Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 13, 2020

Total Value ($000): $243,085 (100.0% shares, 0.0% debt)

Holdings (329)

IVW ISHARES S&P 500 GROWTH ETF 6.9%
Value ($000) $16,753 Shares 80,741 Est. Cost $110.89 Unrealized
MSFT MICROSOFT CORP 6.0%
Value ($000) $14,626 Shares 71,867 Est. Cost $60.96 Unrealized +183.9%
AAPL APPLE INC 3.9%
Value ($000) $9,523 Shares 26,105 Est. Cost $26.84 Unrealized +179.7%
VO VANGUARD MID CAP ETF 3.5%
Value ($000) $8,474 Shares 51,701 Est. Cost $156.92 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 2.3%
Value ($000) $5,556 Shares 24,802 Est. Cost $155.17 Unrealized
VOO VANGUARD S&P 500 ETF 2.1%
Value ($000) $5,201 Shares 18,352 Est. Cost $199.89 Unrealized
V VISA INC 2.1%
Value ($000) $5,174 Shares 26,784 Est. Cost $79.16 Unrealized +121.7%
GGG GRACO INC 2.0%
Value ($000) $4,979 Shares 103,761 Est. Cost $34.81 Unrealized +26.1%
DHR DANAHER CORP 2.0%
Value ($000) $4,977 Shares 28,146 Est. Cost $38.53 Unrealized +263.5%
HD HOME DEPOT INC 2.0%
Value ($000) $4,958 Shares 19,793 Est. Cost $86.76 Unrealized +130.2%
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $4,555 Shares 38,096 Est. Cost $63.61 Unrealized +59.6%
MMM 3M CO 1.9%
Value ($000) $4,504 Shares 28,875 Est. Cost $92.60 Unrealized +10.6%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $4,233 Shares 14,351 Est. Cost $72.46 Unrealized +260.4%
PEP PEPSICO INC 1.7%
Value ($000) $4,072 Shares 30,792 Est. Cost $68.41 Unrealized +61.9%
XBI SPDR S&P BIOTECH ETF 1.6%
Value ($000) $3,952 Shares 35,298 Est. Cost $83.95 Unrealized
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $3,866 Shares 82,911 Est. Cost $18.61 Unrealized +98.8%
PYPL PAYPAL HOLDINGS INC 1.5%
Value ($000) $3,733 Shares 21,426 Est. Cost $41.33 Unrealized +233.6%
CABO CABLE ONE INC 1.5%
Value ($000) $3,550 Shares 2,000 Est. Cost $378.92 Unrealized +337.4%
INTC INTEL CORP 1.5%
Value ($000) $3,539 Shares 59,150 Est. Cost $21.59 Unrealized +146.4%
QCOM QUALCOMM INC 1.4%
Value ($000) $3,509 Shares 38,477 Est. Cost $52.43 Unrealized +35.3%
AMT AMERICAN TOWER CORP 1.4%
Value ($000) $3,474 Shares 13,438 Est. Cost $73.50 Unrealized +186.5%
BLACKROCK INC 1.4%
Value ($000) $3,361 Shares 6,178 Est. Cost $343.20 Unrealized
DIS WALT DISNEY CO 1.4%
Value ($000) $3,350 Shares 30,046 Est. Cost $72.73 Unrealized +48.3%
SBUX STARBUCKS CORP 1.3%
Value ($000) $3,220 Shares 43,753 Est. Cost $49.67 Unrealized +33.5%
ISHARES S&P MIDCAP 400 GROWTH 1.3%
Value ($000) $3,216 Shares 14,355 Est. Cost $165.68 Unrealized
ACN ACCENTURE PLC 1.3%
Value ($000) $3,213 Shares 14,964 Est. Cost $80.39 Unrealized +117.2%
SYK STRYKER CORP 1.3%
Value ($000) $3,127 Shares 17,356 Est. Cost $72.89 Unrealized +138.3%
UNP UNION PACIFIC CORP 1.3%
Value ($000) $3,107 Shares 18,377 Est. Cost $81.16 Unrealized +74.3%
ORCL ORACLE CORP 1.3%
Value ($000) $3,060 Shares 55,367 Est. Cost $31.56 Unrealized +55.2%
CMCSA COMCAST CORP 1.2%
Value ($000) $2,946 Shares 75,589 Est. Cost $25.69 Unrealized +27.5%
MDT MEDTRONIC PLC 1.2%
Value ($000) $2,935 Shares 32,011 Est. Cost $62.09 Unrealized +31.7%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.2%
Value ($000) $2,836 Shares 50,259 Est. Cost $42.23 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 1.1%
Value ($000) $2,637 Shares 13,363 Est. Cost $183.08 Unrealized
ABBV ABBVIE INC 1.1%
Value ($000) $2,569 Shares 26,166 Est. Cost $38.23 Unrealized +84.4%
APD AIR PRODUCTS & CHEMICALS INC 1.1%
Value ($000) $2,557 Shares 10,592 Est. Cost $93.21 Unrealized +113.1%
HON HONEYWELL INTL INC 1.0%
Value ($000) $2,533 Shares 17,520 Est. Cost $97.45 Unrealized +21.0%
PNC PNC FINANCIAL SERVICES GROUP 1.0%
Value ($000) $2,517 Shares 23,923 Est. Cost $59.50 Unrealized +44.5%
ETN EATON CORP PLC 1.0%
Value ($000) $2,508 Shares 28,676 Est. Cost $58.87 Unrealized +27.0%
T AT&T INC 1.0%
Value ($000) $2,494 Shares 82,539 Est. Cost $12.90 Unrealized +20.2%
CVS CVS HEALTH CORP 1.0%
Value ($000) $2,491 Shares 38,342 Est. Cost $51.53 Unrealized +2.1%
CB CHUBB LIMITED 1.0%
Value ($000) $2,474 Shares 19,541 Est. Cost $102.95 Unrealized +3.1%
CVX CHEVRON CORP 1.0%
Value ($000) $2,422 Shares 27,141 Est. Cost $70.59 Unrealized -1.1%
IBM INTERNATIONAL BUSINESS MACHINES 1.0%
Value ($000) $2,395 Shares 19,831 Est. Cost $98.32 Unrealized -7.0%
SCHW CHARLES SCHWAB CORP 1.0%
Value ($000) $2,346 Shares 69,568 Est. Cost $25.39 Unrealized +30.7%
PFE PFIZER INC 1.0%
Value ($000) $2,323 Shares 71,047 Est. Cost $19.80 Unrealized +31.3%
TRV THE TRAVELERS CO INC 0.9%
Value ($000) $2,308 Shares 20,240 Est. Cost $87.68 Unrealized +6.7%
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $2,233 Shares 20,087 Est. Cost $69.43 Unrealized +14.9%
ECL ECOLAB INC 0.9%
Value ($000) $2,208 Shares 11,098 Est. Cost $115.74 Unrealized +57.4%
NVS NOVARTIS AG 0.8%
Value ($000) $1,985 Shares 22,725 Est. Cost $81.93 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.8%
Value ($000) $1,903 Shares 37,217 Est. Cost $28.60 Unrealized +55.8%
MET METLIFE INC 0.8%
Value ($000) $1,837 Shares 50,315 Est. Cost $32.36 Unrealized -10.5%
TFC TRUIST FINANCIAL CORPORATION 0.7%
Value ($000) $1,689 Shares 44,986 Est. Cost $40.51 Unrealized -31.5%
VFC VF CORP 0.7%
Value ($000) $1,643 Shares 26,965 Est. Cost $55.36 Unrealized +5.2%
THFF FIRST FINANCIAL CORPORATION 0.7%
Value ($000) $1,612 Shares 43,770 Est. Cost $33.26 Unrealized -15.4%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.6%
Value ($000) $1,518 Shares 105,497 Est. Cost $10.33 Unrealized
ISHARES GOLD TRUST 0.6%
Value ($000) $1,489 Shares 87,696 Est. Cost $11.73 Unrealized
AMZN AMAZON.COM INC 0.6%
Value ($000) $1,465 Shares 531 Est. Cost $73.27 Unrealized +64.9%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $1,323 Shares 13,000 Est. Cost $93.83 Unrealized
WFC WELLS FARGO & CO 0.5%
Value ($000) $1,231 Shares 48,110 Est. Cost $32.65 Unrealized -26.6%
NKE NIKE INC CLASS B 0.5%
Value ($000) $1,216 Shares 12,403 Est. Cost $75.78 Unrealized +12.8%
USB US BANCORP 0.4%
Value ($000) $984 Shares 26,721 Est. Cost $30.67 Unrealized -9.2%
RTX RAYTHEON TECHNOLOGIES CORPORATION 0.4%
Value ($000) $943 Shares 15,310 Est. Cost $54.61 Unrealized 0.0%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $905 Shares 2,984 Est. Cost $164.12 Unrealized +70.1%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $778 Shares 13,225 Est. Cost $34.15 Unrealized +39.8%
IJH ISHARES CORE S&P MIDCAP ETF 0.3%
Value ($000) $728 Shares 4,094 Est. Cost $170.56 Unrealized
EXAS EXACT SCIENCES CORPORATION 0.3%
Value ($000) $709 Shares 8,150 Est. Cost $87.91 Unrealized -9.1%
GHC GRAHAM HOLDINGS COMPANY 0.3%
Value ($000) $685 Shares 2,000 Est. Cost $431.34 Unrealized -23.1%
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $669 Shares 6,316 Est. Cost $52.74 Unrealized +74.7%
BA BOEING CO 0.3%
Value ($000) $634 Shares 3,459 Est. Cost $208.98 Unrealized -26.4%
SMARTSHEET INC 0.2%
Value ($000) $581 Shares 11,406 Est. Cost $38.19 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $574 Shares 1,861 Est. Cost $198.02 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $563 Shares 29,611 Est. Cost $10.12 Unrealized +36.3%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.2%
Value ($000) $559 Shares 9,000 Est. Cost $59.11 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $551 Shares 3,916 Est. Cost $80.78 Unrealized +53.8%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $538 Shares 9,753 Est. Cost $29.64 Unrealized +37.5%
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $522 Shares 6,652 Est. Cost $77.95 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $502 Shares 2,810 Est. Cost $155.54 Unrealized +17.4%
MRK MERCK & CO INC 0.2%
Value ($000) $501 Shares 6,482 Est. Cost $42.51 Unrealized +47.9%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $485 Shares 7,412 Est. Cost $54.78 Unrealized
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $464 Shares 327 Est. Cost $42.48 Unrealized +57.5%
OTIS OTIS WORLDWIDE CORPORATION COM 0.2%
Value ($000) $372 Shares 6,540 Est. Cost $47.48 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $367 Shares 3,902 Est. Cost $76.10 Unrealized +7.4%
AMGN AMGEN INC 0.2%
Value ($000) $366 Shares 1,553 Est. Cost $105.54 Unrealized +81.6%
REDFIN CORPORATION 0.1%
Value ($000) $362 Shares 8,648 Est. Cost $22.98 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $358 Shares 253 Est. Cost $42.35 Unrealized +58.1%
VWO VANGUARD EMERGING MKTS ETF 0.1%
Value ($000) $352 Shares 8,881 Est. Cost $40.62 Unrealized
LLY ELI LILLY AND COMPANY 0.1%
Value ($000) $331 Shares 2,018 Est. Cost $80.28 Unrealized +79.3%
VB VANGUARD SMALL CAP INDEX ETF 0.1%
Value ($000) $302 Shares 2,075 Est. Cost $114.58 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $287 Shares 1,263 Est. Cost $149.68 Unrealized +38.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $287 Shares 6,423 Est. Cost $54.53 Unrealized -36.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $271 Shares 744 Est. Cost $218.34 Unrealized +48.3%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $270 Shares 12,137 Est. Cost $17.13 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $267 Shares 1 Est. Cost $249666.89 Unrealized +9.8%
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $228 Shares 3,745 Est. Cost $60.03 Unrealized
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $222 Shares 384 Est. Cost $54.58 Unrealized +214.3%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.1%
Value ($000) $218 Shares 1,520 Est. Cost $135.29 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $214 Shares 2,441 Est. Cost $46.28 Unrealized +62.2%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $207 Shares 3,513 Est. Cost $39.66 Unrealized +20.8%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $195 Shares 2,442 Est. Cost $56.30 Unrealized +20.1%
MICROSOFT CORP 0.1%
Value ($000) $175 Shares 859 Est. Cost $37.11 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $165 Shares 3,280 Est. Cost $58.77 Unrealized
JNK SPDR BARCLAYS HIGHYIELD BONDETF 0.1%
Value ($000) $158 Shares 1,566 Est. Cost $100.89 Unrealized
IWR ISHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $151 Shares 2,824 Est. Cost $78.99 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $144 Shares 445 Est. Cost $245.16 Unrealized
KO COCA-COLA COMPANY 0.1%
Value ($000) $141 Shares 3,149 Est. Cost $30.70 Unrealized +26.1%
ONB OLD NATIONAL BANCORP 0.1%
Value ($000) $139 Shares 10,091 Est. Cost $16.68 Unrealized -19.1%
CHEVRON CORP 0.1%
Value ($000) $138 Shares 1,542 Est. Cost $106.51 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $137 Shares 377 Est. Cost $120.77 Unrealized +173.5%
VPL VANGUARD PACIFIC ETF 0.1%
Value ($000) $136 Shares 2,142 Est. Cost $61.41 Unrealized
SU SUNCOR ENERGY INC 0.1%
Value ($000) $135 Shares 7,984 Est. Cost $24.19 Unrealized -43.3%
PCAR PACCAR INC 0.1%
Value ($000) $133 Shares 1,776 Est. Cost $27.51 Unrealized +38.7%
SPDR S&P BIOTECH ETF 0.1%
Value ($000) $131 Shares 1,170 Est. Cost $89.74 Unrealized
ACCENTURE PLC 0.1%
Value ($000) $130 Shares 604 Est. Cost $84.28 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $128 Shares 1,402 Est. Cost $39.90 Unrealized +105.4%
BLACKROCK INC 0.1%
Value ($000) $124 Shares 228 Est. Cost $343.90 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $120 Shares 1,600 Est. Cost $38.93 Unrealized +78.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $119 Shares 1,000 Est. Cost $122.61 Unrealized -10.3%
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $117 Shares 1,465 Est. Cost $51.29 Unrealized +29.9%
IEI ISHARES BARCLAYS 3 - 7 YR TREASURY BD ETF 0.0%
Value ($000) $115 Shares 864 Est. Cost $122.69 Unrealized
PEPSICO INC 0.0%
Value ($000) $114 Shares 865 Est. Cost $88.70 Unrealized
DANAHER CORP 0.0%
Value ($000) $113 Shares 637 Est. Cost $77.49 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $113 Shares 2,888 Est. Cost $43.72 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $112 Shares 791 Est. Cost $97.97 Unrealized +15.0%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $109 Shares 1,926 Est. Cost $40.88 Unrealized
WALT DISNEY CO 0.0%
Value ($000) $109 Shares 981 Est. Cost $78.81 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $108 Shares 773 Est. Cost $68.39 Unrealized +47.9%
PROCTOR & GAMBLE CO 0.0%
Value ($000) $107 Shares 892 Est. Cost $81.92 Unrealized
QUALCOMM INC 0.0%
Value ($000) $105 Shares 1,149 Est. Cost $73.66 Unrealized
WAFD WASHINGTON FEDERAL INC 0.0%
Value ($000) $104 Shares 3,869 Est. Cost $28.87 Unrealized -26.4%
EG EVEREST RE GROUP LTD 0.0%
Value ($000) $103 Shares 500 Est. Cost $118.31 Unrealized +46.8%
CISCO SYSTEMS INC 0.0%
Value ($000) $101 Shares 2,157 Est. Cost $22.48 Unrealized
ORACLE CORP 0.0%
Value ($000) $98 Shares 1,767 Est. Cost $38.28 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $97 Shares 2,809 Est. Cost $39.09 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $96 Shares 2,841 Est. Cost $28.30 Unrealized
INTEL CORP 0.0%
Value ($000) $95 Shares 1,588 Est. Cost $26.89 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $94 Shares 350 Est. Cost $261.90 Unrealized +14.8%
STRYKER CORP 0.0%
Value ($000) $93 Shares 517 Est. Cost $74.68 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $89 Shares 1,214 Est. Cost $50.87 Unrealized +22.6%
PFIZER INC 0.0%
Value ($000) $89 Shares 2,727 Est. Cost $30.71 Unrealized
UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $88 Shares 790 Est. Cost $106.29 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 0.0%
Value ($000) $86 Shares 2,230 Est. Cost $36.63 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $86 Shares 356 Est. Cost $112.70 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $86 Shares 1,575 Est. Cost $33.31 Unrealized +35.6%
AT&T INC 0.0%
Value ($000) $82 Shares 2,703 Est. Cost $34.68 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $80 Shares 332 Est. Cost $24.18 Unrealized +115.0%
WELLS FARGO & CO 0.0%
Value ($000) $80 Shares 3,143 Est. Cost $35.89 Unrealized
TU TELUS CORPORATION 0.0%
Value ($000) $80 Shares 4,760 Est. Cost $17.65 Unrealized -5.7%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $78 Shares 2,019 Est. Cost $24.41 Unrealized +27.3%
IWF ISHARES RUSSELL 1000 GROWTH INDEX ETF 0.0%
Value ($000) $77 Shares 400 Est. Cost $86.40 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $77 Shares 1,476 Est. Cost $28.93 Unrealized +54.7%
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $76 Shares 1,059 Est. Cost $55.74 Unrealized +12.4%
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $73 Shares 546 Est. Cost $65.61 Unrealized +78.0%
WAT WATERS CORP 0.0%
Value ($000) $72 Shares 400 Est. Cost $108.40 Unrealized +74.4%
WMT WAL-MART STORES INC 0.0%
Value ($000) $72 Shares 600 Est. Cost $22.23 Unrealized +71.3%
VF CORP 0.0%
Value ($000) $70 Shares 1,157 Est. Cost $62.21 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $69 Shares 395 Est. Cost $66.69 Unrealized +126.4%
LAM RESEARCH CORP 0.0%
Value ($000) $64 Shares 198 Est. Cost $106.24 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $63 Shares 519 Est. Cost $159.41 Unrealized
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $63 Shares 441 Est. Cost $102.64 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $61 Shares 734 Est. Cost $35.90 Unrealized +87.2%
WPX ENERGY INC 0.0%
Value ($000) $61 Shares 9,638 Est. Cost $6.95 Unrealized
TTEK TETRA TECH INC 0.0%
Value ($000) $61 Shares 771 Est. Cost $5.40 Unrealized +181.3%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $61 Shares 327 Est. Cost $74.09 Unrealized +124.7%
NOVARTIS AG 0.0%
Value ($000) $60 Shares 690 Est. Cost $80.55 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $60 Shares 2,681 Est. Cost $18.60 Unrealized -11.6%
YUM YUM! BRANDS INC 0.0%
Value ($000) $59 Shares 683 Est. Cost $41.51 Unrealized +85.1%
PLD PROLOGIS INC 0.0%
Value ($000) $59 Shares 632 Est. Cost $39.25 Unrealized +94.3%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $59 Shares 950 Est. Cost $52.47 Unrealized -4.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $55 Shares 513 Est. Cost $58.20 Unrealized +59.8%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $55 Shares 345 Est. Cost $98.67 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $53 Shares 213 Est. Cost $173.71 Unrealized
VCSH VANGUARD SHORT TERM CORPORATE BOND INDEX ETF 0.0%
Value ($000) $53 Shares 645 Est. Cost $79.18 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FUND 0.0%
Value ($000) $52 Shares 309 Est. Cost $150.42 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $51 Shares 232 Est. Cost $63.81 Unrealized +164.4%
RAYTHEON TECHNOLOGIES CORPORATION 0.0%
Value ($000) $51 Shares 821 Est. Cost $62.12 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $50 Shares 370 Est. Cost $61.97 Unrealized +66.7%
SPLV INVESCO S&P 500 LOW VOLATIL 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $55.00 Unrealized
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $49 Shares 967 Est. Cost $50.67 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $49 Shares 468 Est. Cost $71.85 Unrealized
AVGO BROADCOM INC NPV 0.0%
Value ($000) $47 Shares 148 Est. Cost $19.88 Unrealized +23.4%
CPRT COPART INC 0.0%
Value ($000) $46 Shares 557 Est. Cost $11.74 Unrealized +71.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $46 Shares 1,080 Est. Cost $84.48 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $46 Shares 148 Est. Cost $243.24 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $44 Shares 215 Est. Cost $154.72 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $41 Shares 392 Est. Cost $98.41 Unrealized -5.0%
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $41 Shares 540 Est. Cost $36.19 Unrealized
CLOUDERA INC 0.0%
Value ($000) $41 Shares 3,244 Est. Cost $16.58 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $41 Shares 505 Est. Cost $27.51 Unrealized +170.8%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $38 Shares 294 Est. Cost $32.75 Unrealized +241.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $36 Shares 908 Est. Cost $26.55 Unrealized -6.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $35 Shares 600 Est. Cost $58.33 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $34 Shares 36 Est. Cost $45.08 Unrealized +54.0%
FTV FORTIVE CORP 0.0%
Value ($000) $33 Shares 390 Est. Cost $33.96 Unrealized +12.2%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $33 Shares 683 Est. Cost $26.68 Unrealized +76.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $33 Shares 791 Est. Cost $48.87 Unrealized -32.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $32 Shares 20 Est. Cost $1933.58 Unrealized -22.5%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $30 Shares 300 Est. Cost $76.74 Unrealized
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $30 Shares 435 Est. Cost $51.20 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $29 Shares 251 Est. Cost $84.77 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $29 Shares 295 Est. Cost $112.27 Unrealized
MOS MOSAIC CO/THE 0.0%
Value ($000) $28 Shares 2,205 Est. Cost $21.61 Unrealized -50.4%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $28 Shares 568 Est. Cost $71.86 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $28 Shares 800 Est. Cost $18.11 Unrealized +44.7%
FDX FEDEX CORP 0.0%
Value ($000) $27 Shares 190 Est. Cost $158.34 Unrealized -28.5%
BLACKROCK MUNICPAL INCOME QUALITY TRUST 0.0%
Value ($000) $26 Shares 1,895 Est. Cost $14.73 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $25 Shares 500 Est. Cost $28.53 Unrealized +44.5%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $25 Shares 222 Est. Cost $139.64 Unrealized
PCH POTLATCH CORPORATION 0.0%
Value ($000) $25 Shares 645 Est. Cost $31.38 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $24 Shares 282 Est. Cost $69.17 Unrealized +21.1%
IJR ISHARES CORE S&P SMALLCAP INDEX ETF 0.0%
Value ($000) $23 Shares 338 Est. Cost $79.41 Unrealized
OTIS WORLDWIDE CORPORATION COM 0.0%
Value ($000) $23 Shares 409 Est. Cost $56.23 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $22 Shares 180 Est. Cost $55.35 Unrealized +77.4%
BKR BAKER HUGHES A GE CO 0.0%
Value ($000) $22 Shares 1,401 Est. Cost $24.77 Unrealized -49.5%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $22 Shares 280 Est. Cost $54.76 Unrealized +12.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $22 Shares 150 Est. Cost $114.61 Unrealized +8.5%
VUG VANGUARD GROWTH INDEX ETF 0.0%
Value ($000) $21 Shares 102 Est. Cost $112.15 Unrealized
CERNER CORPORATION 0.0%
Value ($000) $21 Shares 304 Est. Cost $47.95 Unrealized
BBY BEST BUY CO INC 0.0%
Value ($000) $20 Shares 229 Est. Cost $59.95 Unrealized +0.6%
RUN SUNRUN INC 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $7.19 Unrealized +113.0%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $20 Shares 323 Est. Cost $86.88 Unrealized -34.8%
EPP ISHARES MCSI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $20 Shares 496 Est. Cost $40.32 Unrealized
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $20 Shares 350 Est. Cost $26.10 Unrealized +90.2%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $19 Shares 897 Est. Cost $23.41 Unrealized
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $19 Shares 52 Est. Cost $245.56 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $18 Shares 314 Est. Cost $43.97 Unrealized +12.2%
CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $18 Shares 815 Est. Cost $22.09 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $18 Shares 355 Est. Cost $72.36 Unrealized -48.4%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $17 Shares 266 Est. Cost $29.75 Unrealized +85.3%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $15 Shares 624 Est. Cost $12.95 Unrealized +58.8%
CANADIAN PAC RAILWAY 0.0%
Value ($000) $15 Shares 60 Est. Cost $221.11 Unrealized
RMD RESMED INC 0.0%
Value ($000) $15 Shares 76 Est. Cost $151.51 Unrealized +3.0%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $14 Shares 233 Est. Cost $33.95 Unrealized +18.2%
IWD ISHARES RUSSELL 1000 VALUE INDEX ETF 0.0%
Value ($000) $14 Shares 125 Est. Cost $101.69 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $14 Shares 580 Est. Cost $36.10 Unrealized
BX BLACKSTONE GROUP INC NPV 0.0%
Value ($000) $13 Shares 223 Est. Cost $39.22 Unrealized +10.8%
GIS GENERAL MILLS 0.0%
Value ($000) $12 Shares 198 Est. Cost $39.53 Unrealized +26.2%
NI NISOURCE INC 0.0%
Value ($000) $12 Shares 521 Est. Cost $12.01 Unrealized +66.1%
VSS VANGUARD FTSE WORLD EX US SMALL CAP INDEX ETF 0.0%
Value ($000) $11 Shares 115 Est. Cost $95.24 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $11 Shares 129 Est. Cost $115.81 Unrealized -37.7%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $11 Shares 300 Est. Cost $64.23 Unrealized -49.3%
PI IMPINJ INC COM 0.0%
Value ($000) $10 Shares 355 Est. Cost $31.46 Unrealized -25.6%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $10 Shares 1,050 Est. Cost $10.23 Unrealized -19.7%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $10 Shares 175 Est. Cost $33.04 Unrealized +49.1%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $10 Shares 676 Est. Cost $5.63 Unrealized +40.2%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $10 Shares 148 Est. Cost $53.46 Unrealized +2.5%
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $9 Shares 163 Est. Cost $27.24 Unrealized -36.0%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $89.48 Unrealized
MTD METTLER-TOLEDO INTERNATIONAL 0.0%
Value ($000) $8 Shares 10 Est. Cost $746.12 Unrealized -0.3%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $8 Shares 70 Est. Cost $114.29 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $7 Shares 175 Est. Cost $34.29 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUEETF 0.0%
Value ($000) $7 Shares 56 Est. Cost $116.18 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 100 Est. Cost $50.69 Unrealized +10.9%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $6 Shares 320 Est. Cost $55.00 Unrealized -73.1%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $6 Shares 358 Est. Cost $8.83 Unrealized +43.8%
LINDE PLC 0.0%
Value ($000) $6 Shares 29 Est. Cost $203.86 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $6 Shares 33 Est. Cost $160.09 Unrealized -1.6%
MA MASTERCARD INC - CLASS A 0.0%
Value ($000) $6 Shares 20 Est. Cost $271.56 Unrealized +0.7%
TXN TEXAS INSTRUMENTS INCORPORATED 0.0%
Value ($000) $6 Shares 44 Est. Cost $93.33 Unrealized +6.6%
SAP SAP AG ADR 0.0%
Value ($000) $6 Shares 43 Est. Cost $139.53 Unrealized
MCD MCDONALD'S CORP 0.0%
Value ($000) $5 Shares 28 Est. Cost $170.35 Unrealized -5.5%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $4 Shares 41 Est. Cost $107.41 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $217.48 Unrealized +32.0%
EL ESTEE LAUDER CO 0.0%
Value ($000) $4 Shares 23 Est. Cost $65.64 Unrealized +152.3%
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $4 Shares 10 Est. Cost $6.28 Unrealized +28.3%
DOW DOW HOLDING INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.94 Unrealized -25.3%
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value ($000) $4 Shares 38 Est. Cost $118.07 Unrealized -10.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $4 Shares 42 Est. Cost $88.93 Unrealized -3.7%
NFLX NETFLIX INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $35.38 Unrealized +20.3%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.0%
Value ($000) $3 Shares 32 Est. Cost $81.05 Unrealized -7.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3 Shares 11 Est. Cost $256.93 Unrealized +16.2%
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 44 Est. Cost $68.18 Unrealized
EIGER BIOPHARMACEITICALS INC 0.0%
Value ($000) $2 Shares 178 Est. Cost $11.24 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $37.31 Unrealized +33.7%
ADBE ADOBE INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $342.05 Unrealized +8.3%
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
TDS TELEPHONE & DATA SYSTEMS NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $25.38 Unrealized -24.7%
ADP AUTOMATIC DATA PROCESSING INCOM 0.0%
Value ($000) $2 Shares 12 Est. Cost $141.38 Unrealized -10.2%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1 Shares 69 Est. Cost $59.46 Unrealized -74.0%
BRISTOL MYERS SQUIBB CO 31MAR21 0.0%
Value ($000) $1 Shares 264 Est. Cost $3.79 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $39.07 Unrealized -7.8%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.26 Unrealized +5.9%
CNC CENTENE CORPORATION 0.0%
Value ($000) $1 Shares 12 Est. Cost $60.68 Unrealized +7.3%
CSX CSX CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $21.57 Unrealized -4.9%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $1 Shares 5 Est. Cost $68.97 Unrealized +6.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $224.95 Unrealized -2.1%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $1 Shares 19 Est. Cost $18.69 Unrealized
BALL BALL CORPORATION 0.0%
Value ($000) $1 Shares 11 Est. Cost $65.30 Unrealized -3.2%
ADSK AUTODESK (DEL) 0.0%
Value ($000) $1 Shares 3 Est. Cost $183.53 Unrealized +7.1%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $54.36 Unrealized -5.7%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $155.27 Unrealized -15.3%
ELEMENTS ROGERS AGRI TOT RET 0.00 DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $169.71 Unrealized -10.5%
EQIX EQUINIX INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $536.14 Unrealized +13.6%
CCI CROWN CASTLE INTERNATIONAL CORPORATION 0.0%
Value ($000) $1 Shares 5 Est. Cost $114.89 Unrealized +8.9%
FRCB FIRST REPUBLIC BANK 0.0%
Value ($000) $1 Shares 8 Est. Cost $103.80 Unrealized -2.9%
PIONEER NATURAL RESOURCES 0.0%
Value ($000) $1 Shares 13 Est. Cost $180.00 Unrealized
ROP ROPER INDUSTRIES INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $342.17 Unrealized +1.3%
D DOMINION RESOURCES INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $63.12 Unrealized -0.8%
EW EDWARD LIFESCIENCES CORPORATION 0.0%
Value ($000) $1 Shares 9 Est. Cost $71.42 Unrealized -0.5%
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $10.66 Unrealized +122.5%
DG DOLLAR GENERAL CORPORATION 0.0%
Value ($000) $1 Shares 4 Est. Cost $142.31 Unrealized +17.5%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
FISV FISERV INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $111.08 Unrealized -9.3%
IHS MARKET LIMITED 0.0%
Value ($000) $1 Shares 8 Est. Cost Unrealized
AON AON PLC NPV 0.0%
Value ($000) $1 Shares 3 Est. Cost $178.56 Unrealized 0.0%
INTU INTUIT INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $260.89 Unrealized +1.5%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $171.34 Unrealized +4.6%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $74.98 Unrealized +13.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $147.58 Unrealized -3.2%
CHD CHURCH & DWIGHT CO INC. 0.0%
Value ($000) $1 Shares 14 Est. Cost $66.24 Unrealized +2.8%
GRFS GRIFOLS SA ADR 0.0%
Value ($000) $1 Shares 64 Est. Cost $15.63 Unrealized
GPN GLOBAL PAYMENTS INCORPORATED 0.0%
Value ($000) $1 Shares 5 Est. Cost $174.25 Unrealized -8.8%
GENERAL ELECTRIC CO 0.0%
Value ($000) $1 Shares 148 Est. Cost $6.76 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.44 Unrealized -43.5%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $279.63 Unrealized +15.1%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $98.34 Unrealized +1.0%
ELV ANTHEN INCORPORATED 0.0%
Value ($000) $1 Shares 3 Est. Cost $251.41 Unrealized -1.7%
INCY INCYTE CORPORATION 0.0%
Value ($000) $0 Shares 3 Est. Cost $75.54 Unrealized +27.6%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $74.64 Unrealized +6.6%
AMP AMERIPRISE FINANCIAL, INC. 0.0%
Value ($000) $0 Shares 3 Est. Cost $133.95 Unrealized -12.8%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $0 Shares 7 Est. Cost $48.17 Unrealized +10.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $94.25 Unrealized -9.1%
APTIV PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $0 Shares 26 Est. Cost $62.87 Unrealized -74.7%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $102.32 Unrealized +12.3%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $55.26 Unrealized -22.0%
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $59.99 Unrealized -54.0%