Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 9, 2020

Total Value ($000): $244,108 (100.0% shares, 0.0% debt)

Holdings (325)

IVW ISHARES S&P 500 GROWTH 7.5%
Value ($000) $18,206 Shares 94,019 Est. Cost $110.89 Unrealized
MSFT MICROSOFT CORP 4.2%
Value ($000) $10,345 Shares 65,600 Est. Cost $44.08 Unrealized +215.8%
IJK ISHARES S&P MIDCAP 400 GROWTH 3.3%
Value ($000) $8,147 Shares 34,216 Est. Cost $155.17 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $6,885 Shares 23,446 Est. Cost $20.40 Unrealized +203.9%
VOO VANGUARD S&P 500 ETF 2.4%
Value ($000) $5,885 Shares 19,896 Est. Cost $199.89 Unrealized
GGG GRACO INC 2.2%
Value ($000) $5,396 Shares 103,761 Est. Cost $34.81 Unrealized +26.9%
MMM 3M CO 2.1%
Value ($000) $5,219 Shares 29,581 Est. Cost $92.60 Unrealized +20.7%
V VISA INC 2.0%
Value ($000) $4,927 Shares 26,221 Est. Cost $72.67 Unrealized +137.5%
PG PROCTER & GAMBLE CO 2.0%
Value ($000) $4,786 Shares 38,316 Est. Cost $62.27 Unrealized +69.0%
DHR DANAHER CORP 1.8%
Value ($000) $4,431 Shares 28,871 Est. Cost $36.24 Unrealized +239.4%
HD HOME DEPOT INC 1.8%
Value ($000) $4,370 Shares 20,011 Est. Cost $82.90 Unrealized +135.2%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $4,255 Shares 14,476 Est. Cost $63.78 Unrealized +270.9%
PEP PEPSICO INC 1.7%
Value ($000) $4,229 Shares 30,943 Est. Cost $66.90 Unrealized +68.6%
DIS WALT DISNEY CO 1.7%
Value ($000) $4,227 Shares 29,226 Est. Cost $70.16 Unrealized +93.4%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $3,916 Shares 81,667 Est. Cost $17.43 Unrealized +121.2%
SBUX STARBUCKS CORP 1.6%
Value ($000) $3,836 Shares 43,634 Est. Cost $48.94 Unrealized +52.2%
SYK STRYKER CORP 1.5%
Value ($000) $3,763 Shares 17,926 Est. Cost $68.88 Unrealized +181.9%
PNC PNC FINANCIAL SERVICES GROUP 1.5%
Value ($000) $3,639 Shares 22,796 Est. Cost $57.82 Unrealized +107.8%
INTC INTEL CORP 1.5%
Value ($000) $3,620 Shares 60,503 Est. Cost $20.53 Unrealized +139.9%
MDT MEDTRONIC PLC 1.5%
Value ($000) $3,594 Shares 31,680 Est. Cost $61.27 Unrealized +51.1%
ISHARES S&P MIDCAP 400 GROWTH 1.4%
Value ($000) $3,418 Shares 14,355 Est. Cost $165.68 Unrealized
XBI SPDR S&P BIOTECH ETF 1.3%
Value ($000) $3,294 Shares 34,630 Est. Cost $82.62 Unrealized
CMCSA COMCAST CORP 1.3%
Value ($000) $3,276 Shares 72,859 Est. Cost $25.18 Unrealized +50.4%
QCOM QUALCOMM INC 1.3%
Value ($000) $3,201 Shares 36,277 Est. Cost $51.10 Unrealized +42.6%
BLACKROCK INC 1.3%
Value ($000) $3,108 Shares 6,183 Est. Cost $338.17 Unrealized
XLU UTILITIES SELECT SECTOR SPDR ETF 1.3%
Value ($000) $3,093 Shares 47,879 Est. Cost $40.99 Unrealized
CVX CHEVRON CORP 1.2%
Value ($000) $3,044 Shares 25,258 Est. Cost $70.46 Unrealized +27.3%
AMT AMERICAN TOWER CORP 1.2%
Value ($000) $3,026 Shares 13,166 Est. Cost $69.65 Unrealized +163.9%
CABO CABLE ONE INC 1.2%
Value ($000) $2,977 Shares 2,000 Est. Cost $378.92 Unrealized +245.5%
ACN ACCENTURE PLC 1.2%
Value ($000) $2,955 Shares 14,034 Est. Cost $74.35 Unrealized +140.0%
ORCL ORACLE CORP 1.2%
Value ($000) $2,954 Shares 55,763 Est. Cost $30.79 Unrealized +63.8%
SCHW CHARLES SCHWAB CORP 1.2%
Value ($000) $2,941 Shares 61,839 Est. Cost $24.17 Unrealized +67.5%
CB CHUBB LIMITED 1.2%
Value ($000) $2,878 Shares 18,491 Est. Cost $102.29 Unrealized +35.3%
UNP UNION PACIFIC CORP 1.2%
Value ($000) $2,878 Shares 15,920 Est. Cost $70.87 Unrealized +110.7%
HON HONEYWELL INTL INC 1.2%
Value ($000) $2,846 Shares 16,077 Est. Cost $95.01 Unrealized +51.5%
TRV THE TRAVELERS CO INC 1.1%
Value ($000) $2,772 Shares 20,240 Est. Cost $87.68 Unrealized +36.1%
VFC VF CORP 1.1%
Value ($000) $2,761 Shares 27,701 Est. Cost $55.25 Unrealized +62.2%
T AT&T INC 1.1%
Value ($000) $2,694 Shares 68,952 Est. Cost $12.22 Unrealized +54.3%
ETN EATON CORP PLC 1.1%
Value ($000) $2,655 Shares 28,028 Est. Cost $57.96 Unrealized +37.5%
CVS CVS HEALTH CORP 1.0%
Value ($000) $2,538 Shares 34,160 Est. Cost $51.39 Unrealized +12.4%
APD AIR PRODUCTS & CHEMICALS INC 1.0%
Value ($000) $2,505 Shares 10,660 Est. Cost $88.93 Unrealized +118.3%
TFC TRUIST FINANCIAL CORPORATION 1.0%
Value ($000) $2,435 Shares 43,244 Est. Cost $40.89 Unrealized 0.0%
PFE PFIZER INC 1.0%
Value ($000) $2,433 Shares 62,094 Est. Cost $18.92 Unrealized +41.2%
MET METLIFE INC 1.0%
Value ($000) $2,395 Shares 46,987 Est. Cost $32.42 Unrealized +21.3%
PYPL PAYPAL HOLDINGS INC 1.0%
Value ($000) $2,387 Shares 22,064 Est. Cost $39.41 Unrealized +163.8%
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $2,297 Shares 19,625 Est. Cost $68.88 Unrealized +34.8%
IBM INTERNATIONAL BUSINESS MACHINES 0.9%
Value ($000) $2,202 Shares 16,429 Est. Cost $98.81 Unrealized +1.1%
NVS NOVARTIS AG 0.9%
Value ($000) $2,148 Shares 22,686 Est. Cost $81.68 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $2,145 Shares 24,227 Est. Cost $35.75 Unrealized +80.8%
WFC WELLS FARGO & CO 0.9%
Value ($000) $2,136 Shares 39,715 Est. Cost $33.86 Unrealized +32.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.8%
Value ($000) $2,007 Shares 36,439 Est. Cost $27.60 Unrealized +66.2%
USB US BANCORP 0.8%
Value ($000) $1,917 Shares 32,327 Est. Cost $30.67 Unrealized +44.5%
ISHARES GOLD TRUST 0.8%
Value ($000) $1,852 Shares 127,751 Est. Cost $11.73 Unrealized
ECL ECOLAB INC 0.7%
Value ($000) $1,824 Shares 9,453 Est. Cost $104.89 Unrealized +69.4%
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $1,752 Shares 11,696 Est. Cost $116.26 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.6%
Value ($000) $1,544 Shares 105,497 Est. Cost $10.33 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHTETF 0.6%
Value ($000) $1,504 Shares 13,000 Est. Cost $93.83 Unrealized
BA BOEING CO 0.5%
Value ($000) $1,317 Shares 4,044 Est. Cost $208.98 Unrealized +68.0%
GHC GRAHAM HOLDINGS CO-CLASS B 0.5%
Value ($000) $1,278 Shares 2,000 Est. Cost $431.34 Unrealized +38.9%
NKE NIKE INC CLASS B 0.5%
Value ($000) $1,262 Shares 12,453 Est. Cost $75.78 Unrealized +14.6%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $1,092 Shares 11,662 Est. Cost $31.83 Unrealized +131.3%
VO VANGUARD MID-CAP ETF 0.4%
Value ($000) $1,061 Shares 5,952 Est. Cost $154.38 Unrealized
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $913 Shares 3,107 Est. Cost $164.12 Unrealized +65.4%
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $853 Shares 7,487 Est. Cost $52.74 Unrealized +93.6%
IJH ISHARES CORE S&P MIDCAP ETF 0.3%
Value ($000) $843 Shares 4,094 Est. Cost $170.56 Unrealized
VNQ VANGUARD REIT ETF 0.3%
Value ($000) $788 Shares 8,488 Est. Cost $77.95 Unrealized
EXAS EXACT SCIENCES CORPORATION 0.3%
Value ($000) $754 Shares 8,150 Est. Cost $87.91 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $713 Shares 4,889 Est. Cost $80.78 Unrealized +41.2%
WMB WILLIAMS COS INC 0.3%
Value ($000) $702 Shares 29,611 Est. Cost $10.12 Unrealized +60.7%
BRK/B BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $680 Shares 3,001 Est. Cost $155.54 Unrealized +39.6%
AMZN AMAZON.COM INC 0.3%
Value ($000) $645 Shares 349 Est. Cost $43.39 Unrealized +104.0%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $641 Shares 4,597 Est. Cost $70.71 Unrealized +53.7%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $617 Shares 10,053 Est. Cost $29.64 Unrealized +44.3%
SPY STANDARD & POOR'S DEPOSITARY RECEIPTS ETF 0.2%
Value ($000) $599 Shares 1,861 Est. Cost $198.02 Unrealized
SMARTSHEET INC 0.2%
Value ($000) $587 Shares 13,078 Est. Cost $38.19 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $586 Shares 6,444 Est. Cost $41.33 Unrealized +63.5%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.2%
Value ($000) $551 Shares 9,000 Est. Cost $59.11 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $533 Shares 7,638 Est. Cost $54.53 Unrealized -4.5%
VWO VANGUARD EMERGING MKTS ETF 0.2%
Value ($000) $487 Shares 10,956 Est. Cost $40.62 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTHETF 0.2%
Value ($000) $478 Shares 2,641 Est. Cost $180.99 Unrealized
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $449 Shares 335 Est. Cost $42.48 Unrealized +50.7%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $429 Shares 7,412 Est. Cost $54.78 Unrealized
GOOG ALPHABET INC CL C 0.2%
Value ($000) $384 Shares 287 Est. Cost $42.35 Unrealized +51.2%
AMGN AMGEN INC 0.2%
Value ($000) $373 Shares 1,546 Est. Cost $105.54 Unrealized +73.1%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $355 Shares 2,142 Est. Cost $114.58 Unrealized
SU SUNCOR ENERGY INC 0.1%
Value ($000) $349 Shares 10,655 Est. Cost $24.19 Unrealized +1.3%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $340 Shares 1 Est. Cost $249666.89 Unrealized +30.5%
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $331 Shares 4,770 Est. Cost $60.03 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $290 Shares 744 Est. Cost $218.34 Unrealized +48.8%
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $264 Shares 703 Est. Cost $245.16 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $263 Shares 2,002 Est. Cost $70.33 Unrealized +52.9%
MICROSOFT CORP 0.1%
Value ($000) $262 Shares 1,662 Est. Cost $37.11 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $254 Shares 1,239 Est. Cost $148.81 Unrealized +29.3%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $252 Shares 1,520 Est. Cost $135.29 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $251 Shares 4,287 Est. Cost $58.77 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $229 Shares 3,573 Est. Cost $38.81 Unrealized +16.4%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $225 Shares 2,441 Est. Cost $46.28 Unrealized +61.7%
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $223 Shares 382 Est. Cost $54.58 Unrealized +230.9%
ALLERGAN PLC 0.1%
Value ($000) $195 Shares 1,021 Est. Cost $169.73 Unrealized
REDFIN CORPORATION 0.1%
Value ($000) $183 Shares 8,648 Est. Cost $22.98 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $171 Shares 3,095 Est. Cost $30.45 Unrealized +46.2%
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $168 Shares 2,824 Est. Cost $78.99 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $161 Shares 495 Est. Cost $120.77 Unrealized +147.1%
ACCENTURE PLC 0.1%
Value ($000) $151 Shares 717 Est. Cost $84.28 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $150 Shares 1,000 Est. Cost $122.61 Unrealized +7.1%
VPL VANGUARD PACIFIC ETF 0.1%
Value ($000) $149 Shares 2,142 Est. Cost $61.41 Unrealized
WAFD WASHINGTON FEDERAL INC 0.1%
Value ($000) $142 Shares 3,869 Est. Cost $28.87 Unrealized +3.4%
ABT ABBOTT LABS 0.1%
Value ($000) $140 Shares 1,607 Est. Cost $39.32 Unrealized +91.5%
PCAR PACCAR INC 0.1%
Value ($000) $140 Shares 1,776 Est. Cost $27.51 Unrealized +47.6%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $138 Shares 500 Est. Cost $118.31 Unrealized +96.2%
AEP AMERICAN ELECTRIC PWR CO INC 0.1%
Value ($000) $137 Shares 1,452 Est. Cost $51.29 Unrealized +44.7%
SYY SYSCO CORP 0.1%
Value ($000) $135 Shares 1,575 Est. Cost $33.31 Unrealized +105.7%
PROCTOR & GAMBLE CO 0.1%
Value ($000) $134 Shares 1,076 Est. Cost $81.92 Unrealized
WALT DISNEY CO 0.1%
Value ($000) $132 Shares 910 Est. Cost $76.48 Unrealized
WPX ENERGY INC 0.1%
Value ($000) $132 Shares 9,638 Est. Cost $6.95 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $130 Shares 1,427 Est. Cost $48.19 Unrealized +49.0%
DANAHER CORP 0.1%
Value ($000) $129 Shares 842 Est. Cost $77.49 Unrealized
VCSH VANGUARD SHORT TERM CORPORATE BOND ETF 0.1%
Value ($000) $129 Shares 1,595 Est. Cost $79.18 Unrealized
EL ESTEE LAUDER CO 0.1%
Value ($000) $129 Shares 623 Est. Cost $65.64 Unrealized +173.1%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $128 Shares 773 Est. Cost $68.39 Unrealized +88.0%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $126 Shares 1,234 Est. Cost $76.74 Unrealized
INTEL CORP 0.1%
Value ($000) $125 Shares 2,082 Est. Cost $26.89 Unrealized
STRYKER CORP 0.1%
Value ($000) $125 Shares 594 Est. Cost $74.68 Unrealized
PEPSICO INC 0.1%
Value ($000) $125 Shares 915 Est. Cost $88.26 Unrealized
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $123 Shares 1,600 Est. Cost $38.93 Unrealized +86.3%
SO SOUTHERN CO 0.0%
Value ($000) $122 Shares 1,920 Est. Cost $28.93 Unrealized +69.0%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $120 Shares 1,004 Est. Cost $61.43 Unrealized +66.6%
CHEVRON CORP 0.0%
Value ($000) $120 Shares 997 Est. Cost $116.09 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $117 Shares 1,889 Est. Cost $43.97 Unrealized +28.2%
DE DEERE & CO 0.0%
Value ($000) $116 Shares 671 Est. Cost $67.46 Unrealized +134.2%
CISCO SYSTEMS INC 0.0%
Value ($000) $113 Shares 2,358 Est. Cost $22.48 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $111 Shares 3,681 Est. Cost $18.60 Unrealized +24.2%
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $109 Shares 1,207 Est. Cost $55.74 Unrealized +28.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $109 Shares 791 Est. Cost $97.97 Unrealized +11.0%
IEI ISHARES BARCLAYS 3 - 7 YR TREASURY BD ETF 0.0%
Value ($000) $109 Shares 864 Est. Cost $122.69 Unrealized
VF CORP 0.0%
Value ($000) $108 Shares 1,086 Est. Cost $62.30 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $107 Shares 2,369 Est. Cost $44.70 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $106 Shares 2,809 Est. Cost $39.09 Unrealized
QUALCOMM INC 0.0%
Value ($000) $105 Shares 1,187 Est. Cost $73.66 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $104 Shares 1,594 Est. Cost $48.87 Unrealized -3.5%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $104 Shares 1,603 Est. Cost $37.87 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $104 Shares 350 Est. Cost $261.90 Unrealized +5.9%
BLACKROCK INC 0.0%
Value ($000) $102 Shares 202 Est. Cost $320.38 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $102 Shares 2,019 Est. Cost $24.41 Unrealized +63.6%
ORACLE CORP 0.0%
Value ($000) $98 Shares 1,857 Est. Cost $38.28 Unrealized
VEA ETF VANGUARD DEVELOPED MARKETS 0.0%
Value ($000) $98 Shares 2,230 Est. Cost $36.63 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $96 Shares 2,027 Est. Cost $26.13 Unrealized
PFIZER INC 0.0%
Value ($000) $94 Shares 2,392 Est. Cost $30.44 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $93 Shares 450 Est. Cost $115.55 Unrealized +53.7%
WAT WATERS CORP 0.0%
Value ($000) $93 Shares 400 Est. Cost $108.40 Unrealized +103.8%
TU TELUS CORPORATION 0.0%
Value ($000) $92 Shares 2,380 Est. Cost $16.78 Unrealized +10.4%
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $91 Shares 956 Est. Cost $84.77 Unrealized
AT&T INC 0.0%
Value ($000) $89 Shares 2,279 Est. Cost $35.51 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $88 Shares 492 Est. Cost $39.78 Unrealized +291.5%
SDY SPRD S&P DIVIDEND ETF 0.0%
Value ($000) $86 Shares 800 Est. Cost $89.48 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $84 Shares 1,568 Est. Cost $46.34 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $83 Shares 354 Est. Cost $112.70 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $83 Shares 1,210 Est. Cost $50.87 Unrealized +16.2%
DOV DOVER CORP 0.0%
Value ($000) $81 Shares 700 Est. Cost $49.28 Unrealized +99.6%
CMI CUMMINS, INC 0.0%
Value ($000) $81 Shares 450 Est. Cost $96.30 Unrealized +56.9%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $80 Shares 350 Est. Cost $153.98 Unrealized +21.8%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $79 Shares 327 Est. Cost $23.72 Unrealized +111.5%
NOVARTIS AG 0.0%
Value ($000) $78 Shares 824 Est. Cost $80.49 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $78 Shares 2,000 Est. Cost $15.23 Unrealized +139.4%
INNOVATOR LUNT LOW VOL/HIGH BETA TACTICAL ETF 0.0%
Value ($000) $78 Shares 2,009 Est. Cost $38.83 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $77 Shares 395 Est. Cost $65.71 Unrealized +152.0%
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $75 Shares 540 Est. Cost $64.97 Unrealized +82.5%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $75 Shares 2,124 Est. Cost $12.54 Unrealized +121.5%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $74 Shares 1,250 Est. Cost $84.48 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $72 Shares 950 Est. Cost $48.01 Unrealized +30.9%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $72 Shares 484 Est. Cost $114.01 Unrealized
FCTR FIRST TRUST LUNT US FACTOR ROTATION ETF 0.0%
Value ($000) $71 Shares 3,109 Est. Cost $22.84 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $70 Shares 585 Est. Cost $21.89 Unrealized +66.2%
IWF ISHARES RUSSELL 1000 GROWTH INDEX ETF 0.0%
Value ($000) $70 Shares 400 Est. Cost $86.40 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $70 Shares 34 Est. Cost $1933.58 Unrealized -0.1%
YUM YUM! BRANDS INC 0.0%
Value ($000) $69 Shares 683 Est. Cost $40.89 Unrealized +125.8%
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $68 Shares 577 Est. Cost $104.59 Unrealized
TTEK TETRA TECH INC 0.0%
Value ($000) $66 Shares 771 Est. Cost $5.40 Unrealized +220.8%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $65 Shares 441 Est. Cost $102.64 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $65 Shares 1,500 Est. Cost $38.36 Unrealized
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $62 Shares 800 Est. Cost $35.69 Unrealized +94.9%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $62 Shares 734 Est. Cost $35.90 Unrealized +85.2%
WSO WATSCO INC 0.0%
Value ($000) $61 Shares 340 Est. Cost $94.95 Unrealized +85.3%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $61 Shares 414 Est. Cost $84.05 Unrealized +46.3%
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FUND 0.0%
Value ($000) $60 Shares 309 Est. Cost $150.42 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $53.96 Unrealized +10.4%
SPLV INVESCO S&P 500 LOW VOLATIL 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $55.00 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $58 Shares 198 Est. Cost $106.24 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $57 Shares 513 Est. Cost $57.67 Unrealized +64.8%
PLD PROLOGIS INC 0.0%
Value ($000) $56 Shares 632 Est. Cost $39.25 Unrealized +90.3%
NUE NUCOR CORP 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $38.31 Unrealized +25.8%
CPRT COPART INC 0.0%
Value ($000) $55 Shares 605 Est. Cost $11.57 Unrealized +84.5%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $54 Shares 600 Est. Cost $58.33 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $54 Shares 435 Est. Cost $88.42 Unrealized +24.6%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $53 Shares 345 Est. Cost $98.67 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $52 Shares 319 Est. Cost $71.70 Unrealized +116.0%
RYN RAYONIER INC 0.0%
Value ($000) $49 Shares 1,500 Est. Cost $42.00 Unrealized
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $49 Shares 967 Est. Cost $50.67 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $48 Shares 463 Est. Cost $86.88 Unrealized -0.1%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $48 Shares 568 Est. Cost $71.86 Unrealized
MOS MOSAIC CO/THE 0.0%
Value ($000) $48 Shares 2,205 Est. Cost $21.61 Unrealized -18.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $48 Shares 967 Est. Cost $26.54 Unrealized +8.5%
IVV ISHARES S&P 500 INDEX FUND 0.0%
Value ($000) $48 Shares 148 Est. Cost $243.24 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $47.00 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $46 Shares 215 Est. Cost $154.72 Unrealized
CNA CNA FINANCIAL CORP 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $16.87 Unrealized +71.1%
AVGO BROADCOM INC NPV 0.0%
Value ($000) $45 Shares 143 Est. Cost $19.73 Unrealized +31.2%
BKR BAKER HUGHES A GE CO 0.0%
Value ($000) $45 Shares 1,746 Est. Cost $24.77 Unrealized -22.8%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $45 Shares 213 Est. Cost $173.71 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $45 Shares 505 Est. Cost $26.85 Unrealized +198.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $45 Shares 1,128 Est. Cost $24.75 Unrealized +0.4%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $44 Shares 326 Est. Cost $182.03 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $43 Shares 468 Est. Cost $71.85 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $43 Shares 282 Est. Cost $68.63 Unrealized +87.2%
NORDSTROM INC 0.0%
Value ($000) $43 Shares 1,041 Est. Cost $47.74 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $41 Shares 392 Est. Cost $98.41 Unrealized -12.0%
STT STATE STREET CORP 0.0%
Value ($000) $40 Shares 500 Est. Cost $50.63 Unrealized +13.8%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $38 Shares 600 Est. Cost $58.33 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $38 Shares 1,100 Est. Cost $18.11 Unrealized +24.1%
CLOUDERA INC 0.0%
Value ($000) $38 Shares 3,244 Est. Cost $16.58 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $38 Shares 295 Est. Cost $112.27 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $37 Shares 294 Est. Cost $84.77 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $36 Shares 232 Est. Cost $63.81 Unrealized +95.2%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $36 Shares 294 Est. Cost $32.75 Unrealized +229.8%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $33 Shares 683 Est. Cost $26.68 Unrealized +66.6%
FTV FORTIVE CORP 0.0%
Value ($000) $33 Shares 390 Est. Cost $33.96 Unrealized +29.6%
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $32 Shares 532 Est. Cost $35.84 Unrealized
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $32 Shares 435 Est. Cost $51.20 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $30 Shares 222 Est. Cost $139.64 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $30 Shares 355 Est. Cost $72.36 Unrealized -22.9%
FDX FEDEX CORP 0.0%
Value ($000) $29 Shares 190 Est. Cost $158.34 Unrealized -13.2%
INDIA FUND INC 0.0%
Value ($000) $29 Shares 1,425 Est. Cost $20.35 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.0%
Value ($000) $28 Shares 338 Est. Cost $79.41 Unrealized
PCH POTLATCH CORPORATION 0.0%
Value ($000) $28 Shares 645 Est. Cost $31.38 Unrealized
BLACKROCK MUNICPAL INCOME QUALITY TRUST 0.0%
Value ($000) $27 Shares 1,895 Est. Cost $14.73 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $26 Shares 150 Est. Cost $114.61 Unrealized +36.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $25 Shares 500 Est. Cost $28.53 Unrealized +35.9%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $80.00 Unrealized
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $24 Shares 376 Est. Cost $27.24 Unrealized -10.0%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $24 Shares 177 Est. Cost $101.69 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $23 Shares 266 Est. Cost $29.75 Unrealized +145.7%
KMI KINDER MORGAN INC 0.0%
Value ($000) $23 Shares 1,096 Est. Cost $22.45 Unrealized -37.4%
TGT TARGET CORP 0.0%
Value ($000) $23 Shares 180 Est. Cost $55.35 Unrealized +80.3%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $23 Shares 257 Est. Cost $55.10 Unrealized -4.7%
EPP ISHARES MCSI PACIFIC EX-JAPAN 0.0%
Value ($000) $23 Shares 496 Est. Cost $40.32 Unrealized
DEO DIAGEO PLC-SPON ADR 0.0%
Value ($000) $23 Shares 136 Est. Cost $133.80 Unrealized
CERNER CORPORATION 0.0%
Value ($000) $22 Shares 304 Est. Cost $47.95 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $22 Shares 174 Est. Cost $126.44 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $22 Shares 580 Est. Cost $36.10 Unrealized
GIS GENERAL MILLS 0.0%
Value ($000) $22 Shares 403 Est. Cost $39.53 Unrealized +8.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $22 Shares 340 Est. Cost $54.76 Unrealized -6.4%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $20 Shares 897 Est. Cost $23.41 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $20 Shares 300 Est. Cost $64.23 Unrealized +5.4%
BBY BEST BUY CO INC 0.0%
Value ($000) $20 Shares 225 Est. Cost $59.90 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $19 Shares 102 Est. Cost $112.15 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $19 Shares 479 Est. Cost $59.46 Unrealized -48.3%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $17 Shares 233 Est. Cost $33.95 Unrealized +61.9%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $17 Shares 1,050 Est. Cost $10.23 Unrealized +28.2%
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $16 Shares 350 Est. Cost $26.10 Unrealized +42.7%
NI NISOURCE INC 0.0%
Value ($000) $15 Shares 521 Est. Cost $12.01 Unrealized +85.9%
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $15 Shares 700 Est. Cost $16.47 Unrealized -2.5%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $14 Shares 150 Est. Cost $12.05 Unrealized +43.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $14 Shares 129 Est. Cost $116.78 Unrealized -0.9%
RUN SUNRUN INC 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $7.19 Unrealized +107.5%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $13 Shares 676 Est. Cost $5.63 Unrealized +83.0%
VSS ETF VANGUARD FTSE EX US SMALL CAP 0.0%
Value ($000) $13 Shares 115 Est. Cost $95.24 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $13 Shares 148 Est. Cost $52.87 Unrealized +13.5%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $13 Shares 320 Est. Cost $55.00 Unrealized -34.5%
APERGY CORP USD 0.01 0.0%
Value ($000) $12 Shares 350 Est. Cost $42.86 Unrealized
BX BLACKSTONE GROUP INC NPV 0.0%
Value ($000) $12 Shares 223 Est. Cost $39.22 Unrealized +7.3%
PSX PHILLIPS 66 0.0%
Value ($000) $11 Shares 100 Est. Cost $49.25 Unrealized +77.4%
IJJ ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUND 0.0%
Value ($000) $10 Shares 56 Est. Cost $116.18 Unrealized
PI IMPINJ INC COM 0.0%
Value ($000) $9 Shares 355 Est. Cost $31.46 Unrealized -1.2%
PRF INVESCO FTSE RAFI US 1000 0.0%
Value ($000) $9 Shares 70 Est. Cost $114.29 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $9 Shares 358 Est. Cost $8.83 Unrealized +79.4%
C CITIGROUP INC 0.0%
Value ($000) $8 Shares 94 Est. Cost $59.26 Unrealized 0.0%
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $8 Shares 95 Est. Cost $102.21 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.0%
Value ($000) $8 Shares 143 Est. Cost $41.96 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $8 Shares 175 Est. Cost $33.04 Unrealized +11.9%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $8 Shares 200 Est. Cost $33.21 Unrealized +11.7%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $7 Shares 175 Est. Cost $34.29 Unrealized
SAP SAP AG ADR 0.0%
Value ($000) $6 Shares 43 Est. Cost $139.53 Unrealized
LINDE PLC 0.0%
Value ($000) $6 Shares 29 Est. Cost $206.90 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $6 Shares 44 Est. Cost $92.76 Unrealized +11.8%
DOW DOW HOLDING INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $36.37 Unrealized +0.9%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $5 Shares 41 Est. Cost $107.41 Unrealized
MCD MCDONALD'S CORP 0.0%
Value ($000) $4 Shares 20 Est. Cost $169.75 Unrealized +1.3%
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value ($000) $4 Shares 38 Est. Cost $118.07 Unrealized -4.8%
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $4 Shares 6 Est. Cost $171.34 Unrealized +9.3%
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $4 Shares 12 Est. Cost $166.67 Unrealized
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.38 Unrealized -3.4%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $206.56 Unrealized +19.5%
IBN ICICI BANK LTD-SPON ADR 0.0%
Value ($000) $3 Shares 174 Est. Cost $11.49 Unrealized
ALLETE INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $52.63 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.0%
Value ($000) $3 Shares 32 Est. Cost $81.05 Unrealized -1.3%
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $3 Shares 89 Est. Cost $62.87 Unrealized -49.3%
EIGER BIOPHARMACEITICALS INC 0.0%
Value ($000) $3 Shares 178 Est. Cost $11.24 Unrealized
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 44 Est. Cost $68.18 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3 Shares 8 Est. Cost $234.97 Unrealized +35.2%
PIONEER NATURAL RESOURCES 0.0%
Value ($000) $2 Shares 13 Est. Cost $180.00 Unrealized
ICE INTERCONTINENTAL EXCHANGE GR 0.0%
Value ($000) $2 Shares 24 Est. Cost $74.98 Unrealized +14.3%
FMX FOMENTO ECONOMICO MEX-SP ADR 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $2 Shares 480 Est. Cost $4.17 Unrealized
HDB HDFC BANK LTD ADR REPS 3 SHS 0.0%
Value ($000) $2 Shares 28 Est. Cost $107.14 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $2 Shares 200 Est. Cost $7.76 Unrealized -13.9%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
MA MASTERCARD INC - CLASS A 0.0%
Value ($000) $2 Shares 7 Est. Cost $241.35 Unrealized +12.9%
CANADIAN PAC RAILWAY 0.0%
Value ($000) $2 Shares 8 Est. Cost $250.00 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $2 Shares 129 Est. Cost $18.69 Unrealized
CC CHEMOURS COMPANY 0.0%
Value ($000) $2 Shares 108 Est. Cost $7.40 Unrealized +75.8%
ADP AUTOMATIC DATA PROCESSING INCOM 0.0%
Value ($000) $1 Shares 7 Est. Cost $140.97 Unrealized +2.9%
BRISTOL MYERS SQUIBB CO 31MAR21 0.0%
Value ($000) $1 Shares 264 Est. Cost $3.79 Unrealized
TBT PROSHARES ULTRASHORT 20 YR TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $66.67 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $175.18 Unrealized -2.5%
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $10.66 Unrealized +73.8%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $19.74 Unrealized +65.7%
ORCHID ISLAND CAPITAL INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
ELEMENTS ROGERS AGRI TOT RET 0.00 DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
GRFS GRIFOLS SA-ADR 0.0%
Value ($000) $1 Shares 64 Est. Cost $15.63 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value ($000) $1 Shares 500 Est. Cost $17.00 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 -34.4%