSS ETF VANGUARD FTSE EX US SMALL CAP 0.0%
Value ($000) $11 Shares 115 Est. Cost $95.24 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $11 Shares 676 Est. Cost $5.63 Unrealized +48.4%
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $11 Shares 350 Est. Cost $26.10 Unrealized +36.0%
RUN SUNRUN INC 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $7.19 Unrealized +75.9%
VOT VANGUARD MID CAP GROWTH ETF 0.0%
Value ($000) $10 Shares 87 Est. Cost $114.94 Unrealized
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $10 Shares 93 Est. Cost $107.41 Unrealized
APERGY CORP USD 0.01 0.0%
Value ($000) $9 Shares 350 Est. Cost $42.86 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $9 Shares 100 Est. Cost $49.25 Unrealized +48.8%
KEY KEYCORP 0.0%
Value ($000) $8 Shares 544 Est. Cost $8.09 Unrealized +54.6%
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.0%
Value ($000) $8 Shares 56 Est. Cost $116.18 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
PRF POWERSHARE FTSE RAFI US 1000PORTFO 0.0%
Value ($000) $7 Shares 70 Est. Cost $114.29 Unrealized
NUVEEN AMT FREE MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $7 Shares 499 Est. Cost $16.03 Unrealized
SEATTLE GENETICS INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $30.00 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $6 Shares 175 Est. Cost $34.29 Unrealized
ACA ARCOSA INC 0.0%
Value ($000) $6 Shares 233 Est. Cost $26.73 Unrealized 0.0%
RAYTHEON CO 0.0%
Value ($000) $6 Shares 37 Est. Cost $90.18 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $6 Shares 200 Est. Cost $33.21 Unrealized -15.0%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $6 Shares 175 Est. Cost $33.04 Unrealized +6.9%
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $6 Shares 95 Est. Cost $104.00 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $6 Shares 52 Est. Cost $56.46 Unrealized +65.3%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $56.38 Unrealized -15.4%
PI IMPINJ INC COM 0.0%
Value ($000) $5 Shares 355 Est. Cost $31.46 Unrealized -37.6%
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $5 Shares 89 Est. Cost $62.87 Unrealized +5.4%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $5 Shares 78 Est. Cost $48.03 Unrealized +19.3%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $4 Shares 358 Est. Cost $8.83 Unrealized +15.2%
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $4 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
ALLERGAN PLC 0.0%
Value ($000) $4 Shares 30 Est. Cost $211.76 Unrealized
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $4 Shares 200 Est. Cost $30.00 Unrealized
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.38 Unrealized +30.7%
IPATH US TREASURY LONG BOND BEAR 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
ALLETE INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $52.63 Unrealized
CC CHEMOURS COMPANY 0.0%
Value ($000) $3 Shares 108 Est. Cost $7.40 Unrealized +218.7%
PIONEER NATURAL RESOURCES 0.0%
Value ($000) $2 Shares 13 Est. Cost $180.00 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $234.97 Unrealized +4.5%
EIGER BIOPHARMACEITICALS INC 0.0%
Value ($000) $2 Shares 178 Est. Cost $11.24 Unrealized
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $2 Shares 100 Est. Cost $37.40 Unrealized -49.4%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
UAA UNDER ARMOUR INC-CLASS A 0.0%
Value ($000) $2 Shares 100 Est. Cost $39.45 Unrealized -48.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 78 Est. Cost $21.34 Unrealized 0.0%
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
BARRICK GOLD CORPORATION 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value ($000) $1 Shares 500 Est. Cost $17.00 Unrealized
ELEMENTS ROGERS AGRI TOT RET 0.00 DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
LSC COMMUNICATIONS INC 0.0%
Value ($000) $1 Shares 125 Est. Cost $32.00 Unrealized
GTX GARRETT MOTION INC USD 0.001 0.0%
Value ($000) $1 Shares 46 Est. Cost $13.59 Unrealized 0.0%
F FORD MOTOR CO 0.0%
Value ($000) $1 Shares 171 Est. Cost $8.71 Unrealized -28.7%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.74 Unrealized +32.0%
ORCHID ISLAND CAPITAL INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
TBT PROSHARES ULTRASHORT 20 YR TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.66 Unrealized +34.2%
WINDSTREAM HOLDINGS INC USD 0.0001 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
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 -35.0%