Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 13, 2020

Total Value ($000): $250,492 (100.0% shares, 0.0% debt)

Holdings (278)

IVW ISHARES S&P 500 GROWTH ETF 6.9%
Value ($000) $17,402 Shares 75,308 Est. Cost $110.89 Unrealized
MSFT MICROSOFT CORP 5.2%
Value ($000) $12,933 Shares 61,489 Est. Cost $60.96 Unrealized +229.3%
VO VANGUARD MID CAP ETF 4.3%
Value ($000) $10,734 Shares 60,897 Est. Cost $159.84 Unrealized
AAPL APPLE INC 4.2%
Value ($000) $10,517 Shares 90,815 Est. Cost $83.22 Unrealized +27.3%
GGG GRACO INC 2.5%
Value ($000) $6,366 Shares 103,761 Est. Cost $34.81 Unrealized +50.0%
DHR DANAHER CORP 2.4%
Value ($000) $5,945 Shares 27,609 Est. Cost $38.53 Unrealized +350.9%
HD HOME DEPOT INC 2.2%
Value ($000) $5,435 Shares 19,570 Est. Cost $86.76 Unrealized +173.9%
PG PROCTER & GAMBLE CO 2.1%
Value ($000) $5,293 Shares 38,084 Est. Cost $63.61 Unrealized +82.9%
V VISA INC 2.0%
Value ($000) $5,090 Shares 25,452 Est. Cost $79.16 Unrealized +142.8%
IJK ISHARES S&P MIDCAP 400 GROWTH 2.0%
Value ($000) $5,043 Shares 21,083 Est. Cost $155.17 Unrealized
MMM 3M CO 1.8%
Value ($000) $4,601 Shares 28,724 Est. Cost $92.60 Unrealized +19.2%
QCOM QUALCOMM INC 1.8%
Value ($000) $4,537 Shares 38,555 Est. Cost $52.43 Unrealized +81.5%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $4,445 Shares 14,257 Est. Cost $72.46 Unrealized +288.1%
PEP PEPSICO INC 1.7%
Value ($000) $4,291 Shares 30,958 Est. Cost $68.41 Unrealized +68.3%
PYPL PAYPAL HOLDINGS INC 1.7%
Value ($000) $4,142 Shares 21,024 Est. Cost $41.33 Unrealized +354.6%
XBI SPDR S&P BIOTECH ETF 1.6%
Value ($000) $3,927 Shares 35,244 Est. Cost $83.95 Unrealized
CABO CABLE ONE INC 1.5%
Value ($000) $3,771 Shares 2,000 Est. Cost $378.92 Unrealized +343.2%
DIS WALT DISNEY CO 1.5%
Value ($000) $3,734 Shares 30,090 Est. Cost $72.73 Unrealized +67.9%
SBUX STARBUCKS CORP 1.5%
Value ($000) $3,718 Shares 43,271 Est. Cost $49.67 Unrealized +42.5%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 1.4%
Value ($000) $3,618 Shares 16,233 Est. Cost $190.11 Unrealized
SYK STRYKER CORP 1.4%
Value ($000) $3,614 Shares 17,344 Est. Cost $72.89 Unrealized +151.9%
CMCSA COMCAST CORP 1.4%
Value ($000) $3,602 Shares 77,876 Est. Cost $26.04 Unrealized +44.5%
BLACKROCK INC 1.4%
Value ($000) $3,587 Shares 6,365 Est. Cost $349.68 Unrealized
UNP UNION PACIFIC CORP 1.4%
Value ($000) $3,506 Shares 17,811 Est. Cost $81.16 Unrealized +103.2%
ACN ACCENTURE PLC 1.4%
Value ($000) $3,492 Shares 15,452 Est. Cost $84.56 Unrealized +151.0%
ISHARES S&P MIDCAP 400 GROWTH 1.4%
Value ($000) $3,433 Shares 14,355 Est. Cost $165.68 Unrealized
MDT MEDTRONIC PLC 1.4%
Value ($000) $3,427 Shares 32,979 Est. Cost $62.80 Unrealized +37.3%
ORCL ORACLE CORP 1.4%
Value ($000) $3,401 Shares 56,963 Est. Cost $32.16 Unrealized +64.0%
UPS UNITED PARCEL SERVICE INC 1.3%
Value ($000) $3,362 Shares 20,176 Est. Cost $69.43 Unrealized +69.0%
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $3,253 Shares 82,616 Est. Cost $18.61 Unrealized +99.1%
AMT AMERICAN TOWER CORP 1.3%
Value ($000) $3,216 Shares 13,306 Est. Cost $73.50 Unrealized +194.9%
APD AIR PRODUCTS & CHEMICALS INC 1.2%
Value ($000) $3,122 Shares 10,481 Est. Cost $93.21 Unrealized +170.1%
INTC INTEL CORP 1.2%
Value ($000) $3,061 Shares 59,133 Est. Cost $21.59 Unrealized +115.5%
HON HONEYWELL INTL INC 1.2%
Value ($000) $3,032 Shares 18,417 Est. Cost $99.20 Unrealized +34.3%
ETN EATON CORP PLC 1.2%
Value ($000) $3,016 Shares 29,559 Est. Cost $59.77 Unrealized +49.2%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.2%
Value ($000) $2,967 Shares 49,960 Est. Cost $42.23 Unrealized
PFE PFIZER INC 1.1%
Value ($000) $2,740 Shares 74,665 Est. Cost $20.15 Unrealized +34.5%
PNC PNC FINANCIAL SERVICES GROUP 1.1%
Value ($000) $2,677 Shares 24,354 Est. Cost $60.01 Unrealized +47.8%
SCHW CHARLES SCHWAB CORP 1.0%
Value ($000) $2,622 Shares 72,403 Est. Cost $25.66 Unrealized +26.3%
IBM INTERNATIONAL BUSINESS MACHINES 1.0%
Value ($000) $2,429 Shares 19,965 Est. Cost $98.32 Unrealized -4.5%
CVS CVS HEALTH CORP 0.9%
Value ($000) $2,358 Shares 40,371 Est. Cost $51.57 Unrealized +1.6%
ABBV ABBVIE INC 0.9%
Value ($000) $2,294 Shares 26,186 Est. Cost $38.23 Unrealized +99.6%
CB CHUBB LIMITED 0.9%
Value ($000) $2,281 Shares 19,642 Est. Cost $102.95 Unrealized +12.5%
ECL ECOLAB INC 0.9%
Value ($000) $2,252 Shares 11,267 Est. Cost $116.83 Unrealized +61.3%
T AT&T INC 0.9%
Value ($000) $2,190 Shares 76,841 Est. Cost $12.90 Unrealized +20.6%
TRV THE TRAVELERS CO INC 0.9%
Value ($000) $2,190 Shares 20,240 Est. Cost $87.68 Unrealized +16.9%
MDLZ MONDELEZ INTERNATIONAL INC 0.9%
Value ($000) $2,152 Shares 37,463 Est. Cost $28.60 Unrealized +69.8%
NVS NOVARTIS AG SPONSORED ADR 0.8%
Value ($000) $1,995 Shares 22,942 Est. Cost $81.93 Unrealized
CVX CHEVRON CORP 0.8%
Value ($000) $1,952 Shares 27,108 Est. Cost $70.59 Unrealized -5.8%
MET METLIFE INC 0.8%
Value ($000) $1,936 Shares 52,101 Est. Cost $32.35 Unrealized -1.1%
VFC VF CORP 0.8%
Value ($000) $1,919 Shares 27,317 Est. Cost $55.48 Unrealized +16.4%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.7%
Value ($000) $1,848 Shares 105,497 Est. Cost $10.33 Unrealized
TFC TRUIST FINANCIAL CORP 0.7%
Value ($000) $1,708 Shares 44,894 Est. Cost $40.51 Unrealized -27.5%
ISHARES GOLD TRUST 0.6%
Value ($000) $1,577 Shares 87,696 Est. Cost $11.73 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.6%
Value ($000) $1,405 Shares 13,000 Est. Cost $93.83 Unrealized
NKE NIKE INC CL B 0.5%
Value ($000) $1,373 Shares 10,938 Est. Cost $75.78 Unrealized +31.5%
THFF FIRST FINANCIAL CORPORATION 0.5%
Value ($000) $1,347 Shares 42,920 Est. Cost $33.26 Unrealized -14.9%
WFC WELLS FARGO & CO 0.5%
Value ($000) $1,218 Shares 51,830 Est. Cost $31.88 Unrealized -31.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $1,002 Shares 17,408 Est. Cost $54.50 Unrealized -1.5%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $986 Shares 3,204 Est. Cost $199.89 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $964 Shares 306 Est. Cost $73.27 Unrealized +115.2%
USB US BANCORP 0.4%
Value ($000) $940 Shares 26,221 Est. Cost $30.67 Unrealized -5.7%
EXAS EXACT SCIENCES CORPORATION 0.3%
Value ($000) $831 Shares 8,150 Est. Cost $87.91 Unrealized -1.8%
GHC GRAHAM HOLDINGS COMPANY 0.3%
Value ($000) $808 Shares 2,000 Est. Cost $431.34 Unrealized -12.0%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $749 Shares 2,109 Est. Cost $164.12 Unrealized +88.3%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $595 Shares 1,776 Est. Cost $198.02 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $595 Shares 13,730 Est. Cost $34.46 Unrealized +23.6%
WMB WILLIAMS COS INC 0.2%
Value ($000) $568 Shares 28,915 Est. Cost $10.12 Unrealized +52.1%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $562 Shares 3,777 Est. Cost $80.78 Unrealized +57.2%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.2%
Value ($000) $562 Shares 9,000 Est. Cost $59.11 Unrealized
SMARTSHEET INC 0.2%
Value ($000) $548 Shares 11,081 Est. Cost $38.19 Unrealized
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $530 Shares 4,686 Est. Cost $52.74 Unrealized +92.1%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $526 Shares 8,837 Est. Cost $29.64 Unrealized +43.6%
NVO NOVO NORDISK AS ADR 0.2%
Value ($000) $515 Shares 7,412 Est. Cost $54.78 Unrealized
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $479 Shares 327 Est. Cost $42.48 Unrealized +78.0%
MRK MERCK & CO INC 0.2%
Value ($000) $463 Shares 5,582 Est. Cost $42.51 Unrealized +55.1%
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $455 Shares 5,757 Est. Cost $77.95 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.2%
Value ($000) $409 Shares 6,560 Est. Cost $47.48 Unrealized +18.9%
REDFIN CORPORATION 0.2%
Value ($000) $408 Shares 8,176 Est. Cost $22.98 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $402 Shares 1,886 Est. Cost $155.54 Unrealized +31.5%
AMGN AMGEN INC 0.2%
Value ($000) $393 Shares 1,546 Est. Cost $105.54 Unrealized +98.5%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $372 Shares 253 Est. Cost $42.35 Unrealized +78.8%
MICROSOFT CORP 0.1%
Value ($000) $353 Shares 1,677 Est. Cost $121.68 Unrealized
VWO VANGUARD EMERGING MKTS ETF 0.1%
Value ($000) $344 Shares 7,952 Est. Cost $40.62 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $331 Shares 1,263 Est. Cost $149.68 Unrealized +71.1%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $320 Shares 1 Est. Cost $249666.89 Unrealized +22.9%
VB VANGUARD SMALL CAP INDEX ETF 0.1%
Value ($000) $285 Shares 1,854 Est. Cost $114.58 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $285 Shares 744 Est. Cost $218.34 Unrealized +50.7%
BA BOEING CO 0.1%
Value ($000) $283 Shares 1,711 Est. Cost $208.98 Unrealized -18.4%
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $266 Shares 382 Est. Cost $54.58 Unrealized +281.5%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $251 Shares 8,208 Est. Cost $17.13 Unrealized +53.9%
LLY ELI LILLY AND COMPANY 0.1%
Value ($000) $239 Shares 1,618 Est. Cost $80.28 Unrealized +81.6%
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $238 Shares 3,745 Est. Cost $60.03 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $237 Shares 2,441 Est. Cost $46.28 Unrealized +68.7%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $228 Shares 1,520 Est. Cost $135.29 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $220 Shares 6,423 Est. Cost $54.53 Unrealized -40.7%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $189 Shares 1,968 Est. Cost $76.10 Unrealized +12.3%
DANAHER CORP 0.1%
Value ($000) $182 Shares 844 Est. Cost $111.37 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.1%
Value ($000) $174 Shares 941 Est. Cost $170.56 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $172 Shares 3,280 Est. Cost $58.77 Unrealized
ACCENTURE PLC 0.1%
Value ($000) $164 Shares 725 Est. Cost $107.96 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $162 Shares 2,824 Est. Cost $78.99 Unrealized
PROCTOR & GAMBLE CO 0.1%
Value ($000) $152 Shares 1,096 Est. Cost $92.49 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $151 Shares 445 Est. Cost $245.16 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $151 Shares 1,776 Est. Cost $27.51 Unrealized +67.1%
VPL VANGUARD PACIFIC ETF 0.1%
Value ($000) $146 Shares 2,142 Est. Cost $61.41 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $144 Shares 326 Est. Cost $120.77 Unrealized +237.3%
QUALCOMM INC 0.1%
Value ($000) $143 Shares 1,214 Est. Cost $76.02 Unrealized
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $133 Shares 1,600 Est. Cost $38.93 Unrealized +109.8%
PEPSICO INC 0.1%
Value ($000) $131 Shares 943 Est. Cost $92.85 Unrealized
KO COCA-COLA COMPANY 0.1%
Value ($000) $128 Shares 2,595 Est. Cost $30.70 Unrealized +32.9%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $125 Shares 773 Est. Cost $68.39 Unrealized +91.8%
STRYKER CORP 0.0%
Value ($000) $125 Shares 599 Est. Cost $93.03 Unrealized
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $119 Shares 1,452 Est. Cost $51.29 Unrealized +32.2%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $118 Shares 1,327 Est. Cost $56.30 Unrealized +18.5%
BLACKROCK INC 0.0%
Value ($000) $117 Shares 207 Est. Cost $343.90 Unrealized
IEI ISHARES BARCLAYS 3-7 YR TREASURY BD ETF 0.0%
Value ($000) $115 Shares 864 Est. Cost $122.69 Unrealized
WALT DISNEY CO 0.0%
Value ($000) $114 Shares 915 Est. Cost $78.81 Unrealized
ORACLE CORP 0.0%
Value ($000) $112 Shares 1,882 Est. Cost $39.58 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $111 Shares 2,409 Est. Cost $43.72 Unrealized
INTEL CORP 0.0%
Value ($000) $110 Shares 2,119 Est. Cost $33.16 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $107 Shares 359 Est. Cost $112.70 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $107 Shares 957 Est. Cost $89.74 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $102 Shares 2,809 Est. Cost $39.09 Unrealized
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $99 Shares 593 Est. Cost $106.29 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $99 Shares 350 Est. Cost $261.90 Unrealized +6.5%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $98 Shares 1,645 Est. Cost $40.88 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $96 Shares 1,593 Est. Cost $39.66 Unrealized +22.5%
CISCO SYSTEMS INC 0.0%
Value ($000) $95 Shares 2,414 Est. Cost $24.28 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $93 Shares 1,210 Est. Cost $50.87 Unrealized +32.4%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $91 Shares 327 Est. Cost $24.18 Unrealized +149.3%
VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 0.0%
Value ($000) $91 Shares 2,230 Est. Cost $36.63 Unrealized
PFIZER INC 0.0%
Value ($000) $91 Shares 2,468 Est. Cost $30.71 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $87 Shares 400 Est. Cost $86.40 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $85 Shares 395 Est. Cost $66.69 Unrealized +169.8%
WMT WAL-MART STORES INC 0.0%
Value ($000) $84 Shares 600 Est. Cost $22.23 Unrealized +85.9%
TU TELUS CORPORATION 0.0%
Value ($000) $84 Shares 4,760 Est. Cost $17.65 Unrealized +0.6%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $82 Shares 327 Est. Cost $74.09 Unrealized +191.9%
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $80 Shares 546 Est. Cost $65.61 Unrealized +96.3%
WAT WATERS CORP 0.0%
Value ($000) $78 Shares 400 Est. Cost $108.40 Unrealized +91.7%
VF CORP 0.0%
Value ($000) $78 Shares 1,112 Est. Cost $62.21 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $7.19 Unrealized +555.1%
WY WEYERHAEUSER CO 0.0%
Value ($000) $76 Shares 2,681 Est. Cost $18.60 Unrealized +20.0%
CHARLES SCHWAB CORP 0.0%
Value ($000) $75 Shares 2,057 Est. Cost $28.30 Unrealized
CHEVRON CORP 0.0%
Value ($000) $75 Shares 1,043 Est. Cost $106.51 Unrealized
TTEK TETRA TECH INC 0.0%
Value ($000) $74 Shares 771 Est. Cost $5.40 Unrealized +229.2%
NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $74 Shares 846 Est. Cost $81.83 Unrealized
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $69 Shares 441 Est. Cost $102.64 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $69 Shares 2,019 Est. Cost $24.41 Unrealized +27.8%
AT&T INC 0.0%
Value ($000) $68 Shares 2,392 Est. Cost $34.68 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $66 Shares 198 Est. Cost $106.24 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $64 Shares 632 Est. Cost $39.25 Unrealized +119.5%
YUM YUM! BRANDS INC 0.0%
Value ($000) $62 Shares 683 Est. Cost $41.51 Unrealized +100.8%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $62 Shares 950 Est. Cost $52.47 Unrealized +12.0%
SYY SYSCO CORPORATION 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $33.31 Unrealized +51.4%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $61 Shares 370 Est. Cost $61.97 Unrealized +125.7%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $61 Shares 734 Est. Cost $35.90 Unrealized +94.5%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $60 Shares 345 Est. Cost $98.67 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $59 Shares 513 Est. Cost $58.20 Unrealized +81.5%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $59 Shares 213 Est. Cost $173.71 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $55 Shares 468 Est. Cost $71.85 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FD 0.0%
Value ($000) $55 Shares 309 Est. Cost $150.42 Unrealized
VCSH VANGUARD SHORT TERM CORPORATE BOND INDEX ETF 0.0%
Value ($000) $53 Shares 645 Est. Cost $79.18 Unrealized
ONB OLD NATIONAL BANCORP 0.0%
Value ($000) $52 Shares 4,110 Est. Cost $16.68 Unrealized -17.7%
AVGO BROADCOM INC NPV 0.0%
Value ($000) $52 Shares 143 Est. Cost $19.88 Unrealized +49.1%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $50 Shares 148 Est. Cost $243.24 Unrealized
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $49 Shares 967 Est. Cost $50.67 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $49 Shares 232 Est. Cost $63.81 Unrealized +196.1%
FDX FEDEX CORP 0.0%
Value ($000) $48 Shares 190 Est. Cost $158.34 Unrealized +14.3%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $48 Shares 215 Est. Cost $154.72 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $48 Shares 3,934 Est. Cost $24.19 Unrealized -47.6%
WPX ENERGY INC 0.0%
Value ($000) $47 Shares 9,638 Est. Cost $6.95 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $47 Shares 505 Est. Cost $27.51 Unrealized +201.9%
SJM SMUCKER J M CO 0.0%
Value ($000) $45 Shares 392 Est. Cost $98.41 Unrealized -5.0%
OUNZ VANECK MERK GOLD TRUST 0.0%
Value ($000) $45 Shares 2,428 Est. Cost $18.53 Unrealized
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $43 Shares 532 Est. Cost $36.19 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $43 Shares 294 Est. Cost $32.75 Unrealized +290.4%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $41 Shares 339 Est. Cost $159.41 Unrealized
MOS MOSAIC COMPANY NEW 0.0%
Value ($000) $40 Shares 2,205 Est. Cost $21.61 Unrealized -32.4%
WELLS FARGO & CO 0.0%
Value ($000) $38 Shares 1,623 Est. Cost $35.89 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $37 Shares 36 Est. Cost $45.08 Unrealized +120.5%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $37 Shares 1,040 Est. Cost $84.48 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $36 Shares 683 Est. Cost $26.68 Unrealized +98.3%
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $36 Shares 350 Est. Cost $26.10 Unrealized +199.2%
CLOUDERA INC 0.0%
Value ($000) $35 Shares 3,244 Est. Cost $16.58 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $34 Shares 20 Est. Cost $1933.58 Unrealized -10.6%
FTV FORTIVE CORP 0.0%
Value ($000) $33 Shares 390 Est. Cost $33.96 Unrealized +31.3%
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $33 Shares 435 Est. Cost $51.20 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $32 Shares 251 Est. Cost $84.77 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $32 Shares 300 Est. Cost $76.74 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $29 Shares 295 Est. Cost $112.27 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $29 Shares 800 Est. Cost $18.11 Unrealized +59.8%
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $28 Shares 490 Est. Cost $62.12 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $28 Shares 180 Est. Cost $55.35 Unrealized +114.4%
PCH POTLATCH CORP 0.0%
Value ($000) $27 Shares 645 Est. Cost $31.38 Unrealized
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $27 Shares 1,895 Est. Cost $14.73 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $26 Shares 222 Est. Cost $139.64 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $26 Shares 282 Est. Cost $69.17 Unrealized +31.5%
BBY BEST BUY CO INC 0.0%
Value ($000) $25 Shares 225 Est. Cost $59.95 Unrealized +36.5%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $24 Shares 500 Est. Cost $28.53 Unrealized +44.6%
IJR ISHARES CORE S&P SMALLCAP INDEX ETF 0.0%
Value ($000) $24 Shares 338 Est. Cost $79.41 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $23 Shares 405 Est. Cost $71.86 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $23 Shares 420 Est. Cost $28.93 Unrealized +50.5%
VUG VANGUARD GROWTH INDEX ETF 0.0%
Value ($000) $23 Shares 102 Est. Cost $112.15 Unrealized
CPRT COPART INC 0.0%
Value ($000) $23 Shares 217 Est. Cost $11.74 Unrealized +106.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $22 Shares 314 Est. Cost $43.97 Unrealized +36.4%
CERNER CORPORATION 0.0%
Value ($000) $22 Shares 304 Est. Cost $47.95 Unrealized
BKR BAKER HUGHES A GE CO 0.0%
Value ($000) $19 Shares 1,401 Est. Cost $24.77 Unrealized -46.5%
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $19 Shares 52 Est. Cost $245.56 Unrealized
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $19 Shares 250 Est. Cost $55.74 Unrealized +9.1%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $19 Shares 897 Est. Cost $23.41 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $18 Shares 175 Est. Cost $33.04 Unrealized +135.6%
ABT ABBOTT LABS 0.0%
Value ($000) $18 Shares 169 Est. Cost $39.90 Unrealized +131.5%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $18 Shares 266 Est. Cost $29.75 Unrealized +97.3%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $18 Shares 60 Est. Cost $221.11 Unrealized
EPP ISHARES MCSI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $17 Shares 430 Est. Cost $40.32 Unrealized
OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $15 Shares 245 Est. Cost $56.23 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $15 Shares 125 Est. Cost $101.69 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $15 Shares 624 Est. Cost $12.95 Unrealized +68.5%
CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $15 Shares 488 Est. Cost $22.09 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $14 Shares 233 Est. Cost $33.95 Unrealized +32.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $13 Shares 95 Est. Cost $114.61 Unrealized +14.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $13 Shares 391 Est. Cost $48.87 Unrealized -36.2%
BX BLACKSTONE GROUP INC NPV 0.0%
Value ($000) $12 Shares 223 Est. Cost $39.22 Unrealized +13.5%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $12 Shares 129 Est. Cost $115.81 Unrealized -23.0%
VSS VANGUARD FTSE WORLD EX US SMALL CAP INDEX ETF 0.0%
Value ($000) $12 Shares 115 Est. Cost $95.24 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $12 Shares 308 Est. Cost $26.55 Unrealized +2.4%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $11 Shares 148 Est. Cost $53.46 Unrealized +10.1%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $11 Shares 300 Est. Cost $64.23 Unrealized -41.7%
NI NISOURCE INC 0.0%
Value ($000) $11 Shares 521 Est. Cost $12.01 Unrealized +61.1%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $10 Shares 580 Est. Cost $36.10 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $10 Shares 1,050 Est. Cost $10.23 Unrealized -21.0%
PI IMPINJ INC COM 0.0%
Value ($000) $9 Shares 355 Est. Cost $31.46 Unrealized -16.1%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $9 Shares 676 Est. Cost $5.63 Unrealized +51.8%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $8 Shares 56 Est. Cost $116.18 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $8 Shares 215 Est. Cost $72.36 Unrealized -51.8%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $8 Shares 70 Est. Cost $114.29 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $8 Shares 128 Est. Cost $54.76 Unrealized +2.5%
LINDE PLC 0.0%
Value ($000) $7 Shares 29 Est. Cost $203.86 Unrealized
SAP SAP AG ADR 0.0%
Value ($000) $7 Shares 43 Est. Cost $139.53 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $7 Shares 175 Est. Cost $34.29 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $7 Shares 50 Est. Cost $97.97 Unrealized +26.0%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $7 Shares 358 Est. Cost $8.83 Unrealized +46.6%
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $6 Shares 117 Est. Cost $27.24 Unrealized -22.6%
TXN TEXAS INSTRUMENTS INCORPORATED 0.0%
Value ($000) $6 Shares 44 Est. Cost $93.33 Unrealized +25.2%
GIS GENERAL MILLS 0.0%
Value ($000) $6 Shares 98 Est. Cost $39.53 Unrealized +31.8%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $5 Shares 41 Est. Cost $107.41 Unrealized
EL ESTEE LAUDER CO 0.0%
Value ($000) $5 Shares 23 Est. Cost $65.64 Unrealized +190.7%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $5 Shares 10 Est. Cost $6.28 Unrealized +84.6%
PSX PHILLIPS 66 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.69 Unrealized -3.2%
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value ($000) $5 Shares 38 Est. Cost $118.07 Unrealized +3.3%
DOW DOW HOLDING INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.94 Unrealized -6.8%
MCD MCDONALDS CORP 0.0%
Value ($000) $4 Shares 20 Est. Cost $170.35 Unrealized +6.5%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $217.48 Unrealized +55.1%
SJNK SPDR BARCLAYS S/T HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $35.38 Unrealized +40.7%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $3 Shares 30 Est. Cost $88.93 Unrealized +3.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3 Shares 8 Est. Cost $256.93 Unrealized +16.0%
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 44 Est. Cost $68.18 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.0%
Value ($000) $3 Shares 32 Est. Cost $81.05 Unrealized +11.9%
MA MASTERCARD INC CL A 0.0%
Value ($000) $2 Shares 7 Est. Cost $271.56 Unrealized +16.2%
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
EIGER BIOPHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 178 Est. Cost $11.24 Unrealized
ELEMENTS ROGERS AGRI TOT RET 0.00 DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1 Shares 38 Est. Cost $59.46 Unrealized -72.2%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $37.31 Unrealized +47.8%
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $10.66 Unrealized +222.4%
GRFS GRIFOLS SA ADR 0.0%
Value ($000) $1 Shares 64 Est. Cost $15.63 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.44 Unrealized -30.9%
ADP AUTOMATIC DATA PROCESSING INCOME 0.0%
Value ($000) $1 Shares 7 Est. Cost $141.38 Unrealized -11.6%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $1 Shares 19 Est. Cost $18.69 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.26 Unrealized +26.5%
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $59.99 Unrealized -51.6%
BRISTOL MYERS SQUIBB CO CV RTS 03/31/2021 0.0%
Value ($000) $0 Shares 184 Est. Cost $3.79 Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $0 Shares 26 Est. Cost $62.87 Unrealized -71.0%