Perkins Coie Trust Co Diversified Active

Location: Seattle, WA

CIK: 0001513038 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 12, 2026

Total Value: $537M (100.0% shares, 0.0% debt)

Holdings (273)

VEA VANGUARD FTSE DEVELOPED MKTS ETF 8.8%
Value $47.39M Shares 758,665 Est. Cost $45.45 Unrealized
VO VANGUARD MID-CAP ETF 7.7%
Value $41.24M Shares 142,113 Est. Cost $204.16 Unrealized
MSFT MICROSOFT CORP 5.8%
Value $31.08M Shares 64,264 Est. Cost $118.97 Unrealized +320.7%
AAPL APPLE INC 5.2%
Value $27.68M Shares 101,826 Est. Cost $107.51 Unrealized +149.6%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 4.5%
Value $24.2M Shares 198,784 Est. Cost $86.28 Unrealized
GOOGL ALPHABET INC CL A 3.8%
Value $20.46M Shares 65,364 Est. Cost $115.80 Unrealized +146.6%
VTV VANGUARD VALUE ETF 3.5%
Value $18.99M Shares 99,435 Est. Cost $171.22 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 2.8%
Value $15.11M Shares 122,556 Est. Cost $76.11 Unrealized
NVDA NVIDIA CORPORATION 2.4%
Value $12.79M Shares 68,584 Est. Cost $133.44 Unrealized +39.5%
AVGO BROADCOM INC 2.3%
Value $12.23M Shares 35,347 Est. Cost $153.84 Unrealized +132.1%
AMZN AMAZON.COM INC 2.1%
Value $11.07M Shares 47,953 Est. Cost $141.12 Unrealized +62.1%
IYW ISHARES U.S. TECHNOLOGY ETF 2.0%
Value $10.89M Shares 54,526 Est. Cost $123.99 Unrealized
V VISA INC 1.9%
Value $10.02M Shares 28,573 Est. Cost $121.92 Unrealized +179.2%
VANGUARD MID CAP ETF 1.8%
Value $9.713M Shares 33,469 Est. Cost $235.50 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 1.7%
Value $9.337M Shares 163,119 Est. Cost $56.99 Unrealized
SMH VANECK SEMICONDUCTOR ETF 1.7%
Value $9.117M Shares 25,315 Est. Cost $240.28 Unrealized
LLY ELI LILLY & CO 1.6%
Value $8.574M Shares 7,978 Est. Cost $654.16 Unrealized +46.1%
ETN EATON CORP PLC 1.6%
Value $8.367M Shares 26,271 Est. Cost $90.63 Unrealized +291.0%
JPM JPMORGAN CHASE & CO 1.3%
Value $7.186M Shares 22,304 Est. Cost $143.44 Unrealized +115.8%
META META PLATFORMS INC 1.3%
Value $7.015M Shares 10,628 Est. Cost $510.80 Unrealized +30.6%
HD HOME DEPOT INC 1.3%
Value $6.829M Shares 19,847 Est. Cost $121.01 Unrealized +201.3%
ORCL ORACLE CORP 1.2%
Value $6.626M Shares 33,995 Est. Cost $35.62 Unrealized +568.3%
BLK BLACKROCK INC 1.2%
Value $6.418M Shares 5,996 Est. Cost $998.28 Unrealized +9.1%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.2%
Value $6.403M Shares 150,025 Est. Cost $48.10 Unrealized
CB CHUBB LIMITED 1.2%
Value $6.207M Shares 19,887 Est. Cost $126.30 Unrealized +131.5%
CVX CHEVRON CORP 1.1%
Value $6.016M Shares 39,475 Est. Cost $101.38 Unrealized +49.3%
SCHW CHARLES SCHWAB CORP 1.1%
Value $5.817M Shares 58,224 Est. Cost $34.26 Unrealized +176.6%
PG PROCTER & GAMBLE CO 1.0%
Value $5.623M Shares 39,234 Est. Cost $77.38 Unrealized +90.2%
WFC WELLS FARGO & CO 1.0%
Value $5.402M Shares 57,964 Est. Cost $40.33 Unrealized +114.8%
DHR DANAHER CORP 1.0%
Value $5.111M Shares 22,325 Est. Cost $59.84 Unrealized +266.9%
CSCO CISCO SYSTEMS INC 0.9%
Value $5.077M Shares 65,912 Est. Cost $25.77 Unrealized +186.4%
IBM INTERNATIONAL BUSINESS MACHINES 0.9%
Value $4.886M Shares 16,495 Est. Cost $103.13 Unrealized +189.7%
PEP PEPSICO INC 0.9%
Value $4.587M Shares 31,959 Est. Cost $82.27 Unrealized +77.3%
ABBV ABBVIE INC 0.8%
Value $4.448M Shares 19,467 Est. Cost $49.80 Unrealized +356.9%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.8%
Value $4.311M Shares 44,495 Est. Cost $93.40 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value $4.206M Shares 12,741 Est. Cost $110.38 Unrealized +205.5%
COST COSTCO WHOLESALE CORP 0.8%
Value $4.108M Shares 4,764 Est. Cost $620.74 Unrealized +45.9%
UNP UNION PACIFIC CORP 0.8%
Value $4.057M Shares 17,539 Est. Cost $102.26 Unrealized +122.3%
HON HONEYWELL INTL INC 0.7%
Value $3.948M Shares 20,238 Est. Cost $117.96 Unrealized +65.3%
MDT MEDTRONIC PLC 0.7%
Value $3.775M Shares 39,301 Est. Cost $82.98 Unrealized +17.1%
QCOM QUALCOMM INC 0.7%
Value $3.766M Shares 22,020 Est. Cost $72.62 Unrealized +135.2%
SYK STRYKER CORP 0.7%
Value $3.606M Shares 10,259 Est. Cost $92.30 Unrealized +293.8%
ECL ECOLAB INC 0.6%
Value $3.438M Shares 13,097 Est. Cost $141.40 Unrealized +87.9%
IBB ISHARES BIOTECHNOLOGY ETF 0.6%
Value $3.32M Shares 19,675 Est. Cost $124.87 Unrealized
DIS WALT DISNEY CO 0.6%
Value $3.22M Shares 28,300 Est. Cost $87.47 Unrealized +25.2%
MET METLIFE INC 0.6%
Value $3.214M Shares 40,720 Est. Cost $35.49 Unrealized +122.4%
GOOG ALPHABET INC CL C 0.6%
Value $3.088M Shares 9,840 Est. Cost $141.22 Unrealized +102.8%
T AT&T INC 0.6%
Value $3.08M Shares 124,005 Est. Cost $14.36 Unrealized +76.1%
CAT CATERPILLAR INC 0.6%
Value $3.037M Shares 5,302 Est. Cost $331.82 Unrealized +67.4%
AMT AMERICAN TOWER CORP 0.5%
Value $2.935M Shares 16,716 Est. Cost $119.76 Unrealized +50.6%
DHI D. R. HORTON INC 0.5%
Value $2.893M Shares 20,084 Est. Cost $128.61 Unrealized +18.2%
IAU ISHARES GOLD TRUST ETF 0.5%
Value $2.85M Shares 35,110 Est. Cost $35.11 Unrealized
VOO VANGUARD S&P 500 ETF 0.5%
Value $2.792M Shares 4,452 Est. Cost $322.42 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.5%
Value $2.667M Shares 8,597 Est. Cost $164.15 Unrealized +73.8%
O REALTY INCOME CORP 0.5%
Value $2.617M Shares 46,434 Est. Cost $54.97 Unrealized +4.3%
UPS UNITED PARCEL SERVICE INC 0.5%
Value $2.503M Shares 25,240 Est. Cost $83.32 Unrealized +11.3%
SBUX STARBUCKS CORP 0.5%
Value $2.47M Shares 29,327 Est. Cost $58.68 Unrealized +43.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value $2.185M Shares 6,516 Est. Cost $230.19 Unrealized
FCX FREEPORT-MCMORAN INC. 0.4%
Value $2.164M Shares 42,603 Est. Cost $37.62 Unrealized +15.1%
PANW PALO ALTO NETWORKS INC 0.3%
Value $1.693M Shares 9,189 Est. Cost $175.00 Unrealized +15.3%
PFE PFIZER INC 0.3%
Value $1.552M Shares 62,371 Est. Cost $23.96 Unrealized +4.5%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.2%
Value $1.272M Shares 62,160 Est. Cost $12.74 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value $1.165M Shares 6,083 Est. Cost $93.83 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value $1.149M Shares 5,228 Est. Cost $191.26 Unrealized
EXAS EXACT SCIENCES CORPORATION 0.2%
Value $878K Shares 8,650 Est. Cost $89.82 Unrealized -10.6%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value $764K Shares 3,105 Est. Cost $191.28 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value $755K Shares 1 Est. Cost $249666.89 Unrealized +199.0%
VLTO VERALTO CORP 0.1%
Value $718K Shares 7,199 Est. Cost $76.37 Unrealized +32.3%
FTEC FIDELITY MSCI INFO TECH INDEX ETF 0.1%
Value $714K Shares 3,180 Est. Cost $224.67 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value $705K Shares 1,489 Est. Cost $394.37 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $665K Shares 5,526 Est. Cost $73.23 Unrealized +57.7%
CME CME GROUP INC 0.1%
Value $644K Shares 2,360 Est. Cost $268.56 Unrealized +0.8%
BX BLACKSTONE GROUP INC NPV 0.1%
Value $592K Shares 3,843 Est. Cost $54.09 Unrealized +180.0%
MICROSOFT CORP 0.1%
Value $577K Shares 1,194 Est. Cost $205.20 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value $521K Shares 4,277 Est. Cost $85.94 Unrealized
HYG ISHARES IBOXX $ H-Y CORP BD ETF 0.1%
Value $482K Shares 5,984 Est. Cost $80.63 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value $455K Shares 2,162 Est. Cost $195.84 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value $454K Shares 1,495 Est. Cost $109.56 Unrealized
ACN ACCENTURE PLC 0.1%
Value $442K Shares 1,646 Est. Cost $112.96 Unrealized +124.9%
VUG VANGUARD GROWTH INDEX ETF 0.1%
Value $422K Shares 866 Est. Cost $241.97 Unrealized
BPOP POPULAR INC 0.1%
Value $398K Shares 3,200 Est. Cost $87.11 Unrealized +35.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value $361K Shares 746 Est. Cost $230.43 Unrealized +106.7%
LINE LINEAGE INC 0.1%
Value $345K Shares 9,868 Est. Cost $43.52 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value $340K Shares 3,839 Est. Cost $81.80 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $321K Shares 1,551 Est. Cost $124.97 Unrealized +57.7%
MRK MERCK & CO INC 0.1%
Value $313K Shares 2,970 Est. Cost $63.13 Unrealized +47.7%
THFF FIRST FINANCIAL CORPORATION 0.1%
Value $311K Shares 5,150 Est. Cost $33.26 Unrealized +71.6%
CHEVRON CORP 0.1%
Value $305K Shares 2,002 Est. Cost $128.38 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value $302K Shares 1,157 Est. Cost $153.89 Unrealized +63.9%
PLAB PHOTRONICS INC 0.1%
Value $301K Shares 9,400 Est. Cost $26.51 Unrealized -2.7%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value $290K Shares 577 Est. Cost $263.08 Unrealized +89.1%
NVO NOVO NORDISK AS ADR 0.1%
Value $282K Shares 5,542 Est. Cost $72.89 Unrealized
FISV FISERV INC 0.1%
Value $275K Shares 4,100 Est. Cost $151.68 Unrealized -44.7%
CEF SPROTT PHY TRUST UNIT (CAD) 0.1%
Value $275K Shares 6,000 Est. Cost $24.48 Unrealized
SOLS SOLSTICE ADVANCED MATERIALS 0.1%
Value $271K Shares 5,573 Est. Cost $47.08 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD IDX FD ETF 0.1%
Value $270K Shares 1,880 Est. Cost $123.13 Unrealized
FNF FIDELITY NATIONAL FINANCIAL INC 0.0%
Value $257K Shares 4,700 Est. Cost $46.63 Unrealized +17.4%
EFA ISHARES MSCI EAFE INDEX ETF 0.0%
Value $254K Shares 2,646 Est. Cost $64.76 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value $251K Shares 2,610 Est. Cost $78.94 Unrealized
MCD MCDONALDS CORP 0.0%
Value $250K Shares 817 Est. Cost $283.13 Unrealized +7.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $246K Shares 425 Est. Cost $433.69 Unrealized +30.3%
AMGN AMGEN INC 0.0%
Value $245K Shares 750 Est. Cost $113.70 Unrealized +177.9%
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value $244K Shares 5,711 Est. Cost $48.29 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value $234K Shares 2,019 Est. Cost $24.41 Unrealized +352.8%
SYF SYNCHRONY FINANCIAL 0.0%
Value $234K Shares 2,800 Est. Cost $48.69 Unrealized +56.7%
WEC WEC ENERGY GROUP INC 0.0%
Value $232K Shares 2,202 Est. Cost $46.68 Unrealized +136.2%
FBP FIRST BANCORP 0.0%
Value $228K Shares 11,000 Est. Cost $17.43 Unrealized +18.2%
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value $221K Shares 2,749 Est. Cost $109.88 Unrealized -23.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value $221K Shares 4,099 Est. Cost $34.04 Unrealized +67.6%
BA BOEING CO 0.0%
Value $207K Shares 954 Est. Cost $217.19 Unrealized -5.3%
BLACKROCK INC 0.0%
Value $201K Shares 188 Est. Cost $1028.62 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $199K Shares 500 Est. Cost $442.56 Unrealized 0.0%
WELLS FARGO & CO 0.0%
Value $190K Shares 2,038 Est. Cost $44.11 Unrealized
CHARLES SCHWAB CORP 0.0%
Value $189K Shares 1,887 Est. Cost $52.48 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value $187K Shares 273 Est. Cost $335.94 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value $184K Shares 299 Est. Cost $300.36 Unrealized
PEPSICO INC 0.0%
Value $177K Shares 1,234 Est. Cost $121.04 Unrealized
TRGP TARGA RESOURCES CORPORATION 0.0%
Value $176K Shares 955 Est. Cost $121.78 Unrealized +38.0%
PROCTOR & GAMBLE CO 0.0%
Value $175K Shares 1,218 Est. Cost $111.08 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value $172K Shares 1,196 Est. Cost $149.25 Unrealized
VB VANGUARD SMALL CAP INDEX ETF 0.0%
Value $172K Shares 665 Est. Cost $114.58 Unrealized
BLACKROCK MUNI 2030 TARGET TERM TRUST 0.0%
Value $162K Shares 7,091 Est. Cost $20.77 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value $162K Shares 2,450 Est. Cost $82.70 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.0%
Value $161K Shares 7,000 Est. Cost $24.65 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value $159K Shares 1,130 Est. Cost $92.09 Unrealized
EW EDWARD LIFESCIENCES CORPORATION 0.0%
Value $159K Shares 1,869 Est. Cost $88.55 Unrealized -7.3%
BBSI BARRETT BUSINESS SERVICES INC 0.0%
Value $159K Shares 4,400 Est. Cost $32.45 Unrealized +17.8%
ITOT ISHARES CORE S&P TOTAL US STK MKT ETF 0.0%
Value $152K Shares 1,020 Est. Cost $77.95 Unrealized
GE GE AEROSPACE NEW 0.0%
Value $152K Shares 492 Est. Cost $100.56 Unrealized +199.1%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value $148K Shares 2,522 Est. Cost $58.77 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value $147K Shares 1,432 Est. Cost $167.52 Unrealized -32.9%
CMCSA COMCAST CORP 0.0%
Value $147K Shares 4,920 Est. Cost $28.00 Unrealized +1.9%
VWO VANGUARD FTSE EMERGING MKTS ETF 0.0%
Value $139K Shares 2,588 Est. Cost $41.65 Unrealized
WMT WAL-MART STORES INC 0.0%
Value $138K Shares 1,237 Est. Cost $79.42 Unrealized +35.0%
ORACLE CORP 0.0%
Value $137K Shares 704 Est. Cost $56.63 Unrealized
UNITED PARCEL SERVICE INC 0.0%
Value $137K Shares 1,378 Est. Cost $117.03 Unrealized
CISCO SYSTEMS INC 0.0%
Value $134K Shares 1,746 Est. Cost $34.84 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value $128K Shares 750 Est. Cost $74.98 Unrealized +107.2%
OKE ONEOK INCORPORATED 0.0%
Value $125K Shares 1,700 Est. Cost $78.70 Unrealized -10.5%
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value $120K Shares 1,040 Est. Cost $51.76 Unrealized +127.4%
MA MASTERCARD INC CL A 0.0%
Value $120K Shares 210 Est. Cost $542.01 Unrealized +3.1%
RKT ROCKET COS INC 0.0%
Value $119K Shares 6,130 Est. Cost $17.44 Unrealized +2.5%
SLF SUN LIFE FINANCIAL INC 0.0%
Value $117K Shares 1,871 Est. Cost $48.97 Unrealized +23.4%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value $115K Shares 169 Est. Cost $387.45 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value $114K Shares 395 Est. Cost $72.54 Unrealized +297.9%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value $109K Shares 797 Est. Cost $93.35 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value $105K Shares 120 Est. Cost $590.71 Unrealized +37.7%
WALT DISNEY CO 0.0%
Value $103K Shares 904 Est. Cost $98.17 Unrealized
S SENTINELONE INC CL A 0.0%
Value $103K Shares 6,850 Est. Cost $40.18 Unrealized -59.2%
WMB WILLIAMS COS INC 0.0%
Value $102K Shares 1,700 Est. Cost $39.79 Unrealized +50.9%
LOW LOWES COMPANIES INC 0.0%
Value $101K Shares 419 Est. Cost $139.11 Unrealized +72.4%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value $97,746 Shares 330 Est. Cost $160.26 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value $97,059 Shares 627 Est. Cost $108.25 Unrealized
KO COCA-COLA COMPANY 0.0%
Value $91,358 Shares 1,307 Est. Cost $49.41 Unrealized +40.5%
KKR KKR & CO INC 0.0%
Value $86,303 Shares 677 Est. Cost $43.42 Unrealized +186.3%
BND VANGUARD TOTAL BOND MARKET IDX ETF 0.0%
Value $85,539 Shares 1,155 Est. Cost $75.11 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value $84,453 Shares 385 Est. Cost $149.51 Unrealized +63.3%
GEV GE VERNOVA LLC 0.0%
Value $79,735 Shares 122 Est. Cost $214.01 Unrealized +184.6%
FDX FEDEX CORP 0.0%
Value $79,433 Shares 275 Est. Cost $221.25 Unrealized +18.2%
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value $78,697 Shares 250 Est. Cost $102.64 Unrealized
AT&T INC 0.0%
Value $76,407 Shares 3,076 Est. Cost $25.49 Unrealized
STRYKER CORP 0.0%
Value $74,158 Shares 211 Est. Cost $150.88 Unrealized
HOOD ROBINHOOD MARKETS INC 0.0%
Value $73,515 Shares 650 Est. Cost $109.05 Unrealized +19.3%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value $69,072 Shares 285 Est. Cost $185.05 Unrealized +20.1%
NKE NIKE INC CL B 0.0%
Value $68,604 Shares 1,077 Est. Cost $87.08 Unrealized -25.5%
AMAT APPLIED MATERIALS INC 0.0%
Value $64,245 Shares 250 Est. Cost $179.48 Unrealized +33.4%
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value $61,068 Shares 1,115 Est. Cost $33.16 Unrealized
DE DEERE & CO 0.0%
Value $60,057 Shares 129 Est. Cost $388.93 Unrealized +20.3%
DUK DUKE ENERGY CORP 0.0%
Value $59,425 Shares 507 Est. Cost $61.92 Unrealized +96.3%
NEE NEXTERA ENERGY INC 0.0%
Value $59,407 Shares 740 Est. Cost $58.64 Unrealized +40.7%
COIN COINBASE GLOBAL INC 0.0%
Value $56,535 Shares 250 Est. Cost $248.30 Unrealized +20.0%
BAC BANK OF AMERICA CORP 0.0%
Value $55,935 Shares 1,017 Est. Cost $28.88 Unrealized +82.4%
PH PARKER HANNIFIN CORP 0.0%
Value $55,374 Shares 63 Est. Cost $345.92 Unrealized +136.4%
XLY SELECT SECTOR SPDR ETF CONSUMER DISCRETIONARY 0.0%
Value $53,973 Shares 452 Est. Cost $140.19 Unrealized
EQIX EQUINIX INC 0.0%
Value $53,630 Shares 70 Est. Cost $880.48 Unrealized -11.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value $53,553 Shares 10 Est. Cost $2028.64 Unrealized +153.3%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $53,058 Shares 286 Est. Cost $74.05 Unrealized +151.8%
IUSV ISHARES CORE S&P VALUE ETF 0.0%
Value $52,500 Shares 512 Est. Cost $95.49 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $51,884 Shares 1,045 Est. Cost $53.04 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND ETF 0.0%
Value $51,829 Shares 680 Est. Cost $81.58 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value $51,277 Shares 85 Est. Cost $245.16 Unrealized
INTC INTEL CORP 0.0%
Value $50,723 Shares 1,375 Est. Cost $27.89 Unrealized +35.4%
CL COLGATE PALMOLIVE CO 0.0%
Value $49,703 Shares 629 Est. Cost $55.46 Unrealized +41.2%
MMM 3M CO 0.0%
Value $49,631 Shares 310 Est. Cost $87.64 Unrealized +86.2%
ES EVERSOURCE ENERGY NPV 0.0%
Value $49,420 Shares 734 Est. Cost $36.49 Unrealized +90.6%
VGIT VANGUARD INT-TERM TREASURY ETF 0.0%
Value $48,723 Shares 813 Est. Cost $59.81 Unrealized
PLD PROLOGIS INC 0.0%
Value $46,850 Shares 367 Est. Cost $101.81 Unrealized +21.7%
PCAR PACCAR INC 0.0%
Value $46,760 Shares 427 Est. Cost $74.98 Unrealized +35.0%
NOW SERVICENOW INC 0.0%
Value $45,957 Shares 300 Est. Cost $175.78 Unrealized -2.4%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value $45,221 Shares 140 Est. Cost $154.72 Unrealized
IJR ISHARES CORE S&P SMALL CAP INDEX ETF 0.0%
Value $44,706 Shares 372 Est. Cost $100.09 Unrealized
IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FD 0.0%
Value $44,041 Shares 312 Est. Cost $133.08 Unrealized
SCZ ISHARES MSCI EAFE SM CAP ETF 0.0%
Value $44,037 Shares 568 Est. Cost $66.84 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value $43,942 Shares 200 Est. Cost $98.64 Unrealized +115.5%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value $42,438 Shares 936 Est. Cost $61.94 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $38,714 Shares 115 Est. Cost $182.58 Unrealized +86.7%
SJM SMUCKER J M CO 0.0%
Value $38,341 Shares 392 Est. Cost $98.41 Unrealized +4.5%
DON WISDOMTREE US MID CAP DIV ETF 0.0%
Value $38,176 Shares 740 Est. Cost $51.13 Unrealized
FIW FIRST TRUST WATER ETF 0.0%
Value $38,024 Shares 350 Est. Cost $100.71 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value $35,761 Shares 135 Est. Cost $249.78 Unrealized -0.6%
TROW T ROWE PRICE GROUP INC 0.0%
Value $35,321 Shares 345 Est. Cost $100.28 Unrealized +1.9%
VZ VERIZON COMMUNICATIONS 0.0%
Value $33,227 Shares 816 Est. Cost $35.48 Unrealized +14.1%
XYL XYLEM INC 0.0%
Value $31,321 Shares 230 Est. Cost $122.65 Unrealized +17.1%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value $31,311 Shares 225 Est. Cost $128.89 Unrealized
CPRT COPART INC 0.0%
Value $30,996 Shares 792 Est. Cost $35.24 Unrealized +17.7%
NFRA FLEXSHARES GLOBAL BROAD INFRSTRUCTURE IDX 0.0%
Value $30,376 Shares 502 Est. Cost $62.92 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value $28,087 Shares 155 Est. Cost $112.27 Unrealized
PSX PHILLIPS 66 0.0%
Value $27,743 Shares 215 Est. Cost $103.33 Unrealized +29.7%
RTX RTX CORPORATION 0.0%
Value $27,510 Shares 150 Est. Cost $124.76 Unrealized +38.9%
J JACOBS SOLUTIONS INC 0.0%
Value $27,417 Shares 207 Est. Cost $101.19 Unrealized +44.7%
PFIZER INC 0.0%
Value $25,885 Shares 1,040 Est. Cost $32.16 Unrealized
SHW SHERWIN-WILLIAMS CO 0.0%
Value $24,625 Shares 76 Est. Cost $348.12 Unrealized -4.0%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value $24,087 Shares 525 Est. Cost $60.00 Unrealized
QUALCOMM INC 0.0%
Value $23,947 Shares 140 Est. Cost $117.59 Unrealized
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value $23,877 Shares 350 Est. Cost $26.10 Unrealized +177.4%
RF REGIONS FINANCIAL CORPORATION 0.0%
Value $23,595 Shares 871 Est. Cost $20.60 Unrealized +23.1%
AFL AFLAC INC COM 0.0%
Value $22,054 Shares 200 Est. Cost $78.42 Unrealized +40.1%
VLO VALERO ENERGY CORP 0.0%
Value $21,976 Shares 135 Est. Cost $105.33 Unrealized +60.3%
NI NISOURCE INC 0.0%
Value $21,751 Shares 521 Est. Cost $12.76 Unrealized +234.0%
MCO MOODY'S CORP 0.0%
Value $20,433 Shares 40 Est. Cost $478.56 Unrealized +1.8%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $19,908 Shares 112 Est. Cost $162.07 Unrealized +11.7%
SAP SAP AG ADR 0.0%
Value $19,432 Shares 80 Est. Cost $268.44 Unrealized
NFLX NETFLIX INC 0.0%
Value $18,752 Shares 200 Est. Cost $109.23 Unrealized -1.3%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value $18,686 Shares 778 Est. Cost $14.36 Unrealized +63.2%
WELL WELLTOWER INCORPORATED 0.0%
Value $18,561 Shares 100 Est. Cost $140.30 Unrealized +32.9%
RUN SUNRUN INC 0.0%
Value $18,390 Shares 1,000 Est. Cost $7.19 Unrealized +166.8%
EOG EOG RESOURCES INC 0.0%
Value $18,376 Shares 175 Est. Cost $81.69 Unrealized +31.3%
ABT ABBOTT LABS 0.0%
Value $17,916 Shares 143 Est. Cost $116.90 Unrealized +8.9%
PAG PENSKE AUTOMOTIVE GROUP 0.0%
Value $17,728 Shares 112 Est. Cost $159.45 Unrealized +3.1%
TXN TEXAS INSTRUMENTS INCORPORATED 0.0%
Value $17,349 Shares 100 Est. Cost $170.73 Unrealized 0.0%
IEFA ISHARES CORE MSCI ETF 0.0%
Value $16,997 Shares 190 Est. Cost $67.50 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value $16,418 Shares 350 Est. Cost $48.30 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value $15,087 Shares 300 Est. Cost $65.02 Unrealized -28.9%
BBY BEST BUY CO INC 0.0%
Value $15,059 Shares 225 Est. Cost $60.10 Unrealized +25.6%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $14,919 Shares 171 Est. Cost $96.67 Unrealized -14.9%
VIGI VANGUARD INTL DIV APPRECIATION IDX ETF 0.0%
Value $14,540 Shares 159 Est. Cost $90.12 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value $14,035 Shares 314 Est. Cost $67.54 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value $13,852 Shares 46 Est. Cost $271.11 Unrealized
ASML ASML HOLDING NV ADR 0.0%
Value $12,838 Shares 12 Est. Cost $294.30 Unrealized
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value $12,160 Shares 1,000 Est. Cost $20.42 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value $11,938 Shares 175 Est. Cost $33.04 Unrealized +112.8%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $10,835 Shares 550 Est. Cost $56.54 Unrealized -71.9%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value $10,252 Shares 125 Est. Cost $73.60 Unrealized +5.8%
TMUS T-MOBILE US INC 0.0%
Value $9,948 Shares 49 Est. Cost $206.71 Unrealized +2.2%
TSLA TESLA INC 0.0%
Value $9,893 Shares 22 Est. Cost $257.97 Unrealized +71.8%
GIS GENERAL MILLS 0.0%
Value $9,811 Shares 211 Est. Cost $59.33 Unrealized -20.0%
KMI KINDER MORGAN INC 0.0%
Value $9,260 Shares 337 Est. Cost $19.86 Unrealized +35.5%
VGT VANGUARD INFORMATION TECH ETF 0.0%
Value $9,045 Shares 12 Est. Cost $746.58 Unrealized
ROP ROPER INDUSTRIES INC 0.0%
Value $8,902 Shares 20 Est. Cost $557.47 Unrealized -17.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value $8,171 Shares 100 Est. Cost $66.37 Unrealized +35.7%
SHOP SHOPIFY INC 0.0%
Value $8,048 Shares 50 Est. Cost $135.57 Unrealized +18.4%
VOOG VANGUARD S&P GROWTH ETF 0.0%
Value $6,668 Shares 15 Est. Cost $435.40 Unrealized
AMTM AMENTUM HLDGS INC NPV 0.0%
Value $6,351 Shares 219 Est. Cost $25.57 Unrealized -0.0%
DLR DIGITAL REALTY TRUST INC 0.0%
Value $5,878 Shares 38 Est. Cost $147.02 Unrealized +11.0%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value $5,812 Shares 45 Est. Cost $125.93 Unrealized
SOLV SOLVENTIUM CORP 0.0%
Value $5,150 Shares 65 Est. Cost $60.70 Unrealized +26.2%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value $5,118 Shares 56 Est. Cost $89.13 Unrealized
IGV ISHARES EXP TECH-SOFTWARE SECTOR ETF 0.0%
Value $4,756 Shares 45 Est. Cost $115.00 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value $4,374 Shares 51 Est. Cost $76.39 Unrealized
SGOL ABRDN PHYSICAL GOLD GOLD SHSETF 0.0%
Value $4,107 Shares 100 Est. Cost $36.81 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $4,082 Shares 50 Est. Cost $84.91 Unrealized 0.0%
DD DUPONT DE NEMOURS AND CO 0.0%
Value $4,020 Shares 100 Est. Cost $37.39 Unrealized 0.0%
IHI ISHARES US MEDICAL DEVICES ETF 0.0%
Value $3,915 Shares 63 Est. Cost $60.08 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value $3,211 Shares 13 Est. Cost $100.46 Unrealized +150.5%
COMP COMPASS INC 0.0%
Value $3,171 Shares 300 Est. Cost $15.59 Unrealized -41.5%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value $2,789 Shares 10 Est. Cost $332.02 Unrealized -15.2%
TGT TARGET CORP 0.0%
Value $2,443 Shares 25 Est. Cost $192.09 Unrealized -52.3%
JOBY JOBY AVIATION INC 0.0%
Value $1,650 Shares 125 Est. Cost $15.19 Unrealized +1.1%
VTRS VIATRIS INC 0.0%
Value $1,245 Shares 100 Est. Cost $10.72 Unrealized 0.0%
HPQ HP INC. 0.0%
Value $846 Shares 38 Est. Cost $27.29 Unrealized -7.5%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value $403 Shares 21 Est. Cost Unrealized
ITUB ITAU UNIBANCO H-SPON PRF ADR 0.0%
Value $358 Shares 50 Est. Cost $5.52 Unrealized
DXC DXC TECHNOLOGY COMPANY 0.0%
Value $43 Shares 3 Est. Cost $15.38 Unrealized -10.6%