Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 12, 2024

Total Value ($000): $426,705 (100.0% shares, 0.0% debt)

Holdings (281)

VO VANGUARD MID CAP ETF 7.5%
Value ($000) $31,884 Shares 127,610 Est. Cost $193.00 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 7.3%
Value ($000) $31,363 Shares 625,254 Est. Cost $42.48 Unrealized
MSFT MICROSOFT CORP 6.6%
Value ($000) $28,295 Shares 67,255 Est. Cost $88.18 Unrealized +352.8%
AAPL APPLE INC 4.1%
Value ($000) $17,294 Shares 100,853 Est. Cost $95.13 Unrealized +89.5%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 3.9%
Value ($000) $16,790 Shares 193,720 Est. Cost $85.48 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 2.7%
Value ($000) $11,654 Shares 138,021 Est. Cost $76.11 Unrealized
GOOGL ALPHABET INC CL A 2.4%
Value ($000) $10,103 Shares 66,940 Est. Cost $107.67 Unrealized +31.9%
ETN EATON CORP PLC 2.1%
Value ($000) $8,962 Shares 28,663 Est. Cost $62.56 Unrealized +327.8%
BA BOEING CO 2.1%
Value ($000) $8,873 Shares 45,978 Est. Cost $217.98 Unrealized -5.7%
QCOM QUALCOMM INC 2.1%
Value ($000) $8,793 Shares 51,936 Est. Cost $72.62 Unrealized +104.5%
V VISA INC 2.1%
Value ($000) $8,780 Shares 31,462 Est. Cost $109.66 Unrealized +148.4%
VANGUARD MID CAP ETF 2.0%
Value ($000) $8,650 Shares 34,619 Est. Cost $234.39 Unrealized
HD HOME DEPOT INC 2.0%
Value ($000) $8,511 Shares 22,188 Est. Cost $115.83 Unrealized +200.9%
AMZN AMAZON.COM INC 1.6%
Value ($000) $6,997 Shares 38,791 Est. Cost $123.30 Unrealized +35.4%
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $6,487 Shares 39,979 Est. Cost $71.30 Unrealized +110.2%
CVX CHEVRON CORP 1.5%
Value ($000) $6,448 Shares 40,876 Est. Cost $97.14 Unrealized +43.1%
IYW ISHARES US TECHNOLOGY ETF 1.5%
Value ($000) $6,335 Shares 46,904 Est. Cost $115.43 Unrealized
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $6,070 Shares 12,270 Est. Cost $82.74 Unrealized +491.0%
PEP PEPSICO INC 1.4%
Value ($000) $5,832 Shares 33,325 Est. Cost $78.77 Unrealized +99.7%
BLACKROCK INC 1.3%
Value ($000) $5,689 Shares 6,824 Est. Cost $404.67 Unrealized
ACN ACCENTURE PLC 1.3%
Value ($000) $5,416 Shares 15,626 Est. Cost $109.60 Unrealized +223.7%
DHR DANAHER CORP 1.2%
Value ($000) $5,326 Shares 21,329 Est. Cost $43.89 Unrealized +450.2%
SBUX STARBUCKS CORP 1.2%
Value ($000) $5,200 Shares 56,902 Est. Cost $58.68 Unrealized +51.0%
ORCL ORACLE CORP 1.2%
Value ($000) $5,191 Shares 41,324 Est. Cost $35.62 Unrealized +215.4%
SCHW CHARLES SCHWAB CORP 1.2%
Value ($000) $5,190 Shares 71,745 Est. Cost $30.47 Unrealized +110.9%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.2%
Value ($000) $5,061 Shares 77,087 Est. Cost $51.20 Unrealized
INTC INTEL CORP 1.2%
Value ($000) $5,043 Shares 114,206 Est. Cost $27.89 Unrealized +57.9%
CB CHUBB LIMITED 1.1%
Value ($000) $4,893 Shares 18,884 Est. Cost $113.66 Unrealized +112.2%
IJK ISHARES S&P MIDCAP 400 GROWTH 1.1%
Value ($000) $4,819 Shares 52,811 Est. Cost $93.40 Unrealized
AVGO BROADCOM INC NPV 1.1%
Value ($000) $4,700 Shares 3,546 Est. Cost $72.88 Unrealized +66.3%
IWM ISHARES RUSSELL 2000 ETF 1.1%
Value ($000) $4,562 Shares 21,693 Est. Cost $182.23 Unrealized
UNP UNION PACIFIC CORP 1.0%
Value ($000) $4,355 Shares 17,707 Est. Cost $94.58 Unrealized +149.1%
SYK STRYKER CORP 1.0%
Value ($000) $4,319 Shares 12,070 Est. Cost $80.52 Unrealized +310.3%
ABBV ABBVIE INC 1.0%
Value ($000) $4,304 Shares 23,636 Est. Cost $44.28 Unrealized +265.9%
CSCO CISCO SYSTEMS INC 1.0%
Value ($000) $4,200 Shares 84,163 Est. Cost $25.31 Unrealized +86.5%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $4,155 Shares 20,743 Est. Cost $137.21 Unrealized +26.5%
DIS WALT DISNEY CO 0.9%
Value ($000) $4,033 Shares 32,961 Est. Cost $85.47 Unrealized +19.8%
IBM INTERNATIONAL BUSINESS MACHINES 0.9%
Value ($000) $3,978 Shares 20,832 Est. Cost $103.13 Unrealized +67.3%
HON HONEYWELL INTL INC 0.9%
Value ($000) $3,927 Shares 19,133 Est. Cost $107.07 Unrealized +68.8%
AMT AMERICAN TOWER CORP 0.9%
Value ($000) $3,921 Shares 19,846 Est. Cost $116.00 Unrealized +60.4%
MET METLIFE INC 0.9%
Value ($000) $3,796 Shares 51,220 Est. Cost $33.82 Unrealized +95.2%
SMH VANECK SEMICONDUCTOR ETF 0.9%
Value ($000) $3,671 Shares 16,317 Est. Cost $224.98 Unrealized
LLY ELI LILLY AND COMPANY 0.8%
Value ($000) $3,458 Shares 4,445 Est. Cost $540.47 Unrealized +30.0%
IBB ISHARES NASDAQ BIOTECH INDX 0.8%
Value ($000) $3,444 Shares 25,101 Est. Cost $124.87 Unrealized
MDT MEDTRONIC PLC 0.8%
Value ($000) $3,333 Shares 38,248 Est. Cost $67.58 Unrealized +19.3%
CMCSA COMCAST CORP 0.7%
Value ($000) $3,170 Shares 73,150 Est. Cost $28.00 Unrealized +45.1%
TGT TARGET CORP 0.7%
Value ($000) $3,155 Shares 17,804 Est. Cost $192.09 Unrealized -26.1%
WFC WELLS FARGO & CO 0.7%
Value ($000) $3,150 Shares 54,363 Est. Cost $33.84 Unrealized +48.1%
PFE PFIZER INC 0.7%
Value ($000) $3,119 Shares 112,403 Est. Cost $23.96 Unrealized +2.9%
CVS CVS HEALTH CORP 0.7%
Value ($000) $3,032 Shares 38,021 Est. Cost $55.31 Unrealized +28.0%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $2,995 Shares 20,150 Est. Cost $78.40 Unrealized +74.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.7%
Value ($000) $2,917 Shares 41,669 Est. Cost $34.04 Unrealized +102.4%
ECL ECOLAB INC 0.7%
Value ($000) $2,833 Shares 12,271 Est. Cost $130.70 Unrealized +59.1%
DHI D R HORTON INCORPORATED 0.7%
Value ($000) $2,811 Shares 17,083 Est. Cost $123.12 Unrealized +19.5%
T AT&T INC 0.6%
Value ($000) $2,686 Shares 152,719 Est. Cost $14.04 Unrealized +11.2%
MAR MARRIOTT INTERNATIONAL INC 0.5%
Value ($000) $2,301 Shares 9,122 Est. Cost $159.98 Unrealized +48.6%
FCX FREEPORT-MCMORAN INC. LD 0.4%
Value ($000) $1,870 Shares 39,770 Est. Cost $36.39 Unrealized +8.3%
META META PLATFORMS INC 0.4%
Value ($000) $1,777 Shares 3,660 Est. Cost $384.43 Unrealized +15.3%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $1,751 Shares 3,643 Est. Cost $260.39 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $1,509 Shares 8,907 Est. Cost $93.83 Unrealized
IAU ISHARES GOLD TRUST ETF 0.3%
Value ($000) $1,487 Shares 35,398 Est. Cost $34.63 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.3%
Value ($000) $1,473 Shares 95,507 Est. Cost $11.83 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $1,276 Shares 4,908 Est. Cost $205.92 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,147 Shares 4,037 Est. Cost $157.74 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $955 Shares 8,214 Est. Cost $69.57 Unrealized +41.0%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $945 Shares 1,290 Est. Cost $164.12 Unrealized +330.6%
O REALTY INCOME CORP 0.2%
Value ($000) $893 Shares 16,504 Est. Cost $54.67 Unrealized -11.1%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $797 Shares 1,434 Est. Cost $345.92 Unrealized +44.1%
MRK MERCK & CO INC 0.2%
Value ($000) $789 Shares 5,980 Est. Cost $62.51 Unrealized +85.2%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $756 Shares 4,965 Est. Cost $109.78 Unrealized +30.5%
NVO NOVO NORDISK AS ADR 0.2%
Value ($000) $712 Shares 5,542 Est. Cost $72.89 Unrealized
XBI SPDR S&P BIOTECH ETF 0.2%
Value ($000) $654 Shares 6,897 Est. Cost $85.94 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $648 Shares 4,096 Est. Cost $118.44 Unrealized +26.8%
INTU INTUIT INC 0.2%
Value ($000) $645 Shares 992 Est. Cost $498.82 Unrealized +26.5%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $634 Shares 1 Est. Cost $249666.89 Unrealized +137.9%
VLTO VERALTO CORP USD 0.01 0.1%
Value ($000) $618 Shares 6,977 Est. Cost $73.98 Unrealized +11.2%
BX BLACKSTONE GROUP INC NPV 0.1%
Value ($000) $617 Shares 4,697 Est. Cost $54.09 Unrealized +119.5%
THFF FIRST FINANCIAL CORPORATION 0.1%
Value ($000) $602 Shares 15,700 Est. Cost $33.26 Unrealized +7.2%
EXAS EXACT SCIENCES CORPORATION 0.1%
Value ($000) $597 Shares 8,650 Est. Cost $89.82 Unrealized -29.6%
ADP AUTOMATIC DATA PROCESSING INCOME 0.1%
Value ($000) $500 Shares 2,003 Est. Cost $231.16 Unrealized +1.3%
MICROSOFT CORP 0.1%
Value ($000) $462 Shares 1,097 Est. Cost $150.31 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $386 Shares 2,115 Est. Cost $145.98 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $370 Shares 1,011 Est. Cost $261.47 Unrealized +19.0%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $357 Shares 4,131 Est. Cost $78.65 Unrealized
VUG VANGUARD GROWTH INDEX ETF 0.1%
Value ($000) $341 Shares 991 Est. Cost $241.97 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $338 Shares 744 Est. Cost $221.97 Unrealized +87.4%
FISV FISERV INC 0.1%
Value ($000) $304 Shares 1,901 Est. Cost $123.15 Unrealized +18.3%
KO COCA-COLA COMPANY 0.1%
Value ($000) $293 Shares 4,797 Est. Cost $48.74 Unrealized +16.3%
SMARTSHEET INC 0.1%
Value ($000) $288 Shares 7,481 Est. Cost $38.19 Unrealized
PLD PROLOGIS INC 0.1%
Value ($000) $283 Shares 2,177 Est. Cost $101.01 Unrealized +21.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $277 Shares 3,780 Est. Cost $70.48 Unrealized +2.1%
CHEVRON CORP 0.1%
Value ($000) $272 Shares 1,725 Est. Cost $123.14 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $267 Shares 1,637 Est. Cost $103.33 Unrealized +30.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $262 Shares 928 Est. Cost $268.20 Unrealized +3.7%
VB VANGUARD SMALL CAP INDEX ETF 0.1%
Value ($000) $261 Shares 1,140 Est. Cost $114.58 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $256 Shares 2,008 Est. Cost $103.22 Unrealized +4.3%
PCAR PACCAR INC 0.1%
Value ($000) $247 Shares 1,991 Est. Cost $73.75 Unrealized +36.7%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $235 Shares 2,800 Est. Cost $78.94 Unrealized
DE DEERE & CO 0.1%
Value ($000) $229 Shares 558 Est. Cost $388.93 Unrealized -4.2%
EFA ISHARES MSCI EAFE INDEX ETF 0.1%
Value ($000) $228 Shares 2,861 Est. Cost $60.03 Unrealized
EXPD EXPEDITORS INTL WASHINGTON 0.1%
Value ($000) $221 Shares 1,818 Est. Cost $115.37 Unrealized +4.6%
AMGN AMGEN INC 0.0%
Value ($000) $213 Shares 750 Est. Cost $113.70 Unrealized +142.8%
IJH ISHARES CORE S&P MIDCAP ETF 0.0%
Value ($000) $210 Shares 3,460 Est. Cost $82.70 Unrealized
BCH BANCO DE CHILE SPON ADS 0.0%
Value ($000) $209 Shares 9,405 Est. Cost $20.20 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.0%
Value ($000) $203 Shares 1,495 Est. Cost $109.56 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $200 Shares 1,644 Est. Cost $100.28 Unrealized +1.5%
PENNYMAC COPR CONV BD 5.50 11/01/2024 0.0%
Value ($000) $197 Shares 200,000 Est. Cost $0.94 Unrealized
VWO VANGUARD EMERGING MKTS ETF 0.0%
Value ($000) $197 Shares 4,716 Est. Cost $41.31 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.0%
Value ($000) $196 Shares 465 Est. Cost $184.68 Unrealized +113.0%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $184 Shares 2,807 Est. Cost $51.74 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $181 Shares 2,202 Est. Cost $46.68 Unrealized +61.2%
QUALCOMM INC 0.0%
Value ($000) $175 Shares 1,031 Est. Cost $104.41 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $172 Shares 1,875 Est. Cost $84.87 Unrealized +0.1%
VYM VANGUARD HIGH DIVIDEND YIELD IDX FD ETF 0.0%
Value ($000) $161 Shares 1,330 Est. Cost $120.99 Unrealized
S SENTINELONE INC CL A 0.0%
Value ($000) $160 Shares 6,850 Est. Cost $40.18 Unrealized -35.0%
BLACKROCK INC 0.0%
Value ($000) $159 Shares 191 Est. Cost $404.13 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value ($000) $155 Shares 955 Est. Cost $97.90 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $154 Shares 1,155 Est. Cost $127.23 Unrealized -1.6%
CSX CSX CORP 0.0%
Value ($000) $154 Shares 4,148 Est. Cost $30.58 Unrealized +16.0%
PEPSICO INC 0.0%
Value ($000) $154 Shares 878 Est. Cost $109.95 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $154 Shares 1,346 Est. Cost $93.35 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $150 Shares 2,080 Est. Cost $42.14 Unrealized
ACCENTURE PLC 0.0%
Value ($000) $144 Shares 416 Est. Cost $123.70 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $144 Shares 273 Est. Cost $335.94 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $140 Shares 1,487 Est. Cost $87.08 Unrealized +12.3%
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $139 Shares 666 Est. Cost $154.53 Unrealized
BG BUNGE LIMITED 0.0%
Value ($000) $138 Shares 1,349 Est. Cost $98.11 Unrealized -10.1%
DOW DOW HOLDING INC 0.0%
Value ($000) $134 Shares 2,307 Est. Cost $42.05 Unrealized +16.4%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $133 Shares 8,025 Est. Cost $14.56 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $133 Shares 299 Est. Cost $300.36 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $132 Shares 391 Est. Cost $172.23 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $129 Shares 508 Est. Cost $107.54 Unrealized +106.5%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $125 Shares 1,130 Est. Cost $92.09 Unrealized
INTEL CORP 0.0%
Value ($000) $119 Shares 2,693 Est. Cost $37.65 Unrealized
ITOT ISHARES CORE S&P TOTAL US STK MKT ETF 0.0%
Value ($000) $118 Shares 1,020 Est. Cost $77.95 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $117 Shares 611 Est. Cost $139.33 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $116 Shares 2,019 Est. Cost $24.41 Unrealized +115.8%
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $115 Shares 776 Est. Cost $128.05 Unrealized
WH WYNDHAM HOTELS AND RESORTS INC 0.0%
Value ($000) $115 Shares 1,502 Est. Cost $74.17 Unrealized +5.8%
ORACLE CORP 0.0%
Value ($000) $115 Shares 917 Est. Cost $43.00 Unrealized
PFIZER INC 0.0%
Value ($000) $114 Shares 4,092 Est. Cost $32.77 Unrealized
CISCO SYSTEMS INC 0.0%
Value ($000) $110 Shares 2,210 Est. Cost $32.49 Unrealized
HPQ HP INC. 0.0%
Value ($000) $107 Shares 3,534 Est. Cost $27.31 Unrealized 0.0%
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $106 Shares 441 Est. Cost $102.64 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $106 Shares 1,136 Est. Cost $78.54 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $103 Shares 1,114 Est. Cost $98.74 Unrealized -7.3%
WALT DISNEY CO 0.0%
Value ($000) $103 Shares 839 Est. Cost $97.94 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $102 Shares 1,871 Est. Cost $48.97 Unrealized +8.0%
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $101 Shares 2,407 Est. Cost $33.16 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $101 Shares 395 Est. Cost $72.54 Unrealized +227.8%
KKR KKR & CO INC 0.0%
Value ($000) $99 Shares 984 Est. Cost $43.42 Unrealized +109.5%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $93 Shares 627 Est. Cost $108.25 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $92 Shares 971 Est. Cost $90.39 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $90 Shares 155 Est. Cost $179.07 Unrealized +211.4%
WELLS FARGO & CO 0.0%
Value ($000) $90 Shares 1,548 Est. Cost $35.73 Unrealized
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $90 Shares 1,040 Est. Cost $51.76 Unrealized +46.8%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $88 Shares 169 Est. Cost $387.45 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $84 Shares 93 Est. Cost $38.91 Unrealized +86.2%
AT&T INC 0.0%
Value ($000) $79 Shares 4,512 Est. Cost $25.40 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $79 Shares 1,314 Est. Cost $49.37 Unrealized +13.5%
STRYKER CORP 0.0%
Value ($000) $78 Shares 218 Est. Cost $109.94 Unrealized
MMM 3M CO 0.0%
Value ($000) $77 Shares 725 Est. Cost $87.64 Unrealized -9.5%
LAM RESEARCH CORP 0.0%
Value ($000) $77 Shares 79 Est. Cost $155.81 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $73 Shares 1,746 Est. Cost $29.39 Unrealized +22.2%
TNL TRAVEL AND LEISURE CO 0.0%
Value ($000) $73 Shares 1,492 Est. Cost $35.99 Unrealized +9.4%
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $72 Shares 938 Est. Cost $29.79 Unrealized -4.2%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $69 Shares 393 Est. Cost $64.56 Unrealized +80.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $64 Shares 1,460 Est. Cost $34.42 Unrealized +3.7%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $63 Shares 307 Est. Cost $179.48 Unrealized +0.5%
PSA PUBLIC STORAGE 0.0%
Value ($000) $63 Shares 218 Est. Cost $253.67 Unrealized +4.5%
IEI ISHARES BARCLAYS 3-7 YR TREASURY BD ETF 0.0%
Value ($000) $63 Shares 545 Est. Cost $122.69 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $63 Shares 649 Est. Cost $61.92 Unrealized +42.8%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $59 Shares 286 Est. Cost $74.05 Unrealized +161.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $59 Shares 651 Est. Cost $51.14 Unrealized +59.0%
XLY SELECT SECTOR SPDR ETF CONSUMER DISCRETIONARY 0.0%
Value ($000) $58 Shares 317 Est. Cost $160.98 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $58 Shares 3,282 Est. Cost $14.25 Unrealized +8.2%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $53 Shares 217 Est. Cost $100.46 Unrealized +131.4%
REDFIN CORPORATION 0.0%
Value ($000) $51 Shares 7,735 Est. Cost $22.98 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $51 Shares 529 Est. Cost $99.06 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $49 Shares 392 Est. Cost $98.41 Unrealized +19.7%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $47 Shares 85 Est. Cost $245.16 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $47 Shares 740 Est. Cost $58.64 Unrealized -5.5%
CPRT COPART INC 0.0%
Value ($000) $46 Shares 800 Est. Cost $35.24 Unrealized +45.9%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $44 Shares 734 Est. Cost $36.49 Unrealized +44.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $43 Shares 200 Est. Cost $98.64 Unrealized +93.7%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $42 Shares 160 Est. Cost $199.88 Unrealized +10.4%
IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FD 0.0%
Value ($000) $41 Shares 312 Est. Cost $132.65 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $41 Shares 135 Est. Cost $95.33 Unrealized +199.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $40 Shares 11 Est. Cost $2028.64 Unrealized +72.9%
COMCAST CORP CL A 0.0%
Value ($000) $39 Shares 896 Est. Cost $44.88 Unrealized
CTVA CORTEVA INC USD 0.01 0.0%
Value ($000) $39 Shares 673 Est. Cost $51.41 Unrealized -1.6%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $38 Shares 140 Est. Cost $154.72 Unrealized
IJR ISHARES CORE S&P SMALL CAP INDEX ETF 0.0%
Value ($000) $37 Shares 338 Est. Cost $97.33 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $37 Shares 280 Est. Cost $71.86 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $36 Shares 294 Est. Cost $35.72 Unrealized +229.8%
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $35 Shares 36 Est. Cost $263.62 Unrealized
BITO PROSHARES TR BITCOIN STRATEGY ETF 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $20.48 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $32 Shares 207 Est. Cost $100.68 Unrealized +14.5%
GIS GENERAL MILLS 0.0%
Value ($000) $32 Shares 452 Est. Cost $58.44 Unrealized +3.7%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $30 Shares 225 Est. Cost $128.89 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $28 Shares 95 Est. Cost $159.64 Unrealized +50.2%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $25 Shares 155 Est. Cost $112.27 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $24 Shares 624 Est. Cost $18.89 Unrealized +73.7%
IEFA ISHARES CORE MSCI ETF 0.0%
Value ($000) $23 Shares 316 Est. Cost $67.50 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $23 Shares 135 Est. Cost $105.33 Unrealized +28.8%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $22 Shares 125 Est. Cost $109.48 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $22 Shares 175 Est. Cost $81.69 Unrealized +35.1%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $21 Shares 525 Est. Cost $60.00 Unrealized
VCSH VANGUARD SHORT TERM CORPORATE BOND INDEX ETF 0.0%
Value ($000) $19 Shares 245 Est. Cost $78.05 Unrealized
BBY BEST BUY CO INC 0.0%
Value ($000) $18 Shares 225 Est. Cost $60.10 Unrealized +15.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $18 Shares 65 Est. Cost $124.00 Unrealized +108.1%
AFL AFLAC INC COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $78.42 Unrealized +0.4%
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $17 Shares 350 Est. Cost $26.10 Unrealized +108.6%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $16 Shares 99 Est. Cost $162.82 Unrealized +19.1%
NI NISOURCE INC 0.0%
Value ($000) $14 Shares 521 Est. Cost $12.38 Unrealized +100.6%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $14 Shares 676 Est. Cost $11.51 Unrealized +47.4%
CRSP CRISPR THERAAPEUTICS AG 0.0%
Value ($000) $14 Shares 200 Est. Cost $55.02 Unrealized +30.1%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $13 Shares 350 Est. Cost $48.30 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $13 Shares 75 Est. Cost $268.67 Unrealized -27.3%
RUN SUNRUN INC 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $7.19 Unrealized +91.3%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $13 Shares 300 Est. Cost $64.23 Unrealized -41.8%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 131 Est. Cost $71.16 Unrealized +16.6%
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $11 Shares 938 Est. Cost $14.73 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $10 Shares 85 Est. Cost $102.73 Unrealized
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $9 Shares 52 Est. Cost $108.55 Unrealized +61.0%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $9 Shares 358 Est. Cost $8.83 Unrealized +142.6%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $8 Shares 175 Est. Cost $33.04 Unrealized +60.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $8 Shares 49 Est. Cost $118.76 Unrealized +33.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $49.02 Unrealized +46.4%
NFLX NETFLIX INC 0.0%
Value ($000) $7 Shares 11 Est. Cost $42.39 Unrealized +33.0%
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $6 Shares 125 Est. Cost $50.67 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $6 Shares 11 Est. Cost $524.63 Unrealized +9.3%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $60.85 Unrealized -76.3%
ABT ABBOTT LABS 0.0%
Value ($000) $5 Shares 43 Est. Cost $88.88 Unrealized +24.6%
JPRE JPMORGAN REALTY INCOME ETF 0.0%
Value ($000) $5 Shares 110 Est. Cost $45.45 Unrealized
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $5 Shares 65 Est. Cost $64.81 Unrealized -3.4%
CDNS CADENCE DESIGN SYSTEMS, INC 0.0%
Value ($000) $4 Shares 14 Est. Cost $234.06 Unrealized +26.4%
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $4 Shares 190 Est. Cost $21.81 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $4 Shares 8 Est. Cost $358.93 Unrealized +24.2%
EL ESTEE LAUDER CO 0.0%
Value ($000) $4 Shares 23 Est. Cost $65.64 Unrealized +108.1%
SNPS SYNOPSYS INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $447.51 Unrealized +23.0%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $2 Shares 118 Est. Cost $23.41 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $2 Shares 21 Est. Cost $47.62 Unrealized
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $2 Shares 3 Est. Cost $469.45 Unrealized +34.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $2 Shares 38 Est. Cost $56.09 Unrealized -14.7%
TJX TJX COMPANIES INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $85.34 Unrealized +10.9%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $2 Shares 32 Est. Cost $43.29 Unrealized +6.6%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $349.73 Unrealized +20.9%
HCA HCA HEALTHCARE INCORPORATED 0.0%
Value ($000) $2 Shares 5 Est. Cost $268.37 Unrealized +12.2%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $2 Shares 8 Est. Cost $120.35 Unrealized +41.8%
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.09 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $114.08 Unrealized +32.8%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $2 Shares 22 Est. Cost $52.45 Unrealized +22.6%
ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $183.71 Unrealized
IT GARTNER INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $348.82 Unrealized +31.9%
NRG NRG ENERGY INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $36.05 Unrealized +50.9%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $31.42 Unrealized +38.8%
MRVL MARVELL TECHNOLOGY GROUP 0.0%
Value ($000) $1 Shares 18 Est. Cost $58.53 Unrealized +16.3%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $113.48 Unrealized +28.9%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $99.58 Unrealized +15.7%
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $159.50 Unrealized +11.1%
ORLY O'REILLY AUTOMOTIVE INCORPORATED 0.0%
Value ($000) $1 Shares 1 Est. Cost $62.73 Unrealized +11.5%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $1 Shares 26 Est. Cost Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1 Shares 19 Est. Cost $53.44 Unrealized +2.8%
COMP COMPASS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $15.59 Unrealized -77.3%
NWS NEWS CORPORTATION 0.0%
Value ($000) $1 Shares 39 Est. Cost $20.37 Unrealized +28.1%
GWW GRAINGER W W INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $708.54 Unrealized +29.5%
TT TRANE TECHNOLOGIES PLC USD 1.0 0.0%
Value ($000) $1 Shares 3 Est. Cost $195.76 Unrealized +36.4%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $1 Shares 6 Est. Cost $98.44 Unrealized +24.7%
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $1 Shares 3 Est. Cost $213.74 Unrealized +13.7%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $132.62 Unrealized +23.9%
WST WEST PHARMACEUTICALS SERVICES INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $384.28 Unrealized -4.2%
TTWO TAKE TWO INTERACTIVE SOFTWARE INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $143.94 Unrealized +7.9%
UHS UNIVERSAL HEALTH SERVICES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $135.05 Unrealized +21.4%
URI UNITED RENTALS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $447.53 Unrealized +41.0%
APH AMPHENOL CORP CL A 0.0%
Value ($000) $1 Shares 6 Est. Cost $42.14 Unrealized +22.4%
CTAS CINTAS CORP COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $122.03 Unrealized +24.3%
NWSA NEWS CORPORATION CL A 0.0%
Value ($000) $1 Shares 24 Est. Cost $19.91 Unrealized +25.8%
IR INGERSOLL RAND INC USD 0.01 0.0%
Value ($000) $1 Shares 6 Est. Cost $66.38 Unrealized +28.6%
ROST ROSS STORES INCORPORATED 0.0%
Value ($000) $0 Shares 3 Est. Cost $111.83 Unrealized +25.5%