Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 13, 2021

Total Value ($000): $300,030 (100.0% shares, 0.0% debt)

Holdings (271)

IVW ISHARES S&P 500 GROWTH ETF 5.8%
Value ($000) $17,467 Shares 268,276 Est. Cost $76.11 Unrealized
VO VANGUARD MID CAP ETF 5.4%
Value ($000) $16,247 Shares 73,402 Est. Cost $168.99 Unrealized
MSFT MICROSOFT CORP 5.4%
Value ($000) $16,230 Shares 68,840 Est. Cost $78.26 Unrealized +184.8%
AAPL APPLE INC 3.9%
Value ($000) $11,812 Shares 96,701 Est. Cost $86.32 Unrealized +44.9%
GGG GRACO INC 2.5%
Value ($000) $7,430 Shares 103,761 Est. Cost $34.81 Unrealized +91.6%
HD HOME DEPOT INC 2.0%
Value ($000) $6,081 Shares 19,922 Est. Cost $89.85 Unrealized +172.0%
DHR DANAHER CORP 1.9%
Value ($000) $5,833 Shares 25,916 Est. Cost $38.53 Unrealized +415.8%
V VISA INC 1.9%
Value ($000) $5,677 Shares 26,814 Est. Cost $85.23 Unrealized +138.4%
IJK ISHARES S&P MIDCAP 400 GROWTH 1.9%
Value ($000) $5,568 Shares 71,051 Est. Cost $95.16 Unrealized
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $5,424 Shares 14,579 Est. Cost $76.54 Unrealized +317.7%
DIS WALT DISNEY CO 1.8%
Value ($000) $5,410 Shares 29,322 Est. Cost $73.78 Unrealized +144.2%
PG PROCTER & GAMBLE CO 1.8%
Value ($000) $5,324 Shares 39,314 Est. Cost $65.24 Unrealized +77.3%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 1.8%
Value ($000) $5,265 Shares 21,058 Est. Cost $203.57 Unrealized
MMM 3M CO 1.7%
Value ($000) $5,203 Shares 27,005 Est. Cost $92.60 Unrealized +35.1%
QCOM QUALCOMM INC 1.7%
Value ($000) $5,094 Shares 38,416 Est. Cost $54.33 Unrealized +138.7%
BLACKROCK INC 1.6%
Value ($000) $4,919 Shares 6,524 Est. Cost $358.07 Unrealized
SBUX STARBUCKS CORP 1.6%
Value ($000) $4,828 Shares 44,184 Est. Cost $50.43 Unrealized +86.4%
PYPL PAYPAL HOLDINGS INC 1.6%
Value ($000) $4,777 Shares 19,671 Est. Cost $41.33 Unrealized +509.5%
XBI SPDR S&P BIOTECH ETF 1.6%
Value ($000) $4,717 Shares 34,773 Est. Cost $85.27 Unrealized
PEP PEPSICO INC 1.5%
Value ($000) $4,617 Shares 32,642 Est. Cost $71.09 Unrealized +65.9%
CSCO CISCO SYSTEMS INC 1.5%
Value ($000) $4,611 Shares 89,186 Est. Cost $19.98 Unrealized +103.3%
SCHW CHARLES SCHWAB CORP 1.5%
Value ($000) $4,521 Shares 69,370 Est. Cost $25.66 Unrealized +121.8%
ISHARES S&P MIDCAP 400 GROWTH 1.5%
Value ($000) $4,500 Shares 57,420 Est. Cost $95.59 Unrealized
GOOGL ALPHABET INC CL A 1.5%
Value ($000) $4,420 Shares 2,143 Est. Cost $83.29 Unrealized +17.6%
CMCSA COMCAST CORP 1.5%
Value ($000) $4,380 Shares 80,953 Est. Cost $26.54 Unrealized +73.9%
ACN ACCENTURE PLC 1.4%
Value ($000) $4,335 Shares 15,692 Est. Cost $86.07 Unrealized +180.4%
SYK STRYKER CORP 1.4%
Value ($000) $4,323 Shares 17,747 Est. Cost $77.48 Unrealized +194.0%
ORCL ORACLE CORP 1.4%
Value ($000) $4,181 Shares 59,586 Est. Cost $33.17 Unrealized +82.8%
INTC INTEL CORP 1.4%
Value ($000) $4,154 Shares 64,909 Est. Cost $23.86 Unrealized +126.7%
PNC PNC FINANCIAL SERVICES GROUP 1.4%
Value ($000) $4,085 Shares 23,291 Est. Cost $60.92 Unrealized +127.4%
UNP UNION PACIFIC CORP 1.3%
Value ($000) $4,040 Shares 18,329 Est. Cost $84.24 Unrealized +123.3%
MDT MEDTRONIC PLC 1.3%
Value ($000) $4,017 Shares 34,002 Est. Cost $63.57 Unrealized +60.0%
ETN EATON CORP PLC 1.3%
Value ($000) $3,991 Shares 28,860 Est. Cost $59.77 Unrealized +99.0%
HON HONEYWELL INTL INC 1.3%
Value ($000) $3,986 Shares 18,363 Est. Cost $99.20 Unrealized +78.1%
CABO CABLE ONE INC 1.2%
Value ($000) $3,657 Shares 2,000 Est. Cost $378.92 Unrealized +379.1%
AMT AMERICAN TOWER CORP 1.1%
Value ($000) $3,395 Shares 14,202 Est. Cost $81.34 Unrealized +136.4%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.1%
Value ($000) $3,377 Shares 52,739 Est. Cost $43.34 Unrealized
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $3,298 Shares 19,402 Est. Cost $69.43 Unrealized +90.1%
CVS CVS HEALTH CORP 1.1%
Value ($000) $3,169 Shares 42,130 Est. Cost $51.82 Unrealized +20.2%
MET METLIFE INC 1.0%
Value ($000) $3,069 Shares 50,481 Est. Cost $32.35 Unrealized +47.2%
TRV THE TRAVELERS CO INC 1.0%
Value ($000) $3,044 Shares 20,240 Est. Cost $87.68 Unrealized +51.9%
APD AIR PRODUCTS & CHEMICALS INC 1.0%
Value ($000) $2,927 Shares 10,404 Est. Cost $93.21 Unrealized +157.7%
PFE PFIZER INC 1.0%
Value ($000) $2,926 Shares 80,790 Est. Cost $20.78 Unrealized +34.9%
CB CHUBB LIMITED 1.0%
Value ($000) $2,885 Shares 18,265 Est. Cost $102.95 Unrealized +45.9%
ABBV ABBVIE INC 0.9%
Value ($000) $2,805 Shares 25,923 Est. Cost $39.01 Unrealized +127.9%
IBM INTERNATIONAL BUSINESS MACHINES 0.9%
Value ($000) $2,694 Shares 20,214 Est. Cost $98.23 Unrealized -0.2%
CVX CHEVRON CORP 0.9%
Value ($000) $2,664 Shares 25,427 Est. Cost $70.59 Unrealized +12.7%
T AT&T INC 0.8%
Value ($000) $2,509 Shares 82,887 Est. Cost $13.09 Unrealized +23.3%
ECL ECOLAB INC 0.8%
Value ($000) $2,282 Shares 10,662 Est. Cost $116.83 Unrealized +72.5%
MDLZ MONDELEZ INTERNATIONAL INC 0.8%
Value ($000) $2,279 Shares 38,938 Est. Cost $29.31 Unrealized +69.9%
VFC VF CORP 0.7%
Value ($000) $2,237 Shares 27,997 Est. Cost $55.85 Unrealized +45.3%
WFC WELLS FARGO & CO 0.7%
Value ($000) $2,066 Shares 52,882 Est. Cost $31.86 Unrealized -0.8%
NVS NOVARTIS AG SPONSORED ADR 0.7%
Value ($000) $2,063 Shares 24,141 Est. Cost $82.70 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.6%
Value ($000) $1,861 Shares 82,547 Est. Cost $10.33 Unrealized
THFF FIRST FINANCIAL CORPORATION 0.6%
Value ($000) $1,780 Shares 39,550 Est. Cost $33.26 Unrealized +8.5%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.6%
Value ($000) $1,715 Shares 12,105 Est. Cost $93.83 Unrealized
ISHARES GOLD TRUST 0.5%
Value ($000) $1,488 Shares 91,574 Est. Cost $11.95 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $1,482 Shares 19,174 Est. Cost $54.95 Unrealized +18.7%
USB US BANCORP 0.5%
Value ($000) $1,450 Shares 26,221 Est. Cost $30.67 Unrealized +31.4%
NKE NIKE INC CL B 0.5%
Value ($000) $1,419 Shares 10,675 Est. Cost $75.78 Unrealized +71.0%
EXAS EXACT SCIENCES CORPORATION 0.4%
Value ($000) $1,140 Shares 8,650 Est. Cost $89.82 Unrealized +52.4%
GHC GRAHAM HOLDINGS COMPANY 0.4%
Value ($000) $1,125 Shares 2,000 Est. Cost $431.34 Unrealized +28.0%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $982 Shares 2,695 Est. Cost $199.89 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $947 Shares 306 Est. Cost $73.27 Unrealized +116.4%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $702 Shares 1,993 Est. Cost $164.12 Unrealized +100.9%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $686 Shares 4,177 Est. Cost $85.25 Unrealized +65.1%
WMB WILLIAMS COS INC 0.2%
Value ($000) $685 Shares 28,915 Est. Cost $10.12 Unrealized +76.1%
NUVEEN MUNI CREDIT INCOME FD 0.2%
Value ($000) $641 Shares 39,700 Est. Cost $16.12 Unrealized
NUVEEN AMT FREE MUNI CREDIT INCOME FD 0.2%
Value ($000) $633 Shares 37,500 Est. Cost $16.77 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.2%
Value ($000) $570 Shares 8,324 Est. Cost $50.21 Unrealized +21.0%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.2%
Value ($000) $559 Shares 9,000 Est. Cost $59.11 Unrealized
SMARTSHEET INC 0.2%
Value ($000) $555 Shares 8,682 Est. Cost $38.19 Unrealized
GOOG ALPHABET INC CL C 0.2%
Value ($000) $519 Shares 251 Est. Cost $42.35 Unrealized +132.5%
REDFIN CORPORATION 0.2%
Value ($000) $515 Shares 7,735 Est. Cost $22.98 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $514 Shares 8,837 Est. Cost $29.64 Unrealized +42.5%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $512 Shares 9,170 Est. Cost $47.24 Unrealized -8.3%
NVO NOVO NORDISK AS ADR 0.2%
Value ($000) $498 Shares 7,388 Est. Cost $54.78 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $472 Shares 6,122 Est. Cost $44.48 Unrealized +41.8%
BA BOEING CO 0.1%
Value ($000) $433 Shares 1,699 Est. Cost $208.98 Unrealized +6.4%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $428 Shares 4,663 Est. Cost $77.95 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $386 Shares 1 Est. Cost $249666.89 Unrealized +46.9%
BX BLACKSTONE GROUP INC NPV 0.1%
Value ($000) $381 Shares 5,107 Est. Cost $48.40 Unrealized +21.1%
AMGN AMGEN INC 0.1%
Value ($000) $376 Shares 1,511 Est. Cost $112.03 Unrealized +82.7%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $354 Shares 1,387 Est. Cost $155.54 Unrealized +56.1%
META FACEBOOK INC 0.1%
Value ($000) $345 Shares 1,170 Est. Cost $149.68 Unrealized +78.6%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $336 Shares 1,520 Est. Cost $135.29 Unrealized
VB VANGUARD SMALL CAP INDEX ETF 0.1%
Value ($000) $327 Shares 1,529 Est. Cost $114.58 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $318 Shares 1,349 Est. Cost $121.68 Unrealized
VWO VANGUARD EMERGING MKTS ETF 0.1%
Value ($000) $313 Shares 6,022 Est. Cost $40.62 Unrealized
TFC TRUIST FINANCIAL CORP 0.1%
Value ($000) $300 Shares 5,139 Est. Cost $40.51 Unrealized +7.6%
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value ($000) $296 Shares 2,500 Est. Cost $109.20 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $284 Shares 3,745 Est. Cost $60.03 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $275 Shares 744 Est. Cost $218.34 Unrealized +37.4%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $271 Shares 1,782 Est. Cost $77.82 Unrealized +63.5%
IJH ISHARES CORE S&P MIDCAP ETF 0.1%
Value ($000) $245 Shares 941 Est. Cost $170.56 Unrealized
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $236 Shares 320 Est. Cost $54.58 Unrealized +317.9%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $228 Shares 2,441 Est. Cost $46.28 Unrealized +60.1%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $209 Shares 2,824 Est. Cost $78.99 Unrealized
QUALCOMM INC 0.1%
Value ($000) $186 Shares 1,405 Est. Cost $86.07 Unrealized
WALT DISNEY CO 0.1%
Value ($000) $181 Shares 980 Est. Cost $85.63 Unrealized
LLY ELI LILLY AND COMPANY 0.1%
Value ($000) $174 Shares 929 Est. Cost $80.28 Unrealized +131.8%
CISCO SYSTEMS INC 0.1%
Value ($000) $169 Shares 3,265 Est. Cost $29.50 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $165 Shares 1,776 Est. Cost $27.51 Unrealized +89.0%
INTEL CORP 0.1%
Value ($000) $164 Shares 2,555 Est. Cost $35.96 Unrealized
ACCENTURE PLC 0.1%
Value ($000) $162 Shares 586 Est. Cost $107.96 Unrealized
BLACKROCK INC 0.1%
Value ($000) $157 Shares 208 Est. Cost $343.90 Unrealized
ORACLE CORP 0.1%
Value ($000) $154 Shares 2,188 Est. Cost $43.00 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $154 Shares 773 Est. Cost $68.39 Unrealized +125.1%
COMCAST CORP CL A 0.1%
Value ($000) $153 Shares 2,833 Est. Cost $45.00 Unrealized
PEPSICO INC 0.1%
Value ($000) $153 Shares 1,084 Est. Cost $100.02 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $149 Shares 1,100 Est. Cost $92.49 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $142 Shares 1,987 Est. Cost $34.46 Unrealized +65.9%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $141 Shares 2,203 Est. Cost $46.27 Unrealized
KO COCA-COLA COMPANY 0.0%
Value ($000) $137 Shares 2,595 Est. Cost $30.70 Unrealized +41.3%
CHARLES SCHWAB CORP 0.0%
Value ($000) $133 Shares 2,039 Est. Cost $28.30 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $128 Shares 2,030 Est. Cost $58.77 Unrealized
DANAHER CORP 0.0%
Value ($000) $127 Shares 565 Est. Cost $111.37 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $126 Shares 929 Est. Cost $89.74 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $126 Shares 275 Est. Cost $120.77 Unrealized +290.1%
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $123 Shares 1,452 Est. Cost $51.29 Unrealized +31.6%
STRYKER CORP 0.0%
Value ($000) $121 Shares 496 Est. Cost $93.03 Unrealized
CHEVRON CORP 0.0%
Value ($000) $119 Shares 1,131 Est. Cost $105.00 Unrealized
PFIZER INC 0.0%
Value ($000) $118 Shares 3,249 Est. Cost $32.15 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $118 Shares 198 Est. Cost $106.24 Unrealized
AT&T INC 0.0%
Value ($000) $114 Shares 3,771 Est. Cost $32.49 Unrealized
IEI ISHARES BARCLAYS 3-7 YR TREASURY BD ETF 0.0%
Value ($000) $112 Shares 864 Est. Cost $122.69 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 0.0%
Value ($000) $110 Shares 2,230 Est. Cost $36.63 Unrealized
DVN DEVON ENERGY CORPORATION 0.0%
Value ($000) $109 Shares 4,978 Est. Cost $15.93 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $106 Shares 395 Est. Cost $66.69 Unrealized +243.2%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $102 Shares 258 Est. Cost $198.02 Unrealized
DOW DOW HOLDING INC 0.0%
Value ($000) $102 Shares 1,600 Est. Cost $38.84 Unrealized +17.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $99 Shares 1,308 Est. Cost $55.27 Unrealized +24.5%
BIIB BIOGEN INC 0.0%
Value ($000) $98 Shares 350 Est. Cost $261.90 Unrealized +3.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $97 Shares 400 Est. Cost $86.40 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $95 Shares 2,019 Est. Cost $24.41 Unrealized +56.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $95 Shares 1,210 Est. Cost $50.87 Unrealized +37.6%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $95 Shares 1,871 Est. Cost $48.97 Unrealized 0.0%
TU TELUS CORPORATION 0.0%
Value ($000) $95 Shares 4,760 Est. Cost $17.65 Unrealized +17.7%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $94 Shares 702 Est. Cost $142.00 Unrealized
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $93 Shares 549 Est. Cost $106.29 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $86 Shares 950 Est. Cost $52.47 Unrealized +48.3%
KKR KKR & CO INC 0.0%
Value ($000) $85 Shares 1,750 Est. Cost $36.10 Unrealized +18.8%
NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $82 Shares 954 Est. Cost $83.06 Unrealized
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $82 Shares 441 Est. Cost $102.64 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $81 Shares 600 Est. Cost $22.23 Unrealized +94.8%
VF CORP 0.0%
Value ($000) $80 Shares 1,006 Est. Cost $62.21 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $80 Shares 669 Est. Cost $84.27 Unrealized +28.9%
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FD 0.0%
Value ($000) $79 Shares 618 Est. Cost $132.65 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $77 Shares 1,980 Est. Cost $34.91 Unrealized
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $76 Shares 540 Est. Cost $65.61 Unrealized +86.4%
VPL VANGUARD PACIFIC ETF 0.0%
Value ($000) $75 Shares 917 Est. Cost $61.41 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $74 Shares 683 Est. Cost $41.51 Unrealized +132.9%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $70 Shares 370 Est. Cost $61.97 Unrealized +153.3%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $70 Shares 690 Est. Cost $100.78 Unrealized
MOS MOSAIC COMPANY NEW 0.0%
Value ($000) $70 Shares 2,205 Est. Cost $21.61 Unrealized +23.0%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $69 Shares 327 Est. Cost $74.09 Unrealized +196.9%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $68 Shares 213 Est. Cost $173.71 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $67 Shares 632 Est. Cost $39.25 Unrealized +125.9%
AVGO BROADCOM INC NPV 0.0%
Value ($000) $66 Shares 143 Est. Cost $19.88 Unrealized +109.5%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $65 Shares 215 Est. Cost $154.72 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $64 Shares 661 Est. Cost $56.30 Unrealized +34.0%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $64 Shares 734 Est. Cost $35.90 Unrealized +95.8%
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $62 Shares 468 Est. Cost $71.85 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $62 Shares 513 Est. Cost $58.20 Unrealized +83.9%
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $62 Shares 796 Est. Cost $65.90 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $60 Shares 215 Est. Cost $112.70 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $7.19 Unrealized +867.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $59 Shares 148 Est. Cost $243.24 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $54 Shares 190 Est. Cost $158.34 Unrealized +47.9%
VCSH VANGUARD SHORT TERM CORPORATE BOND INDEX ETF 0.0%
Value ($000) $53 Shares 645 Est. Cost $79.18 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $50 Shares 392 Est. Cost $98.41 Unrealized +2.1%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $50 Shares 505 Est. Cost $27.51 Unrealized +219.4%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $49 Shares 967 Est. Cost $50.67 Unrealized
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $49 Shares 532 Est. Cost $36.19 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $47 Shares 20 Est. Cost $1933.58 Unrealized +13.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $47 Shares 1,111 Est. Cost $17.13 Unrealized +112.7%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $47 Shares 295 Est. Cost $112.27 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $45 Shares 95 Est. Cost $245.16 Unrealized
Z ZILLOW INC CLASS C (NON-VOTING) 0.0%
Value ($000) $45 Shares 350 Est. Cost $26.10 Unrealized +468.5%
CLX CLOROX CO 0.0%
Value ($000) $45 Shares 232 Est. Cost $63.81 Unrealized +158.6%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $44 Shares 294 Est. Cost $32.75 Unrealized +320.4%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $42 Shares 282 Est. Cost $69.17 Unrealized +90.4%
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $40 Shares 435 Est. Cost $51.20 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $40 Shares 36 Est. Cost $45.08 Unrealized +168.0%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $40 Shares 683 Est. Cost $26.68 Unrealized +124.0%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $39 Shares 222 Est. Cost $139.64 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $39 Shares 301 Est. Cost $52.74 Unrealized +105.1%
GENERAL ELECTRIC CO 0.0%
Value ($000) $39 Shares 3,000 Est. Cost $10.67 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $38 Shares 1,081 Est. Cost $18.60 Unrealized +49.9%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $38 Shares 405 Est. Cost $71.86 Unrealized
IJR ISHARES CORE S&P SMALLCAP INDEX ETF 0.0%
Value ($000) $37 Shares 338 Est. Cost $79.41 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $37 Shares 251 Est. Cost $84.77 Unrealized
CLOUDERA INC 0.0%
Value ($000) $37 Shares 3,071 Est. Cost $16.58 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $36 Shares 180 Est. Cost $55.35 Unrealized +194.9%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $35 Shares 300 Est. Cost $76.74 Unrealized
PCH POTLATCH CORP 0.0%
Value ($000) $34 Shares 645 Est. Cost $31.38 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $33 Shares 390 Est. Cost $33.96 Unrealized +49.2%
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $32 Shares 52 Est. Cost $245.56 Unrealized
OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $31 Shares 452 Est. Cost $60.99 Unrealized
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $29 Shares 1,895 Est. Cost $14.73 Unrealized
VUG VANGUARD GROWTH INDEX ETF 0.0%
Value ($000) $26 Shares 102 Est. Cost $112.15 Unrealized
BBY BEST BUY CO INC 0.0%
Value ($000) $26 Shares 225 Est. Cost $59.95 Unrealized +51.1%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $25 Shares 500 Est. Cost $28.53 Unrealized +41.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $25 Shares 314 Est. Cost $43.97 Unrealized +62.9%
CPRT COPART INC 0.0%
Value ($000) $24 Shares 217 Est. Cost $11.74 Unrealized +140.1%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $24 Shares 624 Est. Cost $12.95 Unrealized +136.5%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $23 Shares 60 Est. Cost $221.11 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $23 Shares 175 Est. Cost $33.04 Unrealized +367.0%
EPP ISHARES MCSI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $22 Shares 430 Est. Cost $40.32 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $22 Shares 129 Est. Cost $115.81 Unrealized +31.8%
CERNER CORPORATION 0.0%
Value ($000) $22 Shares 304 Est. Cost $47.95 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $21 Shares 391 Est. Cost $48.87 Unrealized -15.3%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $21 Shares 300 Est. Cost $64.23 Unrealized -6.4%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $21 Shares 266 Est. Cost $29.75 Unrealized +144.5%
PI IMPINJ INC COM 0.0%
Value ($000) $20 Shares 355 Est. Cost $31.46 Unrealized +87.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $19 Shares 125 Est. Cost $101.69 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $18 Shares 284 Est. Cost $36.04 Unrealized +28.3%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $17 Shares 1,050 Est. Cost $10.23 Unrealized +17.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $17 Shares 95 Est. Cost $114.61 Unrealized +28.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $16 Shares 308 Est. Cost $26.55 Unrealized +14.5%
EOG EOG RESOURCES INC 0.0%
Value ($000) $16 Shares 215 Est. Cost $72.36 Unrealized -30.3%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $15 Shares 245 Est. Cost $39.66 Unrealized +28.7%
VSS VANGUARD FTSE WORLD EX US SMALL CAP INDEX ETF 0.0%
Value ($000) $15 Shares 115 Est. Cost $95.24 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $15 Shares 678 Est. Cost $23.41 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $13 Shares 676 Est. Cost $5.63 Unrealized +102.0%
NI NISOURCE INC 0.0%
Value ($000) $13 Shares 521 Est. Cost $12.01 Unrealized +59.3%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 454 Est. Cost $36.10 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $11 Shares 70 Est. Cost $114.29 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $10 Shares 73 Est. Cost $103.64 Unrealized +7.0%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $9 Shares 85 Est. Cost $102.73 Unrealized
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $8 Shares 104 Est. Cost $27.24 Unrealized +6.7%
PSX PHILLIPS 66 0.0%
Value ($000) $8 Shares 100 Est. Cost $50.69 Unrealized +28.1%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $8 Shares 175 Est. Cost $34.29 Unrealized
LINDE PLC 0.0%
Value ($000) $8 Shares 29 Est. Cost $203.86 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $8 Shares 358 Est. Cost $8.83 Unrealized +101.2%
TXN TEXAS INSTRUMENTS INCORPORATED 0.0%
Value ($000) $8 Shares 44 Est. Cost $93.33 Unrealized +62.2%
EL ESTEE LAUDER CO 0.0%
Value ($000) $7 Shares 23 Est. Cost $65.64 Unrealized +288.5%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $7 Shares 68 Est. Cost $111.48 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $7 Shares 78 Est. Cost $53.46 Unrealized +25.0%
GIS GENERAL MILLS 0.0%
Value ($000) $6 Shares 98 Est. Cost $39.53 Unrealized +23.8%
VNT VONTIER CORPORATION 0.0%
Value ($000) $5 Shares 156 Est. Cost $31.19 Unrealized +4.6%
SAP SAP AG ADR 0.0%
Value ($000) $5 Shares 43 Est. Cost $139.53 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $5 Shares 10 Est. Cost $6.28 Unrealized +113.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $5 Shares 81 Est. Cost $54.76 Unrealized -2.6%
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $5 Shares 139 Est. Cost $39.09 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $4 Shares 30 Est. Cost $88.93 Unrealized +39.8%
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 +47.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $4 Shares 20 Est. Cost $170.35 Unrealized +12.3%
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value ($000) $4 Shares 38 Est. Cost $118.07 Unrealized +2.0%
CNI CANADIAN NATL RAILWAY CO 0.0%
Value ($000) $4 Shares 32 Est. Cost $81.05 Unrealized +24.7%
ALLETE INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $52.63 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3 Shares 8 Est. Cost $256.93 Unrealized +8.3%
NFLX NETFLIX INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $35.38 Unrealized +49.9%
CAT CATERPILLAR INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $100.26 Unrealized +88.6%
MA MASTERCARD INC CL A 0.0%
Value ($000) $2 Shares 7 Est. Cost $271.56 Unrealized +25.0%
F FORD MOTOR CO 0.0%
Value ($000) $2 Shares 200 Est. Cost $7.44 Unrealized +16.7%
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
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 44 Est. Cost $68.18 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $84.48 Unrealized
ELEMENTS ROGERS AGRI TOT RET 0.00 DUE 10/24/22 0.0%
Value ($000) $1 Shares 182 Est. Cost $5.49 Unrealized
ADP AUTOMATIC DATA PROCESSING INCOME 0.0%
Value ($000) $1 Shares 7 Est. Cost $141.38 Unrealized +10.8%
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $1 Shares 26 Est. Cost $62.87 Unrealized -56.4%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $37.31 Unrealized +37.4%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1 Shares 38 Est. Cost $59.46 Unrealized -60.1%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $10.66 Unrealized +204.8%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $59.99 Unrealized -31.5%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $0 Shares 19 Est. Cost $18.69 Unrealized