Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 13, 2021

Total Value ($000): $319,662 (100.0% shares, 0.0% debt)

Holdings (306)

MSFT MICROSOFT CORP 6.2%
Value ($000) $19,977 Shares 70,864 Est. Cost $83.04 Unrealized +238.1%
VO VANGUARD MID CAP ETF 5.9%
Value ($000) $18,921 Shares 79,919 Est. Cost $174.55 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 5.3%
Value ($000) $16,841 Shares 227,885 Est. Cost $76.11 Unrealized
AAPL APPLE INC 4.3%
Value ($000) $13,594 Shares 96,072 Est. Cost $86.32 Unrealized +66.7%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 2.5%
Value ($000) $7,849 Shares 111,387 Est. Cost $95.13 Unrealized
DHR DANAHER CORP 2.3%
Value ($000) $7,511 Shares 24,673 Est. Cost $38.53 Unrealized +592.5%
GGG GRACO INC 2.3%
Value ($000) $7,260 Shares 103,761 Est. Cost $34.81 Unrealized +108.1%
HD HOME DEPOT INC 2.1%
Value ($000) $6,571 Shares 20,018 Est. Cost $89.85 Unrealized +227.8%
GOOGL ALPHABET INC CL A 2.0%
Value ($000) $6,467 Shares 2,419 Est. Cost $87.26 Unrealized +54.8%
V VISA INC 1.9%
Value ($000) $6,116 Shares 27,455 Est. Cost $87.55 Unrealized +159.3%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $5,579 Shares 14,278 Est. Cost $76.54 Unrealized +402.8%
PG PROCTER & GAMBLE CO 1.7%
Value ($000) $5,573 Shares 39,867 Est. Cost $66.06 Unrealized +92.6%
BLACKROCK INC 1.7%
Value ($000) $5,354 Shares 6,384 Est. Cost $358.07 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 1.6%
Value ($000) $5,245 Shares 66,231 Est. Cost $95.16 Unrealized
PYPL PAYPAL HOLDINGS INC 1.6%
Value ($000) $5,117 Shares 19,664 Est. Cost $41.33 Unrealized +584.8%
ORCL ORACLE CORP 1.6%
Value ($000) $5,116 Shares 58,723 Est. Cost $33.17 Unrealized +151.3%
QCOM QUALCOMM INC 1.6%
Value ($000) $5,104 Shares 39,571 Est. Cost $55.78 Unrealized +131.0%
DIS WALT DISNEY CO 1.6%
Value ($000) $5,085 Shares 30,057 Est. Cost $76.26 Unrealized +128.4%
PEP PEPSICO INC 1.6%
Value ($000) $5,018 Shares 33,360 Est. Cost $72.10 Unrealized +87.2%
SBUX STARBUCKS CORP 1.6%
Value ($000) $5,007 Shares 45,388 Est. Cost $51.40 Unrealized +105.7%
ACN ACCENTURE PLC 1.5%
Value ($000) $4,888 Shares 15,280 Est. Cost $86.07 Unrealized +255.0%
CSCO CISCO SYSTEMS INC 1.5%
Value ($000) $4,872 Shares 89,514 Est. Cost $20.45 Unrealized +140.7%
SCHW CHARLES SCHWAB CORP 1.5%
Value ($000) $4,816 Shares 66,120 Est. Cost $25.66 Unrealized +162.6%
MMM 3M CO 1.5%
Value ($000) $4,729 Shares 26,960 Est. Cost $92.60 Unrealized +48.3%
ISHARES S&P MIDCAP 400 GROWTH 1.4%
Value ($000) $4,547 Shares 57,420 Est. Cost $95.59 Unrealized
CMCSA COMCAST CORP 1.4%
Value ($000) $4,533 Shares 81,046 Est. Cost $26.54 Unrealized +93.6%
SYK STRYKER CORP 1.4%
Value ($000) $4,471 Shares 16,956 Est. Cost $77.48 Unrealized +229.4%
XBI SPDR S&P BIOTECH ETF 1.4%
Value ($000) $4,454 Shares 35,431 Est. Cost $86.12 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 1.4%
Value ($000) $4,386 Shares 22,420 Est. Cost $60.92 Unrealized +163.9%
ETN EATON CORP PLC 1.3%
Value ($000) $4,256 Shares 28,503 Est. Cost $59.77 Unrealized +149.7%
MDT MEDTRONIC PLC 1.3%
Value ($000) $4,217 Shares 33,647 Est. Cost $64.27 Unrealized +76.5%
AMT AMERICAN TOWER CORP 1.2%
Value ($000) $3,869 Shares 14,580 Est. Cost $84.78 Unrealized +193.3%
HON HONEYWELL INTL INC 1.2%
Value ($000) $3,860 Shares 18,184 Est. Cost $99.20 Unrealized +96.2%
CVS CVS HEALTH CORP 1.1%
Value ($000) $3,660 Shares 43,134 Est. Cost $52.18 Unrealized +39.0%
UNP UNION PACIFIC CORP 1.1%
Value ($000) $3,626 Shares 18,497 Est. Cost $85.95 Unrealized +127.1%
CABO CABLE ONE INC 1.1%
Value ($000) $3,626 Shares 2,000 Est. Cost $378.92 Unrealized +381.5%
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $3,581 Shares 19,664 Est. Cost $71.35 Unrealized +128.1%
PFE PFIZER INC 1.1%
Value ($000) $3,565 Shares 82,904 Est. Cost $20.99 Unrealized +69.9%
INTC INTEL CORP 1.1%
Value ($000) $3,548 Shares 66,613 Est. Cost $24.44 Unrealized +103.8%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.1%
Value ($000) $3,467 Shares 54,269 Est. Cost $43.83 Unrealized
CB CHUBB LIMITED 1.0%
Value ($000) $3,108 Shares 17,915 Est. Cost $102.95 Unrealized +60.3%
MET METLIFE INC 1.0%
Value ($000) $3,079 Shares 49,887 Est. Cost $32.35 Unrealized +63.0%
TRV THE TRAVELERS CO INC 1.0%
Value ($000) $3,077 Shares 20,240 Est. Cost $87.68 Unrealized +61.7%
IBM INTERNATIONAL BUSINESS MACHINES 0.9%
Value ($000) $2,948 Shares 21,217 Est. Cost $98.93 Unrealized +13.3%
ABBV ABBVIE INC 0.9%
Value ($000) $2,789 Shares 25,856 Est. Cost $39.01 Unrealized +149.2%
APD AIR PRODUCTS & CHEMICALS INC 0.8%
Value ($000) $2,614 Shares 10,209 Est. Cost $93.21 Unrealized +165.0%
CVX CHEVRON CORP 0.8%
Value ($000) $2,530 Shares 24,939 Est. Cost $70.59 Unrealized +18.0%
WFC WELLS FARGO & CO 0.8%
Value ($000) $2,476 Shares 53,365 Est. Cost $31.86 Unrealized +30.5%
T AT&T INC 0.8%
Value ($000) $2,446 Shares 90,597 Est. Cost $13.41 Unrealized +19.9%
MDLZ MONDELEZ INTERNATIONAL INC 0.7%
Value ($000) $2,311 Shares 39,724 Est. Cost $29.87 Unrealized +85.6%
ECL ECOLAB INC 0.7%
Value ($000) $2,281 Shares 10,932 Est. Cost $119.07 Unrealized +75.1%
VFC VF CORP 0.6%
Value ($000) $1,919 Shares 28,647 Est. Cost $56.31 Unrealized +36.3%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $1,744 Shares 11,638 Est. Cost $93.83 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.5%
Value ($000) $1,694 Shares 81,070 Est. Cost $10.33 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $1,594 Shares 18,544 Est. Cost $54.95 Unrealized +40.8%
THFF FIRST FINANCIAL CORPORATION 0.5%
Value ($000) $1,565 Shares 37,220 Est. Cost $33.26 Unrealized +3.5%
USB US BANCORP 0.5%
Value ($000) $1,543 Shares 25,955 Est. Cost $30.67 Unrealized +52.1%
IAU ISHARES GOLD TRUST NPV 0.5%
Value ($000) $1,517 Shares 45,414 Est. Cost $33.70 Unrealized
NKE NIKE INC CL B 0.5%
Value ($000) $1,482 Shares 10,205 Est. Cost $75.78 Unrealized +101.3%
GHC GRAHAM HOLDINGS COMPANY 0.4%
Value ($000) $1,178 Shares 2,000 Est. Cost $431.34 Unrealized +38.4%
NVS NOVARTIS AG SPONSORED ADR 0.4%
Value ($000) $1,174 Shares 14,353 Est. Cost $82.79 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $1,042 Shares 4,554 Est. Cost $213.23 Unrealized +3.1%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $1,014 Shares 2,572 Est. Cost $199.89 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $986 Shares 300 Est. Cost $73.27 Unrealized +135.4%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $880 Shares 1,958 Est. Cost $164.12 Unrealized +154.8%
EXAS EXACT SCIENCES CORPORATION 0.3%
Value ($000) $826 Shares 8,650 Est. Cost $89.82 Unrealized +17.5%
WMB WILLIAMS COS INC 0.2%
Value ($000) $750 Shares 28,915 Est. Cost $10.12 Unrealized +101.5%
OTIS OTIS WORLDWIDE CORP COM 0.2%
Value ($000) $714 Shares 8,678 Est. Cost $50.93 Unrealized +61.3%
NVO NOVO NORDISK AS ADR 0.2%
Value ($000) $709 Shares 7,388 Est. Cost $54.78 Unrealized
GOOG ALPHABET INC CL C 0.2%
Value ($000) $672 Shares 252 Est. Cost $42.35 Unrealized +223.1%
NUVEEN MUNI CREDIT INCOME FD 0.2%
Value ($000) $663 Shares 39,700 Est. Cost $16.12 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $662 Shares 4,099 Est. Cost $88.46 Unrealized +69.9%
NUVEEN AMT FREE MUNI CREDIT INCOME FD 0.2%
Value ($000) $643 Shares 37,500 Est. Cost $16.77 Unrealized
BX BLACKSTONE GROUP INC NPV 0.2%
Value ($000) $594 Shares 5,107 Est. Cost $48.40 Unrealized +107.3%
SMARTSHEET INC 0.2%
Value ($000) $576 Shares 8,375 Est. Cost $38.19 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.2%
Value ($000) $559 Shares 9,000 Est. Cost $59.11 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $539 Shares 9,170 Est. Cost $47.24 Unrealized +2.6%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $471 Shares 4,630 Est. Cost $77.95 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $467 Shares 8,651 Est. Cost $29.95 Unrealized +41.3%
MRK MERCK & CO INC 0.1%
Value ($000) $421 Shares 5,604 Est. Cost $44.48 Unrealized +48.7%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $411 Shares 1 Est. Cost $249666.89 Unrealized +69.3%
META FACEBOOK INC 0.1%
Value ($000) $389 Shares 1,146 Est. Cost $149.68 Unrealized +139.0%
REDFIN CORPORATION 0.1%
Value ($000) $387 Shares 7,735 Est. Cost $22.98 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $382 Shares 1,355 Est. Cost $121.68 Unrealized
BA BOEING CO 0.1%
Value ($000) $365 Shares 1,661 Est. Cost $208.98 Unrealized +6.7%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $333 Shares 1,520 Est. Cost $135.29 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $326 Shares 1,990 Est. Cost $86.38 Unrealized +62.4%
AMGN AMGEN INC 0.1%
Value ($000) $323 Shares 1,517 Est. Cost $112.03 Unrealized +78.8%
VB VANGUARD SMALL CAP INDEX ETF 0.1%
Value ($000) $302 Shares 1,379 Est. Cost $114.58 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value ($000) $293 Shares 2,622 Est. Cost $110.00 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $292 Shares 3,745 Est. Cost $60.03 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $259 Shares 751 Est. Cost $218.34 Unrealized +46.9%
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $257 Shares 918 Est. Cost $192.83 Unrealized +45.9%
VWO VANGUARD EMERGING MKTS ETF 0.1%
Value ($000) $247 Shares 4,935 Est. Cost $41.31 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $236 Shares 865 Est. Cost $155.54 Unrealized +80.6%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $221 Shares 2,824 Est. Cost $78.99 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $206 Shares 481 Est. Cost $307.17 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $199 Shares 2,257 Est. Cost $46.28 Unrealized +74.7%
ORACLE CORP 0.1%
Value ($000) $192 Shares 2,205 Est. Cost $43.00 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.1%
Value ($000) $191 Shares 727 Est. Cost $170.56 Unrealized
ACCENTURE PLC 0.1%
Value ($000) $188 Shares 589 Est. Cost $107.96 Unrealized
QUALCOMM INC 0.1%
Value ($000) $183 Shares 1,419 Est. Cost $86.07 Unrealized
CISCO SYSTEMS INC 0.1%
Value ($000) $180 Shares 3,311 Est. Cost $29.50 Unrealized
DVN DEVON ENERGY CORPORATION 0.1%
Value ($000) $177 Shares 4,978 Est. Cost $15.93 Unrealized +41.3%
BLACKROCK INC 0.1%
Value ($000) $176 Shares 210 Est. Cost $343.90 Unrealized
WALT DISNEY CO 0.1%
Value ($000) $166 Shares 980 Est. Cost $85.63 Unrealized
PEPSICO INC 0.1%
Value ($000) $165 Shares 1,100 Est. Cost $100.02 Unrealized
COMCAST CORP CL A 0.1%
Value ($000) $160 Shares 2,858 Est. Cost $45.00 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $156 Shares 1,114 Est. Cost $92.49 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $155 Shares 513 Est. Cost $284.41 Unrealized 0.0%
DANAHER CORP 0.0%
Value ($000) $150 Shares 494 Est. Cost $111.37 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $149 Shares 2,049 Est. Cost $28.30 Unrealized
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $143 Shares 2,237 Est. Cost $46.27 Unrealized
PFIZER INC 0.0%
Value ($000) $142 Shares 3,309 Est. Cost $32.15 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $140 Shares 1,776 Est. Cost $27.51 Unrealized +69.0%
INTEL CORP 0.0%
Value ($000) $138 Shares 2,587 Est. Cost $35.96 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $122 Shares 698 Est. Cost $68.39 Unrealized +143.8%
KO COCA-COLA COMPANY 0.0%
Value ($000) $121 Shares 2,301 Est. Cost $30.70 Unrealized +58.9%
CHEVRON CORP 0.0%
Value ($000) $118 Shares 1,161 Est. Cost $104.96 Unrealized
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $118 Shares 1,452 Est. Cost $51.29 Unrealized +44.9%
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $117 Shares 929 Est. Cost $89.74 Unrealized
IEI ISHARES BARCLAYS 3-7 YR TREASURY BD ETF 0.0%
Value ($000) $112 Shares 864 Est. Cost $122.69 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $107 Shares 1,750 Est. Cost $36.10 Unrealized +67.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $107 Shares 391 Est. Cost $86.40 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $106 Shares 186 Est. Cost $120.77 Unrealized +349.1%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $105 Shares 2,019 Est. Cost $24.41 Unrealized +88.0%
AT&T INC 0.0%
Value ($000) $105 Shares 3,905 Est. Cost $32.33 Unrealized
LLY ELI LILLY AND COMPANY 0.0%
Value ($000) $105 Shares 454 Est. Cost $80.28 Unrealized +194.8%
TU TELUS CORPORATION 0.0%
Value ($000) $104 Shares 4,760 Est. Cost $17.65 Unrealized +27.8%
BIIB BIOGEN INC 0.0%
Value ($000) $104 Shares 366 Est. Cost $263.70 Unrealized +24.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $103 Shares 1,308 Est. Cost $55.27 Unrealized +30.0%
LAM RESEARCH CORP 0.0%
Value ($000) $101 Shares 177 Est. Cost $106.24 Unrealized
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $101 Shares 554 Est. Cost $106.29 Unrealized
STRYKER CORP 0.0%
Value ($000) $100 Shares 381 Est. Cost $93.03 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $100 Shares 718 Est. Cost $141.97 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $98 Shares 408 Est. Cost $72.54 Unrealized +221.8%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $96 Shares 1,871 Est. Cost $48.97 Unrealized +5.0%
WELLS FARGO & CO 0.0%
Value ($000) $92 Shares 1,993 Est. Cost $34.91 Unrealized
DOW DOW HOLDING INC 0.0%
Value ($000) $92 Shares 1,600 Est. Cost $38.84 Unrealized +23.1%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $92 Shares 974 Est. Cost $53.28 Unrealized +71.2%
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) $86 Shares 616 Est. Cost $22.79 Unrealized +99.5%
YUM YUM! BRANDS INC 0.0%
Value ($000) $84 Shares 683 Est. Cost $41.51 Unrealized +181.4%
ABT ABBOTT LABS 0.0%
Value ($000) $81 Shares 686 Est. Cost $84.84 Unrealized +33.8%
IJR ISHARES CORE S&P SMALLCAP INDEX ETF 0.0%
Value ($000) $81 Shares 738 Est. Cost $97.33 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 0.0%
Value ($000) $81 Shares 1,595 Est. Cost $36.63 Unrealized
INVESCO MUNI TRUST 0.0%
Value ($000) $80 Shares 6,000 Est. Cost $13.67 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FD 0.0%
Value ($000) $80 Shares 618 Est. Cost $132.65 Unrealized
MOS MOSAIC COMPANY NEW 0.0%
Value ($000) $79 Shares 2,205 Est. Cost $21.61 Unrealized +33.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $78 Shares 513 Est. Cost $58.20 Unrealized +143.3%
BNY MELLON STRATEGIC MUNICIPALS INC 0.0%
Value ($000) $78 Shares 9,000 Est. Cost $9.00 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $78 Shares 287 Est. Cost $74.09 Unrealized +238.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $77 Shares 1,015 Est. Cost $50.87 Unrealized +40.9%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $77 Shares 595 Est. Cost $96.29 Unrealized +6.2%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $76 Shares 213 Est. Cost $173.71 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $75 Shares 370 Est. Cost $61.97 Unrealized +196.2%
VPL VANGUARD PACIFIC ETF 0.0%
Value ($000) $74 Shares 917 Est. Cost $61.41 Unrealized
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $69 Shares 805 Est. Cost $65.90 Unrealized
VF CORP 0.0%
Value ($000) $68 Shares 1,020 Est. Cost $62.21 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $66 Shares 1,122 Est. Cost $40.51 Unrealized +11.4%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $65 Shares 661 Est. Cost $56.30 Unrealized +55.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $64 Shares 148 Est. Cost $243.24 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $61 Shares 3,026 Est. Cost $11.51 Unrealized +14.7%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $60 Shares 734 Est. Cost $35.90 Unrealized +103.0%
AVGO BROADCOM INC NPV 0.0%
Value ($000) $59 Shares 121 Est. Cost $19.88 Unrealized +123.7%
DE DEERE & CO 0.0%
Value ($000) $58 Shares 174 Est. Cost $342.83 Unrealized -1.0%
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $56 Shares 200 Est. Cost $290.00 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $56 Shares 218 Est. Cost $112.70 Unrealized
EATON VANCE MUNI BD FD 0.0%
Value ($000) $54 Shares 4,000 Est. Cost $13.75 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $54 Shares 432 Est. Cost $39.25 Unrealized +190.9%
VCSH VANGUARD SHORT TERM CORPORATE BOND INDEX ETF 0.0%
Value ($000) $53 Shares 645 Est. Cost $79.18 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $51 Shares 771 Est. Cost $58.77 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $50 Shares 294 Est. Cost $32.75 Unrealized +388.4%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $50 Shares 405 Est. Cost $71.86 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $49 Shares 36 Est. Cost $45.08 Unrealized +232.4%
CLOUDERA INC 0.0%
Value ($000) $49 Shares 3,071 Est. Cost $16.58 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $47 Shares 392 Est. Cost $98.41 Unrealized +11.6%
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $47 Shares 384 Est. Cost $65.61 Unrealized +84.1%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $47 Shares 420 Est. Cost $100.78 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $46 Shares 224 Est. Cost $18.41 Unrealized +12.6%
RUN SUNRUN INC 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $7.19 Unrealized +564.1%
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $43 Shares 435 Est. Cost $51.20 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $42 Shares 190 Est. Cost $158.34 Unrealized +56.6%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $42 Shares 282 Est. Cost $69.17 Unrealized +94.6%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $41 Shares 85 Est. Cost $245.16 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $41 Shares 222 Est. Cost $139.64 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $41 Shares 140 Est. Cost $154.72 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $39 Shares 375 Est. Cost $62.95 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $39 Shares 251 Est. Cost $84.77 Unrealized
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $39 Shares 52 Est. Cost $245.56 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $38 Shares 1,081 Est. Cost $18.60 Unrealized +55.7%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $38 Shares 300 Est. Cost $76.74 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $38 Shares 232 Est. Cost $63.81 Unrealized +134.1%
OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $37 Shares 454 Est. Cost $60.99 Unrealized
PCH POTLATCH CORP 0.0%
Value ($000) $33 Shares 645 Est. Cost $31.38 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $33 Shares 14 Est. Cost $1933.58 Unrealized +14.1%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $32 Shares 747 Est. Cost $16.84 Unrealized +114.3%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $32 Shares 216 Est. Cost $52.74 Unrealized +164.9%
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $31 Shares 350 Est. Cost $26.10 Unrealized +287.5%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $30 Shares 590 Est. Cost $50.67 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $30 Shares 185 Est. Cost $112.27 Unrealized
VUG VANGUARD GROWTH INDEX ETF 0.0%
Value ($000) $30 Shares 102 Est. Cost $112.15 Unrealized
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $29 Shares 1,895 Est. Cost $14.73 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $28 Shares 390 Est. Cost $33.96 Unrealized +58.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $26 Shares 391 Est. Cost $48.87 Unrealized +0.9%
BBY BEST BUY CO INC 0.0%
Value ($000) $24 Shares 225 Est. Cost $59.95 Unrealized +53.5%
GEF GREIF BROS CORP NPV 0.0%
Value ($000) $22 Shares 340 Est. Cost $52.55 Unrealized +2.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $21 Shares 295 Est. Cost $34.46 Unrealized +67.0%
CPRT COPART INC 0.0%
Value ($000) $21 Shares 148 Est. Cost $11.74 Unrealized +204.3%
CERNER CORPORATION 0.0%
Value ($000) $21 Shares 304 Est. Cost $47.95 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $20 Shares 125 Est. Cost $101.69 Unrealized
PI IMPINJ INC COM 0.0%
Value ($000) $20 Shares 355 Est. Cost $31.46 Unrealized +62.4%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $19 Shares 250 Est. Cost $71.48 Unrealized +9.1%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $18 Shares 300 Est. Cost $64.23 Unrealized -10.3%
O REALTY INCOME CORP 0.0%
Value ($000) $18 Shares 284 Est. Cost $36.04 Unrealized +49.3%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $18 Shares 110 Est. Cost $115.81 Unrealized +32.4%
EOG EOG RESOURCES INC 0.0%
Value ($000) $17 Shares 215 Est. Cost $72.36 Unrealized -18.7%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $17 Shares 260 Est. Cost $110.20 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $16 Shares 175 Est. Cost $33.04 Unrealized +208.7%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $16 Shares 80 Est. Cost $114.61 Unrealized +55.8%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $15 Shares 678 Est. Cost $23.41 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $14 Shares 243 Est. Cost $41.57 Unrealized +31.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $14 Shares 308 Est. Cost $26.55 Unrealized +28.0%
NI NISOURCE INC 0.0%
Value ($000) $13 Shares 521 Est. Cost $12.01 Unrealized +79.5%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $13 Shares 905 Est. Cost $10.23 Unrealized +23.9%
OGN ORGANON & CO 0.0%
Value ($000) $13 Shares 403 Est. Cost $26.93 Unrealized -2.4%
ABBNY ABB LTD ADR 0.0%
Value ($000) $12 Shares 360 Est. Cost $33.33 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $12 Shares 239 Est. Cost $17.13 Unrealized +196.0%
RH RH USD 0.0001 0.0%
Value ($000) $11 Shares 16 Est. Cost $649.41 Unrealized +6.0%
EPP ISHARES MCSI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $11 Shares 225 Est. Cost $40.32 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) $11 Shares 83 Est. Cost $104.70 Unrealized +10.3%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $10 Shares 358 Est. Cost $8.83 Unrealized +155.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $10 Shares 68 Est. Cost $71.85 Unrealized
LINDE PLC 0.0%
Value ($000) $9 Shares 29 Est. Cost $203.86 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $9 Shares 85 Est. Cost $102.73 Unrealized
TSLX SIXTH STR SPECIALTY LENDIN 0.0%
Value ($000) $8 Shares 348 Est. Cost $22.11 Unrealized +3.6%
TXN TEXAS INSTRUMENTS INCORPORATED 0.0%
Value ($000) $8 Shares 44 Est. Cost $93.33 Unrealized +80.0%
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $7 Shares 104 Est. Cost $27.24 Unrealized +4.1%
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 +51.6%
PSX PHILLIPS 66 0.0%
Value ($000) $7 Shares 100 Est. Cost $50.69 Unrealized +20.8%
MCD MCDONALDS CORP 0.0%
Value ($000) $7 Shares 30 Est. Cost $205.91 Unrealized +4.8%
EL ESTEE LAUDER CO 0.0%
Value ($000) $7 Shares 23 Est. Cost $65.64 Unrealized +365.1%
ACTIVISION BLIZZARD INC. 0.0%
Value ($000) $6 Shares 72 Est. Cost $36.19 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $6 Shares 78 Est. Cost $43.97 Unrealized +56.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $6 Shares 81 Est. Cost $54.76 Unrealized +8.4%
GIS GENERAL MILLS 0.0%
Value ($000) $6 Shares 98 Est. Cost $41.89 Unrealized +21.7%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $5 Shares 102 Est. Cost $34.29 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $5 Shares 139 Est. Cost $39.09 Unrealized
GLOB GLOBANT SA 0.0%
Value ($000) $5 Shares 18 Est. Cost $219.78 Unrealized +24.9%
NFLX NETFLIX INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $40.62 Unrealized +35.5%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $347.43 Unrealized +25.7%
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 +27.6%
VSS VANGUARD FTSE WORLD EX US SMALL CAP INDEX ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $95.24 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $52.23 Unrealized -16.3%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $86.45 Unrealized -0.0%
COMP COMPASS INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $15.59 Unrealized -7.9%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $424.94 Unrealized +12.4%
BL BLACKLINE INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $109.21 Unrealized +5.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $147.67 Unrealized +5.2%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 126 Est. Cost $36.10 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3 Shares 8 Est. Cost $256.93 Unrealized +30.9%
NUE NUCOR CORP 0.0%
Value ($000) $3 Shares 27 Est. Cost $87.00 Unrealized +14.1%
VEEV VEEVA SYSTEMS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $278.75 Unrealized +13.8%
IHS MARKET LIMITED 0.0%
Value ($000) $3 Shares 26 Est. Cost $115.38 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $3 Shares 200 Est. Cost $7.44 Unrealized +38.7%
FIVE FIVE BELOW INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $190.98 Unrealized +4.2%
HEI HEICO CORP 0.0%
Value ($000) $3 Shares 22 Est. Cost $137.98 Unrealized -4.6%
RITCHIE BROS AUCTIONEERS INC 0.0%
Value ($000) $3 Shares 48 Est. Cost $62.50 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $172.13 Unrealized +9.4%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $552.18 Unrealized +21.7%
FAST FASTENAL CO 0.0%
Value ($000) $3 Shares 56 Est. Cost $23.29 Unrealized +4.8%
LOPE GRAND CANYON EDUCATION INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $98.83 Unrealized -9.9%
PPL PPL CORPORATION 0.0%
Value ($000) $2 Shares 59 Est. Cost $24.28 Unrealized +1.3%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $402.76 Unrealized +14.2%
ROL ROLLINS INC 0.0%
Value ($000) $2 Shares 70 Est. Cost $32.91 Unrealized +7.4%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $84.48 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 +91.6%
NOW SERVICENOW INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $101.38 Unrealized +19.5%
CHE CHEMED CORP 0.0%
Value ($000) $2 Shares 4 Est. Cost $472.75 Unrealized -1.7%
AMEDISYS INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $272.73 Unrealized
ANSYS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $285.71 Unrealized
AVALARA INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $181.82 Unrealized
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
MTB M & T BANK CORPORATION 0.0%
Value ($000) $1 Shares 10 Est. Cost $134.57 Unrealized -10.6%
NATIONAL INSTRUMENTS CORP 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.26 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
LEG LEGGETT & PLATT, INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $52.04 Unrealized -7.5%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $37.31 Unrealized +37.6%
GNTX GENTEX CORPORATION 0.0%
Value ($000) $1 Shares 38 Est. Cost $34.68 Unrealized -6.9%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $150.81 Unrealized +7.9%
HCSG HEALTHCARE SERVICES GROUP 0.0%
Value ($000) $1 Shares 56 Est. Cost $30.40 Unrealized -11.0%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $103.95 Unrealized +11.1%
EIGER BIOPHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 178 Est. Cost $11.24 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1 Shares 38 Est. Cost $59.46 Unrealized -56.3%
WPC WP CAREY INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $85.51 Unrealized -4.3%
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $10.66 Unrealized +145.0%
2U INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $50.00 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $162.03 Unrealized -10.1%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $0 Shares 19 Est. Cost $18.69 Unrealized
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $0 Shares 14 Est. Cost $62.87 Unrealized -39.8%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized