Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 7, 2022

Total Value ($000): $260,857 (99.8% shares, 0.2% debt)

Holdings (263)

VO VANGUARD MID CAP ETF 7.6%
Value ($000) $19,816 Shares 105,418 Est. Cost $186.90 Unrealized
MSFT MICROSOFT CORP 6.1%
Value ($000) $15,788 Shares 67,789 Est. Cost $83.04 Unrealized +209.3%
AAPL APPLE INC 5.4%
Value ($000) $14,037 Shares 101,570 Est. Cost $91.04 Unrealized +69.5%
IVW ISHARES S&P 500 GROWTH ETF 4.0%
Value ($000) $10,348 Shares 178,900 Est. Cost $76.11 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 3.4%
Value ($000) $8,980 Shares 165,687 Est. Cost $87.74 Unrealized
UNH UNITEDHEALTH GROUP INC 2.7%
Value ($000) $7,052 Shares 13,963 Est. Cost $76.54 Unrealized +546.9%
DHR DANAHER CORP 2.4%
Value ($000) $6,205 Shares 24,025 Est. Cost $38.53 Unrealized +524.7%
VANGUARD MID CAP ETF 2.3%
Value ($000) $5,954 Shares 31,674 Est. Cost $237.83 Unrealized
HD HOME DEPOT INC 2.2%
Value ($000) $5,762 Shares 20,880 Est. Cost $98.44 Unrealized +175.0%
PEP PEPSICO INC 2.2%
Value ($000) $5,657 Shares 34,652 Est. Cost $75.43 Unrealized +104.7%
GOOGL ALPHABET INC CL A 2.1%
Value ($000) $5,592 Shares 58,467 Est. Cost $109.28 Unrealized +0.7%
V VISA INC 2.1%
Value ($000) $5,536 Shares 31,164 Est. Cost $101.05 Unrealized +96.3%
PG PROCTER & GAMBLE CO 2.0%
Value ($000) $5,172 Shares 40,966 Est. Cost $68.94 Unrealized +89.4%
QCOM QUALCOMM INC 1.9%
Value ($000) $5,080 Shares 44,966 Est. Cost $65.67 Unrealized +93.5%
SCHW CHARLES SCHWAB CORP 1.8%
Value ($000) $4,805 Shares 66,870 Est. Cost $27.05 Unrealized +144.7%
SBUX STARBUCKS CORP 1.7%
Value ($000) $4,369 Shares 51,858 Est. Cost $55.96 Unrealized +40.0%
CVS CVS HEALTH CORP 1.6%
Value ($000) $4,247 Shares 44,532 Est. Cost $54.19 Unrealized +61.7%
CVX CHEVRON CORP 1.6%
Value ($000) $4,147 Shares 28,862 Est. Cost $77.32 Unrealized +71.8%
CSCO CISCO SYSTEMS INC 1.5%
Value ($000) $4,022 Shares 100,553 Est. Cost $23.36 Unrealized +71.4%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.5%
Value ($000) $4,020 Shares 61,373 Est. Cost $47.41 Unrealized
ACN ACCENTURE PLC 1.5%
Value ($000) $3,899 Shares 15,156 Est. Cost $91.74 Unrealized +199.4%
PFE PFIZER INC 1.5%
Value ($000) $3,817 Shares 87,241 Est. Cost $22.56 Unrealized +79.1%
IJK ISHARES S&P MIDCAP 400 GROWTH 1.4%
Value ($000) $3,778 Shares 59,953 Est. Cost $95.16 Unrealized
ETN EATON CORP PLC 1.4%
Value ($000) $3,773 Shares 28,295 Est. Cost $59.77 Unrealized +123.2%
BLACKROCK INC 1.4%
Value ($000) $3,760 Shares 6,834 Est. Cost $387.19 Unrealized
ORCL ORACLE CORP 1.4%
Value ($000) $3,677 Shares 60,227 Est. Cost $34.84 Unrealized +101.4%
ABBV ABBVIE INC 1.4%
Value ($000) $3,634 Shares 27,079 Est. Cost $42.17 Unrealized +201.5%
AMT AMERICAN TOWER CORP 1.4%
Value ($000) $3,572 Shares 16,639 Est. Cost $103.19 Unrealized +121.7%
PNC PNC FINANCIAL SERVICES GROUP 1.3%
Value ($000) $3,520 Shares 23,559 Est. Cost $66.01 Unrealized +115.1%
UNP UNION PACIFIC CORP 1.3%
Value ($000) $3,394 Shares 17,423 Est. Cost $87.53 Unrealized +133.3%
CB CHUBB LIMITED 1.3%
Value ($000) $3,373 Shares 18,547 Est. Cost $108.39 Unrealized +67.7%
SYK STRYKER CORP 1.3%
Value ($000) $3,269 Shares 16,142 Est. Cost $80.52 Unrealized +152.1%
XBI SPDR S&P BIOTECH ETF 1.2%
Value ($000) $3,254 Shares 41,036 Est. Cost $86.95 Unrealized
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $3,243 Shares 20,075 Est. Cost $75.32 Unrealized +113.1%
DIS WALT DISNEY CO 1.2%
Value ($000) $3,238 Shares 34,324 Est. Cost $85.47 Unrealized +22.3%
HON HONEYWELL INTL INC 1.2%
Value ($000) $3,180 Shares 19,044 Est. Cost $104.42 Unrealized +55.3%
MET METLIFE INC 1.2%
Value ($000) $3,101 Shares 51,031 Est. Cost $33.06 Unrealized +74.4%
TGT TARGET CORP 1.1%
Value ($000) $2,742 Shares 18,478 Est. Cost $201.52 Unrealized -29.1%
MDT MEDTRONIC PLC 1.0%
Value ($000) $2,671 Shares 33,082 Est. Cost $65.83 Unrealized +22.7%
CMCSA COMCAST CORP 1.0%
Value ($000) $2,510 Shares 85,622 Est. Cost $28.00 Unrealized +20.3%
WFC WELLS FARGO & CO 1.0%
Value ($000) $2,499 Shares 62,144 Est. Cost $33.50 Unrealized +17.5%
APD AIR PRODUCTS & CHEMICALS INC 0.9%
Value ($000) $2,375 Shares 10,204 Est. Cost $95.87 Unrealized +136.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.9%
Value ($000) $2,358 Shares 43,013 Est. Cost $32.56 Unrealized +73.8%
IBM INTERNATIONAL BUSINESS MACHINES 0.9%
Value ($000) $2,234 Shares 18,802 Est. Cost $100.32 Unrealized +15.3%
PYPL PAYPAL HOLDINGS INC 0.8%
Value ($000) $2,203 Shares 25,600 Est. Cost $63.23 Unrealized +39.9%
INTC INTEL CORP 0.8%
Value ($000) $2,120 Shares 82,271 Est. Cost $27.10 Unrealized +19.2%
T AT&T INC 0.7%
Value ($000) $1,884 Shares 122,830 Est. Cost $13.86 Unrealized +8.9%
BSY BENTLEY SYSTEMS INCORPORATED 0.7%
Value ($000) $1,745 Shares 57,051 Est. Cost $53.05 Unrealized -32.2%
ECL ECOLAB INC 0.6%
Value ($000) $1,687 Shares 11,685 Est. Cost $125.25 Unrealized +24.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $1,669 Shares 20,392 Est. Cost $57.50 Unrealized +45.8%
THFF FIRST FINANCIAL CORPORATION 0.6%
Value ($000) $1,511 Shares 33,450 Est. Cost $33.26 Unrealized +22.4%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.5%
Value ($000) $1,352 Shares 89,392 Est. Cost $11.56 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $1,270 Shares 9,980 Est. Cost $93.83 Unrealized
IAU ISHARES GOLD TRUST NPV 0.4%
Value ($000) $1,020 Shares 32,361 Est. Cost $33.68 Unrealized
VFC VF CORP 0.3%
Value ($000) $897 Shares 29,988 Est. Cost $57.16 Unrealized -24.5%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $814 Shares 2,479 Est. Cost $199.89 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $718 Shares 6,350 Est. Cost $122.77 Unrealized +3.0%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $680 Shares 1,439 Est. Cost $164.12 Unrealized +203.5%
MAR MARRIOTT INTERNATIONAL INC 0.2%
Value ($000) $640 Shares 4,565 Est. Cost $149.67 Unrealized -1.3%
FCX FREEPORT-MCMORAN INC. LD 0.2%
Value ($000) $580 Shares 21,242 Est. Cost $36.36 Unrealized -23.3%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $521 Shares 5,966 Est. Cost $50.93 Unrealized +59.7%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $502 Shares 5,220 Est. Cost $107.67 Unrealized +2.9%
O REALTY INCOME CORP 0.2%
Value ($000) $499 Shares 8,567 Est. Cost $56.53 Unrealized +1.4%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.2%
Value ($000) $488 Shares 9,000 Est. Cost $59.11 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $439 Shares 2,685 Est. Cost $88.46 Unrealized +72.9%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value ($000) $406 Shares 1 Est. Cost $249666.89 Unrealized +71.5%
MRK MERCK & CO INC 0.2%
Value ($000) $405 Shares 4,704 Est. Cost $44.48 Unrealized +80.8%
NUVEEN MUNI CREDIT INCOME FD 0.1%
Value ($000) $385 Shares 33,904 Est. Cost $16.12 Unrealized
NUVEEN AMT FREE MUNI CREDIT INCOME FD 0.1%
Value ($000) $374 Shares 32,025 Est. Cost $16.77 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $371 Shares 4,630 Est. Cost $78.65 Unrealized
BX BLACKSTONE GROUP INC NPV 0.1%
Value ($000) $340 Shares 4,066 Est. Cost $48.40 Unrealized +80.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $287 Shares 744 Est. Cost $218.34 Unrealized +74.4%
EXAS EXACT SCIENCES CORPORATION 0.1%
Value ($000) $281 Shares 8,650 Est. Cost $89.82 Unrealized -54.1%
SMARTSHEET INC 0.1%
Value ($000) $279 Shares 8,131 Est. Cost $38.19 Unrealized
NVO NOVO NORDISK AS ADR 0.1%
Value ($000) $276 Shares 2,771 Est. Cost $54.78 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $270 Shares 1,161 Est. Cost $121.68 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $251 Shares 1,520 Est. Cost $137.94 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $238 Shares 3,728 Est. Cost $52.80 Unrealized +31.2%
VB VANGUARD SMALL CAP INDEX ETF 0.1%
Value ($000) $236 Shares 1,379 Est. Cost $114.58 Unrealized
CHEVRON CORP 0.1%
Value ($000) $230 Shares 1,600 Est. Cost $119.27 Unrealized
USB US BANCORP 0.1%
Value ($000) $222 Shares 5,500 Est. Cost $39.55 Unrealized -0.8%
QUALCOMM INC 0.1%
Value ($000) $219 Shares 1,941 Est. Cost $98.13 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $206 Shares 1,968 Est. Cost $89.00 Unrealized +18.7%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $202 Shares 2,257 Est. Cost $46.28 Unrealized +96.1%
BA BOEING CO 0.1%
Value ($000) $198 Shares 1,638 Est. Cost $208.98 Unrealized -26.6%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $197 Shares 738 Est. Cost $167.78 Unrealized +69.6%
PENNYMAC COPR CONV BD 5.50 11012024 0.1%
Value ($000) $187 Shares 200,000 Est. Cost $0.94 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $181 Shares 802 Est. Cost $112.03 Unrealized +94.5%
VWO VANGUARD EMERGING MKTS ETF 0.1%
Value ($000) $180 Shares 4,935 Est. Cost $41.31 Unrealized
UTILITIES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $176 Shares 2,690 Est. Cost $50.08 Unrealized
S SENTINELONE INC CL A 0.1%
Value ($000) $174 Shares 6,829 Est. Cost $40.89 Unrealized -35.8%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $174 Shares 2,800 Est. Cost $78.94 Unrealized
PEPSICO INC 0.1%
Value ($000) $165 Shares 1,010 Est. Cost $100.02 Unrealized
CISCO SYSTEMS INC 0.1%
Value ($000) $163 Shares 4,072 Est. Cost $32.49 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $160 Shares 2,861 Est. Cost $60.03 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.1%
Value ($000) $152 Shares 692 Est. Cost $170.56 Unrealized
PROCTOR & GAMBLE CO 0.1%
Value ($000) $148 Shares 1,171 Est. Cost $95.34 Unrealized
WEIBO CORP CONV BD 1.250 11152022 0.1%
Value ($000) $148 Shares 150,000 Est. Cost $0.99 Unrealized
LLY ELI LILLY AND COMPANY 0.1%
Value ($000) $147 Shares 454 Est. Cost $80.28 Unrealized +283.8%
BLACKROCK INC 0.1%
Value ($000) $134 Shares 244 Est. Cost $386.74 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $130 Shares 1,633 Est. Cost $84.99 Unrealized
KO COCA-COLA COMPANY 0.0%
Value ($000) $129 Shares 2,301 Est. Cost $30.70 Unrealized +82.6%
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $126 Shares 1,452 Est. Cost $51.29 Unrealized +69.8%
ORACLE CORP 0.0%
Value ($000) $122 Shares 1,992 Est. Cost $43.00 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $118 Shares 1,648 Est. Cost $33.75 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $110 Shares 413 Est. Cost $276.98 Unrealized
DANAHER CORP 0.0%
Value ($000) $108 Shares 417 Est. Cost $111.37 Unrealized
ACCENTURE PLC 0.0%
Value ($000) $105 Shares 410 Est. Cost $107.96 Unrealized
PFIZER INC 0.0%
Value ($000) $105 Shares 2,411 Est. Cost $32.15 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $104 Shares 2,746 Est. Cost $29.95 Unrealized +19.4%
WALT DISNEY CO 0.0%
Value ($000) $103 Shares 1,097 Est. Cost $99.52 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.0%
Value ($000) $102 Shares 1,495 Est. Cost $110.00 Unrealized
WESTERN ASSET MORTGAGE CAP 6.750 100122 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
TILRAY BRANDS CONV BD 5.00 10012023 0.0%
Value ($000) $98 Shares 100,000 Est. Cost $0.98 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $95 Shares 508 Est. Cost $103.10 Unrealized +76.9%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $94 Shares 186 Est. Cost $120.77 Unrealized +358.8%
WELLS FARGO & CO 0.0%
Value ($000) $92 Shares 2,294 Est. Cost $35.73 Unrealized
INTEL CORP 0.0%
Value ($000) $92 Shares 3,570 Est. Cost $38.68 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $84 Shares 1,068 Est. Cost $57.81 Unrealized +33.4%
NKE NIKE INC CL B 0.0%
Value ($000) $84 Shares 1,007 Est. Cost $75.78 Unrealized +34.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $83 Shares 395 Est. Cost $72.54 Unrealized +207.2%
IEI ISHARES BARCLAYS 3-7 YR TREASURY BD ETF 0.0%
Value ($000) $83 Shares 725 Est. Cost $122.69 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $82 Shares 391 Est. Cost $86.40 Unrealized
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $81 Shares 503 Est. Cost $106.29 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $80 Shares 470 Est. Cost $284.41 Unrealized -41.8%
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $78 Shares 956 Est. Cost $72.89 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $78 Shares 2,019 Est. Cost $24.41 Unrealized +58.5%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $77 Shares 649 Est. Cost $140.15 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $76 Shares 627 Est. Cost $108.25 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $75 Shares 554 Est. Cost $149.68 Unrealized +7.5%
MMM 3M CO 0.0%
Value ($000) $75 Shares 675 Est. Cost $92.60 Unrealized +4.1%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $74 Shares 1,871 Est. Cost $48.97 Unrealized -8.5%
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $72 Shares 441 Est. Cost $102.64 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $71 Shares 761 Est. Cost $61.43 Unrealized +53.1%
WMT WAL-MART STORES INC 0.0%
Value ($000) $70 Shares 538 Est. Cost $22.79 Unrealized +84.3%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $70 Shares 950 Est. Cost $53.28 Unrealized +45.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $68 Shares 970 Est. Cost $50.87 Unrealized +42.4%
AT&T INC 0.0%
Value ($000) $67 Shares 4,393 Est. Cost $29.93 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $67 Shares 2,275 Est. Cost $45.00 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $62 Shares 173 Est. Cost $307.17 Unrealized
DOW DOW HOLDING INC 0.0%
Value ($000) $61 Shares 1,381 Est. Cost $38.84 Unrealized +6.8%
STRYKER CORP 0.0%
Value ($000) $61 Shares 299 Est. Cost $93.03 Unrealized
GREENLIGHT CAP RE LTD CONV BD 4.00 08012023 0.0%
Value ($000) $58 Shares 60,000 Est. Cost $0.97 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $57 Shares 734 Est. Cost $35.90 Unrealized +111.9%
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $57 Shares 244 Est. Cost $142.42 Unrealized
BNY MELLON STRATEGIC MUNICIPALS INC 0.0%
Value ($000) $55 Shares 9,000 Est. Cost $9.00 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $54 Shares 651 Est. Cost $27.51 Unrealized +82.9%
AVGO BROADCOM INC NPV 0.0%
Value ($000) $54 Shares 121 Est. Cost $19.88 Unrealized +141.9%
SJM SMUCKER J M CO 0.0%
Value ($000) $54 Shares 392 Est. Cost $98.41 Unrealized +23.2%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $53 Shares 148 Est. Cost $243.24 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $51 Shares 1,194 Est. Cost $43.42 Unrealized +13.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $51 Shares 341 Est. Cost $58.20 Unrealized +161.7%
VCSH VANGUARD SHORT TERM CORPORATE BOND INDEX ETF 0.0%
Value ($000) $48 Shares 645 Est. Cost $79.18 Unrealized
REDFIN CORPORATION 0.0%
Value ($000) $45 Shares 7,735 Est. Cost $22.98 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $45 Shares 589 Est. Cost $82.79 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $44 Shares 432 Est. Cost $39.25 Unrealized +184.0%
EATON VANCE MUNI BD FD 0.0%
Value ($000) $39 Shares 4,000 Est. Cost $13.75 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $39 Shares 885 Est. Cost $40.51 Unrealized -0.7%
VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 0.0%
Value ($000) $39 Shares 1,080 Est. Cost $36.63 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $38 Shares 294 Est. Cost $32.75 Unrealized +327.5%
INVESCO MUNI TRUST 0.0%
Value ($000) $38 Shares 4,200 Est. Cost $13.67 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $37 Shares 405 Est. Cost $71.86 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $35 Shares 95 Est. Cost $106.24 Unrealized
ITOT ISHARES CORE S&P TOTAL 0.0%
Value ($000) $35 Shares 435 Est. Cost $51.20 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $34 Shares 251 Est. Cost $84.77 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $34 Shares 85 Est. Cost $245.16 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $33 Shares 420 Est. Cost $100.78 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX FD 0.0%
Value ($000) $32 Shares 312 Est. Cost $132.65 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $32 Shares 200 Est. Cost $52.74 Unrealized +196.7%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $32 Shares 222 Est. Cost $139.64 Unrealized
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $30 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
IJR ISHARES CORE S&P SMALLCAP INDEX ETF 0.0%
Value ($000) $29 Shares 338 Est. Cost $97.33 Unrealized
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $29 Shares 384 Est. Cost $65.61 Unrealized +29.9%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $29 Shares 202 Est. Cost $85.25 Unrealized +96.5%
RUN SUNRUN INC 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $7.19 Unrealized +332.8%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $25 Shares 225 Est. Cost $128.89 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $24 Shares 215 Est. Cost $72.36 Unrealized +35.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $24 Shares 185 Est. Cost $112.27 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $23 Shares 14 Est. Cost $1933.58 Unrealized -4.4%
FTV FORTIVE CORP 0.0%
Value ($000) $23 Shares 390 Est. Cost $33.96 Unrealized +35.7%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $23 Shares 375 Est. Cost $62.95 Unrealized -31.4%
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $22 Shares 52 Est. Cost $245.56 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $22 Shares 207 Est. Cost $100.68 Unrealized 0.0%
VUG VANGUARD GROWTH INDEX ETF 0.0%
Value ($000) $22 Shares 102 Est. Cost $112.15 Unrealized
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $21 Shares 1,895 Est. Cost $14.73 Unrealized
BALL BALL CORPORATION 0.0%
Value ($000) $21 Shares 428 Est. Cost $86.19 Unrealized -32.0%
CPRT COPART INC 0.0%
Value ($000) $21 Shares 198 Est. Cost $20.53 Unrealized +45.0%
TMFG RBB FUND - MOTELY FOOL GLOBAL OPP ETF 0.0%
Value ($000) $21 Shares 955 Est. Cost $29.27 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $20 Shares 134 Est. Cost $158.34 Unrealized +23.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $20 Shares 191 Est. Cost $48.87 Unrealized +80.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $20 Shares 150 Est. Cost $171.78 Unrealized -15.6%
TSLA TESLA INC 0.0%
Value ($000) $20 Shares 75 Est. Cost $277.17 Unrealized +0.8%
VF CORP 0.0%
Value ($000) $19 Shares 649 Est. Cost $59.98 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $19 Shares 177 Est. Cost $41.51 Unrealized +162.0%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $19 Shares 624 Est. Cost $16.84 Unrealized +81.6%
DE DEERE & CO 0.0%
Value ($000) $18 Shares 54 Est. Cost $342.83 Unrealized -4.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $17 Shares 80 Est. Cost $114.61 Unrealized +84.0%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $17 Shares 260 Est. Cost $110.20 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $17 Shares 125 Est. Cost $101.69 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $16 Shares 500 Est. Cost $60.85 Unrealized -44.0%
ABT ABBOTT LABS 0.0%
Value ($000) $16 Shares 169 Est. Cost $84.84 Unrealized +17.9%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $15 Shares 205 Est. Cost $41.57 Unrealized +49.9%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $15 Shares 63 Est. Cost $286.25 Unrealized -9.5%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $14 Shares 678 Est. Cost $23.41 Unrealized
BBY BEST BUY CO INC 0.0%
Value ($000) $14 Shares 225 Est. Cost $59.95 Unrealized +4.7%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $14 Shares 135 Est. Cost $34.46 Unrealized +188.3%
NI NISOURCE INC 0.0%
Value ($000) $13 Shares 521 Est. Cost $12.01 Unrealized +119.2%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $12 Shares 300 Est. Cost $64.23 Unrealized -31.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $12 Shares 308 Est. Cost $26.55 Unrealized +24.5%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $11 Shares 676 Est. Cost $11.51 Unrealized +20.9%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $11 Shares 148 Est. Cost $68.39 Unrealized +22.9%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $10 Shares 70 Est. Cost $114.29 Unrealized
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $10 Shares 350 Est. Cost $26.10 Unrealized +33.0%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $9 Shares 740 Est. Cost $10.23 Unrealized +20.4%
FFIV F5 NETWORKS INC 0.0%
Value ($000) $8 Shares 56 Est. Cost $209.87 Unrealized -24.5%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $8 Shares 90 Est. Cost $115.81 Unrealized -12.6%
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $8 Shares 68 Est. Cost $71.85 Unrealized
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 +101.9%
GIS GENERAL MILLS 0.0%
Value ($000) $8 Shares 98 Est. Cost $41.89 Unrealized +61.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $8 Shares 73 Est. Cost $104.70 Unrealized +9.2%
EPP ISHARES MCSI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $8 Shares 225 Est. Cost $40.32 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $8 Shares 85 Est. Cost $102.73 Unrealized
PCG P G & E CORP 0.0%
Value ($000) $7 Shares 550 Est. Cost $11.63 Unrealized -0.5%
TMUS T-MOBILE US INC 0.0%
Value ($000) $7 Shares 49 Est. Cost $115.07 Unrealized +17.9%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $6 Shares 78 Est. Cost $53.46 Unrealized +51.4%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $6 Shares 358 Est. Cost $8.83 Unrealized +117.4%
HYDROFARM HLDGS GROUP 0.0%
Value ($000) $6 Shares 3,025 Est. Cost $28.43 Unrealized
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $5 Shares 104 Est. Cost $27.24 Unrealized -18.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $5 Shares 81 Est. Cost $54.76 Unrealized +1.9%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $5 Shares 175 Est. Cost $33.04 Unrealized +5.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $5 Shares 20 Est. Cost $205.91 Unrealized +14.7%
JPRE JPMORGAN REALTY INCOME ETF 0.0%
Value ($000) $5 Shares 110 Est. Cost $45.45 Unrealized
EL ESTEE LAUDER CO 0.0%
Value ($000) $5 Shares 23 Est. Cost $65.64 Unrealized +266.5%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $5 Shares 68 Est. Cost $111.48 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $5 Shares 40 Est. Cost $18.41 Unrealized -14.2%
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $4 Shares 139 Est. Cost $39.09 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $4 Shares 102 Est. Cost $34.29 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $4 Shares 8 Est. Cost $256.93 Unrealized +75.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $4 Shares 78 Est. Cost $43.97 Unrealized +40.9%
SJNK SPDR BARCLAYS S/T HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 154 Est. Cost $32.47 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $4 Shares 116 Est. Cost $35.24 Unrealized -4.1%
BIIB BIOGEN INC 0.0%
Value ($000) $4 Shares 16 Est. Cost $263.70 Unrealized -19.5%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $52.23 Unrealized -47.1%
VSS VANGUARD FTSE WORLD EX US SMALL CAP INDEX ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $95.24 Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $2 Shares 40 Est. Cost Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $2 Shares 60 Est. Cost $35.12 Unrealized -3.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $2 Shares 148 Est. Cost $18.55 Unrealized -26.7%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $2 Shares 200 Est. Cost $7.44 Unrealized +46.0%
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1 Shares 38 Est. Cost $59.46 Unrealized -43.8%
EIGER BIOPHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 178 Est. Cost $11.24 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $84.48 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
COMP COMPASS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $15.59 Unrealized -77.2%
NFLX NETFLIX INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $40.62 Unrealized -45.3%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $37.31 Unrealized +13.0%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $37.04 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.93 Unrealized -4.8%
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.66 Unrealized +63.4%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $0 Shares 19 Est. Cost $18.69 Unrealized