Perkins Coie Trust Co Diversified Active

CIK: 0001513038 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 9, 2025

Total Value ($000): $531,514 (100.0% shares, 0.0% debt)

Holdings (307)

VEA VANGUARD FTSE DEVELOPED MKTS ETF 8.6%
Value ($000) $45,497 Shares 759,289 Est. Cost $45.45 Unrealized
VO VANGUARD MID-CAP ETF 7.7%
Value ($000) $40,784 Shares 138,848 Est. Cost $202.14 Unrealized
MSFT MICROSOFT CORP 6.5%
Value ($000) $34,796 Shares 67,181 Est. Cost $118.97 Unrealized +327.6%
AAPL APPLE INC 5.0%
Value ($000) $26,716 Shares 104,923 Est. Cost $107.51 Unrealized +109.8%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 4.7%
Value ($000) $24,751 Shares 205,406 Est. Cost $86.28 Unrealized
VTV VANGUARD VALUE ETF 3.4%
Value ($000) $18,299 Shares 98,124 Est. Cost $170.96 Unrealized
GOOGL ALPHABET INC CL A 2.9%
Value ($000) $15,467 Shares 63,624 Est. Cost $111.16 Unrealized +88.2%
IVW ISHARES S&P 500 GROWTH ETF 2.8%
Value ($000) $14,934 Shares 123,709 Est. Cost $76.11 Unrealized
AVGO BROADCOM INC 2.3%
Value ($000) $12,192 Shares 36,957 Est. Cost $153.84 Unrealized +98.7%
NVDA NVIDIA CORPORATION 2.2%
Value ($000) $11,848 Shares 63,501 Est. Cost $129.22 Unrealized +34.9%
IYW ISHARES U.S. TECHNOLOGY ETF 2.0%
Value ($000) $10,606 Shares 54,151 Est. Cost $123.99 Unrealized
ETN EATON CORP PLC 2.0%
Value ($000) $10,499 Shares 28,054 Est. Cost $90.63 Unrealized +300.8%
VANGUARD MID CAP ETF 1.9%
Value ($000) $10,343 Shares 35,214 Est. Cost $235.50 Unrealized
ORCL ORACLE CORP 1.9%
Value ($000) $10,104 Shares 35,927 Est. Cost $35.62 Unrealized +613.5%
AMZN AMAZON.COM INC 1.9%
Value ($000) $10,092 Shares 45,962 Est. Cost $137.32 Unrealized +64.8%
V VISA INC 1.9%
Value ($000) $10,086 Shares 29,545 Est. Cost $121.92 Unrealized +183.1%
HD HOME DEPOT INC 1.6%
Value ($000) $8,263 Shares 20,394 Est. Cost $121.01 Unrealized +221.6%
SMH VANECK SEMICONDUCTOR ETF 1.5%
Value ($000) $8,224 Shares 25,200 Est. Cost $240.28 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 1.5%
Value ($000) $7,975 Shares 139,692 Est. Cost $56.95 Unrealized
META META PLATFORMS INC 1.4%
Value ($000) $7,705 Shares 10,492 Est. Cost $508.77 Unrealized +46.1%
BLK BLACKROCK INC 1.4%
Value ($000) $7,365 Shares 6,317 Est. Cost $998.28 Unrealized +11.1%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $6,973 Shares 22,107 Est. Cost $143.44 Unrealized +106.3%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.2%
Value ($000) $6,520 Shares 74,768 Est. Cost $53.56 Unrealized
CVX CHEVRON CORP 1.1%
Value ($000) $6,066 Shares 39,062 Est. Cost $100.85 Unrealized +51.0%
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $6,006 Shares 39,092 Est. Cost $77.38 Unrealized +100.2%
LLY ELI LILLY & CO 1.1%
Value ($000) $5,874 Shares 7,699 Est. Cost $643.23 Unrealized +15.4%
SCHW CHARLES SCHWAB CORP 1.1%
Value ($000) $5,829 Shares 61,061 Est. Cost $34.26 Unrealized +176.0%
CB CHUBB LIMITED 1.0%
Value ($000) $5,571 Shares 19,737 Est. Cost $126.30 Unrealized +117.9%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $4,771 Shares 69,735 Est. Cost $25.77 Unrealized +161.5%
IBM INTERNATIONAL BUSINESS MACHINES 0.9%
Value ($000) $4,723 Shares 16,741 Est. Cost $103.13 Unrealized +151.7%
PEP PEPSICO INC 0.9%
Value ($000) $4,700 Shares 33,470 Est. Cost $82.27 Unrealized +70.7%
WFC WELLS FARGO & CO 0.9%
Value ($000) $4,673 Shares 55,759 Est. Cost $38.50 Unrealized +109.0%
ABBV ABBVIE INC 0.9%
Value ($000) $4,660 Shares 20,126 Est. Cost $49.80 Unrealized +305.5%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $4,583 Shares 13,272 Est. Cost $110.38 Unrealized +170.8%
DHR DANAHER CORP 0.9%
Value ($000) $4,532 Shares 22,860 Est. Cost $59.84 Unrealized +231.5%
COST COSTCO WHOLESALE CORP 0.8%
Value ($000) $4,371 Shares 4,722 Est. Cost $620.74 Unrealized +54.1%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.8%
Value ($000) $4,283 Shares 44,661 Est. Cost $93.40 Unrealized
UNP UNION PACIFIC CORP 0.8%
Value ($000) $4,116 Shares 17,415 Est. Cost $102.26 Unrealized +118.2%
QCOM QUALCOMM INC 0.8%
Value ($000) $4,068 Shares 24,451 Est. Cost $72.62 Unrealized +116.5%
HON HONEYWELL INTL INC 0.8%
Value ($000) $4,047 Shares 19,226 Est. Cost $113.91 Unrealized +81.8%
SYK STRYKER CORP 0.8%
Value ($000) $4,043 Shares 10,938 Est. Cost $92.30 Unrealized +316.6%
MDT MEDTRONIC PLC 0.7%
Value ($000) $3,808 Shares 39,985 Est. Cost $82.98 Unrealized +10.0%
ECL ECOLAB INC 0.7%
Value ($000) $3,577 Shares 13,063 Est. Cost $141.40 Unrealized +91.2%
T AT&T INC 0.7%
Value ($000) $3,521 Shares 124,713 Est. Cost $14.36 Unrealized +95.4%
DIS WALT DISNEY CO 0.6%
Value ($000) $3,418 Shares 29,855 Est. Cost $87.47 Unrealized +33.7%
MET METLIFE INC 0.6%
Value ($000) $3,408 Shares 41,371 Est. Cost $35.49 Unrealized +119.5%
AMT AMERICAN TOWER CORP 0.6%
Value ($000) $3,317 Shares 17,248 Est. Cost $119.76 Unrealized +70.8%
DHI D. R. HORTON INC 0.6%
Value ($000) $3,199 Shares 18,875 Est. Cost $127.12 Unrealized +23.2%
IBB ISHARES BIOTECHNOLOGY ETF 0.6%
Value ($000) $2,947 Shares 20,416 Est. Cost $124.87 Unrealized
VOO VANGUARD S&P 500 ETF 0.5%
Value ($000) $2,726 Shares 4,452 Est. Cost $322.42 Unrealized
O REALTY INCOME CORP 0.5%
Value ($000) $2,691 Shares 44,273 Est. Cost $54.86 Unrealized +3.8%
SBUX STARBUCKS CORP 0.5%
Value ($000) $2,682 Shares 31,702 Est. Cost $58.68 Unrealized +50.9%
IAU ISHARES GOLD TRUST ETF 0.5%
Value ($000) $2,555 Shares 35,110 Est. Cost $35.11 Unrealized
CAT CATERPILLAR INC 0.5%
Value ($000) $2,470 Shares 5,177 Est. Cost $326.42 Unrealized +30.3%
GOOG ALPHABET INC CL C 0.4%
Value ($000) $2,357 Shares 9,679 Est. Cost $138.80 Unrealized +51.2%
MAR MARRIOTT INTERNATIONAL INC 0.4%
Value ($000) $2,250 Shares 8,639 Est. Cost $164.15 Unrealized +63.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $2,140 Shares 6,521 Est. Cost $230.19 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $2,102 Shares 25,165 Est. Cost $83.32 Unrealized +5.8%
PFE PFIZER INC 0.4%
Value ($000) $1,871 Shares 73,455 Est. Cost $23.96 Unrealized +0.8%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,857 Shares 9,119 Est. Cost $175.00 Unrealized +9.4%
FCX FREEPORT-MCMORAN INC. 0.3%
Value ($000) $1,645 Shares 41,950 Est. Cost $37.53 Unrealized +15.1%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.2%
Value ($000) $1,194 Shares 62,160 Est. Cost $12.74 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $1,154 Shares 6,083 Est. Cost $93.83 Unrealized
ACN ACCENTURE PLC 0.2%
Value ($000) $836 Shares 3,389 Est. Cost $112.96 Unrealized +130.7%
VLTO VERALTO CORP 0.1%
Value ($000) $793 Shares 7,443 Est. Cost $76.37 Unrealized +37.8%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value ($000) $754 Shares 1 Est. Cost $249666.89 Unrealized +191.2%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $751 Shares 3,105 Est. Cost $191.28 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $710 Shares 1,515 Est. Cost $394.37 Unrealized
BX BLACKSTONE GROUP INC NPV 0.1%
Value ($000) $657 Shares 3,843 Est. Cost $54.09 Unrealized +213.3%
CME CME GROUP INC 0.1%
Value ($000) $648 Shares 2,399 Est. Cost $268.56 Unrealized +0.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $623 Shares 5,526 Est. Cost $73.23 Unrealized +49.8%
MICROSOFT CORP 0.1%
Value ($000) $584 Shares 1,128 Est. Cost $188.91 Unrealized
LINE LINEAGE INC 0.1%
Value ($000) $551 Shares 14,273 Est. Cost $43.52 Unrealized
FISV FISERV INC 0.1%
Value ($000) $529 Shares 4,100 Est. Cost $151.68 Unrealized -5.5%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $481 Shares 2,228 Est. Cost $152.86 Unrealized
EXAS EXACT SCIENCES CORPORATION 0.1%
Value ($000) $473 Shares 8,650 Est. Cost $89.82 Unrealized -44.4%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $440 Shares 2,162 Est. Cost $195.84 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $429 Shares 4,277 Est. Cost $85.94 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value ($000) $418 Shares 1,495 Est. Cost $109.56 Unrealized
VUG VANGUARD GROWTH INDEX ETF 0.1%
Value ($000) $415 Shares 866 Est. Cost $241.97 Unrealized
BPOP POPULAR INC 0.1%
Value ($000) $406 Shares 3,200 Est. Cost $87.11 Unrealized +35.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $372 Shares 746 Est. Cost $230.43 Unrealized +94.5%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $353 Shares 3,856 Est. Cost $81.80 Unrealized
CMCSA COMCAST CORP 0.1%
Value ($000) $337 Shares 10,734 Est. Cost $28.00 Unrealized +18.4%
THFF FIRST FINANCIAL CORPORATION 0.1%
Value ($000) $316 Shares 5,600 Est. Cost $33.26 Unrealized +67.1%
TRGP TARGA RESOURCES CORPORATION 0.1%
Value ($000) $313 Shares 1,871 Est. Cost $121.78 Unrealized +35.6%
NVO NOVO NORDISK AS ADR 0.1%
Value ($000) $308 Shares 5,542 Est. Cost $72.89 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $290 Shares 577 Est. Cost $263.08 Unrealized +84.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $287 Shares 4,598 Est. Cost $34.04 Unrealized +86.3%
FNF FIDELITY NATIONAL FINANCIAL INC 0.1%
Value ($000) $284 Shares 4,700 Est. Cost $46.63 Unrealized +18.2%
CHEVRON CORP 0.1%
Value ($000) $283 Shares 1,820 Est. Cost $125.97 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $269 Shares 1,451 Est. Cost $120.00 Unrealized +41.3%
ACLS AXCELIS TECHNOLOGIES INC 0.1%
Value ($000) $268 Shares 2,749 Est. Cost $109.88 Unrealized -26.7%
VYM VANGUARD HIGH DIVIDEND YIELD IDX FD ETF 0.0%
Value ($000) $265 Shares 1,880 Est. Cost $123.13 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $255 Shares 1,157 Est. Cost $153.89 Unrealized +24.7%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $252 Shares 2,202 Est. Cost $46.68 Unrealized +129.5%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $252 Shares 2,610 Est. Cost $78.94 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $249 Shares 2,970 Est. Cost $63.13 Unrealized +28.3%
MCD MCDONALDS CORP 0.0%
Value ($000) $248 Shares 817 Est. Cost $283.13 Unrealized +6.5%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $248 Shares 2,844 Est. Cost $53.95 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.0%
Value ($000) $247 Shares 2,646 Est. Cost $64.76 Unrealized
FBP FIRST BANCORP 0.0%
Value ($000) $242 Shares 11,000 Est. Cost $17.43 Unrealized +23.4%
VWO VANGUARD FTSE EMERGING MKTS ETF 0.0%
Value ($000) $237 Shares 4,378 Est. Cost $41.65 Unrealized
ORACLE CORP 0.0%
Value ($000) $224 Shares 796 Est. Cost $56.63 Unrealized
CEF SPROTT PHY TRUST UNIT (CAD) 0.0%
Value ($000) $220 Shares 6,000 Est. Cost $24.48 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $220 Shares 2,019 Est. Cost $24.41 Unrealized +315.3%
PLAB PHOTRONICS INC 0.0%
Value ($000) $216 Shares 9,400 Est. Cost $26.51 Unrealized -19.3%
AMGN AMGEN INC 0.0%
Value ($000) $212 Shares 750 Est. Cost $113.70 Unrealized +152.1%
BA BOEING CO 0.0%
Value ($000) $210 Shares 972 Est. Cost $217.19 Unrealized +3.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $206 Shares 425 Est. Cost $433.69 Unrealized +7.2%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $199 Shares 2,800 Est. Cost $48.69 Unrealized +48.0%
BLACKROCK INC 0.0%
Value ($000) $198 Shares 170 Est. Cost $1024.20 Unrealized
BBSI BARRETT BUSINESS SERVICES INC 0.0%
Value ($000) $195 Shares 4,400 Est. Cost $32.45 Unrealized +40.6%
PROCTOR & GAMBLE CO 0.0%
Value ($000) $189 Shares 1,229 Est. Cost $111.08 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $183 Shares 273 Est. Cost $335.94 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $180 Shares 299 Est. Cost $300.36 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $174 Shares 1,432 Est. Cost $167.52 Unrealized -20.8%
WELLS FARGO & CO 0.0%
Value ($000) $172 Shares 2,053 Est. Cost $44.11 Unrealized
VB VANGUARD SMALL CAP INDEX ETF 0.0%
Value ($000) $169 Shares 665 Est. Cost $114.58 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $169 Shares 598 Est. Cost $154.53 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.0%
Value ($000) $168 Shares 7,000 Est. Cost $24.65 Unrealized
BLACKROCK MUNI 2030 TARGET TERM TRUST 0.0%
Value ($000) $167 Shares 7,457 Est. Cost $20.77 Unrealized
CHARLES SCHWAB CORP 0.0%
Value ($000) $165 Shares 1,724 Est. Cost $47.99 Unrealized
PEPSICO INC 0.0%
Value ($000) $162 Shares 1,150 Est. Cost $119.40 Unrealized
EW EDWARD LIFESCIENCES CORPORATION 0.0%
Value ($000) $161 Shares 2,075 Est. Cost $88.55 Unrealized -11.8%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $160 Shares 2,450 Est. Cost $82.70 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $156 Shares 1,130 Est. Cost $92.09 Unrealized
ITOT ISHARES CORE S&P TOTAL US STK MKT ETF 0.0%
Value ($000) $149 Shares 1,020 Est. Cost $77.95 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $148 Shares 2,522 Est. Cost $58.77 Unrealized
GE GE AEROSPACE NEW 0.0%
Value ($000) $148 Shares 492 Est. Cost $100.56 Unrealized +171.2%
MA MASTERCARD INC CL A 0.0%
Value ($000) $142 Shares 250 Est. Cost $542.01 Unrealized +5.8%
KKR KKR & CO INC 0.0%
Value ($000) $128 Shares 984 Est. Cost $43.42 Unrealized +226.2%
OKE ONEOK INCORPORATED 0.0%
Value ($000) $124 Shares 1,700 Est. Cost $78.70 Unrealized -4.6%
S SENTINELONE INC CL A 0.0%
Value ($000) $121 Shares 6,850 Est. Cost $40.18 Unrealized -55.4%
RKT ROCKET COS INC 0.0%
Value ($000) $119 Shares 6,130 Est. Cost $17.44 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $119 Shares 395 Est. Cost $72.54 Unrealized +280.5%
CISCO SYSTEMS INC 0.0%
Value ($000) $118 Shares 1,722 Est. Cost $34.25 Unrealized
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $117 Shares 1,040 Est. Cost $51.76 Unrealized +109.0%
WALT DISNEY CO 0.0%
Value ($000) $116 Shares 1,016 Est. Cost $98.17 Unrealized
UNITED PARCEL SERVICE INC 0.0%
Value ($000) $116 Shares 1,391 Est. Cost $117.03 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $114 Shares 797 Est. Cost $93.35 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $113 Shares 169 Est. Cost $387.45 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $112 Shares 1,871 Est. Cost $48.97 Unrealized +22.8%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $110 Shares 391 Est. Cost $160.26 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $108 Shares 1,700 Est. Cost $39.79 Unrealized +45.3%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $100 Shares 750 Est. Cost $74.98 Unrealized +40.7%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $96 Shares 120 Est. Cost $590.71 Unrealized +24.4%
AT&T INC 0.0%
Value ($000) $93 Shares 3,305 Est. Cost $25.49 Unrealized
HOOD ROBINHOOD MARKETS INC 0.0%
Value ($000) $93 Shares 650 Est. Cost $109.05 Unrealized 0.0%
STRYKER CORP 0.0%
Value ($000) $91 Shares 245 Est. Cost $150.88 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $90 Shares 267 Est. Cost $248.30 Unrealized +36.6%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $87 Shares 627 Est. Cost $108.25 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $87 Shares 385 Est. Cost $149.51 Unrealized +43.6%
BND VANGUARD TOTAL BOND MARKET IDX ETF 0.0%
Value ($000) $86 Shares 1,155 Est. Cost $75.11 Unrealized
KO COCA-COLA COMPANY 0.0%
Value ($000) $84 Shares 1,265 Est. Cost $48.74 Unrealized +39.3%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $80 Shares 319 Est. Cost $107.54 Unrealized +127.1%
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value ($000) $77 Shares 250 Est. Cost $102.64 Unrealized
GEV GE VERNOVA LLC 0.0%
Value ($000) $76 Shares 124 Est. Cost $214.01 Unrealized +182.9%
NKE NIKE INC CL B 0.0%
Value ($000) $75 Shares 1,077 Est. Cost $87.08 Unrealized -15.3%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $68 Shares 1,045 Est. Cost $53.04 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND ETF 0.0%
Value ($000) $68 Shares 680 Est. Cost $81.58 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $66 Shares 637 Est. Cost $53.25 Unrealized +86.3%
FDX FEDEX CORP 0.0%
Value ($000) $65 Shares 275 Est. Cost $221.25 Unrealized +3.2%
DE DEERE & CO 0.0%
Value ($000) $64 Shares 139 Est. Cost $388.93 Unrealized +25.9%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $63 Shares 507 Est. Cost $61.92 Unrealized +93.5%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $61 Shares 285 Est. Cost $185.05 Unrealized +17.7%
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $60 Shares 1,115 Est. Cost $33.16 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $58 Shares 286 Est. Cost $74.05 Unrealized +175.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $56 Shares 740 Est. Cost $58.64 Unrealized +23.1%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $55 Shares 270 Est. Cost $179.48 Unrealized +0.7%
NOW SERVICENOW INC 0.0%
Value ($000) $55 Shares 60 Est. Cost $192.75 Unrealized -3.1%
EQIX EQUINIX INC 0.0%
Value ($000) $55 Shares 70 Est. Cost $880.48 Unrealized -12.1%
XLY SELECT SECTOR SPDR ETF CONSUMER DISCRETIONARY 0.0%
Value ($000) $54 Shares 226 Est. Cost $160.98 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $54 Shares 10 Est. Cost $2028.64 Unrealized +174.3%
SAP SAP AG ADR 0.0%
Value ($000) $53 Shares 200 Est. Cost $268.44 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $52 Shares 1,017 Est. Cost $28.88 Unrealized +67.4%
ES EVERSOURCE ENERGY NPV 0.0%
Value ($000) $52 Shares 734 Est. Cost $36.49 Unrealized +75.9%
IUSV ISHARES CORE S&P VALUE ETF 0.0%
Value ($000) $51 Shares 512 Est. Cost $95.49 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $51 Shares 85 Est. Cost $245.16 Unrealized
VGIT VANGUARD INT-TERM TREASURY ETF 0.0%
Value ($000) $49 Shares 813 Est. Cost $59.81 Unrealized
MMM 3M CO 0.0%
Value ($000) $48 Shares 310 Est. Cost $87.64 Unrealized +74.7%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $48 Shares 63 Est. Cost $345.92 Unrealized +112.5%
INTC INTEL CORP 0.0%
Value ($000) $46 Shares 1,375 Est. Cost $27.89 Unrealized -13.1%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $45 Shares 140 Est. Cost $154.72 Unrealized
IJR ISHARES CORE S&P SMALL CAP INDEX ETF 0.0%
Value ($000) $44 Shares 372 Est. Cost $100.09 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $44 Shares 200 Est. Cost $98.64 Unrealized +126.8%
IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FD 0.0%
Value ($000) $44 Shares 312 Est. Cost $133.08 Unrealized
SCZ ISHARES MSCI EAFE SM CAP ETF 0.0%
Value ($000) $44 Shares 568 Est. Cost $66.84 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $43 Shares 392 Est. Cost $98.41 Unrealized +8.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $42 Shares 529 Est. Cost $51.14 Unrealized +65.5%
PLD PROLOGIS INC 0.0%
Value ($000) $42 Shares 367 Est. Cost $101.81 Unrealized +6.4%
PCAR PACCAR INC 0.0%
Value ($000) $42 Shares 427 Est. Cost $74.98 Unrealized +29.2%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $42 Shares 468 Est. Cost $78.54 Unrealized
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $39 Shares 350 Est. Cost $100.71 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $39 Shares 115 Est. Cost $182.58 Unrealized +71.8%
DON WISDOMTREE US MID CAP DIV ETF 0.0%
Value ($000) $39 Shares 740 Est. Cost $51.13 Unrealized
CPRT COPART INC 0.0%
Value ($000) $36 Shares 792 Est. Cost $35.24 Unrealized +33.7%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $35 Shares 345 Est. Cost $100.28 Unrealized +2.5%
XYL XYLEM INC 0.0%
Value ($000) $34 Shares 230 Est. Cost $122.65 Unrealized +12.6%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $32 Shares 135 Est. Cost $249.78 Unrealized +0.7%
NFRA FLEXSHARES GLOBAL BROAD INFRSTRUCTURE IDX 0.0%
Value ($000) $32 Shares 502 Est. Cost $62.92 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $32 Shares 225 Est. Cost $128.89 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $31 Shares 207 Est. Cost $101.19 Unrealized +41.5%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $31 Shares 700 Est. Cost $34.65 Unrealized +22.6%
DOW DOW HOLDING INC 0.0%
Value ($000) $29 Shares 1,281 Est. Cost $42.05 Unrealized -42.2%
PSX PHILLIPS 66 0.0%
Value ($000) $29 Shares 215 Est. Cost $103.33 Unrealized +22.3%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $27 Shares 155 Est. Cost $112.27 Unrealized
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value ($000) $27 Shares 350 Est. Cost $26.10 Unrealized +213.1%
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $26 Shares 76 Est. Cost $348.12 Unrealized +0.9%
PFIZER INC 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $32.45 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $25 Shares 150 Est. Cost $124.76 Unrealized +23.7%
QUALCOMM INC 0.0%
Value ($000) $25 Shares 149 Est. Cost $117.59 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $24 Shares 20 Est. Cost $122.05 Unrealized 0.0%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $24 Shares 525 Est. Cost $60.00 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $23 Shares 135 Est. Cost $105.33 Unrealized +40.3%
RF REGIONS FINANCIAL CORPORATION 0.0%
Value ($000) $23 Shares 871 Est. Cost $20.60 Unrealized +23.9%
NI NISOURCE INC 0.0%
Value ($000) $23 Shares 521 Est. Cost $12.76 Unrealized +221.6%
AFL AFLAC INC COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $78.42 Unrealized +32.9%
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value ($000) $21 Shares 1,075 Est. Cost $20.42 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $20 Shares 112 Est. Cost $162.07 Unrealized 0.0%
EOG EOG RESOURCES INC 0.0%
Value ($000) $20 Shares 175 Est. Cost $81.69 Unrealized +44.4%
PAG PENSKE AUTOMOTIVE GROUP 0.0%
Value ($000) $19 Shares 112 Est. Cost $159.45 Unrealized +11.8%
FAF FIRST AMERICAN FINANCIAL COR 0.0%
Value ($000) $19 Shares 300 Est. Cost $61.28 Unrealized +1.3%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $19 Shares 778 Est. Cost $14.36 Unrealized +52.4%
MCO MOODY'S CORP 0.0%
Value ($000) $19 Shares 40 Est. Cost $478.56 Unrealized +5.0%
WH WYNDHAM HOTELS AND RESORTS INC 0.0%
Value ($000) $18 Shares 223 Est. Cost $74.17 Unrealized +16.1%
WELL WELLTOWER INCORPORATED 0.0%
Value ($000) $18 Shares 100 Est. Cost $140.30 Unrealized +16.5%
RUN SUNRUN INC 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $7.19 Unrealized +86.3%
BBY BEST BUY CO INC 0.0%
Value ($000) $17 Shares 225 Est. Cost $60.10 Unrealized +16.5%
IEFA ISHARES CORE MSCI ETF 0.0%
Value ($000) $17 Shares 190 Est. Cost $67.50 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $16 Shares 350 Est. Cost $48.30 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $15 Shares 300 Est. Cost $65.02 Unrealized -14.5%
VIGI VANGUARD INTL DIV APPRECIATION IDX ETF 0.0%
Value ($000) $14 Shares 159 Est. Cost $90.12 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $14 Shares 157 Est. Cost $90.39 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $13 Shares 175 Est. Cost $33.04 Unrealized +138.2%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 171 Est. Cost $96.67 Unrealized -20.3%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $12 Shares 46 Est. Cost $271.11 Unrealized
EATON VANCE TAX-ADV DIV INC FD CLOSED END 0.0%
Value ($000) $12 Shares 500 Est. Cost $23.27 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $12 Shares 49 Est. Cost $206.71 Unrealized +16.3%
ASML ASML HOLDING NV ADR 0.0%
Value ($000) $12 Shares 12 Est. Cost $294.30 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $11 Shares 85 Est. Cost $120.05 Unrealized
GIS GENERAL MILLS 0.0%
Value ($000) $11 Shares 211 Est. Cost $59.33 Unrealized -16.6%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 137 Est. Cost $73.60 Unrealized +1.3%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $10 Shares 625 Est. Cost $15.19 Unrealized 0.0%
ROP ROPER INDUSTRIES INC 0.0%
Value ($000) $10 Shares 20 Est. Cost $557.47 Unrealized -4.7%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $66.37 Unrealized +40.9%
TSLA TESLA INC 0.0%
Value ($000) $10 Shares 22 Est. Cost $257.97 Unrealized +34.5%
KMI KINDER MORGAN INC 0.0%
Value ($000) $10 Shares 337 Est. Cost $19.86 Unrealized +35.8%
VGT VANGUARD INFORMATION TECH ETF 0.0%
Value ($000) $9 Shares 12 Est. Cost $746.58 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $8 Shares 550 Est. Cost $56.54 Unrealized -76.3%
SHOP SHOPIFY INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $135.57 Unrealized 0.0%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $7 Shares 38 Est. Cost $147.02 Unrealized +14.7%
VOOG VANGUARD S&P GROWTH ETF 0.0%
Value ($000) $7 Shares 15 Est. Cost $435.40 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $6 Shares 43 Est. Cost $92.69 Unrealized +40.9%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $6 Shares 45 Est. Cost $125.93 Unrealized
AMTM AMENTUM HLDGS INC NPV 0.0%
Value ($000) $5 Shares 219 Est. Cost $25.57 Unrealized -4.8%
IGV ISHARES EXP TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $115.00 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $5 Shares 56 Est. Cost $89.13 Unrealized
SOLV SOLVENTIUM CORP 0.0%
Value ($000) $5 Shares 65 Est. Cost $60.70 Unrealized +20.8%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $4 Shares 51 Est. Cost $76.39 Unrealized
IHI ISHARES US MEDICAL DEVICES ETF 0.0%
Value ($000) $4 Shares 63 Est. Cost $60.08 Unrealized
SGOL ABRDN PHYSICAL GOLD GOLD SHSETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.81 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $100.46 Unrealized +184.2%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $36.06 Unrealized +11.2%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $3 Shares 10 Est. Cost $332.02 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $3 Shares 40 Est. Cost $74.85 Unrealized 0.0%
COMP COMPASS INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $15.59 Unrealized -48.0%
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $2 Shares 13 Est. Cost $178.69 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $192.09 Unrealized -49.6%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $2 Shares 5 Est. Cost $396.00 Unrealized
DOLE DOLE PLC 0.0%
Value ($000) $2 Shares 138 Est. Cost $14.03 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $129.37 Unrealized 0.0%
SBIO ALPS MEDICAL BREAKTHROUGHS ETF 0.0%
Value ($000) $1 Shares 37 Est. Cost $38.84 Unrealized
IYT ISHARES TRANSPORTATION AVG ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $71.67 Unrealized
VFVA VANGUARD US VALUE FACTOR ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $127.50 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $1 Shares 125 Est. Cost $7.44 Unrealized 0.0%
NAIL DIREXION DAILY HOMEBUILDERS AND SUPPLIES ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $73.47 Unrealized
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $53.65 Unrealized
VFH VANGUARD FINANCIALS INDEX ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $131.13 Unrealized
HPQ HP INC. 0.0%
Value ($000) $1 Shares 38 Est. Cost $27.29 Unrealized -4.2%
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $73.20 Unrealized +28.6%
FDNI FIRST TRUST DOW JONES INTL INTERNET ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $38.72 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $1 Shares 37 Est. Cost $24.29 Unrealized 0.0%
SE SEA LIMITED ADS 0.0%
Value ($000) $1 Shares 5 Est. Cost $178.60 Unrealized
FBCV FIDELITY BLUE CHIP VALUE ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $34.04 Unrealized
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $52.27 Unrealized
IWC ISHARES MICRO CAP ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $149.00 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $30.20 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.06 Unrealized 0.0%
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $174.50 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.71 Unrealized -9.5%
VEGI ISHARES MSCI AGRICULTURE PRODUCERS ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $39.18 Unrealized
QCLN FIRST TRUST NASDAQ GREEN ENERGY ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $41.93 Unrealized
KOMP SPDR S&P KENSHO NEW ECON COMPOSITE ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $62.20 Unrealized
BOTZ GLOBAL X ROBOTICS & AI ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $35.38 Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $1 Shares 21 Est. Cost Unrealized
FPXI FIRST TRUST INTL EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $59.88 Unrealized
PAWZ PROSHARES PET CARE ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $56.00 Unrealized
HAIL SPDR S&P KENSHO SMART MOBILITY ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost $35.50 Unrealized
GDRX GOODRX HOLDINGS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.40 Unrealized 0.0%
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $8.30 Unrealized 0.0%
ITUB ITAU UNIBANCO H-SPON PRF ADR 0.0%
Value ($000) $0 Shares 49 Est. Cost $5.49 Unrealized
COOK TRAEGER INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $1.53 Unrealized 0.0%
IDRV ISHARES SELF DRIVING EV ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $36.50 Unrealized
KARS KRANESHARES EV & FUTURE MOBILITY ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $30.33 Unrealized
MANU MANCHESTER UNITED PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost $14.82 Unrealized +14.5%
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $0 Shares 3 Est. Cost $15.38 Unrealized -7.7%