Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 13, 2022

Total Value ($000): $341,085 (100.0% shares, 0.0% debt)

Holdings (256)

MSFT MICROSOFT CORP 7.0%
Value ($000) $23,721 Shares 70,532 Est. Cost $83.04 Unrealized +277.4%
VO VANGUARD MID CAP ETF 6.9%
Value ($000) $23,508 Shares 92,271 Est. Cost $185.29 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 5.1%
Value ($000) $17,497 Shares 209,113 Est. Cost $76.11 Unrealized
AAPL APPLE INC 5.0%
Value ($000) $17,217 Shares 96,960 Est. Cost $86.32 Unrealized +79.2%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 3.1%
Value ($000) $10,589 Shares 134,828 Est. Cost $92.24 Unrealized
HD HOME DEPOT INC 2.5%
Value ($000) $8,402 Shares 20,246 Est. Cost $92.70 Unrealized +270.2%
DHR DANAHER CORP 2.4%
Value ($000) $8,064 Shares 24,510 Est. Cost $38.53 Unrealized +601.1%
QCOM QUALCOMM INC 2.2%
Value ($000) $7,632 Shares 41,733 Est. Cost $60.46 Unrealized +141.6%
GOOGL ALPHABET INC CL A 2.2%
Value ($000) $7,596 Shares 2,622 Est. Cost $91.57 Unrealized +56.1%
UNH UNITEDHEALTH GROUP INC 2.1%
Value ($000) $7,014 Shares 13,968 Est. Cost $76.54 Unrealized +451.6%
PG PROCTER & GAMBLE CO 2.0%
Value ($000) $6,721 Shares 41,090 Est. Cost $68.09 Unrealized +97.0%
V VISA INC 1.9%
Value ($000) $6,435 Shares 29,693 Est. Cost $96.64 Unrealized +115.4%
ACN ACCENTURE PLC 1.8%
Value ($000) $6,213 Shares 14,988 Est. Cost $86.07 Unrealized +298.9%
BLACKROCK INC 1.8%
Value ($000) $6,086 Shares 6,647 Est. Cost $380.13 Unrealized
PEP PEPSICO INC 1.8%
Value ($000) $6,079 Shares 34,994 Est. Cost $75.43 Unrealized +90.2%
CSCO CISCO SYSTEMS INC 1.7%
Value ($000) $5,955 Shares 93,986 Est. Cost $21.88 Unrealized +130.7%
SCHW CHARLES SCHWAB CORP 1.7%
Value ($000) $5,717 Shares 67,980 Est. Cost $27.05 Unrealized +182.8%
SBUX STARBUCKS CORP 1.7%
Value ($000) $5,666 Shares 48,438 Est. Cost $54.60 Unrealized +87.2%
IJK ISHARES S&P MIDCAP 400 GROWTH 1.6%
Value ($000) $5,563 Shares 65,243 Est. Cost $95.16 Unrealized
PFE PFIZER INC 1.5%
Value ($000) $5,220 Shares 88,419 Est. Cost $22.19 Unrealized +81.3%
ORCL ORACLE CORP 1.5%
Value ($000) $5,178 Shares 59,379 Est. Cost $33.78 Unrealized +163.2%
DIS WALT DISNEY CO 1.5%
Value ($000) $5,094 Shares 32,891 Est. Cost $83.28 Unrealized +89.5%
ETN EATON CORP PLC 1.4%
Value ($000) $4,925 Shares 28,497 Est. Cost $59.77 Unrealized +160.1%
ISHARES S&P MIDCAP 400 GROWTH 1.4%
Value ($000) $4,896 Shares 57,420 Est. Cost $95.59 Unrealized
CVS CVS HEALTH CORP 1.4%
Value ($000) $4,678 Shares 45,346 Est. Cost $53.56 Unrealized +50.3%
AMT AMERICAN TOWER CORP 1.4%
Value ($000) $4,653 Shares 15,907 Est. Cost $97.69 Unrealized +145.2%
SYK STRYKER CORP 1.4%
Value ($000) $4,615 Shares 17,258 Est. Cost $80.52 Unrealized +211.9%
PNC PNC FINANCIAL SERVICES GROUP 1.4%
Value ($000) $4,608 Shares 22,983 Est. Cost $63.70 Unrealized +173.6%
UNP UNION PACIFIC CORP 1.3%
Value ($000) $4,433 Shares 17,595 Est. Cost $85.95 Unrealized +150.1%
CMCSA COMCAST CORP 1.3%
Value ($000) $4,366 Shares 86,755 Est. Cost $27.83 Unrealized +65.8%
UPS UNITED PARCEL SERVICE INC 1.3%
Value ($000) $4,352 Shares 20,303 Est. Cost $74.41 Unrealized +126.6%
XBI SPDR S&P BIOTECH ETF 1.2%
Value ($000) $4,241 Shares 37,877 Est. Cost $87.79 Unrealized
XLU UTILITIES SELECT SECTOR SPDR ETF 1.2%
Value ($000) $4,205 Shares 58,745 Est. Cost $45.94 Unrealized
PYPL PAYPAL HOLDINGS INC 1.2%
Value ($000) $4,029 Shares 21,363 Est. Cost $55.22 Unrealized +291.0%
BSY BENTLEY SYSTEMS INCORPORATED 1.2%
Value ($000) $4,015 Shares 83,076 Est. Cost $53.05 Unrealized 0.0%
HON HONEYWELL INTL INC 1.2%
Value ($000) $4,004 Shares 19,203 Est. Cost $103.75 Unrealized +78.4%
ABBV ABBVIE INC 1.1%
Value ($000) $3,687 Shares 27,229 Est. Cost $42.17 Unrealized +141.2%
INTC INTEL CORP 1.1%
Value ($000) $3,631 Shares 70,503 Est. Cost $25.70 Unrealized +84.0%
MDT MEDTRONIC PLC 1.1%
Value ($000) $3,630 Shares 35,097 Est. Cost $65.83 Unrealized +55.0%
CB CHUBB LIMITED 1.0%
Value ($000) $3,550 Shares 18,363 Est. Cost $104.77 Unrealized +69.5%
TGT TARGET CORP 0.9%
Value ($000) $3,201 Shares 13,832 Est. Cost $213.87 Unrealized +0.1%
APD AIR PRODUCTS & CHEMICALS INC 0.9%
Value ($000) $3,155 Shares 10,371 Est. Cost $95.87 Unrealized +175.0%
MET METLIFE INC 0.9%
Value ($000) $3,114 Shares 49,841 Est. Cost $32.35 Unrealized +71.2%
CVX CHEVRON CORP 0.9%
Value ($000) $3,065 Shares 26,116 Est. Cost $71.74 Unrealized +34.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.8%
Value ($000) $2,856 Shares 43,075 Est. Cost $31.85 Unrealized +73.7%
ECL ECOLAB INC 0.8%
Value ($000) $2,706 Shares 11,535 Est. Cost $124.11 Unrealized +73.7%
WFC WELLS FARGO & CO 0.8%
Value ($000) $2,629 Shares 54,796 Est. Cost $32.19 Unrealized +38.0%
IBM INTERNATIONAL BUSINESS MACHINES 0.7%
Value ($000) $2,289 Shares 17,123 Est. Cost $98.93 Unrealized +7.6%
T AT&T INC 0.7%
Value ($000) $2,280 Shares 92,708 Est. Cost $13.44 Unrealized +9.1%
VFC VF CORP 0.7%
Value ($000) $2,268 Shares 30,975 Est. Cost $57.57 Unrealized +26.9%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $1,820 Shares 11,185 Est. Cost $93.83 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.5%
Value ($000) $1,774 Shares 87,693 Est. Cost $11.08 Unrealized
THFF FIRST FINANCIAL CORPORATION 0.5%
Value ($000) $1,686 Shares 37,220 Est. Cost $33.26 Unrealized +13.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $1,661 Shares 19,302 Est. Cost $55.91 Unrealized +41.9%
NKE NIKE INC CL B 0.5%
Value ($000) $1,650 Shares 9,901 Est. Cost $75.78 Unrealized +104.0%
IAU ISHARES GOLD TRUST NPV 0.4%
Value ($000) $1,274 Shares 36,620 Est. Cost $33.70 Unrealized
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $1,082 Shares 2,479 Est. Cost $199.89 Unrealized
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $1,076 Shares 1,896 Est. Cost $164.12 Unrealized +197.4%
AMZN AMAZON.COM INC 0.3%
Value ($000) $997 Shares 299 Est. Cost $73.27 Unrealized +133.6%
OTIS OTIS WORLDWIDE CORP COM 0.2%
Value ($000) $811 Shares 9,311 Est. Cost $52.80 Unrealized +48.6%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $729 Shares 252 Est. Cost $42.35 Unrealized +238.7%
NUVEEN MUNI CREDIT INCOME FD 0.2%
Value ($000) $678 Shares 39,700 Est. Cost $16.12 Unrealized
EXAS EXACT SCIENCES CORPORATION 0.2%
Value ($000) $673 Shares 8,650 Est. Cost $89.82 Unrealized -1.7%
NUVEEN AMT FREE MUNI CREDIT INCOME FD 0.2%
Value ($000) $672 Shares 37,500 Est. Cost $16.77 Unrealized
BX BLACKSTONE GROUP INC NPV 0.2%
Value ($000) $661 Shares 5,107 Est. Cost $48.40 Unrealized +139.9%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $631 Shares 3,687 Est. Cost $88.46 Unrealized +64.0%
SMARTSHEET INC 0.2%
Value ($000) $630 Shares 8,131 Est. Cost $38.19 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.2%
Value ($000) $561 Shares 9,000 Est. Cost $59.11 Unrealized
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $537 Shares 4,630 Est. Cost $77.95 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $456 Shares 1,357 Est. Cost $121.68 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $451 Shares 1 Est. Cost $249666.89 Unrealized +73.0%
MRK MERCK & CO INC 0.1%
Value ($000) $432 Shares 5,632 Est. Cost $44.48 Unrealized +57.1%
NVO NOVO NORDISK AS ADR 0.1%
Value ($000) $420 Shares 3,746 Est. Cost $54.78 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $385 Shares 1,146 Est. Cost $149.68 Unrealized +120.3%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $338 Shares 1,520 Est. Cost $135.29 Unrealized
BA BOEING CO 0.1%
Value ($000) $330 Shares 1,638 Est. Cost $208.98 Unrealized +1.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $323 Shares 5,284 Est. Cost $47.24 Unrealized +14.1%
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value ($000) $315 Shares 2,622 Est. Cost $110.00 Unrealized
VB VANGUARD SMALL CAP INDEX ETF 0.1%
Value ($000) $312 Shares 1,379 Est. Cost $114.58 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $311 Shares 1,964 Est. Cost $86.38 Unrealized +71.1%
REDFIN CORPORATION 0.1%
Value ($000) $297 Shares 7,735 Est. Cost $22.98 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $295 Shares 3,745 Est. Cost $60.03 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $264 Shares 744 Est. Cost $218.34 Unrealized +41.5%
QUALCOMM INC 0.1%
Value ($000) $261 Shares 1,425 Est. Cost $86.07 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $259 Shares 865 Est. Cost $155.54 Unrealized +84.1%
ACCENTURE PLC 0.1%
Value ($000) $245 Shares 591 Est. Cost $107.96 Unrealized
VWO VANGUARD EMERGING MKTS ETF 0.1%
Value ($000) $244 Shares 4,935 Est. Cost $41.31 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $234 Shares 2,824 Est. Cost $78.99 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $224 Shares 997 Est. Cost $112.03 Unrealized +65.3%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $219 Shares 2,257 Est. Cost $46.28 Unrealized +71.6%
CISCO SYSTEMS INC 0.1%
Value ($000) $211 Shares 3,333 Est. Cost $29.50 Unrealized
PFIZER INC 0.1%
Value ($000) $197 Shares 3,334 Est. Cost $32.15 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.1%
Value ($000) $196 Shares 692 Est. Cost $170.56 Unrealized
ORACLE CORP 0.1%
Value ($000) $193 Shares 2,212 Est. Cost $43.00 Unrealized
BLACKROCK INC 0.1%
Value ($000) $193 Shares 211 Est. Cost $343.90 Unrealized
PEPSICO INC 0.1%
Value ($000) $191 Shares 1,100 Est. Cost $100.02 Unrealized
PROCTOR & GAMBLE CO 0.1%
Value ($000) $183 Shares 1,120 Est. Cost $92.49 Unrealized
CHARLES SCHWAB CORP 0.1%
Value ($000) $173 Shares 2,054 Est. Cost $28.30 Unrealized
MMM 3M CO 0.1%
Value ($000) $171 Shares 960 Est. Cost $92.60 Unrealized +37.5%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $169 Shares 1,930 Est. Cost $82.79 Unrealized
DANAHER CORP 0.0%
Value ($000) $163 Shares 495 Est. Cost $111.37 Unrealized
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $161 Shares 2,254 Est. Cost $46.27 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $159 Shares 470 Est. Cost $284.41 Unrealized +22.5%
WALT DISNEY CO 0.0%
Value ($000) $152 Shares 980 Est. Cost $85.63 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $145 Shares 2,872 Est. Cost $45.00 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $143 Shares 2,746 Est. Cost $29.95 Unrealized +34.9%
CHEVRON CORP 0.0%
Value ($000) $138 Shares 1,174 Est. Cost $105.09 Unrealized
KO COCA-COLA COMPANY 0.0%
Value ($000) $136 Shares 2,301 Est. Cost $30.70 Unrealized +60.2%
INTEL CORP 0.0%
Value ($000) $134 Shares 2,605 Est. Cost $35.96 Unrealized
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $129 Shares 1,452 Est. Cost $51.29 Unrealized +41.3%
LLY ELI LILLY AND COMPANY 0.0%
Value ($000) $125 Shares 454 Est. Cost $80.28 Unrealized +203.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $124 Shares 186 Est. Cost $120.77 Unrealized +411.1%
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $119 Shares 557 Est. Cost $106.29 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $119 Shares 391 Est. Cost $86.40 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $118 Shares 395 Est. Cost $72.54 Unrealized +251.9%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $117 Shares 2,019 Est. Cost $24.41 Unrealized +109.1%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $112 Shares 318 Est. Cost $192.83 Unrealized +61.4%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $107 Shares 226 Est. Cost $307.17 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $104 Shares 929 Est. Cost $89.74 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $104 Shares 1,871 Est. Cost $48.97 Unrealized +12.9%
STRYKER CORP 0.0%
Value ($000) $102 Shares 382 Est. Cost $93.03 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $99 Shares 138 Est. Cost $106.24 Unrealized
AT&T INC 0.0%
Value ($000) $98 Shares 3,985 Est. Cost $32.18 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $97 Shares 727 Est. Cost $141.86 Unrealized
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $97 Shares 441 Est. Cost $102.64 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $96 Shares 370 Est. Cost $61.97 Unrealized +254.7%
WELLS FARGO & CO 0.0%
Value ($000) $96 Shares 2,002 Est. Cost $34.91 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $95 Shares 683 Est. Cost $41.51 Unrealized +184.7%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $95 Shares 595 Est. Cost $96.29 Unrealized +25.9%
IEI ISHARES BARCLAYS 3-7 YR TREASURY BD ETF 0.0%
Value ($000) $93 Shares 725 Est. Cost $122.69 Unrealized
DOW DOW HOLDING INC 0.0%
Value ($000) $91 Shares 1,600 Est. Cost $38.84 Unrealized +16.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $89 Shares 513 Est. Cost $58.20 Unrealized +168.4%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $88 Shares 950 Est. Cost $53.28 Unrealized +62.4%
WMT WAL-MART STORES INC 0.0%
Value ($000) $87 Shares 600 Est. Cost $22.79 Unrealized +98.3%
HYDROFARM HLDGS GROUP 0.0%
Value ($000) $86 Shares 3,025 Est. Cost $28.43 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $86 Shares 1,152 Est. Cost $36.10 Unrealized +97.3%
IJR ISHARES CORE S&P SMALLCAP INDEX ETF 0.0%
Value ($000) $85 Shares 738 Est. Cost $97.33 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $85 Shares 213 Est. Cost $173.71 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $83 Shares 970 Est. Cost $50.87 Unrealized +39.4%
AVGO BROADCOM INC NPV 0.0%
Value ($000) $81 Shares 121 Est. Cost $19.88 Unrealized +160.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $81 Shares 868 Est. Cost $55.27 Unrealized +39.9%
INVESCO MUNI TRUST 0.0%
Value ($000) $81 Shares 6,000 Est. Cost $13.67 Unrealized
VF CORP 0.0%
Value ($000) $78 Shares 1,066 Est. Cost $62.68 Unrealized
BNY MELLON STRATEGIC MUNICIPALS INC 0.0%
Value ($000) $76 Shares 9,000 Est. Cost $9.00 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FD 0.0%
Value ($000) $73 Shares 528 Est. Cost $132.65 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $73 Shares 432 Est. Cost $39.25 Unrealized +236.2%
VPL VANGUARD PACIFIC ETF 0.0%
Value ($000) $72 Shares 917 Est. Cost $61.41 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $71 Shares 148 Est. Cost $243.24 Unrealized
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $70 Shares 810 Est. Cost $65.90 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $70 Shares 274 Est. Cost $74.09 Unrealized +274.7%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $69 Shares 661 Est. Cost $56.30 Unrealized +53.2%
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $67 Shares 219 Est. Cost $112.70 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $67 Shares 734 Est. Cost $35.90 Unrealized +102.5%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $66 Shares 1,122 Est. Cost $40.51 Unrealized +22.7%
USB US BANCORP 0.0%
Value ($000) $65 Shares 1,151 Est. Cost $30.67 Unrealized +59.2%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $64 Shares 3,026 Est. Cost $11.51 Unrealized +21.3%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $61 Shares 208 Est. Cost $18.41 Unrealized +49.2%
DE DEERE & CO 0.0%
Value ($000) $60 Shares 174 Est. Cost $342.83 Unrealized -4.2%
PCAR PACCAR INC 0.0%
Value ($000) $57 Shares 651 Est. Cost $27.51 Unrealized +77.3%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $56 Shares 294 Est. Cost $32.75 Unrealized +389.9%
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $56 Shares 200 Est. Cost $290.00 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 0.0%
Value ($000) $55 Shares 1,080 Est. Cost $36.63 Unrealized
EATON VANCE MUNI BD FD 0.0%
Value ($000) $54 Shares 4,000 Est. Cost $13.75 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $53 Shares 392 Est. Cost $98.41 Unrealized +12.8%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $53 Shares 771 Est. Cost $58.77 Unrealized
VCSH VANGUARD SHORT TERM CORPORATE BOND INDEX ETF 0.0%
Value ($000) $52 Shares 645 Est. Cost $79.18 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $49 Shares 190 Est. Cost $158.34 Unrealized +38.9%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $48 Shares 420 Est. Cost $100.78 Unrealized
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $47 Shares 435 Est. Cost $51.20 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $47 Shares 405 Est. Cost $71.86 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $47 Shares 282 Est. Cost $69.17 Unrealized +119.3%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $44 Shares 85 Est. Cost $245.16 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $43 Shares 222 Est. Cost $139.64 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $43 Shares 251 Est. Cost $84.77 Unrealized
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $42 Shares 384 Est. Cost $65.61 Unrealized +55.6%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $42 Shares 300 Est. Cost $76.74 Unrealized
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $41 Shares 52 Est. Cost $245.56 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $41 Shares 140 Est. Cost $154.72 Unrealized
OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $40 Shares 455 Est. Cost $60.99 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $40 Shares 232 Est. Cost $63.81 Unrealized +128.2%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $35 Shares 375 Est. Cost $62.95 Unrealized -2.2%
RUN SUNRUN INC 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $7.19 Unrealized +551.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $34 Shares 14 Est. Cost $1933.58 Unrealized +20.6%
VUG VANGUARD GROWTH INDEX ETF 0.0%
Value ($000) $33 Shares 102 Est. Cost $112.15 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $33 Shares 200 Est. Cost $52.74 Unrealized +185.7%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $31 Shares 185 Est. Cost $112.27 Unrealized
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $30 Shares 590 Est. Cost $50.67 Unrealized
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $30 Shares 1,895 Est. Cost $14.73 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $30 Shares 390 Est. Cost $33.96 Unrealized +63.5%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $28 Shares 624 Est. Cost $16.84 Unrealized +143.6%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $28 Shares 148 Est. Cost $68.39 Unrealized +131.9%
CERNER CORPORATION 0.0%
Value ($000) $28 Shares 304 Est. Cost $47.95 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $24 Shares 169 Est. Cost $84.84 Unrealized +39.9%
BBY BEST BUY CO INC 0.0%
Value ($000) $23 Shares 225 Est. Cost $59.95 Unrealized +56.5%
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $22 Shares 350 Est. Cost $26.10 Unrealized +176.1%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $22 Shares 295 Est. Cost $34.46 Unrealized +89.0%
CPRT COPART INC 0.0%
Value ($000) $22 Shares 148 Est. Cost $11.74 Unrealized +216.1%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $21 Shares 125 Est. Cost $101.69 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $21 Shares 250 Est. Cost $71.48 Unrealized +17.1%
GEF GREIF BROS CORP NPV 0.0%
Value ($000) $21 Shares 340 Est. Cost $52.55 Unrealized +7.5%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $20 Shares 110 Est. Cost $115.81 Unrealized +45.6%
O REALTY INCOME CORP 0.0%
Value ($000) $20 Shares 284 Est. Cost $36.04 Unrealized +53.6%
EOG EOG RESOURCES INC 0.0%
Value ($000) $19 Shares 215 Est. Cost $72.36 Unrealized +1.3%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $19 Shares 260 Est. Cost $110.20 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $17 Shares 80 Est. Cost $114.61 Unrealized +61.6%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $64.23 Unrealized -15.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $15 Shares 308 Est. Cost $26.55 Unrealized +23.5%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $15 Shares 678 Est. Cost $23.41 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $14 Shares 905 Est. Cost $10.23 Unrealized +30.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $14 Shares 191 Est. Cost $48.87 Unrealized +28.2%
NI NISOURCE INC 0.0%
Value ($000) $14 Shares 521 Est. Cost $12.01 Unrealized +84.7%
ABBNY ABB LTD ADR 0.0%
Value ($000) $14 Shares 360 Est. Cost $33.33 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $13 Shares 205 Est. Cost $41.57 Unrealized +18.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $12 Shares 68 Est. Cost $71.85 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $12 Shares 70 Est. Cost $114.29 Unrealized
EPP ISHARES MCSI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $11 Shares 225 Est. Cost $40.32 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $11 Shares 358 Est. Cost $8.83 Unrealized +190.8%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $11 Shares 175 Est. Cost $33.04 Unrealized +117.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $10 Shares 73 Est. Cost $104.70 Unrealized +10.1%
LINDE PLC 0.0%
Value ($000) $10 Shares 29 Est. Cost $203.86 Unrealized
EL ESTEE LAUDER CO 0.0%
Value ($000) $9 Shares 23 Est. Cost $65.64 Unrealized +384.1%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $9 Shares 85 Est. Cost $102.73 Unrealized
RH RH USD 0.0001 0.0%
Value ($000) $9 Shares 16 Est. Cost $649.41 Unrealized -5.3%
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $8 Shares 104 Est. Cost $27.24 Unrealized +7.2%
TSLX SIXTH STR SPECIALTY LENDIN 0.0%
Value ($000) $8 Shares 348 Est. Cost $22.11 Unrealized +6.2%
SHOP SHOPIFY INC 0.0%
Value ($000) $8 Shares 6 Est. Cost $45.08 Unrealized +224.2%
TXN TEXAS INSTRUMENTS INCORPORATED 0.0%
Value ($000) $8 Shares 44 Est. Cost $93.33 Unrealized +82.3%
GIS GENERAL MILLS 0.0%
Value ($000) $7 Shares 98 Est. Cost $41.89 Unrealized +31.9%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $7 Shares 78 Est. Cost $53.46 Unrealized +42.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $7 Shares 78 Est. Cost $43.97 Unrealized +71.2%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $7 Shares 68 Est. Cost $111.48 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $6 Shares 81 Est. Cost $54.76 Unrealized +7.4%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $5 Shares 102 Est. Cost $34.29 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $5 Shares 20 Est. Cost $205.91 Unrealized +11.5%
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $5 Shares 139 Est. Cost $39.09 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $4 Shares 6 Est. Cost $40.62 Unrealized +57.3%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $52.23 Unrealized -17.5%
VSS VANGUARD FTSE WORLD EX US SMALL CAP INDEX ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $95.24 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $4 Shares 200 Est. Cost $7.44 Unrealized +88.2%
BIIB BIOGEN INC 0.0%
Value ($000) $4 Shares 16 Est. Cost $263.70 Unrealized -2.5%
SJNK SPDR BARCLAYS S/T HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
COMP COMPASS INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $15.59 Unrealized -29.8%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3 Shares 8 Est. Cost $256.93 Unrealized +35.5%
ALLETE INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $52.63 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $84.48 Unrealized
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $37.31 Unrealized +33.6%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $1 Shares 40 Est. Cost Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1 Shares 38 Est. Cost $59.46 Unrealized -51.7%
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $10.66 Unrealized +136.3%
EIGER BIOPHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 178 Est. Cost $11.24 Unrealized
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $0 Shares 14 Est. Cost $62.87 Unrealized -48.2%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.93 Unrealized +0.1%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $0 Shares 19 Est. Cost $18.69 Unrealized