Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 12, 2021

Total Value ($000): $292,990 (100.0% shares, 0.0% debt)

Holdings (281)

IVW ISHARES S&P 500 GROWTH ETF 6.3%
Value ($000) $18,383 Shares 288,101 Est. Cost $76.11 Unrealized
MSFT MICROSOFT CORP 5.3%
Value ($000) $15,528 Shares 69,812 Est. Cost $78.26 Unrealized +163.3%
VO VANGUARD MID CAP ETF 4.8%
Value ($000) $13,972 Shares 67,572 Est. Cost $164.48 Unrealized
AAPL APPLE INC 4.5%
Value ($000) $13,269 Shares 99,998 Est. Cost $86.32 Unrealized +35.5%
GGG GRACO INC 2.6%
Value ($000) $7,507 Shares 103,761 Est. Cost $34.81 Unrealized +80.1%
DHR DANAHER CORP 2.1%
Value ($000) $6,069 Shares 27,321 Est. Cost $38.53 Unrealized +408.7%
QCOM QUALCOMM INC 2.1%
Value ($000) $6,032 Shares 39,596 Est. Cost $54.33 Unrealized +129.5%
V VISA INC 2.0%
Value ($000) $5,790 Shares 26,470 Est. Cost $83.70 Unrealized +135.6%
DIS WALT DISNEY CO 1.9%
Value ($000) $5,538 Shares 30,566 Est. Cost $73.78 Unrealized +90.1%
IJK ISHARES S&P MIDCAP 400 GROWTH 1.9%
Value ($000) $5,506 Shares 76,240 Est. Cost $95.16 Unrealized
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $5,447 Shares 39,150 Est. Cost $65.24 Unrealized +88.8%
HD HOME DEPOT INC 1.8%
Value ($000) $5,303 Shares 19,966 Est. Cost $89.85 Unrealized +169.9%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $5,087 Shares 14,508 Est. Cost $76.54 Unrealized +302.7%
XBI SPDR S&P BIOTECH ETF 1.7%
Value ($000) $5,079 Shares 36,081 Est. Cost $85.27 Unrealized
MMM 3M CO 1.7%
Value ($000) $4,943 Shares 28,279 Est. Cost $92.60 Unrealized +26.9%
PYPL PAYPAL HOLDINGS INC 1.6%
Value ($000) $4,812 Shares 20,546 Est. Cost $41.33 Unrealized +400.1%
PEP PEPSICO INC 1.6%
Value ($000) $4,777 Shares 32,211 Est. Cost $70.47 Unrealized +72.0%
SBUX STARBUCKS CORP 1.6%
Value ($000) $4,731 Shares 44,223 Est. Cost $50.43 Unrealized +68.8%
BLACKROCK INC 1.6%
Value ($000) $4,699 Shares 6,512 Est. Cost $358.07 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 1.6%
Value ($000) $4,671 Shares 18,849 Est. Cost $198.12 Unrealized
CABO CABLE ONE INC 1.5%
Value ($000) $4,455 Shares 2,000 Est. Cost $378.92 Unrealized +384.4%
SYK STRYKER CORP 1.5%
Value ($000) $4,392 Shares 17,925 Est. Cost $77.48 Unrealized +176.9%
CMCSA COMCAST CORP 1.4%
Value ($000) $4,215 Shares 80,442 Est. Cost $26.54 Unrealized +57.0%
ISHARES S&P MIDCAP 400 GROWTH 1.4%
Value ($000) $4,147 Shares 57,420 Est. Cost $95.59 Unrealized
ACN ACCENTURE PLC 1.4%
Value ($000) $4,080 Shares 15,622 Est. Cost $86.07 Unrealized +159.2%
MDT MEDTRONIC PLC 1.4%
Value ($000) $3,958 Shares 33,787 Est. Cost $63.57 Unrealized +49.6%
HON HONEYWELL INTL INC 1.3%
Value ($000) $3,927 Shares 18,464 Est. Cost $99.20 Unrealized +65.1%
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $3,885 Shares 86,822 Est. Cost $19.42 Unrealized +81.6%
SCHW CHARLES SCHWAB CORP 1.3%
Value ($000) $3,854 Shares 72,669 Est. Cost $25.66 Unrealized +65.0%
ORCL ORACLE CORP 1.3%
Value ($000) $3,851 Shares 59,536 Est. Cost $33.17 Unrealized +67.4%
UNP UNION PACIFIC CORP 1.3%
Value ($000) $3,830 Shares 18,396 Est. Cost $84.24 Unrealized +111.4%
PNC PNC FINANCIAL SERVICES GROUP 1.3%
Value ($000) $3,701 Shares 24,840 Est. Cost $60.92 Unrealized +74.8%
ETN EATON CORP PLC 1.2%
Value ($000) $3,577 Shares 29,772 Est. Cost $59.77 Unrealized +73.8%
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $3,388 Shares 20,120 Est. Cost $69.43 Unrealized +97.2%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.1%
Value ($000) $3,232 Shares 51,549 Est. Cost $42.86 Unrealized
INTC INTEL CORP 1.1%
Value ($000) $3,146 Shares 63,154 Est. Cost $23.02 Unrealized +91.3%
AMT AMERICAN TOWER CORP 1.1%
Value ($000) $3,137 Shares 13,977 Est. Cost $79.55 Unrealized +151.0%
CB CHUBB LIMITED 1.0%
Value ($000) $2,946 Shares 19,141 Est. Cost $102.95 Unrealized +26.3%
PFE PFIZER INC 1.0%
Value ($000) $2,882 Shares 78,283 Est. Cost $20.54 Unrealized +39.4%
APD AIR PRODUCTS & CHEMICALS INC 1.0%
Value ($000) $2,878 Shares 10,534 Est. Cost $93.21 Unrealized +165.6%
ABBV ABBVIE INC 1.0%
Value ($000) $2,860 Shares 26,692 Est. Cost $39.01 Unrealized +102.4%
TRV THE TRAVELERS CO INC 1.0%
Value ($000) $2,841 Shares 20,240 Est. Cost $87.68 Unrealized +31.9%
CVS CVS HEALTH CORP 1.0%
Value ($000) $2,835 Shares 41,512 Est. Cost $51.67 Unrealized +6.9%
IBM INTERNATIONAL BUSINESS MACHINES 0.9%
Value ($000) $2,558 Shares 20,318 Est. Cost $98.23 Unrealized -4.9%
MET METLIFE INC 0.8%
Value ($000) $2,453 Shares 52,248 Est. Cost $32.35 Unrealized +14.4%
ECL ECOLAB INC 0.8%
Value ($000) $2,382 Shares 11,009 Est. Cost $116.83 Unrealized +69.0%
VFC VF CORP 0.8%
Value ($000) $2,369 Shares 27,739 Est. Cost $55.85 Unrealized +43.1%
T AT&T INC 0.8%
Value ($000) $2,334 Shares 81,184 Est. Cost $13.03 Unrealized +18.0%
NVS NOVARTIS AG SPONSORED ADR 0.8%
Value ($000) $2,308 Shares 24,441 Est. Cost $82.70 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.8%
Value ($000) $2,269 Shares 97,423 Est. Cost $10.33 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.8%
Value ($000) $2,265 Shares 38,735 Est. Cost $29.31 Unrealized +71.1%
GOOGL ALPHABET INC CL A 0.7%
Value ($000) $2,182 Shares 1,245 Est. Cost $72.72 Unrealized +14.8%
CVX CHEVRON CORP 0.7%
Value ($000) $2,138 Shares 25,319 Est. Cost $70.59 Unrealized -7.9%
THFF FIRST FINANCIAL CORPORATION 0.6%
Value ($000) $1,667 Shares 42,920 Est. Cost $33.26 Unrealized -8.1%
ISHARES GOLD TRUST 0.6%
Value ($000) $1,617 Shares 89,245 Est. Cost $11.84 Unrealized
TFC TRUIST FINANCIAL CORP 0.5%
Value ($000) $1,545 Shares 32,243 Est. Cost $40.51 Unrealized -12.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $1,544 Shares 12,105 Est. Cost $93.83 Unrealized
NKE NIKE INC CL B 0.5%
Value ($000) $1,534 Shares 10,843 Est. Cost $75.78 Unrealized +62.6%
WFC WELLS FARGO & CO 0.5%
Value ($000) $1,526 Shares 50,565 Est. Cost $31.88 Unrealized -27.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $1,352 Shares 18,905 Est. Cost $54.81 Unrealized +6.6%
USB US BANCORP 0.4%
Value ($000) $1,222 Shares 26,221 Est. Cost $30.67 Unrealized +10.4%
EXAS EXACT SCIENCES CORPORATION 0.4%
Value ($000) $1,146 Shares 8,650 Est. Cost $89.82 Unrealized +34.6%
GHC GRAHAM HOLDINGS COMPANY 0.4%
Value ($000) $1,067 Shares 2,000 Est. Cost $431.34 Unrealized -2.4%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $1,014 Shares 2,951 Est. Cost $199.89 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $997 Shares 306 Est. Cost $73.27 Unrealized +117.8%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $784 Shares 2,080 Est. Cost $164.12 Unrealized +111.7%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $657 Shares 4,177 Est. Cost $85.25 Unrealized +49.6%
NUVEEN MUNI CREDIT INCOME FD 0.2%
Value ($000) $640 Shares 39,700 Est. Cost $16.12 Unrealized
NUVEEN AMT FREE MUNI CREDIT INCOME FD 0.2%
Value ($000) $629 Shares 37,500 Est. Cost $16.77 Unrealized
SMARTSHEET INC 0.2%
Value ($000) $602 Shares 8,682 Est. Cost $38.19 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $579 Shares 28,915 Est. Cost $10.12 Unrealized +54.4%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.2%
Value ($000) $565 Shares 9,000 Est. Cost $59.11 Unrealized
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $553 Shares 4,686 Est. Cost $52.74 Unrealized +103.7%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $551 Shares 9,749 Est. Cost $34.46 Unrealized +17.7%
REDFIN CORPORATION 0.2%
Value ($000) $531 Shares 7,742 Est. Cost $22.98 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $519 Shares 8,837 Est. Cost $29.64 Unrealized +48.4%
NVO NOVO NORDISK AS ADR 0.2%
Value ($000) $516 Shares 7,388 Est. Cost $54.78 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.2%
Value ($000) $508 Shares 7,525 Est. Cost $49.09 Unrealized +22.4%
MRK MERCK & CO INC 0.2%
Value ($000) $501 Shares 6,122 Est. Cost $44.48 Unrealized +45.8%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $440 Shares 251 Est. Cost $42.35 Unrealized +97.7%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $417 Shares 1,800 Est. Cost $155.54 Unrealized +41.6%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $396 Shares 4,663 Est. Cost $77.95 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $383 Shares 1,665 Est. Cost $112.03 Unrealized +75.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $379 Shares 9,198 Est. Cost $47.24 Unrealized -35.7%
BA BOEING CO 0.1%
Value ($000) $364 Shares 1,699 Est. Cost $208.98 Unrealized -8.0%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $348 Shares 1 Est. Cost $249666.89 Unrealized +32.5%
META FACEBOOK INC 0.1%
Value ($000) $345 Shares 1,263 Est. Cost $149.68 Unrealized +81.9%
BX BLACKSTONE GROUP INC NPV 0.1%
Value ($000) $331 Shares 5,107 Est. Cost $48.40 Unrealized +0.9%
VWO VANGUARD EMERGING MKTS ETF 0.1%
Value ($000) $302 Shares 6,022 Est. Cost $40.62 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $299 Shares 1,346 Est. Cost $121.68 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $298 Shares 1,520 Est. Cost $135.29 Unrealized
VB VANGUARD SMALL CAP INDEX ETF 0.1%
Value ($000) $298 Shares 1,529 Est. Cost $114.58 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value ($000) $273 Shares 2,500 Est. Cost $109.20 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $273 Shares 3,745 Est. Cost $60.03 Unrealized
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $271 Shares 369 Est. Cost $54.58 Unrealized +315.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $264 Shares 744 Est. Cost $218.34 Unrealized +46.1%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $225 Shares 2,441 Est. Cost $46.28 Unrealized +77.3%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $219 Shares 1,722 Est. Cost $76.10 Unrealized +29.0%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $218 Shares 5,779 Est. Cost $17.13 Unrealized +97.4%
IJH ISHARES CORE S&P MIDCAP ETF 0.1%
Value ($000) $216 Shares 941 Est. Cost $170.56 Unrealized
QUALCOMM INC 0.1%
Value ($000) $213 Shares 1,398 Est. Cost $86.07 Unrealized
LLY ELI LILLY AND COMPANY 0.1%
Value ($000) $211 Shares 1,249 Est. Cost $80.28 Unrealized +76.1%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $194 Shares 2,824 Est. Cost $78.99 Unrealized
WALT DISNEY CO 0.1%
Value ($000) $178 Shares 980 Est. Cost $85.63 Unrealized
PEPSICO INC 0.1%
Value ($000) $159 Shares 1,069 Est. Cost $99.44 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $153 Shares 1,776 Est. Cost $27.51 Unrealized +75.8%
ACCENTURE PLC 0.1%
Value ($000) $153 Shares 584 Est. Cost $107.96 Unrealized
PROCTOR & GAMBLE CO 0.1%
Value ($000) $152 Shares 1,094 Est. Cost $92.49 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $152 Shares 326 Est. Cost $120.77 Unrealized +283.0%
BLACKROCK INC 0.1%
Value ($000) $149 Shares 207 Est. Cost $343.90 Unrealized
COMCAST CORP CL A 0.1%
Value ($000) $148 Shares 2,819 Est. Cost $45.00 Unrealized
CISCO SYSTEMS INC 0.0%
Value ($000) $145 Shares 3,240 Est. Cost $29.50 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $145 Shares 1,600 Est. Cost $38.93 Unrealized +126.5%
KO COCA-COLA COMPANY 0.0%
Value ($000) $142 Shares 2,595 Est. Cost $30.70 Unrealized +44.2%
ORACLE CORP 0.0%
Value ($000) $141 Shares 2,179 Est. Cost $43.00 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $138 Shares 773 Est. Cost $68.39 Unrealized +119.3%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $137 Shares 2,187 Est. Cost $46.27 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $131 Shares 929 Est. Cost $89.74 Unrealized
INTEL CORP 0.0%
Value ($000) $127 Shares 2,541 Est. Cost $35.96 Unrealized
DANAHER CORP 0.0%
Value ($000) $125 Shares 564 Est. Cost $111.37 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $122 Shares 2,030 Est. Cost $58.77 Unrealized
STRYKER CORP 0.0%
Value ($000) $121 Shares 494 Est. Cost $93.03 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $121 Shares 1,327 Est. Cost $56.30 Unrealized +34.4%
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $121 Shares 1,452 Est. Cost $51.29 Unrealized +40.4%
PFIZER INC 0.0%
Value ($000) $118 Shares 3,212 Est. Cost $32.10 Unrealized
IEI ISHARES BARCLAYS 3-7 YR TREASURY BD ETF 0.0%
Value ($000) $115 Shares 864 Est. Cost $122.69 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $108 Shares 2,033 Est. Cost $28.30 Unrealized
AT&T INC 0.0%
Value ($000) $106 Shares 3,704 Est. Cost $32.53 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 0.0%
Value ($000) $105 Shares 2,230 Est. Cost $36.63 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $103 Shares 1,210 Est. Cost $50.87 Unrealized +44.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $101 Shares 1,308 Est. Cost $55.27 Unrealized +18.8%
WAT WATERS CORP 0.0%
Value ($000) $99 Shares 400 Est. Cost $108.40 Unrealized +109.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $96 Shares 400 Est. Cost $86.40 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $96 Shares 258 Est. Cost $198.02 Unrealized
CHEVRON CORP 0.0%
Value ($000) $94 Shares 1,118 Est. Cost $105.00 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $94 Shares 198 Est. Cost $106.24 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $94 Shares 395 Est. Cost $66.69 Unrealized +207.0%
TU TELUS CORPORATION 0.0%
Value ($000) $94 Shares 4,760 Est. Cost $17.65 Unrealized +6.7%
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $92 Shares 545 Est. Cost $106.29 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $90 Shares 2,681 Est. Cost $18.60 Unrealized +31.7%
TTEK TETRA TECH INC 0.0%
Value ($000) $89 Shares 771 Est. Cost $5.40 Unrealized +317.3%
DOW DOW HOLDING INC 0.0%
Value ($000) $89 Shares 1,600 Est. Cost $38.84 Unrealized +0.5%
NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $88 Shares 930 Est. Cost $82.98 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $87 Shares 693 Est. Cost $142.11 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $86 Shares 2,019 Est. Cost $24.41 Unrealized +35.9%
WMT WAL-MART STORES INC 0.0%
Value ($000) $86 Shares 600 Est. Cost $22.23 Unrealized +103.6%
BIIB BIOGEN INC 0.0%
Value ($000) $86 Shares 350 Est. Cost $261.90 Unrealized -1.1%
VF CORP 0.0%
Value ($000) $85 Shares 1,000 Est. Cost $62.21 Unrealized
WPX ENERGY INC 0.0%
Value ($000) $79 Shares 9,638 Est. Cost $6.95 Unrealized
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $78 Shares 441 Est. Cost $102.64 Unrealized
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $76 Shares 540 Est. Cost $65.61 Unrealized +94.3%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $76 Shares 950 Est. Cost $52.47 Unrealized +27.3%
SYY SYSCO CORPORATION 0.0%
Value ($000) $74 Shares 1,000 Est. Cost $33.31 Unrealized +80.2%
YUM YUM! BRANDS INC 0.0%
Value ($000) $74 Shares 683 Est. Cost $41.51 Unrealized +123.5%
VPL VANGUARD PACIFIC ETF 0.0%
Value ($000) $73 Shares 917 Est. Cost $61.41 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $73 Shares 327 Est. Cost $74.09 Unrealized +224.3%
ABT ABBOTT LABS 0.0%
Value ($000) $73 Shares 669 Est. Cost $84.27 Unrealized +17.8%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $71 Shares 690 Est. Cost $100.78 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $71 Shares 1,750 Est. Cost $36.10 Unrealized 0.0%
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FD 0.0%
Value ($000) $71 Shares 618 Est. Cost $132.65 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $7.19 Unrealized +763.9%
ONB OLD NATIONAL BANCORP 0.0%
Value ($000) $68 Shares 4,110 Est. Cost $16.68 Unrealized -8.2%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $67 Shares 213 Est. Cost $173.71 Unrealized
AVGO BROADCOM INC NPV 0.0%
Value ($000) $63 Shares 143 Est. Cost $19.88 Unrealized +75.2%
PLD PROLOGIS INC 0.0%
Value ($000) $63 Shares 632 Est. Cost $39.25 Unrealized +122.8%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $63 Shares 734 Est. Cost $35.90 Unrealized +103.6%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $62 Shares 215 Est. Cost $154.72 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $61 Shares 468 Est. Cost $71.85 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $60 Shares 1,975 Est. Cost $34.91 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $60 Shares 513 Est. Cost $58.20 Unrealized +80.8%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $59 Shares 370 Est. Cost $61.97 Unrealized +138.9%
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $58 Shares 214 Est. Cost $112.70 Unrealized
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $57 Shares 791 Est. Cost $65.90 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $56 Shares 148 Est. Cost $243.24 Unrealized
VCSH VANGUARD SHORT TERM CORPORATE BOND INDEX ETF 0.0%
Value ($000) $54 Shares 645 Est. Cost $79.18 Unrealized
MOS MOSAIC COMPANY NEW 0.0%
Value ($000) $51 Shares 2,205 Est. Cost $21.61 Unrealized -16.2%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $49 Shares 505 Est. Cost $27.51 Unrealized +222.6%
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $49 Shares 532 Est. Cost $36.19 Unrealized
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $49 Shares 967 Est. Cost $50.67 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $49 Shares 190 Est. Cost $158.34 Unrealized +58.6%
CLX CLOROX CO 0.0%
Value ($000) $47 Shares 232 Est. Cost $63.81 Unrealized +176.4%
SJM SMUCKER J M CO 0.0%
Value ($000) $45 Shares 392 Est. Cost $98.41 Unrealized -0.2%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $45 Shares 294 Est. Cost $32.75 Unrealized +325.6%
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $45 Shares 350 Est. Cost $26.10 Unrealized +323.8%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $45 Shares 20 Est. Cost $1933.58 Unrealized -1.8%
CLOUDERA INC 0.0%
Value ($000) $43 Shares 3,071 Est. Cost $16.58 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $41 Shares 36 Est. Cost $45.08 Unrealized +132.9%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $41 Shares 1,040 Est. Cost $84.48 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $40 Shares 95 Est. Cost $245.16 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $39 Shares 295 Est. Cost $112.27 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $39 Shares 2,309 Est. Cost $24.19 Unrealized -50.3%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $39 Shares 683 Est. Cost $26.68 Unrealized +110.5%
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $38 Shares 435 Est. Cost $51.20 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $37 Shares 405 Est. Cost $71.86 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $37 Shares 282 Est. Cost $69.17 Unrealized +59.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $35 Shares 251 Est. Cost $84.77 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $34 Shares 300 Est. Cost $76.74 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $34 Shares 222 Est. Cost $139.64 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $33 Shares 390 Est. Cost $33.96 Unrealized +48.2%
PCH POTLATCH CORP 0.0%
Value ($000) $32 Shares 645 Est. Cost $31.38 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $32 Shares 3,000 Est. Cost $10.67 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $32 Shares 180 Est. Cost $55.35 Unrealized +161.7%
IJR ISHARES CORE S&P SMALLCAP INDEX ETF 0.0%
Value ($000) $31 Shares 338 Est. Cost $79.41 Unrealized
OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $30 Shares 450 Est. Cost $60.99 Unrealized
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $29 Shares 1,895 Est. Cost $14.73 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $29 Shares 800 Est. Cost $18.11 Unrealized +59.4%
CPRT COPART INC 0.0%
Value ($000) $28 Shares 217 Est. Cost $11.74 Unrealized +148.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $26 Shares 314 Est. Cost $43.97 Unrealized +60.0%
VUG VANGUARD GROWTH INDEX ETF 0.0%
Value ($000) $26 Shares 102 Est. Cost $112.15 Unrealized
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $25 Shares 52 Est. Cost $245.56 Unrealized
OUNZ VANECK MERK GOLD TRUST 0.0%
Value ($000) $25 Shares 1,330 Est. Cost $18.53 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $24 Shares 500 Est. Cost $28.53 Unrealized +42.6%
CERNER CORPORATION 0.0%
Value ($000) $24 Shares 304 Est. Cost $47.95 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $24 Shares 175 Est. Cost $33.04 Unrealized +241.2%
BBY BEST BUY CO INC 0.0%
Value ($000) $22 Shares 225 Est. Cost $59.95 Unrealized +50.0%
EPP ISHARES MCSI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $21 Shares 430 Est. Cost $40.32 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $21 Shares 60 Est. Cost $221.11 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $21 Shares 266 Est. Cost $29.75 Unrealized +125.1%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $20 Shares 897 Est. Cost $23.41 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $19 Shares 624 Est. Cost $12.95 Unrealized +82.7%
O REALTY INCOME CORP 0.0%
Value ($000) $18 Shares 284 Est. Cost $36.04 Unrealized +26.5%
ED CONSOLIDATED EDISON INC. 0.0%
Value ($000) $18 Shares 250 Est. Cost $55.74 Unrealized +15.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $17 Shares 125 Est. Cost $101.69 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $17 Shares 129 Est. Cost $115.81 Unrealized -3.5%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $17 Shares 279 Est. Cost $39.66 Unrealized +26.2%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $64.23 Unrealized -30.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $16 Shares 391 Est. Cost $48.87 Unrealized -37.1%
PI IMPINJ INC COM 0.0%
Value ($000) $15 Shares 355 Est. Cost $31.46 Unrealized +10.7%
VSS VANGUARD FTSE WORLD EX US SMALL CAP INDEX ETF 0.0%
Value ($000) $14 Shares 115 Est. Cost $95.24 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $14 Shares 95 Est. Cost $114.61 Unrealized +14.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $13 Shares 308 Est. Cost $26.55 Unrealized +0.6%
NI NISOURCE INC 0.0%
Value ($000) $12 Shares 521 Est. Cost $12.01 Unrealized +63.8%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $12 Shares 1,050 Est. Cost $10.23 Unrealized -12.1%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $11 Shares 676 Est. Cost $5.63 Unrealized +70.1%
EOG EOG RESOURCES INC 0.0%
Value ($000) $11 Shares 215 Est. Cost $72.36 Unrealized -52.9%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $10 Shares 73 Est. Cost $103.64 Unrealized +11.9%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $10 Shares 112 Est. Cost $102.73 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 454 Est. Cost $36.10 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $9 Shares 70 Est. Cost $114.29 Unrealized
LINDE PLC 0.0%
Value ($000) $8 Shares 29 Est. Cost $203.86 Unrealized
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $8 Shares 117 Est. Cost $27.24 Unrealized -12.9%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $8 Shares 68 Est. Cost $111.48 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $8 Shares 175 Est. Cost $34.29 Unrealized
TXN TEXAS INSTRUMENTS INCORPORATED 0.0%
Value ($000) $7 Shares 44 Est. Cost $93.33 Unrealized +44.2%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $7 Shares 358 Est. Cost $8.83 Unrealized +67.6%
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 100 Est. Cost $50.69 Unrealized -5.4%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $6 Shares 78 Est. Cost $53.46 Unrealized +12.9%
KLIC KULICKE & SOFFA INDUSTRIES INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $26.80 Unrealized 0.0%
EL ESTEE LAUDER CO 0.0%
Value ($000) $6 Shares 23 Est. Cost $65.64 Unrealized +240.7%
GIS GENERAL MILLS 0.0%
Value ($000) $6 Shares 98 Est. Cost $39.53 Unrealized +28.7%
SAP SAP AG ADR 0.0%
Value ($000) $6 Shares 43 Est. Cost $139.53 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $5 Shares 156 Est. Cost $31.19 Unrealized 0.0%
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $5 Shares 139 Est. Cost $39.09 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value ($000) $5 Shares 38 Est. Cost $118.07 Unrealized +3.5%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $5 Shares 10 Est. Cost $6.28 Unrealized +112.5%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $5 Shares 81 Est. Cost $54.76 Unrealized -9.9%
MCD MCDONALDS CORP 0.0%
Value ($000) $4 Shares 20 Est. Cost $170.35 Unrealized +13.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $4 Shares 30 Est. Cost $88.93 Unrealized +16.8%
SJNK SPDR BARCLAYS S/T HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $217.48 Unrealized +48.6%
CNI CANADIAN NATL RAILWAY CO 0.0%
Value ($000) $4 Shares 32 Est. Cost $81.05 Unrealized +20.9%
NFLX NETFLIX INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $35.38 Unrealized +43.3%
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 44 Est. Cost $68.18 Unrealized
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
MA MASTERCARD INC CL A 0.0%
Value ($000) $2 Shares 7 Est. Cost $271.56 Unrealized +19.1%
EIGER BIOPHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 178 Est. Cost $11.24 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $100.26 Unrealized +53.6%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $256.93 Unrealized +9.3%
F FORD MOTOR CO 0.0%
Value ($000) $2 Shares 200 Est. Cost $7.44 Unrealized -14.6%
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $1 Shares 26 Est. Cost $62.87 Unrealized -66.1%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $37.31 Unrealized +40.3%
ADP AUTOMATIC DATA PROCESSING INCOME 0.0%
Value ($000) $1 Shares 7 Est. Cost $141.38 Unrealized +4.3%
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 -71.6%
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $10.66 Unrealized +202.8%
ELEMENTS ROGERS AGRI TOT RET 0.00 DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $0 Shares 19 Est. Cost $18.69 Unrealized
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $59.99 Unrealized -44.0%
BRISTOL MYERS SQUIBB CO CV RTS 03/31/2021 0.0%
Value ($000) $0 Shares 74 Est. Cost $3.79 Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized