Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 14, 2021

Total Value ($000): $324,901 (100.0% shares, 0.0% debt)

Holdings (324)

MSFT MICROSOFT CORP 5.9%
Value ($000) $19,200 Shares 70,877 Est. Cost $83.04 Unrealized +194.7%
VO VANGUARD MID CAP ETF 5.7%
Value ($000) $18,498 Shares 77,935 Est. Cost $172.97 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 5.5%
Value ($000) $17,880 Shares 245,873 Est. Cost $76.11 Unrealized
AAPL APPLE INC 4.1%
Value ($000) $13,199 Shares 96,369 Est. Cost $86.32 Unrealized +46.5%
GGG GRACO INC 2.4%
Value ($000) $7,855 Shares 103,761 Est. Cost $34.81 Unrealized +103.3%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 2.3%
Value ($000) $7,408 Shares 106,114 Est. Cost $96.35 Unrealized
DHR DANAHER CORP 2.1%
Value ($000) $6,854 Shares 25,542 Est. Cost $38.53 Unrealized +463.6%
V VISA INC 2.0%
Value ($000) $6,379 Shares 27,280 Est. Cost $87.55 Unrealized +152.4%
HD HOME DEPOT INC 2.0%
Value ($000) $6,360 Shares 19,946 Est. Cost $89.85 Unrealized +215.9%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $5,831 Shares 14,562 Est. Cost $76.54 Unrealized +382.2%
GOOGL ALPHABET INC CL A 1.8%
Value ($000) $5,831 Shares 2,388 Est. Cost $86.64 Unrealized +33.8%
PYPL PAYPAL HOLDINGS INC 1.8%
Value ($000) $5,725 Shares 19,643 Est. Cost $41.33 Unrealized +537.5%
BLACKROCK INC 1.7%
Value ($000) $5,678 Shares 6,489 Est. Cost $358.07 Unrealized
QCOM QUALCOMM INC 1.7%
Value ($000) $5,610 Shares 39,253 Est. Cost $55.78 Unrealized +119.0%
IJK ISHARES S&P MIDCAP 400 GROWTH 1.7%
Value ($000) $5,472 Shares 67,610 Est. Cost $95.16 Unrealized
PG PROCTER & GAMBLE CO 1.7%
Value ($000) $5,385 Shares 39,907 Est. Cost $66.06 Unrealized +82.7%
MMM 3M CO 1.6%
Value ($000) $5,355 Shares 26,960 Est. Cost $92.60 Unrealized +51.6%
DIS WALT DISNEY CO 1.6%
Value ($000) $5,225 Shares 29,726 Est. Cost $75.17 Unrealized +133.8%
SBUX STARBUCKS CORP 1.5%
Value ($000) $5,035 Shares 45,031 Est. Cost $51.40 Unrealized +97.8%
SCHW CHARLES SCHWAB CORP 1.5%
Value ($000) $4,984 Shares 68,451 Est. Cost $25.66 Unrealized +159.5%
PEP PEPSICO INC 1.5%
Value ($000) $4,927 Shares 33,251 Est. Cost $72.10 Unrealized +75.0%
CSCO CISCO SYSTEMS INC 1.5%
Value ($000) $4,814 Shares 90,835 Est. Cost $20.45 Unrealized +124.1%
XBI SPDR S&P BIOTECH ETF 1.5%
Value ($000) $4,790 Shares 35,375 Est. Cost $86.12 Unrealized
ACN ACCENTURE PLC 1.4%
Value ($000) $4,662 Shares 15,815 Est. Cost $86.07 Unrealized +211.6%
CMCSA COMCAST CORP 1.4%
Value ($000) $4,650 Shares 81,546 Est. Cost $26.54 Unrealized +84.9%
ISHARES S&P MIDCAP 400 GROWTH 1.4%
Value ($000) $4,647 Shares 57,420 Est. Cost $95.59 Unrealized
ORCL ORACLE CORP 1.4%
Value ($000) $4,646 Shares 59,684 Est. Cost $33.17 Unrealized +121.9%
SYK STRYKER CORP 1.4%
Value ($000) $4,629 Shares 17,823 Est. Cost $77.48 Unrealized +214.3%
PNC PNC FINANCIAL SERVICES GROUP 1.3%
Value ($000) $4,328 Shares 22,686 Est. Cost $60.92 Unrealized +160.5%
ETN EATON CORP PLC 1.3%
Value ($000) $4,287 Shares 28,930 Est. Cost $59.77 Unrealized +124.0%
MDT MEDTRONIC PLC 1.3%
Value ($000) $4,286 Shares 34,530 Est. Cost $64.27 Unrealized +70.4%
UNP UNION PACIFIC CORP 1.3%
Value ($000) $4,092 Shares 18,604 Est. Cost $85.95 Unrealized +133.1%
HON HONEYWELL INTL INC 1.2%
Value ($000) $4,038 Shares 18,409 Est. Cost $99.20 Unrealized +93.7%
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $4,005 Shares 19,260 Est. Cost $69.43 Unrealized +136.4%
AMT AMERICAN TOWER CORP 1.2%
Value ($000) $3,933 Shares 14,560 Est. Cost $84.78 Unrealized +161.0%
CABO CABLE ONE INC 1.2%
Value ($000) $3,826 Shares 2,000 Est. Cost $378.92 Unrealized +341.4%
INTC INTEL CORP 1.1%
Value ($000) $3,716 Shares 66,209 Est. Cost $24.44 Unrealized +119.2%
CVS CVS HEALTH CORP 1.1%
Value ($000) $3,584 Shares 42,955 Est. Cost $52.18 Unrealized +35.1%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.1%
Value ($000) $3,418 Shares 54,068 Est. Cost $43.83 Unrealized
PFE PFIZER INC 1.0%
Value ($000) $3,230 Shares 82,513 Est. Cost $20.99 Unrealized +47.7%
IBM INTERNATIONAL BUSINESS MACHINES 0.9%
Value ($000) $3,052 Shares 20,818 Est. Cost $98.67 Unrealized +15.0%
TRV THE TRAVELERS CO INC 0.9%
Value ($000) $3,030 Shares 20,240 Est. Cost $87.68 Unrealized +61.2%
MET METLIFE INC 0.9%
Value ($000) $3,010 Shares 50,308 Est. Cost $32.35 Unrealized +70.2%
APD AIR PRODUCTS & CHEMICALS INC 0.9%
Value ($000) $3,004 Shares 10,444 Est. Cost $93.21 Unrealized +179.7%
ABBV ABBVIE INC 0.9%
Value ($000) $2,922 Shares 25,941 Est. Cost $39.01 Unrealized +142.9%
CB CHUBB LIMITED 0.9%
Value ($000) $2,879 Shares 18,113 Est. Cost $102.95 Unrealized +50.8%
CVX CHEVRON CORP 0.8%
Value ($000) $2,636 Shares 25,170 Est. Cost $70.59 Unrealized +23.4%
T AT&T INC 0.8%
Value ($000) $2,566 Shares 89,179 Est. Cost $13.37 Unrealized +27.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.8%
Value ($000) $2,486 Shares 39,819 Est. Cost $29.87 Unrealized +82.9%
WFC WELLS FARGO & CO 0.7%
Value ($000) $2,413 Shares 53,287 Est. Cost $31.86 Unrealized +25.5%
VFC VF CORP 0.7%
Value ($000) $2,336 Shares 28,474 Est. Cost $56.31 Unrealized +48.0%
ECL ECOLAB INC 0.7%
Value ($000) $2,252 Shares 10,936 Est. Cost $119.07 Unrealized +73.3%
NVS NOVARTIS AG SPONSORED ADR 0.7%
Value ($000) $2,225 Shares 24,385 Est. Cost $82.79 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.6%
Value ($000) $1,825 Shares 12,105 Est. Cost $93.83 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.5%
Value ($000) $1,760 Shares 81,863 Est. Cost $10.33 Unrealized
NKE NIKE INC CL B 0.5%
Value ($000) $1,649 Shares 10,675 Est. Cost $75.78 Unrealized +65.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $1,629 Shares 19,100 Est. Cost $54.95 Unrealized +37.8%
IAU ISHARES GOLD TRUST NPV 0.5%
Value ($000) $1,543 Shares 45,786 Est. Cost $33.70 Unrealized
THFF FIRST FINANCIAL CORPORATION 0.5%
Value ($000) $1,519 Shares 37,220 Est. Cost $33.26 Unrealized +13.5%
USB US BANCORP 0.5%
Value ($000) $1,494 Shares 26,221 Est. Cost $30.67 Unrealized +55.6%
GHC GRAHAM HOLDINGS COMPANY 0.4%
Value ($000) $1,268 Shares 2,000 Est. Cost $431.34 Unrealized +42.7%
EXAS EXACT SCIENCES CORPORATION 0.3%
Value ($000) $1,075 Shares 8,650 Est. Cost $89.82 Unrealized +32.9%
AMZN AMAZON.COM INC 0.3%
Value ($000) $1,053 Shares 306 Est. Cost $73.27 Unrealized +126.8%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $1,012 Shares 2,572 Est. Cost $199.89 Unrealized
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $789 Shares 1,993 Est. Cost $164.12 Unrealized +118.8%
WMB WILLIAMS COS INC 0.2%
Value ($000) $767 Shares 28,915 Est. Cost $10.12 Unrealized +101.8%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $727 Shares 4,414 Est. Cost $88.46 Unrealized +63.8%
OTIS OTIS WORLDWIDE CORP COM 0.2%
Value ($000) $704 Shares 8,611 Est. Cost $50.93 Unrealized +40.8%
NUVEEN MUNI CREDIT INCOME FD 0.2%
Value ($000) $683 Shares 39,700 Est. Cost $16.12 Unrealized
NUVEEN AMT FREE MUNI CREDIT INCOME FD 0.2%
Value ($000) $670 Shares 37,500 Est. Cost $16.77 Unrealized
GOOG ALPHABET INC CL C 0.2%
Value ($000) $632 Shares 252 Est. Cost $42.35 Unrealized +179.3%
NVO NOVO NORDISK AS ADR 0.2%
Value ($000) $619 Shares 7,388 Est. Cost $54.78 Unrealized
SMARTSHEET INC 0.2%
Value ($000) $606 Shares 8,375 Est. Cost $38.19 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $578 Shares 9,170 Est. Cost $47.24 Unrealized +5.9%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.2%
Value ($000) $563 Shares 9,000 Est. Cost $59.11 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $506 Shares 9,037 Est. Cost $29.95 Unrealized +45.0%
BX BLACKSTONE GROUP INC NPV 0.2%
Value ($000) $496 Shares 5,107 Est. Cost $48.40 Unrealized +57.5%
REDFIN CORPORATION 0.2%
Value ($000) $490 Shares 7,735 Est. Cost $22.98 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $478 Shares 6,144 Est. Cost $44.48 Unrealized +44.2%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $475 Shares 4,663 Est. Cost $77.95 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $419 Shares 1 Est. Cost $249666.89 Unrealized +68.4%
META FACEBOOK INC 0.1%
Value ($000) $407 Shares 1,170 Est. Cost $149.68 Unrealized +112.8%
BA BOEING CO 0.1%
Value ($000) $407 Shares 1,699 Est. Cost $208.98 Unrealized +15.7%
AMGN AMGEN INC 0.1%
Value ($000) $370 Shares 1,517 Est. Cost $112.03 Unrealized +89.7%
MICROSOFT CORP 0.1%
Value ($000) $366 Shares 1,352 Est. Cost $121.68 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $349 Shares 1,520 Est. Cost $135.29 Unrealized
VWO VANGUARD EMERGING MKTS ETF 0.1%
Value ($000) $344 Shares 6,342 Est. Cost $41.31 Unrealized
VB VANGUARD SMALL CAP INDEX ETF 0.1%
Value ($000) $344 Shares 1,529 Est. Cost $114.58 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value ($000) $324 Shares 2,700 Est. Cost $110.00 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $322 Shares 2,068 Est. Cost $86.38 Unrealized +61.8%
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $295 Shares 3,745 Est. Cost $60.03 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $290 Shares 1,042 Est. Cost $155.54 Unrealized +79.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $284 Shares 751 Est. Cost $218.34 Unrealized +55.1%
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $259 Shares 951 Est. Cost $192.83 Unrealized +36.4%
IJH ISHARES CORE S&P MIDCAP ETF 0.1%
Value ($000) $253 Shares 941 Est. Cost $170.56 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $224 Shares 2,824 Est. Cost $78.99 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $217 Shares 2,441 Est. Cost $46.28 Unrealized +74.2%
QUALCOMM INC 0.1%
Value ($000) $202 Shares 1,412 Est. Cost $86.07 Unrealized
BLACKROCK INC 0.1%
Value ($000) $183 Shares 209 Est. Cost $343.90 Unrealized
CISCO SYSTEMS INC 0.1%
Value ($000) $174 Shares 3,289 Est. Cost $29.50 Unrealized
ACCENTURE PLC 0.1%
Value ($000) $173 Shares 587 Est. Cost $107.96 Unrealized
WALT DISNEY CO 0.1%
Value ($000) $172 Shares 980 Est. Cost $85.63 Unrealized
ORACLE CORP 0.1%
Value ($000) $171 Shares 2,197 Est. Cost $43.00 Unrealized
LLY ELI LILLY AND COMPANY 0.1%
Value ($000) $169 Shares 738 Est. Cost $80.28 Unrealized +139.0%
PEPSICO INC 0.0%
Value ($000) $162 Shares 1,092 Est. Cost $100.02 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $162 Shares 2,846 Est. Cost $45.00 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $159 Shares 1,776 Est. Cost $27.51 Unrealized +86.0%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $158 Shares 773 Est. Cost $68.39 Unrealized +158.3%
DANAHER CORP 0.0%
Value ($000) $152 Shares 565 Est. Cost $111.37 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $149 Shares 2,044 Est. Cost $28.30 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $149 Shares 1,107 Est. Cost $92.49 Unrealized
DVN DEVON ENERGY CORPORATION 0.0%
Value ($000) $145 Shares 4,978 Est. Cost $15.93 Unrealized +27.1%
INTEL CORP 0.0%
Value ($000) $144 Shares 2,570 Est. Cost $35.96 Unrealized
KO COCA-COLA COMPANY 0.0%
Value ($000) $141 Shares 2,601 Est. Cost $30.70 Unrealized +54.0%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $140 Shares 2,220 Est. Cost $46.27 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $139 Shares 275 Est. Cost $120.77 Unrealized +285.9%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $130 Shares 1,000 Est. Cost $96.29 Unrealized 0.0%
STRYKER CORP 0.0%
Value ($000) $129 Shares 497 Est. Cost $93.03 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $129 Shares 198 Est. Cost $106.24 Unrealized
PFIZER INC 0.0%
Value ($000) $128 Shares 3,281 Est. Cost $32.15 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $127 Shares 366 Est. Cost $263.70 Unrealized +14.9%
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $126 Shares 929 Est. Cost $89.74 Unrealized
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $123 Shares 1,452 Est. Cost $51.29 Unrealized +41.8%
CHEVRON CORP 0.0%
Value ($000) $120 Shares 1,145 Est. Cost $105.00 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 0.0%
Value ($000) $115 Shares 2,230 Est. Cost $36.63 Unrealized
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $115 Shares 551 Est. Cost $106.29 Unrealized
IEI ISHARES BARCLAYS 3-7 YR TREASURY BD ETF 0.0%
Value ($000) $113 Shares 864 Est. Cost $122.69 Unrealized
AT&T INC 0.0%
Value ($000) $110 Shares 3,834 Est. Cost $32.43 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $109 Shares 400 Est. Cost $86.40 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $108 Shares 253 Est. Cost $198.02 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $108 Shares 408 Est. Cost $72.54 Unrealized +245.1%
TU TELUS CORPORATION 0.0%
Value ($000) $107 Shares 4,760 Est. Cost $17.65 Unrealized +22.8%
DE DEERE & CO 0.0%
Value ($000) $106 Shares 300 Est. Cost $342.83 Unrealized 0.0%
KKR KKR & CO INC 0.0%
Value ($000) $104 Shares 1,750 Est. Cost $36.10 Unrealized +47.8%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $104 Shares 709 Est. Cost $142.00 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $103 Shares 2,019 Est. Cost $24.41 Unrealized +79.7%
DOW DOW HOLDING INC 0.0%
Value ($000) $101 Shares 1,600 Est. Cost $38.84 Unrealized +31.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $98 Shares 1,210 Est. Cost $50.87 Unrealized +44.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $96 Shares 1,308 Est. Cost $55.27 Unrealized +20.3%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $96 Shares 1,871 Est. Cost $48.97 Unrealized +7.9%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $94 Shares 974 Est. Cost $53.28 Unrealized +60.5%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $92 Shares 4,676 Est. Cost $11.51 Unrealized +8.6%
WELLS FARGO & CO 0.0%
Value ($000) $90 Shares 1,984 Est. Cost $34.91 Unrealized
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $89 Shares 441 Est. Cost $102.64 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $87 Shares 616 Est. Cost $22.79 Unrealized +92.2%
NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $87 Shares 954 Est. Cost $83.06 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $85 Shares 1,527 Est. Cost $40.51 Unrealized +16.2%
VF CORP 0.0%
Value ($000) $83 Shares 1,012 Est. Cost $62.21 Unrealized
IJR ISHARES CORE S&P SMALLCAP INDEX ETF 0.0%
Value ($000) $83 Shares 738 Est. Cost $97.33 Unrealized
INVESCO MUNI TRUST 0.0%
Value ($000) $82 Shares 6,000 Est. Cost $13.67 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FD 0.0%
Value ($000) $82 Shares 618 Est. Cost $132.65 Unrealized
BNY MELLON STRATEGIC MUNICIPALS INC 0.0%
Value ($000) $81 Shares 9,000 Est. Cost $9.00 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $80 Shares 686 Est. Cost $84.84 Unrealized +26.5%
YUM YUM! BRANDS INC 0.0%
Value ($000) $79 Shares 683 Est. Cost $41.51 Unrealized +160.4%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $78 Shares 690 Est. Cost $100.78 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $76 Shares 632 Est. Cost $39.25 Unrealized +160.7%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $75 Shares 213 Est. Cost $173.71 Unrealized
VPL VANGUARD PACIFIC ETF 0.0%
Value ($000) $75 Shares 917 Est. Cost $61.41 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $72 Shares 513 Est. Cost $58.20 Unrealized +115.1%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $72 Shares 370 Est. Cost $61.97 Unrealized +189.7%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $71 Shares 89 Est. Cost $14.90 Unrealized +7.3%
MOS MOSAIC COMPANY NEW 0.0%
Value ($000) $70 Shares 2,205 Est. Cost $21.61 Unrealized +41.7%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $70 Shares 287 Est. Cost $74.09 Unrealized +207.3%
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $68 Shares 800 Est. Cost $65.90 Unrealized
AVGO BROADCOM INC NPV 0.0%
Value ($000) $68 Shares 143 Est. Cost $19.88 Unrealized +111.5%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $67 Shares 215 Est. Cost $154.72 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $65 Shares 661 Est. Cost $56.30 Unrealized +49.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $64 Shares 148 Est. Cost $243.24 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $62 Shares 217 Est. Cost $112.70 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $60 Shares 894 Est. Cost $58.77 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $59 Shares 734 Est. Cost $35.90 Unrealized +95.8%
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $58 Shares 200 Est. Cost $290.00 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $57 Shares 190 Est. Cost $158.34 Unrealized +70.7%
RUN SUNRUN INC 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $7.19 Unrealized +572.0%
EATON VANCE MUNI BD FD 0.0%
Value ($000) $55 Shares 4,000 Est. Cost $13.75 Unrealized
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $54 Shares 384 Est. Cost $65.61 Unrealized +103.3%
SHOP SHOPIFY INC 0.0%
Value ($000) $53 Shares 36 Est. Cost $45.08 Unrealized +173.3%
MCD MCDONALDS CORP 0.0%
Value ($000) $53 Shares 230 Est. Cost $205.91 Unrealized +1.6%
VCSH VANGUARD SHORT TERM CORPORATE BOND INDEX ETF 0.0%
Value ($000) $53 Shares 645 Est. Cost $79.18 Unrealized
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $51 Shares 532 Est. Cost $36.19 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $51 Shares 392 Est. Cost $98.41 Unrealized +15.7%
TGT TARGET CORP 0.0%
Value ($000) $50 Shares 207 Est. Cost $73.11 Unrealized +162.0%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $49 Shares 967 Est. Cost $50.67 Unrealized
CLOUDERA INC 0.0%
Value ($000) $49 Shares 3,071 Est. Cost $16.58 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $49 Shares 295 Est. Cost $112.27 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $48 Shares 405 Est. Cost $71.86 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $47 Shares 95 Est. Cost $245.16 Unrealized
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $46 Shares 1,150 Est. Cost $40.00 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $45 Shares 294 Est. Cost $32.75 Unrealized +333.8%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $44 Shares 20 Est. Cost $1933.58 Unrealized +18.8%
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $43 Shares 350 Est. Cost $26.10 Unrealized +366.2%
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $43 Shares 435 Est. Cost $51.20 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $42 Shares 232 Est. Cost $63.81 Unrealized +146.7%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $41 Shares 222 Est. Cost $139.64 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $40 Shares 3,000 Est. Cost $10.67 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $39 Shares 251 Est. Cost $84.77 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $38 Shares 282 Est. Cost $69.17 Unrealized +101.0%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $38 Shares 300 Est. Cost $76.74 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $37 Shares 1,081 Est. Cost $18.60 Unrealized +64.1%
OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $37 Shares 453 Est. Cost $60.99 Unrealized
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $36 Shares 52 Est. Cost $245.56 Unrealized
PCH POTLATCH CORP 0.0%
Value ($000) $34 Shares 645 Est. Cost $31.38 Unrealized
GEF GREIF BROS CORP NPV 0.0%
Value ($000) $33 Shares 550 Est. Cost $52.55 Unrealized 0.0%
FTV FORTIVE CORP 0.0%
Value ($000) $33 Shares 390 Est. Cost $33.96 Unrealized +55.6%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $31 Shares 400 Est. Cost $71.48 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $31 Shares 747 Est. Cost $16.84 Unrealized +117.1%
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $30 Shares 1,895 Est. Cost $14.73 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $30 Shares 216 Est. Cost $52.74 Unrealized +143.7%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $30 Shares 383 Est. Cost $34.46 Unrealized +91.5%
VUG VANGUARD GROWTH INDEX ETF 0.0%
Value ($000) $29 Shares 102 Est. Cost $112.15 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $29 Shares 130 Est. Cost $205.01 Unrealized 0.0%
ARENA PHARMACEUTICALS IN 0.0%
Value ($000) $27 Shares 400 Est. Cost $67.50 Unrealized
BBY BEST BUY CO INC 0.0%
Value ($000) $26 Shares 225 Est. Cost $59.95 Unrealized +58.4%
WELL WELLTOWER INCORPORATED 0.0%
Value ($000) $25 Shares 300 Est. Cost $67.92 Unrealized 0.0%
CERNER CORPORATION 0.0%
Value ($000) $24 Shares 304 Est. Cost $47.95 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $24 Shares 391 Est. Cost $48.87 Unrealized -3.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $22 Shares 314 Est. Cost $43.97 Unrealized +57.5%
EPP ISHARES MCSI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $22 Shares 430 Est. Cost $40.32 Unrealized
D DOMINION RESOURCES INC 0.0%
Value ($000) $22 Shares 300 Est. Cost $62.68 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $21 Shares 129 Est. Cost $115.81 Unrealized +46.9%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $21 Shares 175 Est. Cost $33.04 Unrealized +273.8%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $20 Shares 260 Est. Cost $110.20 Unrealized
CPRT COPART INC 0.0%
Value ($000) $20 Shares 148 Est. Cost $11.74 Unrealized +164.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $20 Shares 125 Est. Cost $101.69 Unrealized
ABBNY ABB LTD ADR 0.0%
Value ($000) $20 Shares 600 Est. Cost $33.33 Unrealized
MORGAN STANLEY EMERGING MRKT DEBT FD INC 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $9.50 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $19 Shares 612 Est. Cost $26.93 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $19 Shares 283 Est. Cost $41.57 Unrealized +29.6%
O REALTY INCOME CORP 0.0%
Value ($000) $19 Shares 284 Est. Cost $36.04 Unrealized +43.8%
PI IMPINJ INC COM 0.0%
Value ($000) $18 Shares 355 Est. Cost $31.46 Unrealized +63.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $18 Shares 95 Est. Cost $114.61 Unrealized +49.1%
EOG EOG RESOURCES INC 0.0%
Value ($000) $18 Shares 215 Est. Cost $72.36 Unrealized -13.2%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $18 Shares 300 Est. Cost $64.23 Unrealized +5.1%
RH RH USD 0.0001 0.0%
Value ($000) $17 Shares 25 Est. Cost $649.41 Unrealized 0.0%
VSS VANGUARD FTSE WORLD EX US SMALL CAP INDEX ETF 0.0%
Value ($000) $16 Shares 115 Est. Cost $95.24 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $16 Shares 50 Est. Cost $318.68 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $15 Shares 308 Est. Cost $26.55 Unrealized +28.0%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $15 Shares 1,050 Est. Cost $10.23 Unrealized +34.4%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $15 Shares 678 Est. Cost $23.41 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $13 Shares 521 Est. Cost $12.01 Unrealized +81.5%
TSLX SIXTH STR SPECIALTY LENDIN 0.0%
Value ($000) $13 Shares 600 Est. Cost $22.11 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $12 Shares 239 Est. Cost $17.13 Unrealized +145.0%
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) $11 Shares 83 Est. Cost $104.70 Unrealized +7.3%
KR KROGER CO 0.0%
Value ($000) $10 Shares 250 Est. Cost $34.11 Unrealized 0.0%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $10 Shares 120 Est. Cost $29.75 Unrealized +149.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $10 Shares 68 Est. Cost $71.85 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $9 Shares 100 Est. Cost $50.69 Unrealized +39.2%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $9 Shares 358 Est. Cost $8.83 Unrealized +129.1%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $9 Shares 85 Est. Cost $102.73 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $9 Shares 175 Est. Cost $34.29 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $8 Shares 78 Est. Cost $53.46 Unrealized +42.9%
LINDE PLC 0.0%
Value ($000) $8 Shares 29 Est. Cost $203.86 Unrealized
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $8 Shares 68 Est. Cost $111.48 Unrealized
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $8 Shares 104 Est. Cost $27.24 Unrealized +12.3%
TXN TEXAS INSTRUMENTS INCORPORATED 0.0%
Value ($000) $8 Shares 44 Est. Cost $93.33 Unrealized +75.9%
TRIUMPH GROUP INC COM 0.0%
Value ($000) $8 Shares 400 Est. Cost $20.00 Unrealized
EL ESTEE LAUDER CO 0.0%
Value ($000) $7 Shares 23 Est. Cost $65.64 Unrealized +331.0%
BUD ANHEUSER-BUSCH ADR 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
GIS GENERAL MILLS 0.0%
Value ($000) $7 Shares 119 Est. Cost $41.89 Unrealized +26.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $6 Shares 81 Est. Cost $54.76 Unrealized +2.0%
SAP SAP AG ADR 0.0%
Value ($000) $6 Shares 43 Est. Cost $139.53 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $5 Shares 139 Est. Cost $39.09 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $52.23 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $40.62 Unrealized +25.8%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $424.94 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $86.45 Unrealized 0.0%
VEEV VEEVA SYSTEMS INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $278.75 Unrealized 0.0%
GLOB GLOBANT SA 0.0%
Value ($000) $4 Shares 18 Est. Cost $219.78 Unrealized 0.0%
SJNK SPDR BARCLAYS S/T HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
WST WEST PHARMACEUTICALS SERVICES INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $326.67 Unrealized 0.0%
COMP COMPASS INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $15.59 Unrealized 0.0%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $552.18 Unrealized 0.0%
LOPE GRAND CANYON EDUCATION INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $98.83 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
IHS MARKET LIMITED 0.0%
Value ($000) $3 Shares 26 Est. Cost $115.38 Unrealized
HEI HEICO CORP 0.0%
Value ($000) $3 Shares 22 Est. Cost $137.98 Unrealized 0.0%
RITCHIE BROS AUCTIONEERS INC 0.0%
Value ($000) $3 Shares 48 Est. Cost $62.50 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $3 Shares 56 Est. Cost $23.29 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3 Shares 8 Est. Cost $256.93 Unrealized +29.9%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 126 Est. Cost $36.10 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $3 Shares 27 Est. Cost $87.00 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $147.67 Unrealized 0.0%
AMEDISYS INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $272.73 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $347.43 Unrealized 0.0%
ALLETE INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $52.63 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $190.98 Unrealized 0.0%
F FORD MOTOR CO 0.0%
Value ($000) $3 Shares 200 Est. Cost $7.44 Unrealized +35.6%
AVALARA INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $181.82 Unrealized
ANSYS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $285.71 Unrealized
EIGER BIOPHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 178 Est. Cost $11.24 Unrealized
2U INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
PPL PPL CORPORATION 0.0%
Value ($000) $2 Shares 59 Est. Cost $24.28 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $84.48 Unrealized
LEG LEGGETT & PLATT, INC 0.0%
Value ($000) $2 Shares 33 Est. Cost $52.04 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $101.38 Unrealized 0.0%
BL BLACKLINE INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $109.21 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $162.03 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $172.13 Unrealized 0.0%
KMI KINDER MORGAN INC 0.0%
Value ($000) $2 Shares 96 Est. Cost $13.72 Unrealized 0.0%
ROL ROLLINS INC 0.0%
Value ($000) $2 Shares 70 Est. Cost $32.91 Unrealized 0.0%
CHE CHEMED CORP 0.0%
Value ($000) $2 Shares 4 Est. Cost $472.75 Unrealized 0.0%
IAC IAC INTERACTIVE CORP 0.0%
Value ($000) $2 Shares 11 Est. Cost $129.53 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $402.76 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $100.26 Unrealized +111.3%
HCSG HEALTHCARE SERVICES GROUP 0.0%
Value ($000) $2 Shares 56 Est. Cost $30.40 Unrealized 0.0%
PRLB PROTO LABS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $98.50 Unrealized 0.0%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $103.95 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1 Shares 38 Est. Cost $59.46 Unrealized -53.3%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $150.81 Unrealized 0.0%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $37.31 Unrealized +55.3%
NATIONAL INSTRUMENTS CORP 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.26 Unrealized
MTB M & T BANK CORPORATION 0.0%
Value ($000) $1 Shares 10 Est. Cost $134.57 Unrealized 0.0%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $1 Shares 40 Est. Cost Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
NEOG NEOGEN CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $46.21 Unrealized 0.0%
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $1 Shares 26 Est. Cost $62.87 Unrealized -43.2%
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $85.51 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 76 Est. Cost $11.87 Unrealized 0.0%
GNTX GENTEX CORPORATION 0.0%
Value ($000) $1 Shares 38 Est. Cost $34.68 Unrealized 0.0%
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $10.66 Unrealized +202.3%
VIMEO INC COMMON STOCK 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $0 Shares 19 Est. Cost $18.69 Unrealized