Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 9, 2024

Total Value ($000): $396,057 (100.0% shares, 0.0% debt)

Holdings (317)

VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 7.7%
Value ($000) $30,368 Shares 633,999 Est. Cost $42.48 Unrealized
VO VANGUARD MID CAP ETF 7.1%
Value ($000) $28,006 Shares 120,386 Est. Cost $189.58 Unrealized
MSFT MICROSOFT CORP 6.3%
Value ($000) $25,090 Shares 66,724 Est. Cost $88.18 Unrealized +297.3%
AAPL APPLE INC 4.9%
Value ($000) $19,274 Shares 100,112 Est. Cost $95.13 Unrealized +92.2%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 3.5%
Value ($000) $13,983 Shares 179,227 Est. Cost $85.38 Unrealized
BA BOEING CO 3.1%
Value ($000) $12,207 Shares 46,835 Est. Cost $217.98 Unrealized -1.9%
IVW ISHARES S&P 500 GROWTH ETF 2.7%
Value ($000) $10,878 Shares 144,849 Est. Cost $76.11 Unrealized
GOOGL ALPHABET INC CL A 2.3%
Value ($000) $9,275 Shares 66,399 Est. Cost $107.67 Unrealized +23.8%
VANGUARD MID CAP ETF 2.1%
Value ($000) $8,339 Shares 35,845 Est. Cost $234.39 Unrealized
V VISA INC 2.1%
Value ($000) $8,220 Shares 31,574 Est. Cost $109.66 Unrealized +121.3%
QCOM QUALCOMM INC 1.9%
Value ($000) $7,596 Shares 52,521 Est. Cost $72.62 Unrealized +63.0%
HD HOME DEPOT INC 1.9%
Value ($000) $7,593 Shares 21,910 Est. Cost $112.87 Unrealized +160.2%
ETN EATON CORP PLC 1.7%
Value ($000) $6,857 Shares 28,475 Est. Cost $62.56 Unrealized +244.6%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $6,432 Shares 12,217 Est. Cost $82.74 Unrealized +518.0%
ORCL ORACLE CORP 1.6%
Value ($000) $6,186 Shares 58,671 Est. Cost $35.62 Unrealized +199.6%
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $5,792 Shares 39,526 Est. Cost $70.40 Unrealized +99.7%
CVX CHEVRON CORP 1.4%
Value ($000) $5,712 Shares 38,297 Est. Cost $94.33 Unrealized +46.1%
INTC INTEL CORP 1.4%
Value ($000) $5,712 Shares 113,664 Est. Cost $27.89 Unrealized +43.6%
PEP PEPSICO INC 1.4%
Value ($000) $5,579 Shares 32,848 Est. Cost $77.63 Unrealized +98.1%
CSCO CISCO SYSTEMS INC 1.4%
Value ($000) $5,515 Shares 109,166 Est. Cost $25.31 Unrealized +89.5%
BLACKROCK INC 1.4%
Value ($000) $5,511 Shares 6,789 Est. Cost $404.67 Unrealized
AMZN AMAZON.COM INC 1.3%
Value ($000) $5,314 Shares 34,977 Est. Cost $118.54 Unrealized +18.3%
SBUX STARBUCKS CORP 1.3%
Value ($000) $5,309 Shares 55,297 Est. Cost $57.82 Unrealized +59.5%
ACN ACCENTURE PLC 1.3%
Value ($000) $5,213 Shares 14,856 Est. Cost $96.89 Unrealized +222.7%
SCHW CHARLES SCHWAB CORP 1.2%
Value ($000) $4,851 Shares 70,525 Est. Cost $29.88 Unrealized +87.8%
DHR DANAHER CORP 1.2%
Value ($000) $4,845 Shares 20,944 Est. Cost $40.26 Unrealized +422.5%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.2%
Value ($000) $4,726 Shares 74,626 Est. Cost $50.73 Unrealized
IYW ISHARES US TECHNOLOGY ETF 1.2%
Value ($000) $4,608 Shares 37,542 Est. Cost $110.54 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.1%
Value ($000) $4,464 Shares 22,241 Est. Cost $182.23 Unrealized
UNP UNION PACIFIC CORP 1.1%
Value ($000) $4,283 Shares 17,438 Est. Cost $92.41 Unrealized +126.4%
IJK ISHARES S&P MIDCAP 400 GROWTH 1.1%
Value ($000) $4,230 Shares 53,398 Est. Cost $93.40 Unrealized
CB CHUBB LIMITED 1.1%
Value ($000) $4,216 Shares 18,654 Est. Cost $112.09 Unrealized +90.7%
AMT AMERICAN TOWER CORP 1.1%
Value ($000) $4,164 Shares 19,287 Est. Cost $113.97 Unrealized +53.7%
HON HONEYWELL INTL INC 1.0%
Value ($000) $3,923 Shares 18,707 Est. Cost $105.39 Unrealized +63.5%
ABBV ABBVIE INC 1.0%
Value ($000) $3,792 Shares 24,467 Est. Cost $44.28 Unrealized +206.5%
AVGO BROADCOM INC NPV 0.9%
Value ($000) $3,719 Shares 3,332 Est. Cost $69.77 Unrealized +32.2%
SYK STRYKER CORP 0.9%
Value ($000) $3,589 Shares 11,986 Est. Cost $80.52 Unrealized +241.3%
MET METLIFE INC 0.9%
Value ($000) $3,400 Shares 51,421 Est. Cost $33.82 Unrealized +73.8%
CMCSA COMCAST CORP 0.9%
Value ($000) $3,368 Shares 76,820 Est. Cost $28.00 Unrealized +43.2%
IBM INTERNATIONAL BUSINESS MACHINES 0.8%
Value ($000) $3,349 Shares 20,479 Est. Cost $101.94 Unrealized +38.8%
IBB ISHARES NASDAQ BIOTECH INDX 0.8%
Value ($000) $3,194 Shares 23,509 Est. Cost $124.04 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.8%
Value ($000) $3,143 Shares 43,400 Est. Cost $34.04 Unrealized +88.9%
PFE PFIZER INC 0.8%
Value ($000) $3,090 Shares 107,341 Est. Cost $23.92 Unrealized +10.4%
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $3,081 Shares 19,599 Est. Cost $76.77 Unrealized +74.9%
MDT MEDTRONIC PLC 0.8%
Value ($000) $3,043 Shares 36,936 Est. Cost $67.12 Unrealized +6.5%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $3,022 Shares 17,769 Est. Cost $131.12 Unrealized +10.5%
CVS CVS HEALTH CORP 0.8%
Value ($000) $3,015 Shares 38,180 Est. Cost $55.31 Unrealized +18.2%
DIS WALT DISNEY CO 0.8%
Value ($000) $2,990 Shares 33,114 Est. Cost $85.47 Unrealized +0.9%
TGT TARGET CORP 0.7%
Value ($000) $2,792 Shares 19,605 Est. Cost $192.09 Unrealized -41.2%
WFC WELLS FARGO & CO 0.7%
Value ($000) $2,694 Shares 54,732 Est. Cost $33.84 Unrealized +21.2%
T AT&T INC 0.6%
Value ($000) $2,499 Shares 149,005 Est. Cost $14.00 Unrealized +1.5%
ECL ECOLAB INC 0.6%
Value ($000) $2,295 Shares 11,570 Est. Cost $126.02 Unrealized +39.5%
LLY ELI LILLY AND COMPANY 0.6%
Value ($000) $2,258 Shares 3,874 Est. Cost $516.58 Unrealized +11.3%
DHI D R HORTON INCORPORATED 0.6%
Value ($000) $2,198 Shares 14,463 Est. Cost $118.77 Unrealized +1.5%
MAR MARRIOTT INTERNATIONAL INC 0.5%
Value ($000) $1,978 Shares 8,770 Est. Cost $156.86 Unrealized +26.6%
FCX FREEPORT-MCMORAN INC. LD 0.4%
Value ($000) $1,646 Shares 38,686 Est. Cost $36.31 Unrealized -1.1%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $1,603 Shares 3,669 Est. Cost $260.39 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.4%
Value ($000) $1,580 Shares 95,962 Est. Cost $11.83 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $1,575 Shares 5,753 Est. Cost $100.46 Unrealized +158.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $1,575 Shares 9,980 Est. Cost $93.83 Unrealized
IAU ISHARES GOLD TRUST ETF 0.3%
Value ($000) $1,267 Shares 32,482 Est. Cost $33.96 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $1,164 Shares 4,908 Est. Cost $205.92 Unrealized
THFF FIRST FINANCIAL CORPORATION 0.2%
Value ($000) $934 Shares 21,700 Est. Cost $33.26 Unrealized +2.0%
O REALTY INCOME CORP 0.2%
Value ($000) $919 Shares 15,999 Est. Cost $54.86 Unrealized -15.3%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $858 Shares 1,300 Est. Cost $164.12 Unrealized +249.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $784 Shares 7,837 Est. Cost $68.20 Unrealized +43.1%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $742 Shares 4,732 Est. Cost $118.44 Unrealized +21.2%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $700 Shares 4,965 Est. Cost $109.78 Unrealized +22.7%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $679 Shares 4,387 Est. Cost $69.36 Unrealized +72.9%
XBI SPDR S&P BIOTECH ETF 0.2%
Value ($000) $678 Shares 7,588 Est. Cost $85.94 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $657 Shares 6,023 Est. Cost $62.51 Unrealized +54.9%
EXAS EXACT SCIENCES CORPORATION 0.2%
Value ($000) $640 Shares 8,650 Est. Cost $89.82 Unrealized -27.0%
INTU INTUIT INC 0.2%
Value ($000) $625 Shares 1,000 Est. Cost $498.82 Unrealized +9.2%
BX BLACKSTONE GROUP INC NPV 0.2%
Value ($000) $615 Shares 4,697 Est. Cost $54.09 Unrealized +88.7%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $592 Shares 1,284 Est. Cost $328.09 Unrealized +24.1%
NVO NOVO NORDISK AS ADR 0.1%
Value ($000) $574 Shares 5,552 Est. Cost $72.89 Unrealized
VLTO VERALTO CORP USD 0.01 0.1%
Value ($000) $559 Shares 6,792 Est. Cost $73.75 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $543 Shares 1 Est. Cost $249666.89 Unrealized +113.8%
ADP AUTOMATIC DATA PROCESSING INCOME 0.1%
Value ($000) $467 Shares 2,003 Est. Cost $231.16 Unrealized -3.9%
RTX RTX CORPORATION 0.1%
Value ($000) $449 Shares 5,338 Est. Cost $63.10 Unrealized +19.8%
MICROSOFT CORP 0.1%
Value ($000) $373 Shares 992 Est. Cost $121.68 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $365 Shares 4,131 Est. Cost $78.65 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $360 Shares 2,115 Est. Cost $145.98 Unrealized
SMARTSHEET INC 0.1%
Value ($000) $358 Shares 7,481 Est. Cost $38.19 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $337 Shares 744 Est. Cost $221.97 Unrealized +88.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $308 Shares 3,805 Est. Cost $70.48 Unrealized +2.4%
VUG VANGUARD GROWTH INDEX ETF 0.1%
Value ($000) $308 Shares 991 Est. Cost $241.97 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $299 Shares 1,011 Est. Cost $261.47 Unrealized -3.9%
PLD PROLOGIS INC 0.1%
Value ($000) $290 Shares 2,177 Est. Cost $101.01 Unrealized +4.6%
META META PLATFORMS INC 0.1%
Value ($000) $287 Shares 811 Est. Cost $177.93 Unrealized +81.8%
KO COCA-COLA COMPANY 0.1%
Value ($000) $283 Shares 4,797 Est. Cost $48.74 Unrealized +9.3%
QUALCOMM INC 0.1%
Value ($000) $276 Shares 1,911 Est. Cost $104.41 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $275 Shares 928 Est. Cost $268.20 Unrealized -3.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $272 Shares 2,345 Est. Cost $103.22 Unrealized +6.3%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $272 Shares 762 Est. Cost $184.68 Unrealized +90.1%
CHEVRON CORP 0.1%
Value ($000) $271 Shares 1,817 Est. Cost $123.14 Unrealized
FISV FISERV INC 0.1%
Value ($000) $253 Shares 1,901 Est. Cost $123.15 Unrealized -0.4%
VB VANGUARD SMALL CAP INDEX ETF 0.1%
Value ($000) $243 Shares 1,140 Est. Cost $114.58 Unrealized
EXPD EXPEDITORS INTL WASHINGTON 0.1%
Value ($000) $231 Shares 1,818 Est. Cost $115.37 Unrealized -0.6%
AMGN AMGEN INC 0.1%
Value ($000) $223 Shares 776 Est. Cost $113.70 Unrealized +124.4%
PSX PHILLIPS 66 0.1%
Value ($000) $218 Shares 1,637 Est. Cost $103.33 Unrealized +7.5%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $218 Shares 2,800 Est. Cost $78.94 Unrealized
BCH BANCO DE CHILE SPON ADS 0.1%
Value ($000) $217 Shares 9,405 Est. Cost $20.20 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $216 Shares 2,861 Est. Cost $60.03 Unrealized
PENNYMAC COPR CONV BD 5.50 11/01/2024 0.0%
Value ($000) $195 Shares 200,000 Est. Cost $0.94 Unrealized
VWO VANGUARD EMERGING MKTS ETF 0.0%
Value ($000) $194 Shares 4,716 Est. Cost $41.31 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.0%
Value ($000) $192 Shares 692 Est. Cost $170.56 Unrealized
DE DEERE & CO 0.0%
Value ($000) $191 Shares 477 Est. Cost $391.71 Unrealized -6.8%
S SENTINELONE INC CL A 0.0%
Value ($000) $188 Shares 6,850 Est. Cost $40.18 Unrealized -51.8%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $185 Shares 2,202 Est. Cost $46.68 Unrealized +63.4%
CISCO SYSTEMS INC 0.0%
Value ($000) $185 Shares 3,667 Est. Cost $32.49 Unrealized
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $181 Shares 2,858 Est. Cost $51.74 Unrealized
INTEL CORP 0.0%
Value ($000) $181 Shares 3,593 Est. Cost $37.65 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $177 Shares 1,644 Est. Cost $100.28 Unrealized -10.6%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $176 Shares 1,875 Est. Cost $84.87 Unrealized -1.4%
CHARLES SCHWAB CORP 0.0%
Value ($000) $174 Shares 2,528 Est. Cost $42.14 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $165 Shares 1,691 Est. Cost $68.96 Unrealized +18.6%
BLACKROCK INC 0.0%
Value ($000) $163 Shares 201 Est. Cost $404.13 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $161 Shares 1,487 Est. Cost $87.08 Unrealized +18.3%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $159 Shares 1,155 Est. Cost $127.23 Unrealized -0.7%
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.0%
Value ($000) $155 Shares 1,495 Est. Cost $109.56 Unrealized
PEPSICO INC 0.0%
Value ($000) $155 Shares 910 Est. Cost $109.95 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $149 Shares 1,018 Est. Cost $97.90 Unrealized
ACCENTURE PLC 0.0%
Value ($000) $146 Shares 417 Est. Cost $123.70 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $145 Shares 8,025 Est. Cost $14.56 Unrealized
CSX CSX CORP 0.0%
Value ($000) $144 Shares 4,148 Est. Cost $30.58 Unrealized +0.9%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $141 Shares 1,346 Est. Cost $93.35 Unrealized
ORACLE CORP 0.0%
Value ($000) $140 Shares 1,332 Est. Cost $43.00 Unrealized
BG BUNGE LIMITED 0.0%
Value ($000) $136 Shares 1,349 Est. Cost $98.11 Unrealized 0.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $130 Shares 273 Est. Cost $335.94 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $128 Shares 666 Est. Cost $154.53 Unrealized
DOW DOW HOLDING INC 0.0%
Value ($000) $127 Shares 2,307 Est. Cost $42.05 Unrealized +6.2%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $122 Shares 299 Est. Cost $300.36 Unrealized
WH WYNDHAM HOTELS AND RESORTS INC 0.0%
Value ($000) $121 Shares 1,502 Est. Cost $74.17 Unrealized +1.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $119 Shares 391 Est. Cost $172.23 Unrealized
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $118 Shares 1,452 Est. Cost $51.76 Unrealized +38.6%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $116 Shares 1,130 Est. Cost $92.09 Unrealized
MMM 3M CO 0.0%
Value ($000) $116 Shares 1,057 Est. Cost $87.64 Unrealized -13.8%
AT&T INC 0.0%
Value ($000) $114 Shares 6,822 Est. Cost $25.40 Unrealized
PFIZER INC 0.0%
Value ($000) $114 Shares 3,969 Est. Cost $32.92 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $113 Shares 508 Est. Cost $107.54 Unrealized +81.1%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $113 Shares 691 Est. Cost $139.33 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $110 Shares 1,114 Est. Cost $98.74 Unrealized -1.9%
ITOT ISHARES CORE S&P TOTAL US STK MKT ETF 0.0%
Value ($000) $107 Shares 1,020 Est. Cost $77.95 Unrealized
WALT DISNEY CO 0.0%
Value ($000) $106 Shares 1,172 Est. Cost $97.94 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $105 Shares 2,019 Est. Cost $24.41 Unrealized +78.9%
COLB COLUMBIA BANKING SYS INC 0.0%
Value ($000) $100 Shares 3,756 Est. Cost $18.00 Unrealized +8.5%
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $100 Shares 637 Est. Cost $123.56 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $99 Shares 186 Est. Cost $179.07 Unrealized +168.5%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $97 Shares 1,136 Est. Cost $78.54 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $97 Shares 1,871 Est. Cost $48.97 Unrealized +0.5%
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $96 Shares 441 Est. Cost $102.64 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $93 Shares 395 Est. Cost $72.54 Unrealized +175.9%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $92 Shares 950 Est. Cost $53.28 Unrealized +65.3%
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $90 Shares 2,407 Est. Cost $33.16 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $86 Shares 627 Est. Cost $108.25 Unrealized
COMCAST CORP CL A 0.0%
Value ($000) $82 Shares 1,879 Est. Cost $44.88 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $82 Shares 984 Est. Cost $43.42 Unrealized +53.9%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $81 Shares 971 Est. Cost $90.39 Unrealized
WELLS FARGO & CO 0.0%
Value ($000) $81 Shares 1,646 Est. Cost $35.73 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $80 Shares 169 Est. Cost $387.45 Unrealized
REDFIN CORPORATION 0.0%
Value ($000) $80 Shares 7,735 Est. Cost $22.98 Unrealized
STRYKER CORP 0.0%
Value ($000) $73 Shares 244 Est. Cost $109.94 Unrealized
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $72 Shares 938 Est. Cost $29.79 Unrealized -2.6%
PSA PUBLIC STORAGE 0.0%
Value ($000) $66 Shares 218 Est. Cost $253.67 Unrealized -4.3%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $66 Shares 1,746 Est. Cost $29.39 Unrealized +5.5%
IEI ISHARES BARCLAYS 3-7 YR TREASURY BD ETF 0.0%
Value ($000) $64 Shares 545 Est. Cost $122.69 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $63 Shares 649 Est. Cost $61.92 Unrealized +35.4%
LAM RESEARCH CORP 0.0%
Value ($000) $62 Shares 79 Est. Cost $155.81 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $59 Shares 330 Est. Cost $98.64 Unrealized +64.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $59 Shares 1,460 Est. Cost $34.42 Unrealized +1.1%
TNL TRAVEL AND LEISURE CO 0.0%
Value ($000) $58 Shares 1,492 Est. Cost $35.99 Unrealized -8.1%
XLY SELECT SECTOR SPDR ETF CONSUMER DISCRETIONARY 0.0%
Value ($000) $57 Shares 317 Est. Cost $160.98 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $56 Shares 295 Est. Cost $74.05 Unrealized +152.5%
PPL PPL CORPORATION 0.0%
Value ($000) $54 Shares 2,004 Est. Cost $23.80 Unrealized -1.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $53 Shares 529 Est. Cost $99.06 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $53 Shares 338 Est. Cost $30.12 Unrealized +71.4%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $52 Shares 651 Est. Cost $51.14 Unrealized +40.3%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $50 Shares 393 Est. Cost $64.56 Unrealized +41.7%
SJM SMUCKER J M CO 0.0%
Value ($000) $50 Shares 392 Est. Cost $98.41 Unrealized +8.5%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $46 Shares 93 Est. Cost $38.91 Unrealized +19.0%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $45 Shares 734 Est. Cost $36.49 Unrealized +42.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $45 Shares 740 Est. Cost $58.64 Unrealized -8.8%
AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $44 Shares 159 Est. Cost $142.42 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $43 Shares 164 Est. Cost $95.33 Unrealized +134.5%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $43 Shares 85 Est. Cost $245.16 Unrealized
CPRT COPART INC 0.0%
Value ($000) $39 Shares 800 Est. Cost $35.24 Unrealized +34.0%
IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FD 0.0%
Value ($000) $39 Shares 312 Est. Cost $132.65 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $39 Shares 11 Est. Cost $2028.64 Unrealized +51.2%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $39 Shares 294 Est. Cost $35.72 Unrealized +236.0%
IJR ISHARES CORE S&P SMALL CAP INDEX ETF 0.0%
Value ($000) $37 Shares 338 Est. Cost $97.33 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $35 Shares 140 Est. Cost $154.72 Unrealized
HE HAWAIIAN ELECTRIC INDS 0.0%
Value ($000) $35 Shares 2,464 Est. Cost $24.33 Unrealized -46.6%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $35 Shares 160 Est. Cost $199.88 Unrealized -7.8%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $31 Shares 280 Est. Cost $71.86 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $29 Shares 114 Est. Cost $159.64 Unrealized +51.8%
CTVA CORTEVA INC USD 0.01 0.0%
Value ($000) $28 Shares 588 Est. Cost $51.53 Unrealized -9.7%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $28 Shares 225 Est. Cost $128.89 Unrealized
USB US BANCORP 0.0%
Value ($000) $28 Shares 648 Est. Cost $39.40 Unrealized -16.0%
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $27 Shares 36 Est. Cost $263.62 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $27 Shares 207 Est. Cost $100.68 Unrealized +6.2%
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $26 Shares 653 Est. Cost $34.06 Unrealized
XLC SELECT SEC COMUNICATION SERVSELEC 0.0%
Value ($000) $26 Shares 354 Est. Cost $65.56 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $24 Shares 155 Est. Cost $112.27 Unrealized
IEFA ISHARES CORE MSCI ETF 0.0%
Value ($000) $22 Shares 316 Est. Cost $67.50 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $22 Shares 183 Est. Cost $81.69 Unrealized +41.5%
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $21 Shares 1,904 Est. Cost $14.73 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $21 Shares 624 Est. Cost $18.89 Unrealized +46.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $21 Shares 125 Est. Cost $109.48 Unrealized
BITO PROSHARES TR BITCOIN STRATEGY ETF 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $20.48 Unrealized
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $20 Shares 350 Est. Cost $26.10 Unrealized +68.9%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $20 Shares 99 Est. Cost $162.82 Unrealized +3.8%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $20 Shares 525 Est. Cost $60.00 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $7.19 Unrealized +76.5%
VCSH VANGUARD SHORT TERM CORPORATE BOND INDEX ETF 0.0%
Value ($000) $19 Shares 245 Est. Cost $78.05 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $19 Shares 75 Est. Cost $268.67 Unrealized -11.5%
BBY BEST BUY CO INC 0.0%
Value ($000) $18 Shares 225 Est. Cost $60.10 Unrealized +5.6%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $18 Shares 135 Est. Cost $105.33 Unrealized +13.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $17 Shares 65 Est. Cost $124.00 Unrealized +88.9%
LIN NEW LINDE PLC NPV 0.0%
Value ($000) $15 Shares 37 Est. Cost $344.83 Unrealized +11.2%
NI NISOURCE INC 0.0%
Value ($000) $14 Shares 521 Est. Cost $12.38 Unrealized +94.3%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $14 Shares 676 Est. Cost $11.51 Unrealized +38.6%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $13 Shares 740 Est. Cost $10.23 Unrealized +50.0%
CRSP CRISPR THERAAPEUTICS AG 0.0%
Value ($000) $13 Shares 200 Est. Cost $55.02 Unrealized 0.0%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $12 Shares 350 Est. Cost $48.30 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $12 Shares 500 Est. Cost $60.85 Unrealized -69.1%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $12 Shares 300 Est. Cost $64.23 Unrealized -44.5%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 131 Est. Cost $71.16 Unrealized -1.9%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $10 Shares 175 Est. Cost $33.04 Unrealized +29.6%
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $10 Shares 85 Est. Cost $102.73 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $8 Shares 358 Est. Cost $8.83 Unrealized +106.1%
TMUS T-MOBILE US INC 0.0%
Value ($000) $8 Shares 49 Est. Cost $118.76 Unrealized +20.5%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $8 Shares 52 Est. Cost $108.55 Unrealized +8.6%
ADBE ADOBE INC 0.0%
Value ($000) $7 Shares 11 Est. Cost $524.63 Unrealized +9.9%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $6 Shares 125 Est. Cost $50.67 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $49.02 Unrealized +6.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $6 Shares 78 Est. Cost $50.92 Unrealized +31.0%
MA MASTERCARD INC CL A 0.0%
Value ($000) $6 Shares 13 Est. Cost $396.22 Unrealized +0.2%
NFLX NETFLIX INC 0.0%
Value ($000) $5 Shares 11 Est. Cost $42.39 Unrealized +3.0%
JPRE JPMORGAN REALTY INCOME ETF 0.0%
Value ($000) $5 Shares 110 Est. Cost $45.45 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $5 Shares 43 Est. Cost $88.88 Unrealized +8.1%
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $4 Shares 65 Est. Cost $64.81 Unrealized -19.3%
CDNS CADENCE DESIGN SYSTEMS, INC 0.0%
Value ($000) $4 Shares 14 Est. Cost $234.06 Unrealized +10.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $4 Shares 8 Est. Cost $358.93 Unrealized +25.9%
GIS GENERAL MILLS 0.0%
Value ($000) $3 Shares 52 Est. Cost $41.89 Unrealized +42.1%
EL ESTEE LAUDER CO 0.0%
Value ($000) $3 Shares 23 Est. Cost $65.64 Unrealized +93.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $447.51 Unrealized +14.3%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $2 Shares 118 Est. Cost $23.41 Unrealized
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $2 Shares 9 Est. Cost $198.06 Unrealized -2.2%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $2 Shares 38 Est. Cost $56.09 Unrealized -8.7%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $232.13 Unrealized +0.6%
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $2 Shares 21 Est. Cost $47.62 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $781.58 Unrealized +4.8%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $2 Shares 3 Est. Cost $469.45 Unrealized +8.8%
TJX TJX COMPANIES INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $85.34 Unrealized +2.3%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $111.18 Unrealized -0.7%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $2 Shares 32 Est. Cost $43.29 Unrealized +8.6%
ROP ROPER INDUSTRIES INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $482.70 Unrealized +5.2%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $349.73 Unrealized +5.6%
MCO MOODY'S CORP 0.0%
Value ($000) $2 Shares 4 Est. Cost $333.80 Unrealized +2.4%
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.09 Unrealized
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $2 Shares 5 Est. Cost $262.23 Unrealized +0.7%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $415.80 Unrealized -1.9%
NOW SERVICENOW INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $114.08 Unrealized +10.5%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $1 Shares 3 Est. Cost $416.71 Unrealized +8.1%
HCA HCA HEALTHCARE INCORPORATED 0.0%
Value ($000) $1 Shares 5 Est. Cost $268.37 Unrealized -9.5%
IT GARTNER INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $348.82 Unrealized +14.5%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $78.72 Unrealized -2.2%
HAL HALLIBURTON CO 0.0%
Value ($000) $1 Shares 37 Est. Cost $36.99 Unrealized -1.5%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $99.58 Unrealized +11.7%
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $56.66 Unrealized +7.3%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $1 Shares 8 Est. Cost $120.35 Unrealized +19.1%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $52.45 Unrealized +1.8%
ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $183.71 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $1 Shares 9 Est. Cost $100.55 Unrealized +11.0%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $140.40 Unrealized +2.7%
COMP COMPASS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $15.59 Unrealized -84.2%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1 Shares 19 Est. Cost $53.44 Unrealized -3.5%
MRVL MARVELL TECHNOLOGY GROUP 0.0%
Value ($000) $1 Shares 18 Est. Cost $58.53 Unrealized -8.4%
NRG NRG ENERGY INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $36.05 Unrealized +20.6%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $134.18 Unrealized +7.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $230.07 Unrealized -1.2%
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $159.50 Unrealized -3.9%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $113.48 Unrealized +3.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $75.86 Unrealized -3.5%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $1 Shares 26 Est. Cost Unrealized
ON ON SEMICONDUCTOR CORPORATION 0.0%
Value ($000) $1 Shares 12 Est. Cost $97.14 Unrealized -19.1%
NWS NEWS CORPORTATION 0.0%
Value ($000) $1 Shares 39 Est. Cost $20.37 Unrealized +9.6%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $31.42 Unrealized +11.0%
ORLY O'REILLY AUTOMOTIVE INCORPORATED 0.0%
Value ($000) $1 Shares 1 Est. Cost $62.73 Unrealized +0.7%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $278.04 Unrealized +6.3%
ROK ROCKWELL AUTOMATION, INC. 0.0%
Value ($000) $1 Shares 3 Est. Cost $296.68 Unrealized -9.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $708.54 Unrealized +6.7%
TTWO TAKE TWO INTERACTIVE SOFTWARE INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $143.94 Unrealized +3.7%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $1 Shares 6 Est. Cost $98.44 Unrealized +1.8%
TT TRANE TECHNOLOGIES PLC USD 1.0 0.0%
Value ($000) $1 Shares 3 Est. Cost $195.76 Unrealized +9.6%
HESS CORPORATION 0.0%
Value ($000) $1 Shares 5 Est. Cost $153.00 Unrealized
WST WEST PHARMACEUTICALS SERVICES INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $384.28 Unrealized -8.4%
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $1 Shares 3 Est. Cost $213.74 Unrealized -2.4%
AFL AFLAC INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $70.52 Unrealized +9.2%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $1 Shares 4 Est. Cost $136.75 Unrealized +8.8%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $1 Shares 3 Est. Cost $170.29 Unrealized +4.6%
UHS UNIVERSAL HEALTH SERVICES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $135.05 Unrealized -1.3%
CTAS CINTAS CORP COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $122.03 Unrealized +7.9%
APH AMPHENOL CORP CL A 0.0%
Value ($000) $1 Shares 6 Est. Cost $42.14 Unrealized +3.0%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $132.62 Unrealized +7.1%
NWSA NEWS CORPORATION CL A 0.0%
Value ($000) $1 Shares 24 Est. Cost $19.91 Unrealized +7.5%
AON AON PLC NPV 0.0%
Value ($000) $1 Shares 2 Est. Cost $325.28 Unrealized -3.1%
URI UNITED RENTALS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $447.53 Unrealized +3.4%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $51.72 Unrealized -12.2%
IR INGERSOLL RAND INC USD 0.01 0.0%
Value ($000) $0 Shares 6 Est. Cost $66.38 Unrealized +2.8%
AJG ARTHUR J. GALLAGHER & CO. 0.0%
Value ($000) $0 Shares 2 Est. Cost $219.09 Unrealized +6.1%
ROST ROSS STORES INCORPORATED 0.0%
Value ($000) $0 Shares 3 Est. Cost $111.83 Unrealized +8.9%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $97.84 Unrealized -11.4%
CEG CONSTELLATION ENERGY CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $101.44 Unrealized +13.5%
EIGER BIOPHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 178 Est. Cost $11.24 Unrealized