Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 8, 2019

Total Value ($000): $215,049 (100.0% shares, 0.0% debt)

Holdings (334)

IVW ISHARES S&P 500 GROWTH 7.4%
Value ($000) $15,978 Shares 92,704 Est. Cost $109.30 Unrealized
MSFT MICROSOFT CORP 4.3%
Value ($000) $9,338 Shares 79,174 Est. Cost $36.75 Unrealized +178.4%
IJK ISHARES S&P MIDCAP 400 GROWTH 4.1%
Value ($000) $8,756 Shares 39,964 Est. Cost $153.59 Unrealized
VOO VANGUARD S&P 500 ETF 2.9%
Value ($000) $6,172 Shares 23,780 Est. Cost $199.89 Unrealized
MMM 3M CO 2.9%
Value ($000) $6,169 Shares 29,691 Est. Cost $92.60 Unrealized +41.5%
GGG GRACO INC 2.4%
Value ($000) $5,138 Shares 103,761 Est. Cost $34.81 Unrealized +19.2%
AAPL APPLE INC 2.2%
Value ($000) $4,730 Shares 24,904 Est. Cost $20.40 Unrealized +98.2%
CSCO CISCO SYSTEMS INC 2.0%
Value ($000) $4,382 Shares 81,166 Est. Cost $16.87 Unrealized +134.2%
V VISA INC 1.9%
Value ($000) $4,098 Shares 26,236 Est. Cost $71.33 Unrealized +92.6%
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $4,042 Shares 38,846 Est. Cost $61.07 Unrealized +34.4%
DHR DANAHER CORPORATION 1.8%
Value ($000) $3,880 Shares 29,392 Est. Cost $34.01 Unrealized +192.3%
HD HOME DEPOT INC 1.8%
Value ($000) $3,790 Shares 19,751 Est. Cost $79.46 Unrealized +94.7%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $3,749 Shares 15,164 Est. Cost $63.78 Unrealized +256.9%
PEP PEPSICO INC 1.7%
Value ($000) $3,654 Shares 29,820 Est. Cost $64.13 Unrealized +44.2%
SYK STRYKER CORP 1.6%
Value ($000) $3,514 Shares 17,791 Est. Cost $64.24 Unrealized +160.1%
DIS WALT DISNEY CO 1.5%
Value ($000) $3,257 Shares 29,338 Est. Cost $67.82 Unrealized +59.1%
SBUX STARBUCKS CORP 1.5%
Value ($000) $3,241 Shares 43,593 Est. Cost $47.99 Unrealized +23.5%
INTC INTEL CORP 1.5%
Value ($000) $3,168 Shares 58,987 Est. Cost $19.35 Unrealized +126.5%
ISHARES S&P MIDCAP 400 GROWTH 1.5%
Value ($000) $3,145 Shares 14,355 Est. Cost $165.68 Unrealized
XBI SPDR S&P BIOTECH ETF 1.4%
Value ($000) $2,995 Shares 33,075 Est. Cost $81.85 Unrealized
CVX CHEVRON CORP 1.4%
Value ($000) $2,986 Shares 24,238 Est. Cost $69.12 Unrealized +26.5%
ORCL ORACLE CORP 1.4%
Value ($000) $2,936 Shares 54,670 Est. Cost $29.81 Unrealized +54.6%
CMCSA COMCAST CORP 1.3%
Value ($000) $2,868 Shares 71,759 Est. Cost $24.58 Unrealized +28.3%
MDT MEDTRONIC PLC 1.3%
Value ($000) $2,827 Shares 31,035 Est. Cost $59.95 Unrealized +24.0%
TRV THE TRAVELERS CO INC 1.3%
Value ($000) $2,795 Shares 20,376 Est. Cost $87.68 Unrealized +25.8%
PNC PNC FINANCIAL SERVICES GROUP 1.3%
Value ($000) $2,699 Shares 22,007 Est. Cost $54.67 Unrealized +77.1%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.2%
Value ($000) $2,683 Shares 46,123 Est. Cost $39.71 Unrealized
UNP UNION PACIFIC CORP 1.2%
Value ($000) $2,679 Shares 16,020 Est. Cost $67.82 Unrealized +103.6%
AMT AMERICAN TOWER CORP 1.2%
Value ($000) $2,628 Shares 13,336 Est. Cost $66.86 Unrealized +118.4%
PFE PFIZER INC 1.2%
Value ($000) $2,493 Shares 58,696 Est. Cost $18.18 Unrealized +60.9%
BLACKROCK INC 1.2%
Value ($000) $2,491 Shares 5,828 Est. Cost $326.06 Unrealized
CB CHUBB LIMITED 1.1%
Value ($000) $2,466 Shares 17,606 Est. Cost $100.43 Unrealized +18.0%
ACN ACCENTURE PLC 1.1%
Value ($000) $2,435 Shares 13,835 Est. Cost $69.08 Unrealized +105.8%
SCHW CHARLES SCHWAB CORPORATION 1.1%
Value ($000) $2,401 Shares 56,159 Est. Cost $22.36 Unrealized +83.1%
VFC VF CORP 1.1%
Value ($000) $2,369 Shares 27,263 Est. Cost $53.99 Unrealized +44.4%
HON HONEYWELL INTL INC 1.1%
Value ($000) $2,346 Shares 14,765 Est. Cost $90.68 Unrealized +33.6%
PYPL PAYPAL HOLDINGS INC 1.1%
Value ($000) $2,268 Shares 21,838 Est. Cost $36.03 Unrealized +162.1%
IBM INTERNATIONAL BUSINESS MACHINES 1.0%
Value ($000) $2,167 Shares 15,360 Est. Cost $98.72 Unrealized -4.1%
T AT&T INC 1.0%
Value ($000) $2,120 Shares 67,606 Est. Cost $11.85 Unrealized +19.6%
NVS NOVARTIS AG 1.0%
Value ($000) $2,104 Shares 21,885 Est. Cost $80.96 Unrealized
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $2,100 Shares 18,794 Est. Cost $67.56 Unrealized +19.8%
QCOM QUALCOMM INC 1.0%
Value ($000) $2,076 Shares 36,408 Est. Cost $50.14 Unrealized -8.8%
ETN EATON CORP PLC 1.0%
Value ($000) $2,063 Shares 25,608 Est. Cost $56.00 Unrealized +18.7%
APD AIR PRODUCTS & CHEMICALS INC 0.9%
Value ($000) $2,002 Shares 10,485 Est. Cost $83.71 Unrealized +74.0%
CABO CABLE ONE INC 0.9%
Value ($000) $1,963 Shares 2,000 Est. Cost $378.92 Unrealized +119.9%
BB&T CORP 0.9%
Value ($000) $1,926 Shares 41,411 Est. Cost $38.78 Unrealized
MET METLIFE INC 0.9%
Value ($000) $1,908 Shares 44,843 Est. Cost $31.95 Unrealized +9.7%
WFC WELLS FARGO & CO 0.9%
Value ($000) $1,828 Shares 37,843 Est. Cost $33.08 Unrealized +23.2%
ABBV ABBVIE INC 0.8%
Value ($000) $1,807 Shares 22,421 Est. Cost $33.43 Unrealized +82.5%
MDLZ MONDELEZ INTERNATIONAL INC 0.8%
Value ($000) $1,795 Shares 35,964 Est. Cost $26.73 Unrealized +45.0%
ECL ECOLAB INC 0.8%
Value ($000) $1,624 Shares 9,201 Est. Cost $101.13 Unrealized +49.2%
CVS CVS HEALTH CORP 0.8%
Value ($000) $1,623 Shares 30,088 Est. Cost $50.39 Unrealized -1.8%
ISHARES GOLD TRUST 0.7%
Value ($000) $1,595 Shares 128,813 Est. Cost $11.73 Unrealized
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $1,433 Shares 11,119 Est. Cost $113.69 Unrealized
BA BOEING CO 0.6%
Value ($000) $1,391 Shares 3,646 Est. Cost $135.78 Unrealized +176.3%
GHC GRAHAM HOLDINGS CO-CLASS B 0.6%
Value ($000) $1,366 Shares 2,000 Est. Cost $431.34 Unrealized +44.7%
RSP INVESCO EX S&P 500 EQUAL WEIGHT ETF 0.6%
Value ($000) $1,358 Shares 13,000 Est. Cost $93.83 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.6%
Value ($000) $1,351 Shares 103,585 Est. Cost $10.25 Unrealized
USB US BANCORP 0.6%
Value ($000) $1,344 Shares 27,903 Est. Cost $28.51 Unrealized +31.9%
VNQ VANGUARD REIT ETF 0.5%
Value ($000) $1,057 Shares 12,168 Est. Cost $77.95 Unrealized
VLO VALERO ENERGY CORP 0.4%
Value ($000) $943 Shares 11,116 Est. Cost $29.26 Unrealized +113.3%
BRK/B BERKSHIRE HATHAWAY CL B 0.4%
Value ($000) $890 Shares 4,431 Est. Cost $155.54 Unrealized +29.8%
WMB WILLIAMS COS INC 0.4%
Value ($000) $850 Shares 29,611 Est. Cost $10.12 Unrealized +80.3%
IJH ISHARES CORE S&P MIDCAP ETF 0.4%
Value ($000) $775 Shares 4,094 Est. Cost $170.56 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $772 Shares 5,524 Est. Cost $80.78 Unrealized +36.6%
WM WASTE MANAGEMENT INC 0.4%
Value ($000) $758 Shares 7,292 Est. Cost $50.30 Unrealized +73.0%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $745 Shares 9,223 Est. Cost $54.53 Unrealized +1.7%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $720 Shares 12,174 Est. Cost $29.64 Unrealized +31.4%
COST COSTCO WHSL CORP 0.3%
Value ($000) $631 Shares 2,606 Est. Cost $126.74 Unrealized +56.5%
AMZN AMAZON.COM INC 0.3%
Value ($000) $600 Shares 337 Est. Cost $41.62 Unrealized +100.0%
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS ETF 0.3%
Value ($000) $596 Shares 2,110 Est. Cost $198.02 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $564 Shares 6,784 Est. Cost $39.79 Unrealized +51.5%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.2%
Value ($000) $536 Shares 9,000 Est. Cost $59.11 Unrealized
VB VANGUARD SMALL CAP ETF 0.2%
Value ($000) $491 Shares 3,216 Est. Cost $114.58 Unrealized
VWO VANGUARD EMERGING MKTS ETF 0.2%
Value ($000) $469 Shares 11,041 Est. Cost $40.62 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $454 Shares 2,392 Est. Cost $105.54 Unrealized +46.6%
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $408 Shares 348 Est. Cost $42.35 Unrealized +31.5%
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $393 Shares 334 Est. Cost $42.48 Unrealized +31.9%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $385 Shares 7,354 Est. Cost $54.78 Unrealized
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $344 Shares 2,141 Est. Cost $109.93 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $309 Shares 4,770 Est. Cost $60.03 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $301 Shares 1 Est. Cost $249666.89 Unrealized +21.3%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $296 Shares 1,932 Est. Cost $135.29 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $291 Shares 2,873 Est. Cost $56.14 Unrealized +52.0%
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $273 Shares 5,084 Est. Cost $58.77 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $273 Shares 3,454 Est. Cost $46.28 Unrealized +28.9%
META FACEBOOK INC 0.1%
Value ($000) $245 Shares 1,470 Est. Cost $147.65 Unrealized +7.0%
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $243 Shares 703 Est. Cost $245.16 Unrealized
SMARTSHEET INC 0.1%
Value ($000) $238 Shares 5,840 Est. Cost $24.83 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $223 Shares 744 Est. Cost $218.34 Unrealized +11.6%
VPL VANGUARD PACIFIC ETF 0.1%
Value ($000) $218 Shares 3,315 Est. Cost $61.41 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $213 Shares 800 Est. Cost $78.03 Unrealized +223.1%
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $211 Shares 3,904 Est. Cost $78.99 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $208 Shares 1,602 Est. Cost $60.92 Unrealized +82.1%
MICROSOFT CORP 0.1%
Value ($000) $194 Shares 1,645 Est. Cost $37.11 Unrealized
TU TELUS CORPORATION 0.1%
Value ($000) $185 Shares 5,000 Est. Cost $16.78 Unrealized +5.3%
AEP AMERICAN ELECTRIC PWR CO INC 0.1%
Value ($000) $184 Shares 2,200 Est. Cost $51.29 Unrealized +21.8%
REDFIN CORP USD 0.001 0.1%
Value ($000) $175 Shares 8,648 Est. Cost $22.98 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $172 Shares 2,508 Est. Cost $48.01 Unrealized +16.7%
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $163 Shares 379 Est. Cost $54.58 Unrealized +139.7%
PCAR PACCAR INC 0.1%
Value ($000) $155 Shares 2,282 Est. Cost $27.51 Unrealized +22.7%
NKE NIKE INC CLASS B 0.1%
Value ($000) $141 Shares 1,674 Est. Cost $52.54 Unrealized +43.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $137 Shares 1,889 Est. Cost $43.97 Unrealized +43.8%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $136 Shares 1,484 Est. Cost $76.74 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $135 Shares 1,684 Est. Cost $38.41 Unrealized +72.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $135 Shares 495 Est. Cost $120.77 Unrealized +102.4%
VCSH VANGUARD SHORT TERM CORPORATE BOND ETF 0.1%
Value ($000) $127 Shares 1,595 Est. Cost $79.18 Unrealized
WPX ENERGY INC 0.1%
Value ($000) $126 Shares 9,638 Est. Cost $6.95 Unrealized
CISCO SYSTEMS INC 0.1%
Value ($000) $125 Shares 2,313 Est. Cost $22.48 Unrealized
ACCENTURE PLC 0.1%
Value ($000) $125 Shares 708 Est. Cost $84.28 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $119 Shares 1,327 Est. Cost $46.72 Unrealized +43.2%
CHEVRON CORP 0.1%
Value ($000) $119 Shares 968 Est. Cost $115.95 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $118 Shares 2,520 Est. Cost $28.21 Unrealized +33.9%
STRYKER CORP 0.1%
Value ($000) $116 Shares 589 Est. Cost $74.68 Unrealized
DOWDUPONT INC 0.1%
Value ($000) $112 Shares 2,103 Est. Cost $69.12 Unrealized
DANAHER CORPORATION 0.1%
Value ($000) $111 Shares 838 Est. Cost $77.49 Unrealized
PEPSICO INC 0.1%
Value ($000) $111 Shares 902 Est. Cost $88.26 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $110 Shares 2,309 Est. Cost $39.73 Unrealized -3.6%
INTEL CORP 0.1%
Value ($000) $110 Shares 2,043 Est. Cost $26.89 Unrealized
LOW LOWES COMPANIES INC 0.1%
Value ($000) $110 Shares 1,004 Est. Cost $61.43 Unrealized +43.4%
PROCTOR & GAMBLE CO 0.1%
Value ($000) $110 Shares 1,055 Est. Cost $81.92 Unrealized
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $108 Shares 500 Est. Cost $118.31 Unrealized +59.0%
DE DEERE & CO 0.0%
Value ($000) $107 Shares 671 Est. Cost $67.46 Unrealized +114.2%
IEI ISHARES BARCLAYS 3 - 7 YR TREASURY BD ETF 0.0%
Value ($000) $106 Shares 864 Est. Cost $122.69 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $106 Shares 1,085 Est. Cost $21.89 Unrealized +33.6%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $105 Shares 773 Est. Cost $68.39 Unrealized +55.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $104 Shares 1,560 Est. Cost $48.87 Unrealized +8.4%
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $103 Shares 2,809 Est. Cost $39.09 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $102 Shares 2,019 Est. Cost $24.41 Unrealized +73.4%
WAT WATERS CORP 0.0%
Value ($000) $101 Shares 400 Est. Cost $108.40 Unrealized +110.2%
WALT DISNEY CO 0.0%
Value ($000) $100 Shares 904 Est. Cost $76.48 Unrealized
EL ESTEE LAUDER CO 0.0%
Value ($000) $99 Shares 600 Est. Cost $62.14 Unrealized +116.5%
PFIZER INC 0.0%
Value ($000) $99 Shares 2,329 Est. Cost $30.44 Unrealized
SDY SPRD S&P DIVIDEND ETF 0.0%
Value ($000) $98 Shares 985 Est. Cost $89.48 Unrealized
ORACLE CORP 0.0%
Value ($000) $98 Shares 1,833 Est. Cost $38.28 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $97 Shares 3,681 Est. Cost $18.60 Unrealized +3.7%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $96 Shares 800 Est. Cost $39.78 Unrealized +146.6%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $93 Shares 1,600 Est. Cost $38.93 Unrealized +45.8%
COMCAST CORP CL A 0.0%
Value ($000) $93 Shares 2,335 Est. Cost $44.70 Unrealized
VF CORP 0.0%
Value ($000) $93 Shares 1,069 Est. Cost $62.30 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $93 Shares 550 Est. Cost $114.61 Unrealized +25.4%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $91 Shares 1,566 Est. Cost $37.87 Unrealized
VEA ETF VANGUARD DEVELOPED MARKETS 0.0%
Value ($000) $91 Shares 2,230 Est. Cost $36.63 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $87 Shares 956 Est. Cost $84.77 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $86 Shares 2,002 Est. Cost $26.13 Unrealized
BLACKROCK INC 0.0%
Value ($000) $85 Shares 198 Est. Cost $319.10 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $83 Shares 350 Est. Cost $261.90 Unrealized +20.2%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $83 Shares 1,210 Est. Cost $50.87 Unrealized +8.1%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $82 Shares 2,540 Est. Cost $23.24 Unrealized +6.7%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $81 Shares 1,000 Est. Cost $53.96 Unrealized +19.5%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $81 Shares 600 Est. Cost $84.05 Unrealized +36.4%
IWF ISHARES RUSSELL 1000 GROWTH INDEX ETF 0.0%
Value ($000) $80 Shares 528 Est. Cost $86.40 Unrealized
NOVARTIS AG 0.0%
Value ($000) $79 Shares 824 Est. Cost $80.49 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $79 Shares 1,250 Est. Cost $84.48 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $78 Shares 1,175 Est. Cost $24.38 Unrealized +122.0%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $77 Shares 450 Est. Cost $115.55 Unrealized +29.6%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $74 Shares 395 Est. Cost $65.71 Unrealized +129.0%
WELLS FARGO & CO 0.0%
Value ($000) $73 Shares 1,521 Est. Cost $46.29 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $73 Shares 1,420 Est. Cost $24.56 Unrealized +52.3%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $71 Shares 1,600 Est. Cost $38.36 Unrealized
CMI CUMMINS, INC 0.0%
Value ($000) $71 Shares 450 Est. Cost $96.30 Unrealized +30.6%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $71 Shares 1,859 Est. Cost $34.04 Unrealized +7.8%
NORDSTROM INC 0.0%
Value ($000) $69 Shares 1,550 Est. Cost $47.74 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $68 Shares 683 Est. Cost $40.89 Unrealized +104.1%
AT&T INC 0.0%
Value ($000) $68 Shares 2,180 Est. Cost $35.46 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $67 Shares 350 Est. Cost $153.98 Unrealized +6.6%
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $66 Shares 348 Est. Cost $112.70 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $66 Shares 700 Est. Cost $49.28 Unrealized +58.6%
QUALCOMM INC 0.0%
Value ($000) $66 Shares 1,160 Est. Cost $73.66 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $65 Shares 594 Est. Cost $84.77 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $63 Shares 327 Est. Cost $23.72 Unrealized +62.7%
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $62 Shares 559 Est. Cost $104.60 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $61 Shares 476 Est. Cost $114.01 Unrealized
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $61 Shares 800 Est. Cost $35.69 Unrealized +86.0%
FIS FIDELITY NATIONAL INFO SERVI 0.0%
Value ($000) $61 Shares 540 Est. Cost $64.97 Unrealized +43.9%
TTEK TETRA TECH INC 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $5.40 Unrealized +107.7%
MOS MOSAIC CO/THE 0.0%
Value ($000) $60 Shares 2,205 Est. Cost $21.61 Unrealized +24.6%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $59 Shares 2,124 Est. Cost $12.54 Unrealized +90.5%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $59 Shares 837 Est. Cost $35.90 Unrealized +50.4%
BKNG BOOK HOLDING INC 0.0%
Value ($000) $59 Shares 34 Est. Cost $1933.58 Unrealized -9.2%
NUE NUCOR CORP 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $38.31 Unrealized +32.3%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $57 Shares 441 Est. Cost $102.64 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $56 Shares 2,000 Est. Cost $15.23 Unrealized +66.2%
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $53.00 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FUND 0.0%
Value ($000) $55 Shares 309 Est. Cost $150.42 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $51 Shares 319 Est. Cost $71.70 Unrealized +113.6%
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) $49 Shares 340 Est. Cost $94.95 Unrealized +51.1%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $48 Shares 513 Est. Cost $57.67 Unrealized +37.6%
RYN RAYONIER INC 0.0%
Value ($000) $47 Shares 1,500 Est. Cost $42.00 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $47 Shares 345 Est. Cost $98.67 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $45 Shares 632 Est. Cost $39.25 Unrealized +43.6%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $45 Shares 600 Est. Cost $58.33 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $44 Shares 315 Est. Cost $183.08 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $44 Shares 405 Est. Cost $87.01 Unrealized +10.1%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $44 Shares 476 Est. Cost $51.50 Unrealized +27.2%
AVGO BROADCOM INC NPV 0.0%
Value ($000) $43 Shares 143 Est. Cost $19.73 Unrealized +14.0%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $47.00 Unrealized
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $16.87 Unrealized +59.5%
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $42 Shares 215 Est. Cost $154.72 Unrealized
IVV ISHARES S&P 500 INDEX FUND 0.0%
Value ($000) $42 Shares 148 Est. Cost $243.24 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $41 Shares 505 Est. Cost $26.85 Unrealized +158.9%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $40 Shares 568 Est. Cost $71.86 Unrealized
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $40 Shares 467 Est. Cost $34.98 Unrealized +78.4%
FTV FORTIVE CORP 0.0%
Value ($000) $40 Shares 480 Est. Cost $33.96 Unrealized +39.4%
CLOUDERA INC 0.0%
Value ($000) $39 Shares 3,558 Est. Cost $16.58 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $39 Shares 3,897 Est. Cost $23.92 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $38 Shares 463 Est. Cost $86.88 Unrealized -16.9%
QQQ SERIES 1 0.0%
Value ($000) $38 Shares 213 Est. Cost $173.71 Unrealized
CPRT COPART INC 0.0%
Value ($000) $37 Shares 605 Est. Cost $11.57 Unrealized +17.4%
CLX CLOROX CO 0.0%
Value ($000) $37 Shares 232 Est. Cost $63.81 Unrealized +98.8%
ENB ENBRIDGE INC. 0.0%
Value ($000) $36 Shares 984 Est. Cost $24.73 Unrealized -7.4%
GIS GENERAL MILLS 0.0%
Value ($000) $36 Shares 703 Est. Cost $39.53 Unrealized -9.5%
LAM RESEARCH CORP 0.0%
Value ($000) $35 Shares 198 Est. Cost $106.24 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $35 Shares 295 Est. Cost $112.27 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $35 Shares 540 Est. Cost $54.76 Unrealized -7.1%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $35 Shares 282 Est. Cost $68.63 Unrealized +62.6%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $34 Shares 421 Est. Cost $80.76 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $34 Shares 355 Est. Cost $72.36 Unrealized -0.6%
FDX FEDEX CORP 0.0%
Value ($000) $34 Shares 190 Est. Cost $158.34 Unrealized -1.6%
BKR BAKER HUGHES A GE CO 0.0%
Value ($000) $33 Shares 1,184 Est. Cost $27.11 Unrealized -23.4%
STT STATE STREET CORP 0.0%
Value ($000) $33 Shares 500 Est. Cost $50.63 Unrealized +9.4%
BIV VANGUARD INTERMEDIATE TERM ETF 0.0%
Value ($000) $32 Shares 385 Est. Cost $82.05 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $31 Shares 294 Est. Cost $32.75 Unrealized +163.5%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $31 Shares 683 Est. Cost $26.68 Unrealized +47.6%
INDIA FUND INC 0.0%
Value ($000) $30 Shares 1,425 Est. Cost $20.35 Unrealized
PRFZ POWERSHARE FTSE RAFI US 1500SMALL 0.0%
Value ($000) $28 Shares 222 Est. Cost $139.64 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $28 Shares 630 Est. Cost $36.10 Unrealized
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $28 Shares 435 Est. Cost $51.20 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $80.00 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.0%
Value ($000) $26 Shares 338 Est. Cost $79.41 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $26 Shares 606 Est. Cost $60.95 Unrealized -41.4%
BLACKROCK MUNICPAL INCOME QUALITY TRUST 0.0%
Value ($000) $25 Shares 1,889 Est. Cost $14.73 Unrealized
WB WEIBO CORP-SPON ADR 0.0%
Value ($000) $25 Shares 400 Est. Cost $20.00 Unrealized
CELGENE CORP 0.0%
Value ($000) $25 Shares 264 Est. Cost $109.70 Unrealized
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $24 Shares 532 Est. Cost $35.84 Unrealized
PCH POTLATCH CORPORATION 0.0%
Value ($000) $24 Shares 645 Est. Cost $31.38 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
KMI KINDER MORGAN INC 0.0%
Value ($000) $22 Shares 1,096 Est. Cost $22.45 Unrealized -44.3%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $22 Shares 800 Est. Cost $16.58 Unrealized +4.9%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $21 Shares 320 Est. Cost $55.00 Unrealized +2.7%
GLNG GOLAR LNG LTD 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $28.47 Unrealized -30.6%
RJF RAYMOND JAMES FINANCIAL INC USD 0.01 0.0%
Value ($000) $21 Shares 257 Est. Cost $55.10 Unrealized -12.7%
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 +114.2%
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $20 Shares 120 Est. Cost $129.09 Unrealized
IEF ISHARES TR 7 10YR TREAS BONDETF 0.0%
Value ($000) $19 Shares 177 Est. Cost $107.34 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $19 Shares 500 Est. Cost $28.53 Unrealized -1.4%
SPSB SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 619 Est. Cost $30.69 Unrealized
INVESCO EX BULLETSHARES 2019 CORP B 0.0%
Value ($000) $18 Shares 865 Est. Cost $20.81 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $18 Shares 308 Est. Cost $17.15 Unrealized +73.3%
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $18 Shares 100 Est. Cost $80.00 Unrealized
INVESCO EX BULLETSHARES 2021 CORP B 0.0%
Value ($000) $18 Shares 850 Est. Cost $21.18 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $18 Shares 200 Est. Cost $66.28 Unrealized +18.5%
INVESCO EX BULLETSHARES 2020 CORP B 0.0%
Value ($000) $18 Shares 865 Est. Cost $20.81 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $17 Shares 300 Est. Cost $64.23 Unrealized -7.3%
CERNER CORPORATION 0.0%
Value ($000) $17 Shares 304 Est. Cost $47.95 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value ($000) $17 Shares 233 Est. Cost $33.95 Unrealized +40.0%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $16 Shares 1,050 Est. Cost $10.23 Unrealized +20.8%
INGERSOLL-RAND PLC 0.0%
Value ($000) $16 Shares 150 Est. Cost $106.67 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $16 Shares 102 Est. Cost $112.15 Unrealized
LIONS GATE ENTERTAINMENT A 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $28.00 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $15 Shares 121 Est. Cost $74.64 Unrealized +22.3%
NI NISOURCE INC 0.0%
Value ($000) $15 Shares 521 Est. Cost $12.01 Unrealized +78.9%
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $15 Shares 700 Est. Cost $16.47 Unrealized +6.5%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $15 Shares 129 Est. Cost $116.78 Unrealized +1.7%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $15 Shares 150 Est. Cost $12.05 Unrealized +35.6%
CHINA MOBILE LTD-SPN ADR 0.0%
Value ($000) $15 Shares 300 Est. Cost $56.67 Unrealized
LIONS GATE ENTERTAINMENT B 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $26.00 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $7.19 Unrealized +91.6%
VNQI VANGUARD GLOBAL EX US REAL ESTATE ETF 0.0%
Value ($000) $14 Shares 228 Est. Cost $54.88 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $14 Shares 180 Est. Cost $55.35 Unrealized +9.6%
APERGY CORP USD 0.01 0.0%
Value ($000) $14 Shares 350 Est. Cost $42.86 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $13 Shares 244 Est. Cost $49.18 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $12 Shares 676 Est. Cost $5.63 Unrealized +54.1%
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $12 Shares 350 Est. Cost $26.10 Unrealized +36.7%
VSS ETF VANGUARD FTSE EX US SMALL CAP 0.0%
Value ($000) $12 Shares 115 Est. Cost $95.24 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 714 Est. Cost $9.02 Unrealized +32.7%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $10 Shares 93 Est. Cost $107.41 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $10 Shares 100 Est. Cost $49.25 Unrealized +46.0%
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.0%
Value ($000) $9 Shares 56 Est. Cost $116.18 Unrealized
NUVEEN AMT FREE MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $8 Shares 499 Est. Cost $16.03 Unrealized
PRF POWERSHARE FTSE RAFI US 1000PORTFO 0.0%
Value ($000) $8 Shares 70 Est. Cost $114.29 Unrealized
BLACKSTONE GROUP 0.0%
Value ($000) $8 Shares 223 Est. Cost $31.39 Unrealized
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $8 Shares 95 Est. Cost $104.00 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $7 Shares 200 Est. Cost $33.21 Unrealized -10.9%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
SEATTLE GENETICS INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $30.00 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $7 Shares 52 Est. Cost $56.46 Unrealized +79.9%
ACA ARCOSA INC 0.0%
Value ($000) $7 Shares 233 Est. Cost $26.73 Unrealized +11.5%
QLTA ISHARES AAA - A RATED CORP 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
RAYTHEON CO 0.0%
Value ($000) $7 Shares 37 Est. Cost $90.18 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $7 Shares 78 Est. Cost $48.03 Unrealized +16.8%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $56.38 Unrealized -6.9%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $6 Shares 175 Est. Cost $33.04 Unrealized +7.0%
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $6 Shares 89 Est. Cost $62.87 Unrealized -2.2%
PI IMPINJ INC COM 0.0%
Value ($000) $6 Shares 355 Est. Cost $31.46 Unrealized -47.2%
NTES NETEASE INTERNET COMPANY 0.0%
Value ($000) $6 Shares 23 Est. Cost $260.87 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 +17.6%
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
CC CHEMOURS COMPANY 0.0%
Value ($000) $4 Shares 108 Est. Cost $7.40 Unrealized +269.3%
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
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.24 Unrealized 0.0%
THE CARLYLE GROUP LP 0.0%
Value ($000) $3 Shares 145 Est. Cost $20.69 Unrealized
ALLETE INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $52.63 Unrealized
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.38 Unrealized +34.2%
ANADARKO PETE CORP 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
EIGER BIOPHARMACEITICALS INC 0.0%
Value ($000) $2 Shares 178 Est. Cost $11.24 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $2 Shares 129 Est. Cost $18.69 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value ($000) $2 Shares 500 Est. Cost $17.00 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $2 Shares 171 Est. Cost $8.71 Unrealized -30.2%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $234.97 Unrealized +3.7%
UAA UNDER ARMOUR INC-CLASS A 0.0%
Value ($000) $2 Shares 100 Est. Cost $39.45 Unrealized -46.9%
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $2 Shares 100 Est. Cost $37.40 Unrealized -49.5%
PIONEER NATURAL RESOURCES 0.0%
Value ($000) $2 Shares 13 Est. Cost $180.00 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 78 Est. Cost $21.34 Unrealized +3.8%
ELEMENTS ROGERS AGRI TOT RET 0.00 DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.74 Unrealized +38.5%
WAB WABTEC CORPORATION 0.0%
Value ($000) $1 Shares 20 Est. Cost $69.17 Unrealized 0.0%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
TBT PROSHARES ULTRASHORT 20 YR TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 Unrealized
GTX GARRETT MOTION INC USD 0.001 0.0%
Value ($000) $1 Shares 46 Est. Cost $13.59 Unrealized +10.9%
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
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 -37.6%
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.66 Unrealized +31.3%