Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 16, 2025

Total Value ($000): $454,441 (100.0% shares, 0.0% debt)

Holdings (299)

VO VANGUARD MID CAP ETF 7.3%
Value ($000) $33,245 Shares 125,865 Est. Cost $193.00 Unrealized
VEA VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS 6.6%
Value ($000) $29,915 Shares 625,705 Est. Cost $42.55 Unrealized
MSFT MICROSOFT CORP 5.8%
Value ($000) $26,580 Shares 63,061 Est. Cost $88.18 Unrealized +379.0%
AAPL APPLE INC 5.2%
Value ($000) $23,721 Shares 94,726 Est. Cost $95.13 Unrealized +146.5%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 4.5%
Value ($000) $20,469 Shares 198,156 Est. Cost $85.65 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 3.0%
Value ($000) $13,621 Shares 134,157 Est. Cost $76.11 Unrealized
VTV VANGUARD VALUE INDEX ETF 2.6%
Value ($000) $11,997 Shares 70,863 Est. Cost $169.30 Unrealized
GOOGL ALPHABET INC CL A 2.6%
Value ($000) $11,616 Shares 61,364 Est. Cost $107.67 Unrealized +61.7%
ETN EATON CORP PLC 2.2%
Value ($000) $10,101 Shares 30,437 Est. Cost $81.16 Unrealized +327.7%
V VISA INC 2.0%
Value ($000) $9,066 Shares 28,687 Est. Cost $109.66 Unrealized +172.1%
AMZN AMAZON.COM INC 2.0%
Value ($000) $8,946 Shares 40,778 Est. Cost $126.68 Unrealized +61.5%
VANGUARD MID CAP ETF 2.0%
Value ($000) $8,875 Shares 33,599 Est. Cost $234.39 Unrealized
AVGO BROADCOM INC NPV 1.8%
Value ($000) $8,369 Shares 36,098 Est. Cost $149.73 Unrealized +22.1%
IYW ISHARES US TECHNOLOGY ETF 1.8%
Value ($000) $8,123 Shares 50,924 Est. Cost $118.40 Unrealized
HD HOME DEPOT INC 1.8%
Value ($000) $7,974 Shares 20,501 Est. Cost $115.83 Unrealized +243.0%
BA BOEING CO 1.7%
Value ($000) $7,521 Shares 42,490 Est. Cost $217.19 Unrealized -27.7%
ORCL ORACLE CORP 1.4%
Value ($000) $6,336 Shares 38,024 Est. Cost $35.62 Unrealized +393.6%
BLK BLACKROCK INC NEW NPV 1.4%
Value ($000) $6,276 Shares 6,122 Est. Cost $991.05 Unrealized 0.0%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $6,140 Shares 36,627 Est. Cost $71.30 Unrealized +132.4%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $5,956 Shares 11,775 Est. Cost $82.74 Unrealized +568.2%
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $5,833 Shares 43,439 Est. Cost $123.00 Unrealized +12.0%
SMH VANECK SEMICONDUCTOR ETF 1.3%
Value ($000) $5,739 Shares 23,697 Est. Cost $235.36 Unrealized
CVX CHEVRON CORP 1.2%
Value ($000) $5,580 Shares 38,526 Est. Cost $97.14 Unrealized +49.8%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.2%
Value ($000) $5,451 Shares 72,020 Est. Cost $51.20 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $5,399 Shares 22,525 Est. Cost $141.12 Unrealized +61.6%
IWM ISHARES RUSSELL 2000 ETF 1.2%
Value ($000) $5,235 Shares 23,693 Est. Cost $191.28 Unrealized
CB CHUBB LIMITED 1.1%
Value ($000) $5,111 Shares 18,498 Est. Cost $115.60 Unrealized +143.4%
SCHW CHARLES SCHWAB CORP 1.1%
Value ($000) $4,952 Shares 66,916 Est. Cost $30.47 Unrealized +142.3%
PEP PEPSICO INC 1.1%
Value ($000) $4,784 Shares 31,459 Est. Cost $78.77 Unrealized +98.7%
DHR DANAHER CORP 1.1%
Value ($000) $4,782 Shares 20,834 Est. Cost $46.22 Unrealized +427.8%
LLY ELI LILLY AND COMPANY 1.0%
Value ($000) $4,671 Shares 6,050 Est. Cost $610.15 Unrealized +34.6%
QCOM QUALCOMM INC 1.0%
Value ($000) $4,594 Shares 29,908 Est. Cost $72.62 Unrealized +119.7%
IJK ISHARES S&P MIDCAP 400 GROWTH 1.0%
Value ($000) $4,329 Shares 47,609 Est. Cost $93.40 Unrealized
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $4,315 Shares 72,891 Est. Cost $25.31 Unrealized +118.8%
COST COSTCO WHOLESALE CORP 0.9%
Value ($000) $4,236 Shares 4,623 Est. Cost $605.15 Unrealized +52.5%
HON HONEYWELL INTL INC 0.9%
Value ($000) $4,117 Shares 18,224 Est. Cost $107.07 Unrealized +90.1%
IBM INTERNATIONAL BUSINESS MACHINES 0.9%
Value ($000) $4,073 Shares 18,528 Est. Cost $103.13 Unrealized +109.7%
META META PLATFORMS INC 0.9%
Value ($000) $4,022 Shares 6,869 Est. Cost $432.66 Unrealized +35.1%
SYK STRYKER CORP 0.9%
Value ($000) $3,971 Shares 11,030 Est. Cost $80.52 Unrealized +355.0%
UNP UNION PACIFIC CORP 0.8%
Value ($000) $3,856 Shares 16,909 Est. Cost $94.58 Unrealized +143.4%
ABBV ABBVIE INC 0.8%
Value ($000) $3,600 Shares 20,260 Est. Cost $44.28 Unrealized +300.7%
WFC WELLS FARGO & CO 0.8%
Value ($000) $3,516 Shares 50,063 Est. Cost $33.84 Unrealized +97.0%
SBUX STARBUCKS CORP 0.8%
Value ($000) $3,508 Shares 38,449 Est. Cost $58.68 Unrealized +60.1%
ACN ACCENTURE PLC 0.8%
Value ($000) $3,467 Shares 9,856 Est. Cost $112.96 Unrealized +214.0%
MET METLIFE INC 0.7%
Value ($000) $3,373 Shares 41,198 Est. Cost $33.82 Unrealized +138.5%
AMT AMERICAN TOWER CORP 0.7%
Value ($000) $3,341 Shares 18,214 Est. Cost $116.00 Unrealized +71.0%
DIS WALT DISNEY CO 0.7%
Value ($000) $3,194 Shares 28,688 Est. Cost $85.47 Unrealized +21.1%
IBB ISHARES NASDAQ BIOTECH INDX 0.7%
Value ($000) $3,059 Shares 23,137 Est. Cost $124.87 Unrealized
MDT MEDTRONIC PLC 0.7%
Value ($000) $3,054 Shares 38,229 Est. Cost $67.58 Unrealized +24.1%
T AT&T INC 0.6%
Value ($000) $2,902 Shares 127,471 Est. Cost $14.04 Unrealized +53.2%
ECL ECOLAB INC 0.6%
Value ($000) $2,814 Shares 12,011 Est. Cost $130.70 Unrealized +87.9%
PFE PFIZER INC 0.6%
Value ($000) $2,600 Shares 98,033 Est. Cost $23.96 Unrealized +4.8%
MAR MARRIOTT INTERNATIONAL INC 0.5%
Value ($000) $2,499 Shares 8,959 Est. Cost $160.87 Unrealized +68.8%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $2,469 Shares 19,581 Est. Cost $79.28 Unrealized +54.3%
DHI D R HORTON INCORPORATED 0.5%
Value ($000) $2,366 Shares 16,923 Est. Cost $123.67 Unrealized +33.4%
CAT CATERPILLAR INC 0.5%
Value ($000) $2,232 Shares 6,153 Est. Cost $326.42 Unrealized +17.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.4%
Value ($000) $1,994 Shares 33,387 Est. Cost $34.04 Unrealized +86.9%
O REALTY INCOME CORP 0.4%
Value ($000) $1,963 Shares 36,763 Est. Cost $54.86 Unrealized -0.6%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $1,963 Shares 3,643 Est. Cost $260.39 Unrealized
CMCSA COMCAST CORP 0.4%
Value ($000) $1,916 Shares 51,059 Est. Cost $28.00 Unrealized +42.8%
IAU ISHARES GOLD TRUST ETF 0.4%
Value ($000) $1,849 Shares 37,347 Est. Cost $35.11 Unrealized
FCX FREEPORT-MCMORAN INC. LD 0.3%
Value ($000) $1,570 Shares 41,236 Est. Cost $36.84 Unrealized +19.6%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,484 Shares 8,158 Est. Cost $173.31 Unrealized +9.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $1,422 Shares 4,906 Est. Cost $205.92 Unrealized
FISV FISERV INC 0.3%
Value ($000) $1,230 Shares 5,990 Est. Cost $151.68 Unrealized +34.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $1,066 Shares 6,083 Est. Cost $93.83 Unrealized
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $912 Shares 1,434 Est. Cost $345.92 Unrealized +89.4%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $911 Shares 4,786 Est. Cost $110.65 Unrealized +58.8%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $830 Shares 7,714 Est. Cost $69.57 Unrealized +61.5%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.2%
Value ($000) $791 Shares 53,420 Est. Cost $11.83 Unrealized
VLTO VERALTO CORP USD 0.01 0.2%
Value ($000) $726 Shares 7,130 Est. Cost $74.95 Unrealized +41.4%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $681 Shares 1 Est. Cost $249666.89 Unrealized +177.4%
BX BLACKSTONE GROUP INC NPV 0.1%
Value ($000) $663 Shares 3,843 Est. Cost $54.09 Unrealized +212.0%
INTU INTUIT INC 0.1%
Value ($000) $623 Shares 992 Est. Cost $498.82 Unrealized +27.2%
DVA DAVITA INCORPORATED 0.1%
Value ($000) $620 Shares 4,145 Est. Cost $137.82 Unrealized +13.8%
ADP AUTOMATIC DATA PROCESSING INCOME 0.1%
Value ($000) $586 Shares 2,003 Est. Cost $231.16 Unrealized +24.5%
MRK MERCK & CO INC 0.1%
Value ($000) $585 Shares 5,885 Est. Cost $62.51 Unrealized +57.9%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $574 Shares 6,377 Est. Cost $85.94 Unrealized
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $527 Shares 5,921 Est. Cost $81.80 Unrealized
MICROSOFT CORP 0.1%
Value ($000) $517 Shares 1,226 Est. Cost $178.72 Unrealized
EXAS EXACT SCIENCES CORPORATION 0.1%
Value ($000) $486 Shares 8,650 Est. Cost $89.82 Unrealized -30.7%
NVO NOVO NORDISK AS ADR 0.1%
Value ($000) $477 Shares 5,542 Est. Cost $72.89 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $466 Shares 2,379 Est. Cost $152.86 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $461 Shares 3,189 Est. Cost $119.04 Unrealized +25.7%
SMARTSHEET INC 0.1%
Value ($000) $419 Shares 7,481 Est. Cost $38.19 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $372 Shares 766 Est. Cost $230.43 Unrealized +128.8%
VUG VANGUARD GROWTH INDEX ETF 0.1%
Value ($000) $358 Shares 872 Est. Cost $241.97 Unrealized
TRGP TARGA RESOURCES CORPORATION 0.1%
Value ($000) $357 Shares 2,000 Est. Cost $113.18 Unrealized +54.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $349 Shares 3,780 Est. Cost $70.48 Unrealized +23.4%
THFF FIRST FINANCIAL CORPORATION 0.1%
Value ($000) $302 Shares 6,550 Est. Cost $33.26 Unrealized +32.6%
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value ($000) $295 Shares 1,495 Est. Cost $109.56 Unrealized
KO COCA-COLA COMPANY 0.1%
Value ($000) $293 Shares 4,702 Est. Cost $48.74 Unrealized +29.4%
BPOP POPULAR INC 0.1%
Value ($000) $282 Shares 3,000 Est. Cost $86.59 Unrealized +7.3%
CHEVRON CORP 0.1%
Value ($000) $278 Shares 1,916 Est. Cost $125.31 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.1%
Value ($000) $265 Shares 3,352 Est. Cost $65.81 Unrealized +20.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $263 Shares 908 Est. Cost $268.20 Unrealized +8.2%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $247 Shares 544 Est. Cost $222.07 Unrealized +107.9%
FNF FIDELITY NATIONAL FINANCIAL INC 0.1%
Value ($000) $241 Shares 4,300 Est. Cost $45.75 Unrealized +21.7%
VYM VANGUARD HIGH DIVIDEND YIELD IDX FD ETF 0.1%
Value ($000) $241 Shares 1,890 Est. Cost $123.13 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $240 Shares 2,720 Est. Cost $78.94 Unrealized
PLD PROLOGIS INC 0.1%
Value ($000) $230 Shares 2,177 Est. Cost $101.81 Unrealized +8.2%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $226 Shares 1,875 Est. Cost $84.87 Unrealized +42.1%
PCAR PACCAR INC 0.0%
Value ($000) $219 Shares 2,106 Est. Cost $74.98 Unrealized +38.5%
BCH BANCO DE CHILE SPON ADS 0.0%
Value ($000) $213 Shares 9,405 Est. Cost $20.20 Unrealized
VWO VANGUARD EMERGING MKTS ETF 0.0%
Value ($000) $210 Shares 4,762 Est. Cost $41.31 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $207 Shares 2,202 Est. Cost $46.68 Unrealized +100.0%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $207 Shares 2,732 Est. Cost $51.74 Unrealized
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $201 Shares 1,818 Est. Cost $115.37 Unrealized +1.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $199 Shares 2,008 Est. Cost $106.87 Unrealized -4.3%
PLAB PHOTRONICS INC 0.0%
Value ($000) $198 Shares 8,400 Est. Cost $27.01 Unrealized -9.4%
AMGN AMGEN INC 0.0%
Value ($000) $195 Shares 750 Est. Cost $113.70 Unrealized +151.6%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $186 Shares 1,644 Est. Cost $100.28 Unrealized +8.7%
FBP FIRST BANCORP 0.0%
Value ($000) $186 Shares 10,000 Est. Cost $17.27 Unrealized +13.3%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $186 Shares 1,300 Est. Cost $169.76 Unrealized +4.2%
PSX PHILLIPS 66 0.0%
Value ($000) $185 Shares 1,623 Est. Cost $103.33 Unrealized +18.1%
IJH ISHARES CORE S&P MIDCAP ETF 0.0%
Value ($000) $184 Shares 2,945 Est. Cost $82.70 Unrealized
BLACKROCK INC NEW NPV 0.0%
Value ($000) $177 Shares 173 Est. Cost $1025.10 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $174 Shares 1,155 Est. Cost $127.23 Unrealized +20.0%
BBSI BARRETT BUSINESS SERVICES INC 0.0%
Value ($000) $174 Shares 4,000 Est. Cost $31.56 Unrealized +26.9%
EFA ISHARES MSCI EAFE INDEX ETF 0.0%
Value ($000) $172 Shares 2,271 Est. Cost $60.03 Unrealized
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value ($000) $171 Shares 2,450 Est. Cost $115.76 Unrealized -28.3%
EW EDWARD LIFESCIENCES CORPORATION 0.0%
Value ($000) $166 Shares 2,248 Est. Cost $88.55 Unrealized -21.0%
PROCTOR & GAMBLE CO 0.0%
Value ($000) $164 Shares 979 Est. Cost $100.25 Unrealized
PEPSICO INC 0.0%
Value ($000) $164 Shares 1,079 Est. Cost $117.45 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $163 Shares 2,500 Est. Cost $47.22 Unrealized +27.2%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $161 Shares 273 Est. Cost $335.94 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $160 Shares 2,162 Est. Cost $47.99 Unrealized
VB VANGUARD SMALL CAP INDEX ETF 0.0%
Value ($000) $160 Shares 665 Est. Cost $114.58 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $155 Shares 2,019 Est. Cost $24.41 Unrealized +209.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $155 Shares 666 Est. Cost $154.53 Unrealized
NVGS NAVIGATOR HOLDINGS LTD 0.0%
Value ($000) $154 Shares 10,000 Est. Cost $15.87 Unrealized -2.4%
BLACKROCK MUNI 2030 TARGET TERM TRUST 0.0%
Value ($000) $153 Shares 7,442 Est. Cost $20.77 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $153 Shares 299 Est. Cost $300.36 Unrealized
S SENTINELONE INC CL A 0.0%
Value ($000) $152 Shares 6,850 Est. Cost $40.18 Unrealized -36.5%
WH WYNDHAM HOTELS AND RESORTS INC 0.0%
Value ($000) $151 Shares 1,502 Est. Cost $74.17 Unrealized +25.1%
OKE ONEOK INCORPORATED 0.0%
Value ($000) $151 Shares 1,500 Est. Cost $76.44 Unrealized +26.7%
KKR KKR & CO INC 0.0%
Value ($000) $146 Shares 984 Est. Cost $43.42 Unrealized +235.9%
WELLS FARGO & CO 0.0%
Value ($000) $144 Shares 2,045 Est. Cost $43.50 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $143 Shares 1,579 Est. Cost $53.25 Unrealized +61.1%
CEF SPROTT PHY TRUST UNIT (CAD) 0.0%
Value ($000) $143 Shares 6,000 Est. Cost $24.48 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $136 Shares 338 Est. Cost $172.23 Unrealized
CSX CSX CORP 0.0%
Value ($000) $134 Shares 4,148 Est. Cost $30.58 Unrealized +10.1%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $133 Shares 1,130 Est. Cost $92.09 Unrealized
CISCO SYSTEMS INC 0.0%
Value ($000) $131 Shares 2,220 Est. Cost $34.25 Unrealized
ITOT ISHARES CORE S&P TOTAL US STK MKT ETF 0.0%
Value ($000) $131 Shares 1,020 Est. Cost $77.95 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $130 Shares 1,027 Est. Cost $93.35 Unrealized
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $125 Shares 995 Est. Cost $128.08 Unrealized
QUALCOMM INC 0.0%
Value ($000) $125 Shares 814 Est. Cost $117.59 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value ($000) $124 Shares 8,025 Est. Cost $14.56 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $122 Shares 1,114 Est. Cost $98.74 Unrealized +11.3%
ORACLE CORP 0.0%
Value ($000) $121 Shares 727 Est. Cost $46.21 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.0%
Value ($000) $118 Shares 5,000 Est. Cost $23.72 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $116 Shares 2,407 Est. Cost $33.16 Unrealized
HPQ HP INC. 0.0%
Value ($000) $115 Shares 3,534 Est. Cost $27.31 Unrealized +25.2%
NKE NIKE INC CL B 0.0%
Value ($000) $113 Shares 1,487 Est. Cost $87.08 Unrealized -12.2%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $111 Shares 1,871 Est. Cost $48.97 Unrealized +20.5%
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $107 Shares 397 Est. Cost $102.64 Unrealized
BG BUNGE LIMITED 0.0%
Value ($000) $105 Shares 1,349 Est. Cost $98.11 Unrealized -13.9%
WALT DISNEY CO 0.0%
Value ($000) $104 Shares 938 Est. Cost $98.11 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $99 Shares 169 Est. Cost $387.45 Unrealized
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $96 Shares 1,040 Est. Cost $51.76 Unrealized +79.9%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $96 Shares 1,136 Est. Cost $78.54 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $93 Shares 395 Est. Cost $72.54 Unrealized +242.5%
AT&T INC 0.0%
Value ($000) $88 Shares 3,876 Est. Cost $25.35 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $86 Shares 627 Est. Cost $108.25 Unrealized
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $86 Shares 390 Est. Cost $143.60 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $83 Shares 971 Est. Cost $90.39 Unrealized
BND VANGUARD TOTAL BOND MARKET IDX ETF 0.0%
Value ($000) $83 Shares 1,155 Est. Cost $75.11 Unrealized
MMM 3M CO 0.0%
Value ($000) $83 Shares 640 Est. Cost $87.64 Unrealized +46.5%
WMB WILLIAMS COS INC 0.0%
Value ($000) $81 Shares 1,500 Est. Cost $37.71 Unrealized +37.2%
STRYKER CORP 0.0%
Value ($000) $81 Shares 225 Est. Cost $129.30 Unrealized
VMD VEIMED HEALTHCARE INC NPV 0.0%
Value ($000) $80 Shares 10,000 Est. Cost $7.14 Unrealized +21.4%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $79 Shares 319 Est. Cost $107.54 Unrealized +143.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $76 Shares 1,460 Est. Cost $34.42 Unrealized +41.8%
TNL TRAVEL AND LEISURE CO 0.0%
Value ($000) $75 Shares 1,492 Est. Cost $35.99 Unrealized +34.5%
XLY SELECT SECTOR SPDR ETF CONSUMER DISCRETIONARY 0.0%
Value ($000) $71 Shares 317 Est. Cost $160.98 Unrealized
DD DUPONT DE NEMOURS AND CO 0.0%
Value ($000) $70 Shares 923 Est. Cost $29.79 Unrealized +13.6%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $70 Shares 649 Est. Cost $61.92 Unrealized +75.7%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $68 Shares 1,703 Est. Cost $30.96 Unrealized +27.2%
TMUS T-MOBILE US INC 0.0%
Value ($000) $68 Shares 307 Est. Cost $206.71 Unrealized +8.1%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $66 Shares 393 Est. Cost $64.56 Unrealized +174.4%
PSA PUBLIC STORAGE 0.0%
Value ($000) $65 Shares 218 Est. Cost $253.67 Unrealized +24.6%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $65 Shares 125 Est. Cost $179.07 Unrealized +205.8%
DE DEERE & CO 0.0%
Value ($000) $63 Shares 149 Est. Cost $388.93 Unrealized +6.4%
REDFIN CORPORATION 0.0%
Value ($000) $61 Shares 7,735 Est. Cost $22.98 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $61 Shares 286 Est. Cost $74.05 Unrealized +194.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $59 Shares 651 Est. Cost $51.14 Unrealized +82.0%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $57 Shares 790 Est. Cost $74.98 Unrealized 0.0%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND ETF 0.0%
Value ($000) $55 Shares 680 Est. Cost $81.58 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $55 Shares 1,045 Est. Cost $53.04 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $55 Shares 11 Est. Cost $2028.64 Unrealized +134.8%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $53 Shares 740 Est. Cost $58.64 Unrealized +27.9%
DOW DOW HOLDING INC 0.0%
Value ($000) $51 Shares 1,281 Est. Cost $42.05 Unrealized +2.1%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $51 Shares 160 Est. Cost $199.88 Unrealized +60.7%
IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FD 0.0%
Value ($000) $50 Shares 370 Est. Cost $133.08 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $49 Shares 280 Est. Cost $71.86 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $48 Shares 85 Est. Cost $245.16 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $48 Shares 385 Est. Cost $120.05 Unrealized
IUSV ISHARES CORE S&P VALUE ETF 0.0%
Value ($000) $47 Shares 512 Est. Cost $95.49 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $47 Shares 287 Est. Cost $179.48 Unrealized -0.2%
CPRT COPART INC 0.0%
Value ($000) $45 Shares 792 Est. Cost $35.24 Unrealized +61.6%
PFIZER INC 0.0%
Value ($000) $45 Shares 1,703 Est. Cost $32.59 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $45 Shares 135 Est. Cost $95.33 Unrealized +232.3%
INTC INTEL CORP 0.0%
Value ($000) $44 Shares 2,174 Est. Cost $27.89 Unrealized -19.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $43 Shares 969 Est. Cost $55.31 Unrealized -3.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $43 Shares 392 Est. Cost $98.41 Unrealized +11.7%
ACCENTURE PLC 0.0%
Value ($000) $43 Shares 121 Est. Cost $157.96 Unrealized
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $42 Shares 734 Est. Cost $36.49 Unrealized +61.3%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $42 Shares 432 Est. Cost $99.06 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $40 Shares 200 Est. Cost $98.64 Unrealized +114.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $40 Shares 140 Est. Cost $154.72 Unrealized
CTVA CORTEVA INC USD 0.01 0.0%
Value ($000) $38 Shares 673 Est. Cost $51.41 Unrealized +13.6%
COMCAST CORP CL A 0.0%
Value ($000) $38 Shares 1,016 Est. Cost $44.27 Unrealized
DON WISDOMTREE US MID CAP DIV ETF 0.0%
Value ($000) $38 Shares 740 Est. Cost $51.13 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $37 Shares 241 Est. Cost $133.26 Unrealized +5.7%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $37 Shares 294 Est. Cost $35.72 Unrealized +267.8%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $35 Shares 183 Est. Cost $190.88 Unrealized
SCZ ISHARES MSCI EAFE SM CAP ETF 0.0%
Value ($000) $35 Shares 568 Est. Cost $67.70 Unrealized
DMLP DORCHESTER MINERAL LP 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $30.84 Unrealized
IJR ISHARES CORE S&P SMALL CAP INDEX ETF 0.0%
Value ($000) $33 Shares 286 Est. Cost $97.33 Unrealized
GEV GE VERNOVA LLC 0.0%
Value ($000) $32 Shares 97 Est. Cost $158.10 Unrealized +97.3%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $30 Shares 309 Est. Cost $96.83 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $30 Shares 225 Est. Cost $128.89 Unrealized
ALKT ALKAMI TECHNOLOGY INC 0.0%
Value ($000) $29 Shares 800 Est. Cost $25.81 Unrealized +44.6%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $28 Shares 207 Est. Cost $100.68 Unrealized +35.3%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $27 Shares 624 Est. Cost $18.89 Unrealized +126.8%
FDX FEDEX CORP 0.0%
Value ($000) $27 Shares 95 Est. Cost $159.64 Unrealized +70.2%
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $26 Shares 350 Est. Cost $26.10 Unrealized +173.9%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $25 Shares 155 Est. Cost $112.27 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $23 Shares 125 Est. Cost $109.48 Unrealized
BITO PROSHARES TR BITCOIN STRATEGY ETF 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $20.48 Unrealized
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $22 Shares 525 Est. Cost $60.00 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $21 Shares 175 Est. Cost $81.69 Unrealized +51.0%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $21 Shares 400 Est. Cost $52.47 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $78.42 Unrealized +35.7%
RF REGIONS FINANCIAL CORPORATION 0.0%
Value ($000) $20 Shares 871 Est. Cost $20.60 Unrealized +14.2%
GIS GENERAL MILLS 0.0%
Value ($000) $19 Shares 305 Est. Cost $60.27 Unrealized +6.3%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $19 Shares 300 Est. Cost $64.23 Unrealized -18.1%
BBY BEST BUY CO INC 0.0%
Value ($000) $19 Shares 225 Est. Cost $60.10 Unrealized +42.8%
NI NISOURCE INC 0.0%
Value ($000) $19 Shares 521 Est. Cost $12.38 Unrealized +181.4%
EEM ISHARES MSCI EMERGING MKTS ETF 0.0%
Value ($000) $19 Shares 457 Est. Cost $41.81 Unrealized
RRC RANGE RESOURCES CORPORATION 0.0%
Value ($000) $18 Shares 500 Est. Cost $35.95 Unrealized -8.0%
MR COOPER GROUP INC 0.0%
Value ($000) $17 Shares 180 Est. Cost $81.22 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $17 Shares 65 Est. Cost $124.00 Unrealized +127.4%
PAG PENSKE AUTOMOTIVE GROUP 0.0%
Value ($000) $17 Shares 112 Est. Cost $159.45 Unrealized -0.5%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $17 Shares 135 Est. Cost $105.33 Unrealized +22.6%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 171 Est. Cost $96.88 Unrealized +1.2%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $16 Shares 740 Est. Cost $14.25 Unrealized +43.5%
TGT TARGET CORP 0.0%
Value ($000) $15 Shares 114 Est. Cost $192.09 Unrealized -28.9%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $15 Shares 676 Est. Cost $11.51 Unrealized +68.3%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $14 Shares 350 Est. Cost $48.30 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $14 Shares 77 Est. Cost $146.88 Unrealized +16.6%
IEFA ISHARES CORE MSCI ETF 0.0%
Value ($000) $13 Shares 190 Est. Cost $67.50 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $12 Shares 175 Est. Cost $33.04 Unrealized +108.6%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $12 Shares 42 Est. Cost $100.46 Unrealized +202.6%
SOLV SOLVENTIUM CORP 0.0%
Value ($000) $11 Shares 168 Est. Cost $60.70 Unrealized +15.3%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 131 Est. Cost $71.16 Unrealized +19.2%
BLACKROCK MUNICIPAL INCOME QUALITY TRUST 0.0%
Value ($000) $10 Shares 938 Est. Cost $14.73 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $7.19 Unrealized +72.9%
KMI KINDER MORGAN INC 0.0%
Value ($000) $9 Shares 337 Est. Cost $19.86 Unrealized +25.3%
TSLA TESLA INC 0.0%
Value ($000) $9 Shares 22 Est. Cost $254.54 Unrealized +26.4%
IJS ISHARES S&P SMCAP 600 VALUE ETF 0.0%
Value ($000) $8 Shares 78 Est. Cost $108.60 Unrealized
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $8 Shares 12 Est. Cost $263.62 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $8 Shares 358 Est. Cost $8.83 Unrealized +147.1%
CRSP CRISPR THERAAPEUTICS AG 0.0%
Value ($000) $8 Shares 200 Est. Cost $55.02 Unrealized -14.2%
NFLX NETFLIX INC 0.0%
Value ($000) $7 Shares 8 Est. Cost $42.39 Unrealized +94.2%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $60.85 Unrealized -81.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $49.02 Unrealized +45.7%
LIN NEW LINDE PLC NPV 0.0%
Value ($000) $6 Shares 14 Est. Cost $447.95 Unrealized +0.2%
FIS FIDELITY NATIONAL INFO SERVICES 0.0%
Value ($000) $5 Shares 65 Est. Cost $64.81 Unrealized +29.5%
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 +27.5%
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $5 Shares 1,218 Est. Cost $3.95 Unrealized
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $4 Shares 37 Est. Cost $108.55 Unrealized +32.5%
AMTM AMENTUM HLDGS INC NPV 0.0%
Value ($000) $4 Shares 207 Est. Cost $25.85 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $4 Shares 8 Est. Cost $358.93 Unrealized +37.3%
ALLETE INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 0.0%
Value ($000) $2 Shares 21 Est. Cost $47.62 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $102.84 Unrealized 0.0%
TJX TJX COMPANIES INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $85.34 Unrealized +37.9%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $2 Shares 22 Est. Cost $52.45 Unrealized +67.9%
NRG NRG ENERGY INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $36.05 Unrealized +153.1%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $2 Shares 3 Est. Cost $469.45 Unrealized +42.5%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $2 Shares 32 Est. Cost $43.29 Unrealized +21.5%
COMP COMPASS INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $15.59 Unrealized -59.4%
EL ESTEE LAUDER CO 0.0%
Value ($000) $2 Shares 23 Est. Cost $65.64 Unrealized +17.9%
PFF ISHARES S&P PREFERRED STOCK INDEX FD 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.09 Unrealized
HCA HCA HEALTHCARE INCORPORATED 0.0%
Value ($000) $2 Shares 5 Est. Cost $268.37 Unrealized +29.0%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $1 Shares 6 Est. Cost $98.44 Unrealized +121.6%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $31.42 Unrealized +59.4%
TT TRANE TECHNOLOGIES PLC USD 1.0 0.0%
Value ($000) $1 Shares 3 Est. Cost $195.76 Unrealized +101.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $708.54 Unrealized +57.5%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $113.48 Unrealized +40.8%
CTAS CINTAS CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $173.66 Unrealized +20.0%
UHS UNIVERSAL HEALTH SERVICES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $135.05 Unrealized +50.1%
URI UNITED RENTALS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $447.53 Unrealized +79.8%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $1 Shares 21 Est. Cost Unrealized
IR INGERSOLL RAND INC USD 0.01 0.0%
Value ($000) $1 Shares 6 Est. Cost $66.38 Unrealized +49.8%
XMVFX BLACKROCK MUNIVEST FUND ETF 0.0%
Value ($000) $0 Shares 70 Est. Cost $7.16 Unrealized