Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 8, 2022

Total Value ($000): $274,697 (100.0% shares, 0.0% debt)

Holdings (262)

VO VANGUARD MID CAP ETF 7.2%
Value ($000) $19,817 Shares 100,610 Est. Cost $186.85 Unrealized
MSFT MICROSOFT CORP 6.3%
Value ($000) $17,293 Shares 67,334 Est. Cost $83.04 Unrealized +217.2%
AAPL APPLE INC 5.1%
Value ($000) $14,087 Shares 103,033 Est. Cost $91.04 Unrealized +63.3%
IVW ISHARES S&P 500 GROWTH ETF 4.0%
Value ($000) $10,914 Shares 180,852 Est. Cost $76.11 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 3.4%
Value ($000) $9,280 Shares 164,925 Est. Cost $87.74 Unrealized
UNH UNITEDHEALTH GROUP INC 2.6%
Value ($000) $7,161 Shares 13,943 Est. Cost $76.54 Unrealized +515.5%
VANGUARD MID CAP ETF 2.5%
Value ($000) $6,764 Shares 34,341 Est. Cost $237.83 Unrealized
GOOGL ALPHABET INC CL A 2.2%
Value ($000) $6,169 Shares 2,831 Est. Cost $93.97 Unrealized +24.4%
DHR DANAHER CORP 2.2%
Value ($000) $6,157 Shares 24,287 Est. Cost $38.53 Unrealized +487.2%
V VISA INC 2.2%
Value ($000) $6,019 Shares 30,570 Est. Cost $99.16 Unrealized +102.8%
PG PROCTER & GAMBLE CO 2.1%
Value ($000) $5,810 Shares 40,407 Est. Cost $68.09 Unrealized +101.6%
PEP PEPSICO INC 2.1%
Value ($000) $5,761 Shares 34,565 Est. Cost $75.43 Unrealized +98.6%
QCOM QUALCOMM INC 2.1%
Value ($000) $5,637 Shares 44,132 Est. Cost $64.51 Unrealized +93.6%
HD HOME DEPOT INC 2.0%
Value ($000) $5,603 Shares 20,429 Est. Cost $94.64 Unrealized +184.3%
PFE PFIZER INC 1.6%
Value ($000) $4,482 Shares 85,481 Est. Cost $22.19 Unrealized +89.3%
SCHW CHARLES SCHWAB CORP 1.5%
Value ($000) $4,246 Shares 67,202 Est. Cost $27.05 Unrealized +142.2%
ORCL ORACLE CORP 1.5%
Value ($000) $4,198 Shares 60,096 Est. Cost $34.84 Unrealized +100.5%
ACN ACCENTURE PLC 1.5%
Value ($000) $4,186 Shares 15,076 Est. Cost $91.74 Unrealized +210.2%
AMT AMERICAN TOWER CORP 1.5%
Value ($000) $4,184 Shares 16,370 Est. Cost $101.12 Unrealized +119.7%
CSCO CISCO SYSTEMS INC 1.5%
Value ($000) $4,173 Shares 97,890 Est. Cost $22.91 Unrealized +86.9%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.5%
Value ($000) $4,132 Shares 58,918 Est. Cost $46.65 Unrealized
ABBV ABBVIE INC 1.5%
Value ($000) $4,125 Shares 26,935 Est. Cost $42.17 Unrealized +218.0%
BLACKROCK INC 1.5%
Value ($000) $4,125 Shares 6,774 Est. Cost $387.19 Unrealized
CVS CVS HEALTH CORP 1.5%
Value ($000) $4,110 Shares 44,361 Est. Cost $54.19 Unrealized +58.5%
SBUX STARBUCKS CORP 1.4%
Value ($000) $3,934 Shares 51,507 Est. Cost $55.96 Unrealized +25.8%
CVX CHEVRON CORP 1.4%
Value ($000) $3,884 Shares 26,826 Est. Cost $73.11 Unrealized +95.2%
IJK ISHARES S&P MIDCAP 400 GROWTH 1.4%
Value ($000) $3,872 Shares 60,769 Est. Cost $95.16 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 1.4%
Value ($000) $3,731 Shares 23,648 Est. Cost $66.01 Unrealized +120.4%
UPS UNITED PARCEL SERVICE INC 1.4%
Value ($000) $3,713 Shares 20,339 Est. Cost $75.32 Unrealized +103.6%
UNP UNION PACIFIC CORP 1.3%
Value ($000) $3,666 Shares 17,191 Est. Cost $85.95 Unrealized +142.9%
ETN EATON CORP PLC 1.3%
Value ($000) $3,600 Shares 28,573 Est. Cost $59.77 Unrealized +121.8%
CB CHUBB LIMITED 1.3%
Value ($000) $3,582 Shares 18,222 Est. Cost $107.08 Unrealized +83.3%
CMCSA COMCAST CORP 1.2%
Value ($000) $3,373 Shares 85,971 Est. Cost $28.00 Unrealized +37.0%
DIS WALT DISNEY CO 1.2%
Value ($000) $3,317 Shares 35,137 Est. Cost $85.47 Unrealized +26.9%
SYK STRYKER CORP 1.2%
Value ($000) $3,289 Shares 16,535 Est. Cost $80.52 Unrealized +180.6%
HON HONEYWELL INTL INC 1.2%
Value ($000) $3,289 Shares 18,924 Est. Cost $104.42 Unrealized +59.3%
MET METLIFE INC 1.2%
Value ($000) $3,212 Shares 51,155 Est. Cost $33.06 Unrealized +79.2%
MDT MEDTRONIC PLC 1.1%
Value ($000) $3,046 Shares 33,943 Est. Cost $65.83 Unrealized +37.3%
XBI SPDR S&P BIOTECH ETF 1.1%
Value ($000) $2,950 Shares 39,722 Est. Cost $87.20 Unrealized
INTC INTEL CORP 1.0%
Value ($000) $2,768 Shares 74,016 Est. Cost $26.52 Unrealized +53.2%
MDLZ MONDELEZ INTERNATIONAL INC 1.0%
Value ($000) $2,638 Shares 42,484 Est. Cost $32.26 Unrealized +77.4%
BSY BENTLEY SYSTEMS INCORPORATED 0.9%
Value ($000) $2,599 Shares 78,076 Est. Cost $53.05 Unrealized -32.0%
IBM INTERNATIONAL BUSINESS MACHINES 0.9%
Value ($000) $2,572 Shares 18,220 Est. Cost $99.83 Unrealized +17.7%
APD AIR PRODUCTS & CHEMICALS INC 0.9%
Value ($000) $2,494 Shares 10,370 Est. Cost $95.87 Unrealized +130.4%
WFC WELLS FARGO & CO 0.9%
Value ($000) $2,405 Shares 61,418 Est. Cost $33.43 Unrealized +19.5%
TGT TARGET CORP 0.9%
Value ($000) $2,362 Shares 16,724 Est. Cost $207.67 Unrealized -18.1%
T AT&T INC 0.8%
Value ($000) $2,288 Shares 109,208 Est. Cost $13.70 Unrealized +19.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.7%
Value ($000) $1,901 Shares 19,785 Est. Cost $56.69 Unrealized +56.2%
ECL ECOLAB INC 0.7%
Value ($000) $1,828 Shares 11,886 Est. Cost $125.25 Unrealized +26.9%
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $1,751 Shares 25,070 Est. Cost $62.70 Unrealized +38.0%
THFF FIRST FINANCIAL CORPORATION 0.6%
Value ($000) $1,578 Shares 35,464 Est. Cost $33.26 Unrealized +14.9%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.5%
Value ($000) $1,500 Shares 87,154 Est. Cost $11.47 Unrealized
VFC VF CORP 0.5%
Value ($000) $1,443 Shares 32,684 Est. Cost $57.16 Unrealized -12.2%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $1,340 Shares 9,980 Est. Cost $93.83 Unrealized
IAU ISHARES GOLD TRUST NPV 0.4%
Value ($000) $1,099 Shares 32,036 Est. Cost $33.70 Unrealized
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $860 Shares 2,479 Est. Cost $199.89 Unrealized
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $690 Shares 1,439 Est. Cost $164.12 Unrealized +195.5%
NKE NIKE INC CL B 0.2%
Value ($000) $645 Shares 6,312 Est. Cost $75.78 Unrealized +46.9%
AMZN AMAZON.COM INC 0.2%
Value ($000) $642 Shares 6,040 Est. Cost $122.58 Unrealized +2.1%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $632 Shares 3,558 Est. Cost $88.46 Unrealized +80.8%
OTIS OTIS WORLDWIDE CORP COM 0.2%
Value ($000) $631 Shares 8,928 Est. Cost $52.80 Unrealized +31.5%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $571 Shares 261 Est. Cost $47.56 Unrealized +146.6%
MRK MERCK & CO INC 0.2%
Value ($000) $513 Shares 5,632 Est. Cost $44.48 Unrealized +78.1%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $511 Shares 5,966 Est. Cost $50.93 Unrealized +56.2%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.2%
Value ($000) $508 Shares 9,000 Est. Cost $59.11 Unrealized
FCX FREEPORT-MCMORAN INC. LD 0.2%
Value ($000) $434 Shares 14,848 Est. Cost $40.00 Unrealized -5.2%
NUVEEN MUNI CREDIT INCOME FD 0.2%
Value ($000) $426 Shares 33,904 Est. Cost $16.12 Unrealized
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $422 Shares 4,630 Est. Cost $78.65 Unrealized
NUVEEN AMT FREE MUNI CREDIT INCOME FD 0.2%
Value ($000) $420 Shares 32,025 Est. Cost $16.77 Unrealized
NVO NOVO NORDISK AS ADR 0.2%
Value ($000) $417 Shares 3,746 Est. Cost $54.78 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $409 Shares 1 Est. Cost $249666.89 Unrealized +88.7%
MAR MARRIOTT INTERNATIONAL INC 0.1%
Value ($000) $385 Shares 2,832 Est. Cost $150.86 Unrealized +5.7%
BX BLACKSTONE GROUP INC NPV 0.1%
Value ($000) $371 Shares 4,066 Est. Cost $48.40 Unrealized +98.5%
EXAS EXACT SCIENCES CORPORATION 0.1%
Value ($000) $341 Shares 8,650 Est. Cost $89.82 Unrealized -40.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $320 Shares 744 Est. Cost $218.34 Unrealized +82.2%
MICROSOFT CORP 0.1%
Value ($000) $297 Shares 1,158 Est. Cost $121.68 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $257 Shares 1,520 Est. Cost $137.94 Unrealized
SMARTSHEET INC 0.1%
Value ($000) $256 Shares 8,131 Est. Cost $38.19 Unrealized
USB US BANCORP 0.1%
Value ($000) $253 Shares 5,500 Est. Cost $39.55 Unrealized +5.9%
QUALCOMM INC 0.1%
Value ($000) $246 Shares 1,929 Est. Cost $98.13 Unrealized
VB VANGUARD SMALL CAP INDEX ETF 0.1%
Value ($000) $243 Shares 1,379 Est. Cost $114.58 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $232 Shares 2,059 Est. Cost $89.00 Unrealized +27.0%
CHEVRON CORP 0.1%
Value ($000) $230 Shares 1,586 Est. Cost $119.27 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $227 Shares 2,257 Est. Cost $46.28 Unrealized +93.2%
BA BOEING CO 0.1%
Value ($000) $224 Shares 1,638 Est. Cost $208.98 Unrealized -29.4%
VWO VANGUARD EMERGING MKTS ETF 0.1%
Value ($000) $206 Shares 4,935 Est. Cost $41.31 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $201 Shares 738 Est. Cost $167.78 Unrealized +87.0%
AMGN AMGEN INC 0.1%
Value ($000) $195 Shares 802 Est. Cost $112.03 Unrealized +95.1%
UTILITIES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $187 Shares 2,672 Est. Cost $50.08 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $183 Shares 2,824 Est. Cost $78.94 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $179 Shares 2,861 Est. Cost $60.03 Unrealized
CISCO SYSTEMS INC 0.1%
Value ($000) $172 Shares 4,038 Est. Cost $32.49 Unrealized
PROCTOR & GAMBLE CO 0.1%
Value ($000) $167 Shares 1,164 Est. Cost $95.34 Unrealized
PEPSICO INC 0.1%
Value ($000) $167 Shares 1,002 Est. Cost $100.02 Unrealized
S SENTINELONE INC CL A 0.1%
Value ($000) $159 Shares 6,829 Est. Cost $40.89 Unrealized -31.4%
IJH ISHARES CORE S&P MIDCAP ETF 0.1%
Value ($000) $157 Shares 692 Est. Cost $170.56 Unrealized
BLACKROCK INC 0.1%
Value ($000) $147 Shares 242 Est. Cost $386.74 Unrealized
LLY ELI LILLY AND COMPANY 0.1%
Value ($000) $147 Shares 454 Est. Cost $80.28 Unrealized +262.4%
KO COCA-COLA COMPANY 0.1%
Value ($000) $145 Shares 2,301 Est. Cost $30.70 Unrealized +84.9%
ORACLE CORP 0.1%
Value ($000) $139 Shares 1,983 Est. Cost $43.00 Unrealized
AEP AMERICAN ELECTRIC PWR CO INC 0.1%
Value ($000) $139 Shares 1,452 Est. Cost $51.29 Unrealized +68.9%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $139 Shares 2,746 Est. Cost $29.95 Unrealized +33.9%
INTEL CORP 0.0%
Value ($000) $132 Shares 3,530 Est. Cost $38.83 Unrealized
PFIZER INC 0.0%
Value ($000) $125 Shares 2,390 Est. Cost $32.15 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.0%
Value ($000) $122 Shares 1,495 Est. Cost $110.00 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $121 Shares 1,633 Est. Cost $84.99 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $116 Shares 413 Est. Cost $276.98 Unrealized
ACCENTURE PLC 0.0%
Value ($000) $114 Shares 409 Est. Cost $107.96 Unrealized
DANAHER CORP 0.0%
Value ($000) $106 Shares 417 Est. Cost $111.37 Unrealized
WALT DISNEY CO 0.0%
Value ($000) $104 Shares 1,097 Est. Cost $99.52 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $104 Shares 1,643 Est. Cost $33.75 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $101 Shares 186 Est. Cost $120.77 Unrealized +351.0%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $91 Shares 641 Est. Cost $140.42 Unrealized
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $91 Shares 950 Est. Cost $72.89 Unrealized
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $91 Shares 499 Est. Cost $106.29 Unrealized
AT&T INC 0.0%
Value ($000) $91 Shares 4,329 Est. Cost $30.15 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $90 Shares 395 Est. Cost $72.54 Unrealized +212.2%
WELLS FARGO & CO 0.0%
Value ($000) $89 Shares 2,279 Est. Cost $35.73 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $89 Shares 2,261 Est. Cost $45.00 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $89 Shares 508 Est. Cost $103.10 Unrealized +74.2%
META META PLATFORMS INC 0.0%
Value ($000) $89 Shares 554 Est. Cost $149.68 Unrealized +28.0%
IEI ISHARES BARCLAYS 3-7 YR TREASURY BD ETF 0.0%
Value ($000) $87 Shares 725 Est. Cost $122.69 Unrealized
MMM 3M CO 0.0%
Value ($000) $87 Shares 675 Est. Cost $92.60 Unrealized +13.6%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $86 Shares 1,871 Est. Cost $48.97 Unrealized +1.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $86 Shares 391 Est. Cost $86.40 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $84 Shares 2,019 Est. Cost $24.41 Unrealized +64.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $83 Shares 1,068 Est. Cost $57.81 Unrealized +19.1%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $82 Shares 761 Est. Cost $61.43 Unrealized +55.3%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $80 Shares 627 Est. Cost $108.25 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $78 Shares 970 Est. Cost $50.87 Unrealized +41.2%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $76 Shares 950 Est. Cost $53.28 Unrealized +53.7%
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $76 Shares 441 Est. Cost $102.64 Unrealized
DOW DOW HOLDING INC 0.0%
Value ($000) $71 Shares 1,381 Est. Cost $38.84 Unrealized +33.3%
O REALTY INCOME CORP 0.0%
Value ($000) $67 Shares 979 Est. Cost $50.56 Unrealized +11.7%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $65 Shares 470 Est. Cost $284.41 Unrealized -44.3%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $65 Shares 173 Est. Cost $307.17 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $65 Shares 538 Est. Cost $22.79 Unrealized +93.2%
REDFIN CORPORATION 0.0%
Value ($000) $64 Shares 7,735 Est. Cost $22.98 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $62 Shares 734 Est. Cost $35.90 Unrealized +112.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $61 Shares 394 Est. Cost $58.20 Unrealized +160.7%
BNY MELLON STRATEGIC MUNICIPALS INC 0.0%
Value ($000) $59 Shares 9,000 Est. Cost $9.00 Unrealized
AVGO BROADCOM INC NPV 0.0%
Value ($000) $59 Shares 121 Est. Cost $19.88 Unrealized +163.6%
STRYKER CORP 0.0%
Value ($000) $59 Shares 298 Est. Cost $93.03 Unrealized
VPL VANGUARD PACIFIC ETF 0.0%
Value ($000) $58 Shares 917 Est. Cost $61.41 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $58 Shares 243 Est. Cost $142.42 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $56 Shares 665 Est. Cost $82.79 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $56 Shares 148 Est. Cost $243.24 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $55 Shares 1,194 Est. Cost $43.42 Unrealized +17.2%
PCAR PACCAR INC 0.0%
Value ($000) $54 Shares 651 Est. Cost $27.51 Unrealized +76.6%
LAM RESEARCH CORP 0.0%
Value ($000) $52 Shares 121 Est. Cost $106.24 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $51 Shares 432 Est. Cost $39.25 Unrealized +214.2%
SJM SMUCKER J M CO 0.0%
Value ($000) $50 Shares 392 Est. Cost $98.41 Unrealized +19.6%
VCSH VANGUARD SHORT TERM CORPORATE BOND INDEX ETF 0.0%
Value ($000) $49 Shares 645 Est. Cost $79.18 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $45 Shares 274 Est. Cost $85.25 Unrealized +104.8%
VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 0.0%
Value ($000) $44 Shares 1,080 Est. Cost $36.63 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $44 Shares 294 Est. Cost $32.75 Unrealized +330.6%
EATON VANCE MUNI BD FD 0.0%
Value ($000) $43 Shares 4,000 Est. Cost $13.75 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $43 Shares 190 Est. Cost $158.34 Unrealized +24.3%
INVESCO MUNI TRUST 0.0%
Value ($000) $43 Shares 4,200 Est. Cost $13.67 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $42 Shares 885 Est. Cost $40.51 Unrealized +0.7%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $41 Shares 771 Est. Cost $58.77 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $38 Shares 405 Est. Cost $71.86 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $36 Shares 251 Est. Cost $84.77 Unrealized
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $36 Shares 435 Est. Cost $51.20 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $35 Shares 85 Est. Cost $245.16 Unrealized
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $35 Shares 384 Est. Cost $65.61 Unrealized +38.0%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $34 Shares 222 Est. Cost $139.64 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FD 0.0%
Value ($000) $33 Shares 312 Est. Cost $132.65 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $33 Shares 420 Est. Cost $100.78 Unrealized
IJR ISHARES CORE S&P SMALLCAP INDEX ETF 0.0%
Value ($000) $31 Shares 338 Est. Cost $97.33 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $31 Shares 200 Est. Cost $52.74 Unrealized +180.5%
BALL BALL CORPORATION 0.0%
Value ($000) $29 Shares 428 Est. Cost $86.19 Unrealized -16.4%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $29 Shares 590 Est. Cost $50.67 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $29 Shares 140 Est. Cost $154.72 Unrealized
VF CORP 0.0%
Value ($000) $28 Shares 641 Est. Cost $60.36 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $27 Shares 225 Est. Cost $128.89 Unrealized
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $26 Shares 207 Est. Cost $140.10 Unrealized
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $25 Shares 52 Est. Cost $245.56 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $25 Shares 185 Est. Cost $112.27 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $24 Shares 375 Est. Cost $62.95 Unrealized -24.4%
EOG EOG RESOURCES INC 0.0%
Value ($000) $24 Shares 215 Est. Cost $72.36 Unrealized +46.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $24 Shares 14 Est. Cost $1933.58 Unrealized +8.6%
VUG VANGUARD GROWTH INDEX ETF 0.0%
Value ($000) $23 Shares 102 Est. Cost $112.15 Unrealized
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $23 Shares 1,895 Est. Cost $14.73 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $7.19 Unrealized +234.2%
TMFG RBB FUND - MOTELY FOOL GLOBAL OPP ETF 0.0%
Value ($000) $22 Shares 955 Est. Cost $29.27 Unrealized
CPRT COPART INC 0.0%
Value ($000) $22 Shares 198 Est. Cost $20.53 Unrealized +38.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $21 Shares 150 Est. Cost $171.78 Unrealized -8.3%
FTV FORTIVE CORP 0.0%
Value ($000) $21 Shares 390 Est. Cost $33.96 Unrealized +28.2%
YUM YUM! BRANDS INC 0.0%
Value ($000) $20 Shares 177 Est. Cost $41.51 Unrealized +161.1%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $19 Shares 624 Est. Cost $16.84 Unrealized +94.4%
ABT ABBOTT LABS 0.0%
Value ($000) $18 Shares 169 Est. Cost $84.84 Unrealized +25.1%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $18 Shares 260 Est. Cost $110.20 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $18 Shares 125 Est. Cost $101.69 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $18 Shares 80 Est. Cost $114.61 Unrealized +86.2%
TSLA TESLA INC 0.0%
Value ($000) $17 Shares 25 Est. Cost $272.96 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $17 Shares 191 Est. Cost $48.87 Unrealized +84.0%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $16 Shares 205 Est. Cost $41.57 Unrealized +56.3%
DE DEERE & CO 0.0%
Value ($000) $16 Shares 54 Est. Cost $342.83 Unrealized +2.0%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $16 Shares 63 Est. Cost $286.25 Unrealized -10.9%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $16 Shares 148 Est. Cost $68.39 Unrealized +56.0%
NI NISOURCE INC 0.0%
Value ($000) $15 Shares 521 Est. Cost $12.01 Unrealized +123.5%
BBY BEST BUY CO INC 0.0%
Value ($000) $15 Shares 225 Est. Cost $59.95 Unrealized +16.5%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $14 Shares 678 Est. Cost $23.41 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $14 Shares 135 Est. Cost $34.46 Unrealized +207.3%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $60.85 Unrealized -48.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $13 Shares 308 Est. Cost $26.55 Unrealized +44.8%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $12 Shares 300 Est. Cost $64.23 Unrealized -24.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $12 Shares 676 Est. Cost $11.51 Unrealized +20.2%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $12 Shares 905 Est. Cost $10.23 Unrealized +33.1%
HYDROFARM HLDGS GROUP 0.0%
Value ($000) $11 Shares 3,025 Est. Cost $28.43 Unrealized
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $11 Shares 350 Est. Cost $26.10 Unrealized +53.9%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $10 Shares 73 Est. Cost $104.70 Unrealized +9.6%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $10 Shares 110 Est. Cost $115.81 Unrealized +21.3%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $10 Shares 70 Est. Cost $114.29 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $9 Shares 68 Est. Cost $71.85 Unrealized
EPP ISHARES MCSI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $9 Shares 225 Est. Cost $40.32 Unrealized
FFIV F5 NETWORKS INC 0.0%
Value ($000) $9 Shares 56 Est. Cost $209.87 Unrealized -17.1%
LINDE PLC 0.0%
Value ($000) $8 Shares 29 Est. Cost $203.86 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $8 Shares 60 Est. Cost $63.81 Unrealized +98.4%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $8 Shares 358 Est. Cost $8.83 Unrealized +122.5%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $8 Shares 85 Est. Cost $102.73 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $8 Shares 78 Est. Cost $53.46 Unrealized +59.8%
TMUS T-MOBILE US INC 0.0%
Value ($000) $7 Shares 49 Est. Cost $115.07 Unrealized +9.5%
GIS GENERAL MILLS 0.0%
Value ($000) $7 Shares 98 Est. Cost $41.89 Unrealized +47.6%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $6 Shares 40 Est. Cost $18.41 Unrealized +2.4%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $6 Shares 175 Est. Cost $33.04 Unrealized +19.5%
EL ESTEE LAUDER CO 0.0%
Value ($000) $6 Shares 23 Est. Cost $65.64 Unrealized +263.3%
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $6 Shares 104 Est. Cost $27.24 Unrealized -7.0%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $6 Shares 68 Est. Cost $111.48 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $5 Shares 20 Est. Cost $205.91 Unrealized +9.9%
JPRE JPMORGAN REALTY INCOME ETF 0.0%
Value ($000) $5 Shares 110 Est. Cost $45.45 Unrealized
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $5 Shares 139 Est. Cost $39.09 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $5 Shares 116 Est. Cost $35.24 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $5 Shares 78 Est. Cost $43.97 Unrealized +63.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $5 Shares 81 Est. Cost $54.76 Unrealized -1.2%
PCG P G & E CORP 0.0%
Value ($000) $5 Shares 550 Est. Cost $11.63 Unrealized 0.0%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $4 Shares 102 Est. Cost $34.29 Unrealized
SJNK SPDR BARCLAYS S/T HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $4 Shares 246 Est. Cost $15.32 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $4 Shares 8 Est. Cost $256.93 Unrealized +68.4%
BIIB BIOGEN INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $263.70 Unrealized -22.5%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
VSS VANGUARD FTSE WORLD EX US SMALL CAP INDEX ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $95.24 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $52.23 Unrealized -49.2%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $2 Shares 148 Est. Cost $18.55 Unrealized 0.0%
F FORD MOTOR CO 0.0%
Value ($000) $2 Shares 200 Est. Cost $7.44 Unrealized +41.8%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $84.48 Unrealized
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
EIGER BIOPHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 178 Est. Cost $11.24 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $40.62 Unrealized -45.4%
COMP COMPASS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $15.59 Unrealized -64.9%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $37.31 Unrealized +69.6%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $1 Shares 40 Est. Cost Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $10.66 Unrealized +124.8%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1 Shares 38 Est. Cost $59.46 Unrealized -35.6%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.93 Unrealized +9.6%
SHOP SHOPIFY INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $45.08 Unrealized -5.3%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $37.04 Unrealized
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $0 Shares 14 Est. Cost $62.87 Unrealized -50.6%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $0 Shares 19 Est. Cost $18.69 Unrealized