Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 13, 2023

Total Value ($000): $333,793 (99.9% shares, 0.1% debt)

Holdings (264)

VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 7.9%
Value ($000) $26,210 Shares 580,384 Est. Cost $42.00 Unrealized
VO VANGUARD MID CAP ETF 7.3%
Value ($000) $24,421 Shares 115,785 Est. Cost $188.52 Unrealized
MSFT MICROSOFT CORP 6.1%
Value ($000) $20,202 Shares 70,075 Est. Cost $88.18 Unrealized +182.9%
AAPL APPLE INC 5.4%
Value ($000) $18,025 Shares 109,311 Est. Cost $95.13 Unrealized +52.9%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 3.4%
Value ($000) $11,330 Shares 180,193 Est. Cost $85.38 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 3.1%
Value ($000) $10,376 Shares 162,423 Est. Cost $76.11 Unrealized
V VISA INC 2.3%
Value ($000) $7,632 Shares 33,849 Est. Cost $109.66 Unrealized +98.7%
GOOGL ALPHABET INC CL A 2.0%
Value ($000) $6,821 Shares 65,760 Est. Cost $107.67 Unrealized -11.6%
VANGUARD MID CAP ETF 2.0%
Value ($000) $6,681 Shares 31,674 Est. Cost $237.83 Unrealized
UNH UNITEDHEALTH GROUP INC 2.0%
Value ($000) $6,616 Shares 13,999 Est. Cost $82.74 Unrealized +452.6%
QCOM QUALCOMM INC 2.0%
Value ($000) $6,536 Shares 51,234 Est. Cost $71.29 Unrealized +63.3%
PEP PEPSICO INC 2.0%
Value ($000) $6,519 Shares 35,758 Est. Cost $77.63 Unrealized +104.4%
HD HOME DEPOT INC 1.9%
Value ($000) $6,397 Shares 21,676 Est. Cost $104.07 Unrealized +173.5%
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $6,237 Shares 41,944 Est. Cost $70.40 Unrealized +89.2%
DHR DANAHER CORP 1.8%
Value ($000) $5,878 Shares 23,321 Est. Cost $38.53 Unrealized +481.6%
ORCL ORACLE CORP 1.7%
Value ($000) $5,719 Shares 61,549 Est. Cost $35.62 Unrealized +138.0%
SBUX STARBUCKS CORP 1.7%
Value ($000) $5,686 Shares 54,610 Est. Cost $57.29 Unrealized +69.4%
CSCO CISCO SYSTEMS INC 1.7%
Value ($000) $5,580 Shares 106,757 Est. Cost $24.53 Unrealized +82.8%
CVX CHEVRON CORP 1.6%
Value ($000) $5,356 Shares 32,825 Est. Cost $86.14 Unrealized +72.3%
ETN EATON CORP PLC 1.5%
Value ($000) $4,945 Shares 28,859 Est. Cost $62.56 Unrealized +156.0%
BLACKROCK INC 1.4%
Value ($000) $4,780 Shares 7,144 Est. Cost $398.91 Unrealized
XLU UTILITIES SELECT SECTOR SPDR ETF 1.4%
Value ($000) $4,655 Shares 68,767 Est. Cost $49.75 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 1.4%
Value ($000) $4,536 Shares 63,431 Est. Cost $93.40 Unrealized
ACN ACCENTURE PLC 1.3%
Value ($000) $4,454 Shares 15,586 Est. Cost $96.89 Unrealized +169.7%
SYK STRYKER CORP 1.3%
Value ($000) $4,389 Shares 15,377 Est. Cost $80.52 Unrealized +220.1%
ABBV ABBVIE INC 1.3%
Value ($000) $4,314 Shares 27,069 Est. Cost $44.28 Unrealized +211.9%
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $3,921 Shares 20,212 Est. Cost $75.32 Unrealized +110.0%
CB CHUBB LIMITED 1.1%
Value ($000) $3,785 Shares 19,495 Est. Cost $112.09 Unrealized +80.9%
PFE PFIZER INC 1.1%
Value ($000) $3,718 Shares 91,154 Est. Cost $23.12 Unrealized +58.1%
AMT AMERICAN TOWER CORP 1.1%
Value ($000) $3,713 Shares 18,172 Est. Cost $110.37 Unrealized +71.8%
TGT TARGET CORP 1.1%
Value ($000) $3,680 Shares 22,216 Est. Cost $192.09 Unrealized -22.6%
HON HONEYWELL INTL INC 1.1%
Value ($000) $3,679 Shares 19,252 Est. Cost $105.39 Unrealized +67.6%
UNP UNION PACIFIC CORP 1.1%
Value ($000) $3,523 Shares 17,505 Est. Cost $88.92 Unrealized +113.0%
XBI SPDR S&P BIOTECH ETF 1.1%
Value ($000) $3,511 Shares 46,076 Est. Cost $85.94 Unrealized
SCHW CHARLES SCHWAB CORP 1.0%
Value ($000) $3,471 Shares 66,267 Est. Cost $28.28 Unrealized +148.3%
DIS WALT DISNEY CO 1.0%
Value ($000) $3,424 Shares 34,201 Est. Cost $85.47 Unrealized +15.2%
CVS CVS HEALTH CORP 1.0%
Value ($000) $3,411 Shares 45,901 Est. Cost $54.69 Unrealized +37.5%
CMCSA COMCAST CORP 1.0%
Value ($000) $3,286 Shares 86,694 Est. Cost $28.00 Unrealized +23.7%
INTC INTEL CORP 1.0%
Value ($000) $3,268 Shares 100,077 Est. Cost $27.10 Unrealized +1.6%
PNC PNC FINANCIAL SERVICES GROUP 0.9%
Value ($000) $3,145 Shares 24,743 Est. Cost $69.36 Unrealized +94.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.9%
Value ($000) $3,131 Shares 44,909 Est. Cost $33.70 Unrealized +81.3%
MET METLIFE INC 0.9%
Value ($000) $3,036 Shares 52,409 Est. Cost $33.82 Unrealized +82.7%
APD AIR PRODUCTS & CHEMICALS INC 0.9%
Value ($000) $3,012 Shares 10,489 Est. Cost $100.46 Unrealized +168.9%
MDT MEDTRONIC PLC 0.8%
Value ($000) $2,789 Shares 34,592 Est. Cost $66.26 Unrealized +12.5%
IWM ISHARES RUSSELL 2000 ETF 0.8%
Value ($000) $2,639 Shares 14,795 Est. Cost $171.06 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.8%
Value ($000) $2,632 Shares 20,079 Est. Cost $101.66 Unrealized +18.8%
T AT&T INC 0.8%
Value ($000) $2,587 Shares 134,384 Est. Cost $13.99 Unrealized +16.9%
WFC WELLS FARGO & CO 0.7%
Value ($000) $2,436 Shares 65,166 Est. Cost $33.84 Unrealized +19.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.7%
Value ($000) $2,295 Shares 23,431 Est. Cost $61.78 Unrealized +49.4%
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $2,024 Shares 26,658 Est. Cost $63.84 Unrealized +20.4%
ECL ECOLAB INC 0.6%
Value ($000) $2,006 Shares 12,117 Est. Cost $126.02 Unrealized +19.8%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.5%
Value ($000) $1,609 Shares 90,080 Est. Cost $11.56 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $1,443 Shares 9,980 Est. Cost $93.83 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $1,412 Shares 13,671 Est. Cost $108.65 Unrealized -11.1%
FCX FREEPORT-MCMORAN INC. LD 0.4%
Value ($000) $1,251 Shares 30,592 Est. Cost $36.12 Unrealized +10.7%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $1,240 Shares 3,298 Est. Cost $245.51 Unrealized
IAU ISHARES GOLD TRUST ETF 0.3%
Value ($000) $1,150 Shares 30,778 Est. Cost $33.68 Unrealized
THFF FIRST FINANCIAL CORPORATION 0.3%
Value ($000) $1,143 Shares 30,500 Est. Cost $33.26 Unrealized +15.6%
MAR MARRIOTT INTERNATIONAL INC 0.3%
Value ($000) $1,134 Shares 6,829 Est. Cost $150.51 Unrealized +7.5%
O REALTY INCOME CORP 0.3%
Value ($000) $913 Shares 14,418 Est. Cost $55.17 Unrealized -0.1%
BSY BENTLEY SYSTEMS INCORPORATED 0.3%
Value ($000) $893 Shares 20,775 Est. Cost $53.05 Unrealized -26.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $889 Shares 4,357 Est. Cost $204.10 Unrealized
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $670 Shares 1,348 Est. Cost $164.12 Unrealized +187.1%
EXAS EXACT SCIENCES CORPORATION 0.2%
Value ($000) $587 Shares 8,650 Est. Cost $89.82 Unrealized -28.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $579 Shares 5,284 Est. Cost $50.93 Unrealized +96.7%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $554 Shares 5,330 Est. Cost $106.89 Unrealized -10.3%
MRK MERCK & CO INC 0.1%
Value ($000) $479 Shares 4,501 Est. Cost $44.48 Unrealized +121.8%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $466 Shares 1 Est. Cost $249666.89 Unrealized +87.0%
AVGO BROADCOM INC NPV 0.1%
Value ($000) $460 Shares 717 Est. Cost $51.22 Unrealized +12.4%
NVO NOVO NORDISK AS ADR 0.1%
Value ($000) $441 Shares 2,771 Est. Cost $54.78 Unrealized
BX BLACKSTONE GROUP INC NPV 0.1%
Value ($000) $432 Shares 4,920 Est. Cost $54.09 Unrealized +50.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $416 Shares 2,685 Est. Cost $88.46 Unrealized +67.2%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.1%
Value ($000) $403 Shares 7,019 Est. Cost $59.11 Unrealized
SMARTSHEET INC 0.1%
Value ($000) $389 Shares 8,131 Est. Cost $38.19 Unrealized
BA BOEING CO 0.1%
Value ($000) $361 Shares 1,699 Est. Cost $208.94 Unrealized -0.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $352 Shares 744 Est. Cost $218.34 Unrealized +98.4%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $352 Shares 4,235 Est. Cost $78.65 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $341 Shares 2,620 Est. Cost $100.66 Unrealized +27.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $333 Shares 2,165 Est. Cost $145.98 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $323 Shares 1,121 Est. Cost $121.68 Unrealized
CHEVRON CORP 0.1%
Value ($000) $289 Shares 1,769 Est. Cost $123.14 Unrealized
VUG VANGUARD GROWTH INDEX ETF 0.1%
Value ($000) $253 Shares 1,013 Est. Cost $235.61 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $240 Shares 778 Est. Cost $175.00 Unrealized +76.1%
VB VANGUARD SMALL CAP INDEX ETF 0.1%
Value ($000) $228 Shares 1,201 Est. Cost $114.58 Unrealized
IYW ISHARES DJ US TECHNOLOGY SEC 0.1%
Value ($000) $215 Shares 2,320 Est. Cost $92.81 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $214 Shares 2,257 Est. Cost $46.28 Unrealized +80.5%
QUALCOMM INC 0.1%
Value ($000) $208 Shares 1,630 Est. Cost $98.13 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $205 Shares 2,861 Est. Cost $60.03 Unrealized
VWO VANGUARD EMERGING MKTS ETF 0.1%
Value ($000) $199 Shares 4,935 Est. Cost $41.31 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $196 Shares 2,800 Est. Cost $78.94 Unrealized
CISCO SYSTEMS INC 0.1%
Value ($000) $192 Shares 3,680 Est. Cost $32.49 Unrealized
UTILITIES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $191 Shares 2,827 Est. Cost $50.79 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $188 Shares 776 Est. Cost $112.03 Unrealized +100.0%
PENNYMAC COPR CONV BD 5.50 11/01/2024 0.1%
Value ($000) $187 Shares 200,000 Est. Cost $0.94 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.1%
Value ($000) $173 Shares 692 Est. Cost $170.56 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $163 Shares 1,775 Est. Cost $92.09 Unrealized
LLY ELI LILLY AND COMPANY 0.0%
Value ($000) $156 Shares 454 Est. Cost $80.28 Unrealized +310.9%
ORACLE CORP 0.0%
Value ($000) $144 Shares 1,547 Est. Cost $43.00 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $142 Shares 955 Est. Cost $95.34 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $142 Shares 1,861 Est. Cost $83.91 Unrealized
PEPSICO INC 0.0%
Value ($000) $142 Shares 777 Est. Cost $100.02 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.0%
Value ($000) $139 Shares 1,495 Est. Cost $110.00 Unrealized
INTEL CORP 0.0%
Value ($000) $139 Shares 4,249 Est. Cost $37.65 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $139 Shares 654 Est. Cost $152.65 Unrealized +10.8%
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $132 Shares 1,452 Est. Cost $51.29 Unrealized +60.0%
ACCENTURE PLC 0.0%
Value ($000) $129 Shares 452 Est. Cost $123.70 Unrealized
BLACKROCK INC 0.0%
Value ($000) $128 Shares 191 Est. Cost $386.74 Unrealized
PFIZER INC 0.0%
Value ($000) $126 Shares 3,082 Est. Cost $33.98 Unrealized
KO COCA-COLA COMPANY 0.0%
Value ($000) $125 Shares 2,011 Est. Cost $32.80 Unrealized +68.9%
S SENTINELONE INC CL A 0.0%
Value ($000) $115 Shares 7,024 Est. Cost $40.18 Unrealized -62.4%
DANAHER CORP 0.0%
Value ($000) $110 Shares 437 Est. Cost $117.49 Unrealized
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $110 Shares 1,119 Est. Cost $76.42 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $107 Shares 186 Est. Cost $120.77 Unrealized +362.6%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $107 Shares 2,746 Est. Cost $29.95 Unrealized +9.2%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $102 Shares 508 Est. Cost $103.10 Unrealized +86.4%
TILRAY BRANDS CONV BD 5.00 10/01/2023 0.0%
Value ($000) $98 Shares 100,000 Est. Cost $0.98 Unrealized
WALT DISNEY CO 0.0%
Value ($000) $97 Shares 972 Est. Cost $99.52 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $96 Shares 391 Est. Cost $86.40 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $95 Shares 777 Est. Cost $75.78 Unrealized +54.0%
AT&T INC 0.0%
Value ($000) $95 Shares 4,928 Est. Cost $28.76 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $94 Shares 719 Est. Cost $139.38 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $92 Shares 2,019 Est. Cost $24.41 Unrealized +83.4%
CHARLES SCHWAB CORP 0.0%
Value ($000) $89 Shares 1,695 Est. Cost $34.21 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $87 Shares 1,871 Est. Cost $48.97 Unrealized -1.7%
IEI ISHARES BARCLAYS 3-7 YR TREASURY BD ETF 0.0%
Value ($000) $85 Shares 725 Est. Cost $122.69 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $84 Shares 395 Est. Cost $72.54 Unrealized +198.8%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $83 Shares 950 Est. Cost $53.28 Unrealized +55.0%
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $82 Shares 441 Est. Cost $102.64 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $81 Shares 627 Est. Cost $108.25 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $81 Shares 2,129 Est. Cost $44.88 Unrealized
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $80 Shares 413 Est. Cost $106.29 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $77 Shares 549 Est. Cost $101.23 Unrealized +21.5%
DOW DOW HOLDING INC 0.0%
Value ($000) $76 Shares 1,381 Est. Cost $38.84 Unrealized +21.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $73 Shares 970 Est. Cost $50.87 Unrealized +36.8%
MMM 3M CO 0.0%
Value ($000) $71 Shares 675 Est. Cost $92.60 Unrealized -8.3%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $71 Shares 173 Est. Cost $307.17 Unrealized
REDFIN CORPORATION 0.0%
Value ($000) $70 Shares 7,735 Est. Cost $22.98 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $68 Shares 213 Est. Cost $276.98 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $68 Shares 740 Est. Cost $90.39 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $67 Shares 868 Est. Cost $57.81 Unrealized +22.2%
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $66 Shares 229 Est. Cost $142.42 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $64 Shares 661 Est. Cost $61.43 Unrealized +43.5%
STRYKER CORP 0.0%
Value ($000) $63 Shares 222 Est. Cost $93.03 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $62 Shares 1,654 Est. Cost $35.73 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $62 Shares 392 Est. Cost $98.41 Unrealized +39.3%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $61 Shares 148 Est. Cost $243.24 Unrealized
GREENLIGHT CAP RE LTD CONV BD 4.0 08/01/2023 0.0%
Value ($000) $58 Shares 60,000 Est. Cost $0.97 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $57 Shares 1,094 Est. Cost $43.42 Unrealized +20.9%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $57 Shares 734 Est. Cost $35.90 Unrealized +93.2%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $57 Shares 1,659 Est. Cost $38.06 Unrealized -2.0%
BNY MELLON STRATEGIC MUNICIPALS INC 0.0%
Value ($000) $56 Shares 9,000 Est. Cost $9.00 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $52 Shares 352 Est. Cost $22.79 Unrealized +101.0%
LAM RESEARCH CORP 0.0%
Value ($000) $50 Shares 95 Est. Cost $106.24 Unrealized
VCSH VANGUARD SHORT TERM CORPORATE BOND INDEX ETF 0.0%
Value ($000) $49 Shares 645 Est. Cost $79.18 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $48 Shares 286 Est. Cost $58.20 Unrealized +173.7%
BLACKROCK INNOVATION & GRW TRUST 0.0%
Value ($000) $47 Shares 5,909 Est. Cost $8.03 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $46 Shares 367 Est. Cost $39.25 Unrealized +185.1%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $43 Shares 294 Est. Cost $32.75 Unrealized +324.2%
INVESCO MUNI TRUST 0.0%
Value ($000) $42 Shares 4,200 Est. Cost $13.67 Unrealized
EATON VANCE MUNI BD FD 0.0%
Value ($000) $42 Shares 4,000 Est. Cost $13.75 Unrealized
USB US BANCORP 0.0%
Value ($000) $41 Shares 1,151 Est. Cost $39.55 Unrealized -2.3%
ITOT ISHARES CORE S&P TOTAL US STK MKT ETF 0.0%
Value ($000) $39 Shares 435 Est. Cost $51.20 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $39 Shares 85 Est. Cost $245.16 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $38 Shares 420 Est. Cost $100.78 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $36 Shares 375 Est. Cost $62.95 Unrealized +4.7%
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $35 Shares 52 Est. Cost $245.56 Unrealized
IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FD 0.0%
Value ($000) $34 Shares 312 Est. Cost $132.65 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $33 Shares 338 Est. Cost $71.86 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $33 Shares 164 Est. Cost $85.25 Unrealized +95.8%
IJR ISHARES CORE S&P SMALL CAP INDEX ETF 0.0%
Value ($000) $33 Shares 338 Est. Cost $97.33 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $33 Shares 200 Est. Cost $52.74 Unrealized +177.5%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $32 Shares 140 Est. Cost $154.72 Unrealized
TEEKAY CORPORATION 0.0%
Value ($000) $31 Shares 5,000 Est. Cost $6.18 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $31 Shares 134 Est. Cost $158.34 Unrealized +20.4%
CPRT COPART INC 0.0%
Value ($000) $30 Shares 396 Est. Cost $25.24 Unrealized +34.7%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $30 Shares 590 Est. Cost $50.67 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX FD 0.0%
Value ($000) $28 Shares 199 Est. Cost $140.20 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $28 Shares 225 Est. Cost $128.89 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $27 Shares 10 Est. Cost $1933.58 Unrealized +23.8%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $25 Shares 185 Est. Cost $112.27 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $25 Shares 150 Est. Cost $171.78 Unrealized -6.9%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $24 Shares 207 Est. Cost $100.68 Unrealized -3.4%
DE DEERE & CO 0.0%
Value ($000) $22 Shares 54 Est. Cost $342.83 Unrealized +15.8%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $22 Shares 133 Est. Cost $139.64 Unrealized
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $22 Shares 1,904 Est. Cost $14.73 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $21 Shares 63 Est. Cost $286.25 Unrealized +11.8%
RUN SUNRUN INC 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $7.19 Unrealized +224.6%
VFC VF CORP 0.0%
Value ($000) $20 Shares 879 Est. Cost $57.16 Unrealized -54.0%
EOG EOG RESOURCES INC 0.0%
Value ($000) $20 Shares 175 Est. Cost $72.36 Unrealized +51.1%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $20 Shares 260 Est. Cost $110.20 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $20 Shares 267 Est. Cost $27.51 Unrealized +133.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $19 Shares 125 Est. Cost $101.69 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $19 Shares 416 Est. Cost $43.10 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $19 Shares 191 Est. Cost $48.87 Unrealized +103.6%
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $19 Shares 345 Est. Cost $65.61 Unrealized -8.0%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $18 Shares 624 Est. Cost $16.84 Unrealized +81.6%
BBY BEST BUY CO INC 0.0%
Value ($000) $18 Shares 225 Est. Cost $59.95 Unrealized +19.2%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $17 Shares 207 Est. Cost $52.80 Unrealized +49.5%
ABT ABBOTT LABS 0.0%
Value ($000) $17 Shares 169 Est. Cost $84.84 Unrealized +17.9%
BALL BALL CORPORATION 0.0%
Value ($000) $16 Shares 288 Est. Cost $86.19 Unrealized -38.1%
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $16 Shares 350 Est. Cost $26.10 Unrealized +62.8%
TSLA TESLA INC 0.0%
Value ($000) $16 Shares 75 Est. Cost $277.17 Unrealized -37.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $15 Shares 65 Est. Cost $114.61 Unrealized +90.0%
NI NISOURCE INC 0.0%
Value ($000) $15 Shares 521 Est. Cost $12.01 Unrealized +107.1%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $14 Shares 205 Est. Cost $41.57 Unrealized +48.0%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $14 Shares 678 Est. Cost $23.41 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $14 Shares 308 Est. Cost $26.55 Unrealized +36.7%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $59.88 Unrealized 0.0%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $13 Shares 300 Est. Cost $64.23 Unrealized -27.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $12 Shares 676 Est. Cost $11.51 Unrealized +24.5%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $12 Shares 148 Est. Cost $68.39 Unrealized +9.7%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $12 Shares 740 Est. Cost $10.23 Unrealized +41.4%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $11 Shares 40 Est. Cost $18.41 Unrealized +17.5%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $11 Shares 70 Est. Cost $114.29 Unrealized
LIN NEW LINDE PLC NPV 0.0%
Value ($000) $10 Shares 29 Est. Cost $322.30 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $10 Shares 68 Est. Cost $71.85 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 125 Est. Cost $71.08 Unrealized 0.0%
EPP ISHARES MCSI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $10 Shares 225 Est. Cost $40.32 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $10 Shares 73 Est. Cost $104.70 Unrealized +11.0%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $9 Shares 85 Est. Cost $102.73 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $9 Shares 90 Est. Cost $115.81 Unrealized -10.2%
GIS GENERAL MILLS 0.0%
Value ($000) $8 Shares 98 Est. Cost $41.89 Unrealized +71.8%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $60.85 Unrealized -72.2%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $8 Shares 175 Est. Cost $33.04 Unrealized +25.9%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $8 Shares 78 Est. Cost $53.46 Unrealized +62.6%
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $7 Shares 104 Est. Cost $27.24 Unrealized +5.2%
TMUS T-MOBILE US INC 0.0%
Value ($000) $7 Shares 49 Est. Cost $115.07 Unrealized +21.6%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $7 Shares 358 Est. Cost $8.83 Unrealized +107.5%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $7 Shares 81 Est. Cost $54.76 Unrealized +36.4%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $6 Shares 68 Est. Cost $111.48 Unrealized
EL ESTEE LAUDER CO 0.0%
Value ($000) $6 Shares 23 Est. Cost $65.64 Unrealized +266.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $6 Shares 20 Est. Cost $205.91 Unrealized +21.7%
HYDROFARM HLDGS GROUP 0.0%
Value ($000) $5 Shares 3,025 Est. Cost $28.43 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $5 Shares 78 Est. Cost $43.97 Unrealized +35.8%
JPRE JPMORGAN REALTY INCOME ETF 0.0%
Value ($000) $5 Shares 110 Est. Cost $45.45 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $5 Shares 102 Est. Cost $34.29 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $4 Shares 16 Est. Cost $263.70 Unrealized +4.9%
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $4 Shares 139 Est. Cost $39.09 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $4 Shares 8 Est. Cost $256.93 Unrealized +72.0%
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) $3 Shares 100 Est. Cost $52.23 Unrealized -39.3%
SHOP SHOPIFY INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $35.12 Unrealized +25.3%
F FORD MOTOR CO 0.0%
Value ($000) $3 Shares 200 Est. Cost $7.44 Unrealized +37.1%
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 229 Est. Cost $9.69 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $2 Shares 38 Est. Cost $59.46 Unrealized -16.9%
PJT PJT PARTNERS INC CL A 0.0%
Value ($000) $2 Shares 21 Est. Cost $74.75 Unrealized 0.0%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
SJNK SPDR BARCLAYS S/T HIGH YIELD BOND ETF 0.0%
Value ($000) $1 Shares 56 Est. Cost $32.47 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $84.48 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 87 Est. Cost $18.55 Unrealized -23.3%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $1 Shares 26 Est. Cost Unrealized
COMP COMPASS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $15.59 Unrealized -78.0%
JUNIPER NETWORKS INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $34.40 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $37.31 Unrealized +20.1%
ENETI INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $9.34 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $43.32 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INCORPORATED 0.0%
Value ($000) $0 Shares 3 Est. Cost $101.01 Unrealized 0.0%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $0 Shares 19 Est. Cost $18.69 Unrealized
STNG SCORPIO TANKERS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $56.17 Unrealized
EIGER BIOPHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 178 Est. Cost $11.24 Unrealized
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $37.04 Unrealized
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $14.19 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.93 Unrealized -13.6%