Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 14, 2023

Total Value ($000): $352,072 (99.9% shares, 0.1% debt)

Holdings (255)

VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 7.6%
Value ($000) $26,803 Shares 580,407 Est. Cost $42.00 Unrealized
VO VANGUARD MID CAP ETF 7.3%
Value ($000) $25,621 Shares 116,375 Est. Cost $188.52 Unrealized
MSFT MICROSOFT CORP 6.6%
Value ($000) $23,256 Shares 68,295 Est. Cost $88.18 Unrealized +248.4%
AAPL APPLE INC 6.0%
Value ($000) $20,959 Shares 108,053 Est. Cost $95.13 Unrealized +80.9%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 3.7%
Value ($000) $12,865 Shares 181,813 Est. Cost $85.38 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 3.2%
Value ($000) $11,365 Shares 161,272 Est. Cost $76.11 Unrealized
GOOGL ALPHABET INC CL A 2.2%
Value ($000) $7,915 Shares 66,125 Est. Cost $107.67 Unrealized +6.1%
V VISA INC 2.2%
Value ($000) $7,839 Shares 33,010 Est. Cost $109.66 Unrealized +104.7%
ORCL ORACLE CORP 2.0%
Value ($000) $7,139 Shares 59,948 Est. Cost $35.62 Unrealized +181.8%
VANGUARD MID CAP ETF 2.0%
Value ($000) $6,973 Shares 31,674 Est. Cost $237.83 Unrealized
HD HOME DEPOT INC 1.9%
Value ($000) $6,550 Shares 21,085 Est. Cost $104.07 Unrealized +165.6%
PEP PEPSICO INC 1.8%
Value ($000) $6,509 Shares 35,143 Est. Cost $77.63 Unrealized +119.7%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $6,460 Shares 13,440 Est. Cost $82.74 Unrealized +461.9%
PG PROCTER & GAMBLE CO 1.8%
Value ($000) $6,290 Shares 41,452 Est. Cost $70.40 Unrealized +100.7%
QCOM QUALCOMM INC 1.8%
Value ($000) $6,173 Shares 51,856 Est. Cost $71.73 Unrealized +51.0%
ETN EATON CORP PLC 1.7%
Value ($000) $5,828 Shares 28,982 Est. Cost $62.56 Unrealized +172.3%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $5,586 Shares 107,961 Est. Cost $24.76 Unrealized +83.8%
DHR DANAHER CORP 1.6%
Value ($000) $5,525 Shares 23,022 Est. Cost $38.53 Unrealized +441.9%
CVX CHEVRON CORP 1.5%
Value ($000) $5,444 Shares 34,597 Est. Cost $89.07 Unrealized +60.8%
SBUX STARBUCKS CORP 1.5%
Value ($000) $5,390 Shares 54,414 Est. Cost $57.29 Unrealized +69.8%
ACN ACCENTURE PLC 1.4%
Value ($000) $4,786 Shares 15,511 Est. Cost $96.89 Unrealized +188.7%
BLACKROCK INC 1.4%
Value ($000) $4,785 Shares 6,924 Est. Cost $398.91 Unrealized
XLU UTILITIES SELECT SECTOR SPDR ETF 1.3%
Value ($000) $4,623 Shares 70,650 Est. Cost $50.17 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 1.3%
Value ($000) $4,617 Shares 61,554 Est. Cost $93.40 Unrealized
SYK STRYKER CORP 1.3%
Value ($000) $4,514 Shares 14,796 Est. Cost $80.52 Unrealized +249.4%
HON HONEYWELL INTL INC 1.1%
Value ($000) $3,924 Shares 18,911 Est. Cost $105.39 Unrealized +66.6%
XBI SPDR S&P BIOTECH ETF 1.1%
Value ($000) $3,863 Shares 46,435 Est. Cost $85.94 Unrealized
SCHW CHARLES SCHWAB CORP 1.1%
Value ($000) $3,852 Shares 67,958 Est. Cost $28.83 Unrealized +75.0%
CB CHUBB LIMITED 1.0%
Value ($000) $3,693 Shares 19,179 Est. Cost $112.09 Unrealized +69.4%
AMT AMERICAN TOWER CORP 1.0%
Value ($000) $3,588 Shares 18,500 Est. Cost $111.57 Unrealized +59.6%
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $3,578 Shares 19,964 Est. Cost $75.32 Unrealized +105.2%
INTC INTEL CORP 1.0%
Value ($000) $3,543 Shares 105,983 Est. Cost $27.30 Unrealized +12.5%
ABBV ABBVIE INC 1.0%
Value ($000) $3,535 Shares 26,242 Est. Cost $44.28 Unrealized +202.0%
CMCSA COMCAST CORP 1.0%
Value ($000) $3,480 Shares 83,784 Est. Cost $28.00 Unrealized +30.9%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $3,464 Shares 16,927 Est. Cost $88.92 Unrealized +110.3%
PFE PFIZER INC 1.0%
Value ($000) $3,349 Shares 91,297 Est. Cost $23.12 Unrealized +43.7%
AMZN AMAZON.COM INC 0.9%
Value ($000) $3,281 Shares 25,168 Est. Cost $111.18 Unrealized +2.7%
CVS CVS HEALTH CORP 0.9%
Value ($000) $3,248 Shares 46,982 Est. Cost $54.91 Unrealized +17.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.9%
Value ($000) $3,185 Shares 43,661 Est. Cost $33.70 Unrealized +103.4%
PNC PNC FINANCIAL SERVICES GROUP 0.9%
Value ($000) $3,100 Shares 24,615 Est. Cost $69.36 Unrealized +59.2%
APD AIR PRODUCTS & CHEMICALS INC 0.9%
Value ($000) $3,098 Shares 10,344 Est. Cost $100.46 Unrealized +164.1%
MDT MEDTRONIC PLC 0.9%
Value ($000) $3,010 Shares 34,170 Est. Cost $66.26 Unrealized +19.8%
MET METLIFE INC 0.8%
Value ($000) $2,974 Shares 52,614 Est. Cost $33.82 Unrealized +51.4%
DIS WALT DISNEY CO 0.8%
Value ($000) $2,971 Shares 33,283 Est. Cost $85.47 Unrealized +8.3%
TGT TARGET CORP 0.8%
Value ($000) $2,907 Shares 22,043 Est. Cost $192.09 Unrealized -29.7%
IBM INTERNATIONAL BUSINESS MACHINES 0.8%
Value ($000) $2,732 Shares 20,421 Est. Cost $101.94 Unrealized +15.8%
WFC WELLS FARGO & CO 0.7%
Value ($000) $2,617 Shares 61,311 Est. Cost $33.84 Unrealized +11.2%
IWM ISHARES RUSSELL 2000 ETF 0.7%
Value ($000) $2,573 Shares 13,742 Est. Cost $171.06 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.7%
Value ($000) $2,377 Shares 24,270 Est. Cost $62.83 Unrealized +46.9%
T AT&T INC 0.6%
Value ($000) $2,258 Shares 141,562 Est. Cost $14.03 Unrealized +5.4%
ECL ECOLAB INC 0.6%
Value ($000) $2,213 Shares 11,856 Est. Cost $126.02 Unrealized +32.8%
IYW ISHARES US TECHNOLOGY ETF 0.6%
Value ($000) $2,213 Shares 20,325 Est. Cost $107.03 Unrealized
AVGO BROADCOM INC NPV 0.6%
Value ($000) $2,133 Shares 2,459 Est. Cost $63.63 Unrealized +8.0%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.4%
Value ($000) $1,561 Shares 89,378 Est. Cost $11.56 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $1,493 Shares 9,980 Est. Cost $93.83 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.4%
Value ($000) $1,482 Shares 8,068 Est. Cost $153.34 Unrealized +10.2%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,470 Shares 10,110 Est. Cost $122.15 Unrealized +6.2%
FCX FREEPORT-MCMORAN INC. LD 0.4%
Value ($000) $1,401 Shares 35,025 Est. Cost $36.20 Unrealized +1.6%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $1,343 Shares 3,298 Est. Cost $245.51 Unrealized
IAU ISHARES GOLD TRUST ETF 0.3%
Value ($000) $1,121 Shares 30,809 Est. Cost $33.68 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $1,081 Shares 4,908 Est. Cost $205.92 Unrealized
THFF FIRST FINANCIAL CORPORATION 0.3%
Value ($000) $942 Shares 29,000 Est. Cost $33.26 Unrealized -7.8%
O REALTY INCOME CORP 0.3%
Value ($000) $924 Shares 15,452 Est. Cost $55.00 Unrealized -4.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $853 Shares 7,949 Est. Cost $67.25 Unrealized +48.1%
EXAS EXACT SCIENCES CORPORATION 0.2%
Value ($000) $812 Shares 8,650 Est. Cost $89.82 Unrealized -13.2%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $725 Shares 1,346 Est. Cost $164.12 Unrealized +196.8%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $645 Shares 5,330 Est. Cost $106.89 Unrealized +7.5%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $518 Shares 1 Est. Cost $249666.89 Unrealized +99.4%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $500 Shares 1,282 Est. Cost $326.37 Unrealized +0.6%
MRK MERCK & CO INC 0.1%
Value ($000) $499 Shares 4,321 Est. Cost $44.48 Unrealized +134.9%
BX BLACKSTONE GROUP INC NPV 0.1%
Value ($000) $457 Shares 4,920 Est. Cost $54.09 Unrealized +48.2%
NVO NOVO NORDISK AS ADR 0.1%
Value ($000) $448 Shares 2,771 Est. Cost $54.78 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $444 Shares 2,685 Est. Cost $88.46 Unrealized +68.3%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.1%
Value ($000) $400 Shares 7,019 Est. Cost $59.11 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $382 Shares 1,123 Est. Cost $121.68 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $352 Shares 2,165 Est. Cost $145.98 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $346 Shares 4,137 Est. Cost $78.65 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $343 Shares 744 Est. Cost $218.34 Unrealized +97.6%
BA BOEING CO 0.1%
Value ($000) $342 Shares 1,619 Est. Cost $208.94 Unrealized -0.6%
VUG VANGUARD GROWTH INDEX ETF 0.1%
Value ($000) $331 Shares 1,170 Est. Cost $241.97 Unrealized
SMARTSHEET INC 0.1%
Value ($000) $311 Shares 8,131 Est. Cost $38.19 Unrealized
CHEVRON CORP 0.1%
Value ($000) $281 Shares 1,786 Est. Cost $123.14 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $252 Shares 738 Est. Cost $175.00 Unrealized +86.5%
VB VANGUARD SMALL CAP INDEX ETF 0.1%
Value ($000) $231 Shares 1,161 Est. Cost $114.58 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $216 Shares 754 Est. Cost $164.90 Unrealized +48.6%
LLY ELI LILLY AND COMPANY 0.1%
Value ($000) $213 Shares 454 Est. Cost $80.28 Unrealized +412.6%
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $207 Shares 2,861 Est. Cost $60.03 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $204 Shares 2,800 Est. Cost $78.94 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $199 Shares 2,257 Est. Cost $46.28 Unrealized +81.6%
QUALCOMM INC 0.1%
Value ($000) $195 Shares 1,641 Est. Cost $98.13 Unrealized
CISCO SYSTEMS INC 0.1%
Value ($000) $192 Shares 3,710 Est. Cost $32.49 Unrealized
VWO VANGUARD EMERGING MKTS ETF 0.1%
Value ($000) $192 Shares 4,716 Est. Cost $41.31 Unrealized
PENNYMAC COPR CONV BD 5.50 11/01/2024 0.1%
Value ($000) $188 Shares 200,000 Est. Cost $0.94 Unrealized
UTILITIES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $187 Shares 2,851 Est. Cost $50.79 Unrealized
ORACLE CORP 0.1%
Value ($000) $185 Shares 1,554 Est. Cost $43.00 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.1%
Value ($000) $181 Shares 692 Est. Cost $170.56 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $172 Shares 776 Est. Cost $112.03 Unrealized +90.7%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $172 Shares 1,775 Est. Cost $92.09 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $155 Shares 1,861 Est. Cost $83.91 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.0%
Value ($000) $151 Shares 1,495 Est. Cost $110.00 Unrealized
PEPSICO INC 0.0%
Value ($000) $146 Shares 788 Est. Cost $101.20 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $146 Shares 961 Est. Cost $95.34 Unrealized
INTEL CORP 0.0%
Value ($000) $143 Shares 4,266 Est. Cost $37.65 Unrealized
ACCENTURE PLC 0.0%
Value ($000) $140 Shares 454 Est. Cost $123.70 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $136 Shares 2,395 Est. Cost $40.78 Unrealized
BLACKROCK INC 0.0%
Value ($000) $133 Shares 192 Est. Cost $386.74 Unrealized
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $122 Shares 1,452 Est. Cost $51.29 Unrealized +55.9%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $122 Shares 273 Est. Cost $335.94 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $115 Shares 508 Est. Cost $103.10 Unrealized +91.8%
PFIZER INC 0.0%
Value ($000) $114 Shares 3,115 Est. Cost $34.01 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $111 Shares 377 Est. Cost $278.05 Unrealized 0.0%
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $110 Shares 1,126 Est. Cost $76.42 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $108 Shares 391 Est. Cost $86.40 Unrealized
DANAHER CORP 0.0%
Value ($000) $105 Shares 438 Est. Cost $117.49 Unrealized
S SENTINELONE INC CL A 0.0%
Value ($000) $103 Shares 6,850 Est. Cost $40.18 Unrealized -57.9%
ITOT ISHARES CORE S&P TOTAL US STK MKT ETF 0.0%
Value ($000) $100 Shares 1,020 Est. Cost $77.95 Unrealized
HELIX ENERGY SOLITIONS CONV BD 4.125 09/15/2023 0.0%
Value ($000) $99 Shares 100,000 Est. Cost $0.99 Unrealized
TILRAY BRANDS CONV BD 5.00 10/01/2023 0.0%
Value ($000) $98 Shares 100,000 Est. Cost $0.98 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $97 Shares 1,871 Est. Cost $48.97 Unrealized +0.3%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $97 Shares 727 Est. Cost $139.32 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $97 Shares 186 Est. Cost $120.77 Unrealized +343.2%
REDFIN CORPORATION 0.0%
Value ($000) $96 Shares 7,735 Est. Cost $22.98 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $95 Shares 2,546 Est. Cost $29.95 Unrealized +4.2%
KO COCA-COLA COMPANY 0.0%
Value ($000) $91 Shares 1,515 Est. Cost $32.80 Unrealized +74.9%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $90 Shares 2,019 Est. Cost $24.41 Unrealized +63.5%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $90 Shares 395 Est. Cost $72.54 Unrealized +176.1%
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $89 Shares 441 Est. Cost $102.64 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $89 Shares 2,145 Est. Cost $44.88 Unrealized
WALT DISNEY CO 0.0%
Value ($000) $87 Shares 972 Est. Cost $99.52 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $86 Shares 950 Est. Cost $53.28 Unrealized +50.3%
NKE NIKE INC CL B 0.0%
Value ($000) $86 Shares 777 Est. Cost $75.78 Unrealized +46.9%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $83 Shares 627 Est. Cost $108.25 Unrealized
AT&T INC 0.0%
Value ($000) $80 Shares 5,006 Est. Cost $28.56 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $79 Shares 213 Est. Cost $276.98 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $75 Shares 169 Est. Cost $307.17 Unrealized
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $75 Shares 417 Est. Cost $106.29 Unrealized
DOW DOW HOLDING INC 0.0%
Value ($000) $74 Shares 1,381 Est. Cost $38.84 Unrealized +16.5%
WELLS FARGO & CO 0.0%
Value ($000) $71 Shares 1,666 Est. Cost $35.73 Unrealized
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $69 Shares 230 Est. Cost $142.42 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $69 Shares 1,029 Est. Cost $63.84 Unrealized +6.5%
STRYKER CORP 0.0%
Value ($000) $68 Shares 223 Est. Cost $93.03 Unrealized
MMM 3M CO 0.0%
Value ($000) $68 Shares 675 Est. Cost $92.60 Unrealized -16.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $64 Shares 868 Est. Cost $57.81 Unrealized +21.1%
IEI ISHARES BARCLAYS 3-7 YR TREASURY BD ETF 0.0%
Value ($000) $63 Shares 545 Est. Cost $122.69 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $61 Shares 95 Est. Cost $106.24 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $59 Shares 661 Est. Cost $61.43 Unrealized +38.6%
GREENLIGHT CAP RE LTD CONV BD 4.0 08/01/2023 0.0%
Value ($000) $58 Shares 60,000 Est. Cost $0.97 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $58 Shares 392 Est. Cost $98.41 Unrealized +40.8%
KKR KKR & CO INC 0.0%
Value ($000) $55 Shares 984 Est. Cost $43.42 Unrealized +18.4%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $54 Shares 286 Est. Cost $58.20 Unrealized +192.8%
WMT WAL-MART STORES INC 0.0%
Value ($000) $53 Shares 337 Est. Cost $22.79 Unrealized +114.8%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $52 Shares 734 Est. Cost $35.90 Unrealized +84.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $50 Shares 651 Est. Cost $50.87 Unrealized +43.3%
PLD PROLOGIS INC 0.0%
Value ($000) $45 Shares 367 Est. Cost $39.25 Unrealized +187.5%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $42 Shares 294 Est. Cost $32.75 Unrealized +322.7%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $41 Shares 375 Est. Cost $62.95 Unrealized +26.8%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $41 Shares 85 Est. Cost $245.16 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $41 Shares 420 Est. Cost $100.78 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $39 Shares 338 Est. Cost $71.86 Unrealized
CPRT COPART INC 0.0%
Value ($000) $36 Shares 396 Est. Cost $25.24 Unrealized +64.3%
IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FD 0.0%
Value ($000) $36 Shares 312 Est. Cost $132.65 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $36 Shares 526 Est. Cost $67.56 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $35 Shares 200 Est. Cost $52.74 Unrealized +201.0%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $35 Shares 164 Est. Cost $85.25 Unrealized +136.6%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $34 Shares 140 Est. Cost $154.72 Unrealized
IJR ISHARES CORE S&P SMALL CAP INDEX ETF 0.0%
Value ($000) $34 Shares 338 Est. Cost $97.33 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $33 Shares 134 Est. Cost $158.34 Unrealized +36.4%
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 +34.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $26 Shares 150 Est. Cost $171.78 Unrealized -9.1%
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $26 Shares 36 Est. Cost $245.56 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $25 Shares 207 Est. Cost $100.68 Unrealized -7.5%
USB US BANCORP 0.0%
Value ($000) $24 Shares 727 Est. Cost $39.55 Unrealized -28.2%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $23 Shares 133 Est. Cost $139.64 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $22 Shares 267 Est. Cost $27.51 Unrealized +141.8%
DE DEERE & CO 0.0%
Value ($000) $22 Shares 54 Est. Cost $342.83 Unrealized +7.3%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $22 Shares 155 Est. Cost $112.27 Unrealized
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $21 Shares 1,904 Est. Cost $14.73 Unrealized
IEFA ISHARES CORE MSCI ETF 0.0%
Value ($000) $21 Shares 316 Est. Cost $67.50 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $20 Shares 175 Est. Cost $72.36 Unrealized +44.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $20 Shares 191 Est. Cost $48.87 Unrealized +93.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $20 Shares 125 Est. Cost $101.69 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $20 Shares 75 Est. Cost $277.17 Unrealized -27.9%
VCSH VANGUARD SHORT TERM CORPORATE BOND INDEX ETF 0.0%
Value ($000) $19 Shares 245 Est. Cost $79.18 Unrealized
BBY BEST BUY CO INC 0.0%
Value ($000) $18 Shares 225 Est. Cost $59.95 Unrealized +9.5%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $18 Shares 624 Est. Cost $16.84 Unrealized +58.1%
RUN SUNRUN INC 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $7.19 Unrealized +158.8%
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $18 Shares 350 Est. Cost $26.10 Unrealized +76.2%
BALL BALL CORPORATION 0.0%
Value ($000) $17 Shares 288 Est. Cost $86.19 Unrealized -39.4%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $64.23 Unrealized -29.2%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $16 Shares 135 Est. Cost $101.23 Unrealized +5.9%
ABT ABBOTT LABS 0.0%
Value ($000) $16 Shares 143 Est. Cost $84.84 Unrealized +19.6%
NI NISOURCE INC 0.0%
Value ($000) $14 Shares 521 Est. Cost $12.01 Unrealized +112.2%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $14 Shares 65 Est. Cost $114.61 Unrealized +78.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $14 Shares 308 Est. Cost $26.55 Unrealized +37.7%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $13 Shares 205 Est. Cost $41.57 Unrealized +41.8%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $13 Shares 129 Est. Cost $90.39 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $13 Shares 357 Est. Cost $29.51 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $13 Shares 676 Est. Cost $11.51 Unrealized +24.9%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $13 Shares 30 Est. Cost $18.41 Unrealized +80.2%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $12 Shares 740 Est. Cost $10.23 Unrealized +38.8%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $222.70 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $12 Shares 68 Est. Cost $71.85 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $11 Shares 70 Est. Cost $114.29 Unrealized
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $11 Shares 289 Est. Cost $36.96 Unrealized 0.0%
LIN NEW LINDE PLC NPV 0.0%
Value ($000) $11 Shares 29 Est. Cost $322.30 Unrealized +9.5%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 125 Est. Cost $71.08 Unrealized +11.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $10 Shares 73 Est. Cost $104.70 Unrealized +20.1%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $9 Shares 85 Est. Cost $102.73 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $9 Shares 175 Est. Cost $33.04 Unrealized +36.5%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $60.85 Unrealized -77.0%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $8 Shares 358 Est. Cost $8.83 Unrealized +103.9%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $8 Shares 78 Est. Cost $53.46 Unrealized +58.0%
GIS GENERAL MILLS 0.0%
Value ($000) $8 Shares 98 Est. Cost $41.89 Unrealized +85.0%
WOOD ISHARES GLOBAL TIMBER ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.69 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $7 Shares 49 Est. Cost $115.07 Unrealized +17.8%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $6 Shares 125 Est. Cost $50.67 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $6 Shares 20 Est. Cost $205.91 Unrealized +32.6%
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $6 Shares 165 Est. Cost $39.67 Unrealized 0.0%
EMB ISHARES JPMORGAN EM MKT BOND 0.0%
Value ($000) $6 Shares 68 Est. Cost $111.48 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $5 Shares 78 Est. Cost $43.97 Unrealized +35.0%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $5 Shares 102 Est. Cost $34.29 Unrealized
JPRE JPMORGAN REALTY INCOME ETF 0.0%
Value ($000) $5 Shares 110 Est. Cost $45.45 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $5 Shares 16 Est. Cost $263.70 Unrealized +13.0%
EL ESTEE LAUDER CO 0.0%
Value ($000) $5 Shares 23 Est. Cost $65.64 Unrealized +207.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $52.23 Unrealized -28.8%
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $4 Shares 139 Est. Cost $39.09 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $35.12 Unrealized +60.9%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $4 Shares 8 Est. Cost $256.93 Unrealized +68.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $4 Shares 47 Est. Cost $54.76 Unrealized +32.6%
EPP ISHARES MCSI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $40.32 Unrealized
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $4 Shares 65 Est. Cost $65.61 Unrealized -21.5%
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.41 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $3 Shares 56 Est. Cost $61.89 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $3 Shares 200 Est. Cost $7.44 Unrealized +43.7%
ECH ISHARES MSCI CHILE ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.18 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $2 Shares 118 Est. Cost $23.41 Unrealized
EWU ISHARES MSCI UK ETF 0.0%
Value ($000) $2 Shares 75 Est. Cost $32.33 Unrealized
HYDROFARM HLDGS GROUP 0.0%
Value ($000) $2 Shares 3,025 Est. Cost $28.43 Unrealized
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $2 Shares 33 Est. Cost $27.24 Unrealized -0.2%
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $68.39 Unrealized +8.9%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $2 Shares 38 Est. Cost $59.46 Unrealized -25.1%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $2 Shares 21 Est. Cost $47.62 Unrealized
TUR ISHARES MSCI TURKEY ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.24 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 -30.0%
COMP COMPASS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $15.59 Unrealized -79.0%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $1 Shares 26 Est. Cost Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $37.31 Unrealized +13.6%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $0 Shares 19 Est. Cost $18.69 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
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.93 Unrealized -29.1%