Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 15, 2022

Total Value ($000): $322,125 (100.0% shares, 0.0% debt)

Holdings (265)

VO VANGUARD MID CAP ETF 6.9%
Value ($000) $22,292 Shares 93,726 Est. Cost $186.11 Unrealized
MSFT MICROSOFT CORP 6.5%
Value ($000) $21,008 Shares 68,143 Est. Cost $83.04 Unrealized +250.9%
AAPL APPLE INC 5.6%
Value ($000) $18,012 Shares 103,158 Est. Cost $91.04 Unrealized +81.1%
IVW ISHARES S&P 500 GROWTH ETF 4.5%
Value ($000) $14,372 Shares 188,167 Est. Cost $76.11 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 3.5%
Value ($000) $11,227 Shares 157,331 Est. Cost $89.26 Unrealized
VANGUARD MID CAP ETF 2.9%
Value ($000) $9,193 Shares 38,653 Est. Cost $237.83 Unrealized
GOOGL ALPHABET INC CL A 2.3%
Value ($000) $7,523 Shares 2,705 Est. Cost $92.90 Unrealized +45.1%
DHR DANAHER CORP 2.2%
Value ($000) $7,200 Shares 24,548 Est. Cost $38.53 Unrealized +537.8%
UNH UNITEDHEALTH GROUP INC 2.2%
Value ($000) $7,082 Shares 13,888 Est. Cost $76.54 Unrealized +489.4%
V VISA INC 2.1%
Value ($000) $6,616 Shares 29,831 Est. Cost $96.64 Unrealized +117.4%
QCOM QUALCOMM INC 2.0%
Value ($000) $6,506 Shares 42,573 Est. Cost $62.30 Unrealized +146.5%
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $6,189 Shares 40,502 Est. Cost $68.09 Unrealized +108.8%
HD HOME DEPOT INC 1.9%
Value ($000) $6,048 Shares 20,205 Est. Cost $92.70 Unrealized +238.7%
PEP PEPSICO INC 1.8%
Value ($000) $5,767 Shares 34,456 Est. Cost $75.43 Unrealized +96.8%
SCHW CHARLES SCHWAB CORP 1.7%
Value ($000) $5,635 Shares 66,834 Est. Cost $27.05 Unrealized +208.2%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $5,190 Shares 93,092 Est. Cost $21.88 Unrealized +129.8%
BLACKROCK INC 1.6%
Value ($000) $5,017 Shares 6,565 Est. Cost $380.13 Unrealized
ACN ACCENTURE PLC 1.5%
Value ($000) $4,939 Shares 14,645 Est. Cost $86.07 Unrealized +270.1%
ORCL ORACLE CORP 1.5%
Value ($000) $4,825 Shares 58,331 Est. Cost $33.78 Unrealized +127.9%
IJK ISHARES S&P MIDCAP 400 GROWTH 1.5%
Value ($000) $4,810 Shares 62,247 Est. Cost $95.16 Unrealized
UNP UNION PACIFIC CORP 1.5%
Value ($000) $4,692 Shares 17,174 Est. Cost $85.95 Unrealized +168.2%
DIS WALT DISNEY CO 1.4%
Value ($000) $4,597 Shares 33,516 Est. Cost $84.36 Unrealized +67.4%
SBUX STARBUCKS CORP 1.4%
Value ($000) $4,535 Shares 49,854 Est. Cost $55.49 Unrealized +54.9%
SYK STRYKER CORP 1.4%
Value ($000) $4,445 Shares 16,627 Est. Cost $80.52 Unrealized +208.3%
CVS CVS HEALTH CORP 1.4%
Value ($000) $4,403 Shares 43,504 Est. Cost $53.56 Unrealized +71.8%
ABBV ABBVIE INC 1.4%
Value ($000) $4,397 Shares 27,123 Est. Cost $42.17 Unrealized +199.8%
PFE PFIZER INC 1.4%
Value ($000) $4,382 Shares 84,642 Est. Cost $22.19 Unrealized +91.4%
CVX CHEVRON CORP 1.4%
Value ($000) $4,370 Shares 26,836 Est. Cost $73.11 Unrealized +67.9%
ETN EATON CORP PLC 1.3%
Value ($000) $4,332 Shares 28,546 Est. Cost $59.77 Unrealized +146.5%
UPS UNITED PARCEL SERVICE INC 1.3%
Value ($000) $4,311 Shares 20,103 Est. Cost $74.41 Unrealized +138.1%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.3%
Value ($000) $4,258 Shares 57,192 Est. Cost $45.94 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 1.3%
Value ($000) $4,238 Shares 22,979 Est. Cost $63.70 Unrealized +173.3%
AMT AMERICAN TOWER CORP 1.3%
Value ($000) $4,044 Shares 16,097 Est. Cost $99.07 Unrealized +116.9%
CMCSA COMCAST CORP 1.2%
Value ($000) $3,958 Shares 84,557 Est. Cost $27.83 Unrealized +54.0%
CB CHUBB LIMITED 1.2%
Value ($000) $3,799 Shares 17,763 Est. Cost $104.77 Unrealized +84.1%
MDT MEDTRONIC PLC 1.2%
Value ($000) $3,767 Shares 33,952 Est. Cost $65.83 Unrealized +42.3%
BSY BENTLEY SYSTEMS INCORPORATED 1.1%
Value ($000) $3,670 Shares 83,076 Est. Cost $53.05 Unrealized -26.2%
HON HONEYWELL INTL INC 1.1%
Value ($000) $3,643 Shares 18,721 Est. Cost $103.75 Unrealized +64.2%
INTC INTEL CORP 1.1%
Value ($000) $3,568 Shares 72,004 Est. Cost $26.13 Unrealized +76.8%
MET METLIFE INC 1.1%
Value ($000) $3,500 Shares 49,802 Est. Cost $32.35 Unrealized +85.8%
XBI SPDR S&P BIOTECH ETF 1.1%
Value ($000) $3,415 Shares 37,992 Est. Cost $87.79 Unrealized
TGT TARGET CORP 1.0%
Value ($000) $3,162 Shares 14,902 Est. Cost $212.25 Unrealized -9.9%
WFC WELLS FARGO & CO 0.9%
Value ($000) $2,796 Shares 57,709 Est. Cost $33.02 Unrealized +46.9%
PYPL PAYPAL HOLDINGS INC 0.8%
Value ($000) $2,649 Shares 22,908 Est. Cost $60.45 Unrealized +119.7%
MDLZ MONDELEZ INTERNATIONAL INC 0.8%
Value ($000) $2,623 Shares 41,794 Est. Cost $31.85 Unrealized +84.2%
APD AIR PRODUCTS & CHEMICALS INC 0.8%
Value ($000) $2,574 Shares 10,298 Est. Cost $95.87 Unrealized +141.9%
T AT&T INC 0.8%
Value ($000) $2,499 Shares 105,789 Est. Cost $13.62 Unrealized +9.5%
IBM INTERNATIONAL BUSINESS MACHINES 0.7%
Value ($000) $2,390 Shares 18,379 Est. Cost $99.83 Unrealized +12.3%
ECL ECOLAB INC 0.6%
Value ($000) $2,030 Shares 11,499 Est. Cost $124.11 Unrealized +44.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $1,933 Shares 19,515 Est. Cost $56.25 Unrealized +54.3%
VFC VF CORP 0.5%
Value ($000) $1,755 Shares 30,871 Est. Cost $57.57 Unrealized +7.7%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $1,637 Shares 10,382 Est. Cost $93.83 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.5%
Value ($000) $1,612 Shares 81,605 Est. Cost $11.08 Unrealized
THFF FIRST FINANCIAL CORPORATION 0.5%
Value ($000) $1,555 Shares 35,934 Est. Cost $33.26 Unrealized +18.4%
IAU ISHARES GOLD TRUST NPV 0.4%
Value ($000) $1,202 Shares 32,637 Est. Cost $33.70 Unrealized
NKE NIKE INC CL B 0.4%
Value ($000) $1,187 Shares 8,822 Est. Cost $75.78 Unrealized +74.1%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $1,029 Shares 2,479 Est. Cost $199.89 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $988 Shares 303 Est. Cost $74.34 Unrealized +107.9%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $858 Shares 1,490 Est. Cost $164.12 Unrealized +205.2%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $746 Shares 267 Est. Cost $47.56 Unrealized +183.7%
OTIS OTIS WORLDWIDE CORP COM 0.2%
Value ($000) $703 Shares 9,138 Est. Cost $52.80 Unrealized +42.2%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $631 Shares 3,558 Est. Cost $88.46 Unrealized +71.6%
EXAS EXACT SCIENCES CORPORATION 0.2%
Value ($000) $605 Shares 8,650 Est. Cost $89.82 Unrealized -18.6%
NUVEEN MUNI CREDIT INCOME FD 0.2%
Value ($000) $580 Shares 39,700 Est. Cost $16.12 Unrealized
BX BLACKSTONE GROUP INC NPV 0.2%
Value ($000) $567 Shares 4,467 Est. Cost $48.40 Unrealized +121.5%
NUVEEN AMT FREE MUNI CREDIT INCOME FD 0.2%
Value ($000) $555 Shares 37,500 Est. Cost $16.77 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value ($000) $529 Shares 1 Est. Cost $249666.89 Unrealized +94.5%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.2%
Value ($000) $524 Shares 9,000 Est. Cost $59.11 Unrealized
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $514 Shares 4,740 Est. Cost $78.65 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $462 Shares 5,632 Est. Cost $44.48 Unrealized +57.0%
SMARTSHEET INC 0.1%
Value ($000) $445 Shares 8,131 Est. Cost $38.19 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $436 Shares 5,284 Est. Cost $47.24 Unrealized +43.7%
NVO NOVO NORDISK AS ADR 0.1%
Value ($000) $416 Shares 3,746 Est. Cost $54.78 Unrealized
FCX FREEPORT-MCMORAN COPPER & GOLD 0.1%
Value ($000) $392 Shares 7,875 Est. Cost $41.84 Unrealized 0.0%
MICROSOFT CORP 0.1%
Value ($000) $363 Shares 1,177 Est. Cost $121.68 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $329 Shares 933 Est. Cost $167.78 Unrealized +92.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $328 Shares 744 Est. Cost $218.34 Unrealized +67.2%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $324 Shares 1,580 Est. Cost $137.94 Unrealized
BA BOEING CO 0.1%
Value ($000) $314 Shares 1,638 Est. Cost $208.98 Unrealized -4.0%
VB VANGUARD SMALL CAP INDEX ETF 0.1%
Value ($000) $293 Shares 1,379 Est. Cost $114.58 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $283 Shares 2,079 Est. Cost $89.00 Unrealized +50.2%
MAR MARRIOTT INTERNATIONAL INC 0.1%
Value ($000) $265 Shares 1,510 Est. Cost $143.30 Unrealized +11.9%
S SENTINELONE INC CL A 0.1%
Value ($000) $264 Shares 6,829 Est. Cost $40.89 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $241 Shares 997 Est. Cost $112.03 Unrealized +81.5%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $234 Shares 2,994 Est. Cost $78.94 Unrealized
QUALCOMM INC 0.1%
Value ($000) $232 Shares 1,519 Est. Cost $90.20 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $228 Shares 3,094 Est. Cost $60.03 Unrealized
VWO VANGUARD EMERGING MKTS ETF 0.1%
Value ($000) $228 Shares 4,935 Est. Cost $41.31 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $225 Shares 2,257 Est. Cost $46.28 Unrealized +78.6%
CISCO SYSTEMS INC 0.1%
Value ($000) $198 Shares 3,547 Est. Cost $31.09 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.1%
Value ($000) $186 Shares 692 Est. Cost $170.56 Unrealized
WALT DISNEY CO 0.1%
Value ($000) $184 Shares 1,340 Est. Cost $99.52 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value ($000) $183 Shares 1,751 Est. Cost $110.00 Unrealized
PEPSICO INC 0.1%
Value ($000) $183 Shares 1,096 Est. Cost $100.02 Unrealized
ACCENTURE PLC 0.1%
Value ($000) $177 Shares 526 Est. Cost $107.96 Unrealized
ORACLE CORP 0.1%
Value ($000) $173 Shares 2,086 Est. Cost $43.00 Unrealized
UTILITIES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $172 Shares 2,313 Est. Cost $46.99 Unrealized
BLACKROCK INC 0.1%
Value ($000) $172 Shares 225 Est. Cost $370.07 Unrealized
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $170 Shares 468 Est. Cost $276.98 Unrealized
PROCTOR & GAMBLE CO 0.1%
Value ($000) $168 Shares 1,099 Est. Cost $92.49 Unrealized
PFIZER INC 0.1%
Value ($000) $167 Shares 3,233 Est. Cost $32.15 Unrealized
CHEVRON CORP 0.1%
Value ($000) $167 Shares 1,023 Est. Cost $105.09 Unrealized
INTEL CORP 0.1%
Value ($000) $165 Shares 3,324 Est. Cost $38.92 Unrealized
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $145 Shares 1,452 Est. Cost $51.29 Unrealized +54.4%
KO COCA-COLA COMPANY 0.0%
Value ($000) $143 Shares 2,301 Est. Cost $30.70 Unrealized +76.1%
MMM 3M CO 0.0%
Value ($000) $143 Shares 960 Est. Cost $92.60 Unrealized +23.8%
DANAHER CORP 0.0%
Value ($000) $141 Shares 481 Est. Cost $111.37 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $140 Shares 2,746 Est. Cost $29.95 Unrealized +38.6%
REDFIN CORPORATION 0.0%
Value ($000) $139 Shares 7,735 Est. Cost $22.98 Unrealized
LLY ELI LILLY AND COMPANY 0.0%
Value ($000) $130 Shares 454 Est. Cost $80.28 Unrealized +209.5%
META META PLATFORMS INC 0.0%
Value ($000) $123 Shares 554 Est. Cost $149.68 Unrealized +65.8%
COMCAST CORP CL A 0.0%
Value ($000) $119 Shares 2,538 Est. Cost $45.00 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $117 Shares 1,387 Est. Cost $28.30 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $113 Shares 395 Est. Cost $72.54 Unrealized +248.7%
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $112 Shares 521 Est. Cost $106.29 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $110 Shares 186 Est. Cost $120.77 Unrealized +370.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $109 Shares 391 Est. Cost $86.40 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $108 Shares 470 Est. Cost $284.41 Unrealized -9.1%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $107 Shares 825 Est. Cost $140.42 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $104 Shares 1,871 Est. Cost $48.97 Unrealized +12.5%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $103 Shares 508 Est. Cost $103.10 Unrealized +107.0%
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $102 Shares 1,135 Est. Cost $89.76 Unrealized
DOW DOW HOLDING INC 0.0%
Value ($000) $102 Shares 1,600 Est. Cost $38.84 Unrealized +24.3%
WELLS FARGO & CO 0.0%
Value ($000) $101 Shares 2,077 Est. Cost $35.41 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $100 Shares 2,019 Est. Cost $24.41 Unrealized +108.0%
VF CORP 0.0%
Value ($000) $98 Shares 1,730 Est. Cost $60.36 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $96 Shares 1,635 Est. Cost $43.42 Unrealized +40.2%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $93 Shares 1,059 Est. Cost $82.79 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $93 Shares 950 Est. Cost $53.28 Unrealized +64.1%
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $92 Shares 441 Est. Cost $102.64 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $89 Shares 600 Est. Cost $22.79 Unrealized +95.7%
IEI ISHARES BARCLAYS 3-7 YR TREASURY BD ETF 0.0%
Value ($000) $88 Shares 725 Est. Cost $122.69 Unrealized
STRYKER CORP 0.0%
Value ($000) $87 Shares 327 Est. Cost $93.03 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $87 Shares 513 Est. Cost $58.20 Unrealized +155.4%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $86 Shares 627 Est. Cost $108.25 Unrealized
AT&T INC 0.0%
Value ($000) $84 Shares 3,542 Est. Cost $32.18 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $81 Shares 683 Est. Cost $41.51 Unrealized +175.6%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $80 Shares 178 Est. Cost $307.17 Unrealized
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $79 Shares 318 Est. Cost $192.83 Unrealized +38.2%
AVGO BROADCOM INC NPV 0.0%
Value ($000) $76 Shares 121 Est. Cost $19.88 Unrealized +177.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $74 Shares 970 Est. Cost $50.87 Unrealized +42.2%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $74 Shares 661 Est. Cost $56.30 Unrealized +58.4%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $74 Shares 868 Est. Cost $55.27 Unrealized +30.4%
LAM RESEARCH CORP 0.0%
Value ($000) $74 Shares 138 Est. Cost $106.24 Unrealized
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $72 Shares 728 Est. Cost $65.90 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $70 Shares 279 Est. Cost $142.42 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $70 Shares 432 Est. Cost $39.25 Unrealized +245.1%
VPL VANGUARD PACIFIC ETF 0.0%
Value ($000) $68 Shares 917 Est. Cost $61.41 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $67 Shares 148 Est. Cost $243.24 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $65 Shares 734 Est. Cost $35.90 Unrealized +103.0%
BNY MELLON STRATEGIC MUNICIPALS INC 0.0%
Value ($000) $65 Shares 9,000 Est. Cost $9.00 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $63 Shares 298 Est. Cost $85.25 Unrealized +149.4%
USB US BANCORP 0.0%
Value ($000) $61 Shares 1,151 Est. Cost $30.67 Unrealized +56.0%
PCAR PACCAR INC 0.0%
Value ($000) $57 Shares 651 Est. Cost $27.51 Unrealized +90.6%
SJM SMUCKER J M CO 0.0%
Value ($000) $53 Shares 392 Est. Cost $98.41 Unrealized +21.4%
VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 0.0%
Value ($000) $52 Shares 1,080 Est. Cost $36.63 Unrealized
CERNER CORPORATION 0.0%
Value ($000) $51 Shares 541 Est. Cost $68.24 Unrealized
VCSH VANGUARD SHORT TERM CORPORATE BOND INDEX ETF 0.0%
Value ($000) $50 Shares 645 Est. Cost $79.18 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $50 Shares 885 Est. Cost $40.51 Unrealized +25.0%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $49 Shares 294 Est. Cost $32.75 Unrealized +346.0%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $48 Shares 771 Est. Cost $58.77 Unrealized
INVESCO MUNI TRUST 0.0%
Value ($000) $48 Shares 4,200 Est. Cost $13.67 Unrealized
HYDROFARM HLDGS GROUP 0.0%
Value ($000) $46 Shares 3,025 Est. Cost $28.43 Unrealized
EATON VANCE MUNI BD FD 0.0%
Value ($000) $46 Shares 4,000 Est. Cost $13.75 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $45 Shares 405 Est. Cost $71.86 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $44 Shares 190 Est. Cost $158.34 Unrealized +36.4%
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $44 Shares 435 Est. Cost $51.20 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $42 Shares 420 Est. Cost $100.78 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $42 Shares 85 Est. Cost $245.16 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $41 Shares 251 Est. Cost $84.77 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $41 Shares 222 Est. Cost $139.64 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FD 0.0%
Value ($000) $39 Shares 312 Est. Cost $132.65 Unrealized
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $39 Shares 384 Est. Cost $65.61 Unrealized +44.6%
BALL BALL CORPORATION 0.0%
Value ($000) $39 Shares 428 Est. Cost $86.19 Unrealized 0.0%
TMFG RBB FUND - MOTELY FOOL GLOBAL OPP ETF 0.0%
Value ($000) $36 Shares 1,230 Est. Cost $29.27 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $36 Shares 140 Est. Cost $154.72 Unrealized
IJR ISHARES CORE S&P SMALLCAP INDEX ETF 0.0%
Value ($000) $36 Shares 338 Est. Cost $97.33 Unrealized
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $35 Shares 52 Est. Cost $245.56 Unrealized
OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $34 Shares 444 Est. Cost $60.99 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $34 Shares 375 Est. Cost $62.95 Unrealized -7.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $33 Shares 14 Est. Cost $1933.58 Unrealized +18.9%
CPRT COPART INC 0.0%
Value ($000) $33 Shares 264 Est. Cost $20.53 Unrealized +54.6%
CLX CLOROX CO 0.0%
Value ($000) $32 Shares 232 Est. Cost $63.81 Unrealized +111.2%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $32 Shares 200 Est. Cost $52.74 Unrealized +170.2%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $30 Shares 295 Est. Cost $34.46 Unrealized +123.3%
RUN SUNRUN INC 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $7.19 Unrealized +288.2%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $30 Shares 590 Est. Cost $50.67 Unrealized
IVE ISHARES S&P 500/BARRA VALUE INDEX FUND 0.0%
Value ($000) $30 Shares 190 Est. Cost $157.89 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $30 Shares 185 Est. Cost $112.27 Unrealized
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $29 Shares 207 Est. Cost $140.10 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $29 Shares 225 Est. Cost $128.89 Unrealized
VUG VANGUARD GROWTH INDEX ETF 0.0%
Value ($000) $29 Shares 102 Est. Cost $112.15 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $28 Shares 150 Est. Cost $171.78 Unrealized 0.0%
EOG EOG RESOURCES INC 0.0%
Value ($000) $26 Shares 215 Est. Cost $72.36 Unrealized +29.2%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $26 Shares 624 Est. Cost $16.84 Unrealized +142.4%
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $25 Shares 1,895 Est. Cost $14.73 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $60.85 Unrealized 0.0%
FTV FORTIVE CORP 0.0%
Value ($000) $24 Shares 390 Est. Cost $33.96 Unrealized +43.2%
DE DEERE & CO 0.0%
Value ($000) $22 Shares 54 Est. Cost $342.83 Unrealized +5.9%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $22 Shares 110 Est. Cost $115.81 Unrealized +60.3%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $21 Shares 260 Est. Cost $110.20 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $21 Shares 125 Est. Cost $101.69 Unrealized
LQD ISHARES IBOXX $ IG CORP BD ETF 0.0%
Value ($000) $21 Shares 170 Est. Cost $123.53 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $21 Shares 148 Est. Cost $68.39 Unrealized +108.2%
ABT ABBOTT LABS 0.0%
Value ($000) $20 Shares 169 Est. Cost $84.84 Unrealized +36.0%
O REALTY INCOME CORP 0.0%
Value ($000) $20 Shares 284 Est. Cost $36.04 Unrealized +53.5%
BBY BEST BUY CO INC 0.0%
Value ($000) $20 Shares 225 Est. Cost $59.95 Unrealized +37.1%
JPST JPMORGAN ULTRA SHORT INCOME ETF 0.0%
Value ($000) $20 Shares 400 Est. Cost $50.00 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $19 Shares 80 Est. Cost $114.61 Unrealized +78.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $19 Shares 191 Est. Cost $48.87 Unrealized +63.0%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $18 Shares 84 Est. Cost $209.87 Unrealized 0.0%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $18 Shares 63 Est. Cost $286.25 Unrealized 0.0%
TMFM RBB FUND - MOTLEY FOOL MID CAP GROWTH ETF 0.0%
Value ($000) $17 Shares 628 Est. Cost $27.07 Unrealized
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $17 Shares 350 Est. Cost $26.10 Unrealized +106.0%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $17 Shares 300 Est. Cost $64.23 Unrealized -15.1%
NI NISOURCE INC 0.0%
Value ($000) $17 Shares 521 Est. Cost $12.01 Unrealized +112.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $16 Shares 308 Est. Cost $26.55 Unrealized +39.9%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $15 Shares 905 Est. Cost $10.23 Unrealized +46.2%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $15 Shares 205 Est. Cost $41.57 Unrealized +36.7%
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) $14 Shares 676 Est. Cost $11.51 Unrealized +27.1%
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
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $11 Shares 68 Est. Cost $71.85 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $11 Shares 40 Est. Cost $18.41 Unrealized +36.0%
LINDE PLC 0.0%
Value ($000) $9 Shares 29 Est. Cost $203.86 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $9 Shares 73 Est. Cost $104.70 Unrealized +8.9%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $9 Shares 85 Est. Cost $102.73 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $9 Shares 358 Est. Cost $8.83 Unrealized +142.2%
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $8 Shares 104 Est. Cost $27.24 Unrealized +10.4%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $8 Shares 175 Est. Cost $33.04 Unrealized +60.0%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $7 Shares 78 Est. Cost $53.46 Unrealized +54.9%
GIS GENERAL MILLS 0.0%
Value ($000) $7 Shares 98 Est. Cost $41.89 Unrealized +40.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $7 Shares 78 Est. Cost $43.97 Unrealized +87.6%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $7 Shares 68 Est. Cost $111.48 Unrealized
EL ESTEE LAUDER CO 0.0%
Value ($000) $6 Shares 23 Est. Cost $65.64 Unrealized +330.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $6 Shares 49 Est. Cost $115.07 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $5 Shares 81 Est. Cost $54.76 Unrealized +0.7%
COHEN STEERS QUAL INC RLTY 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $5 Shares 139 Est. Cost $39.09 Unrealized
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 +10.6%
SJNK SPDR BARCLAYS S/T HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $4 Shares 8 Est. Cost $256.93 Unrealized +50.9%
SHOP SHOPIFY INC 0.0%
Value ($000) $4 Shares 6 Est. Cost $45.08 Unrealized +82.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $52.23 Unrealized -31.2%
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) $3 Shares 200 Est. Cost $7.44 Unrealized +95.6%
BIIB BIOGEN INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $263.70 Unrealized -17.5%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
ALLETE INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $52.63 Unrealized
EEM ISHARES TR MCI EMERG MKTS 0.0%
Value ($000) $3 Shares 60 Est. Cost $50.00 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $40.62 Unrealized +2.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $2 Shares 38 Est. Cost $59.46 Unrealized -39.6%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $84.48 Unrealized
COMP COMPASS INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $15.59 Unrealized -49.5%
EIGER BIOPHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 178 Est. Cost $11.24 Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $1 Shares 40 Est. Cost Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $37.31 Unrealized +60.9%
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $10.66 Unrealized +131.0%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.93 Unrealized +6.0%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $37.04 Unrealized
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 -47.4%