Perkins Coie Trust Co Diversified Active

Location: Seattle, WA

CIK: 0001513038 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 15, 2026

Total Value: $520M (100.0% shares, 0.0% debt)

Holdings (257)

VEA VANGUARD FTSE DEVELOPED MKTS ETF 9.5%
Value $49.38M Shares 770,556 Est. Cost $45.74 Unrealized
VO VANGUARD MID-CAP ETF 7.9%
Value $41.16M Shares 143,333 Est. Cost $204.16 Unrealized
AAPL APPLE INC 5.0%
Value $26.05M Shares 102,631 Est. Cost $107.51 Unrealized +144.5%
MSFT MICROSOFT CORP 4.6%
Value $23.95M Shares 64,701 Est. Cost $118.97 Unrealized +265.3%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 4.3%
Value $22.21M Shares 202,524 Est. Cost $86.72 Unrealized
VTV VANGUARD VALUE ETF 3.9%
Value $20.21M Shares 103,000 Est. Cost $172.09 Unrealized
GOOGL ALPHABET INC CL A 3.6%
Value $18.76M Shares 65,235 Est. Cost $115.80 Unrealized +179.2%
IVW ISHARES S&P 500 GROWTH ETF 2.6%
Value $13.59M Shares 120,172 Est. Cost $76.11 Unrealized
NVDA NVIDIA CORPORATION 2.5%
Value $12.86M Shares 73,754 Est. Cost $137.17 Unrealized +36.1%
AVGO BROADCOM INC 2.2%
Value $11.31M Shares 36,540 Est. Cost $159.73 Unrealized +109.2%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 1.9%
Value $10.14M Shares 178,836 Est. Cost $56.97 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 1.9%
Value $10.05M Shares 55,419 Est. Cost $124.92 Unrealized
AMZN AMAZON.COM INC 1.9%
Value $9.965M Shares 47,847 Est. Cost $141.12 Unrealized +60.7%
SMH VANECK SEMICONDUCTOR ETF 1.9%
Value $9.918M Shares 25,870 Est. Cost $243.35 Unrealized
VANGUARD MID CAP ETF 1.9%
Value $9.762M Shares 33,994 Est. Cost $236.30 Unrealized
ETN EATON CORP PLC 1.8%
Value $9.34M Shares 26,115 Est. Cost $90.63 Unrealized +290.2%
V VISA INC 1.7%
Value $8.856M Shares 29,304 Est. Cost $127.09 Unrealized +159.0%
CVX CHEVRON CORP 1.7%
Value $8.719M Shares 42,140 Est. Cost $105.84 Unrealized +62.4%
LLY ELI LILLY & CO 1.4%
Value $7.508M Shares 8,163 Est. Cost $663.06 Unrealized +57.9%
XLU UTILITIES SELECT SECTOR SPDR ETF 1.4%
Value $7.08M Shares 154,315 Est. Cost $48.04 Unrealized
JPM JPMORGAN CHASE & CO 1.3%
Value $6.772M Shares 23,022 Est. Cost $148.68 Unrealized +109.5%
HD HOME DEPOT INC 1.3%
Value $6.613M Shares 20,109 Est. Cost $124.35 Unrealized +203.2%
CB CHUBB LIMITED 1.2%
Value $6.437M Shares 19,749 Est. Cost $126.30 Unrealized +150.4%
META META PLATFORMS INC 1.2%
Value $6.264M Shares 10,949 Est. Cost $515.05 Unrealized +27.3%
BLK BLACKROCK INC 1.1%
Value $5.775M Shares 6,005 Est. Cost $998.28 Unrealized +9.9%
PG PROCTER & GAMBLE CO 1.1%
Value $5.586M Shares 38,676 Est. Cost $77.38 Unrealized +96.1%
SCHW CHARLES SCHWAB CORP 1.0%
Value $5.424M Shares 57,713 Est. Cost $34.26 Unrealized +192.3%
ORCL ORACLE CORP 1.0%
Value $5.364M Shares 36,464 Est. Cost $44.70 Unrealized +279.5%
CSCO CISCO SYSTEMS INC 1.0%
Value $5.057M Shares 65,182 Est. Cost $25.77 Unrealized +202.3%
PEP PEPSICO INC 1.0%
Value $5.037M Shares 32,439 Est. Cost $83.34 Unrealized +85.7%
COST COSTCO WHOLESALE CORP 0.9%
Value $4.83M Shares 4,847 Est. Cost $626.61 Unrealized +53.8%
WFC WELLS FARGO & CO 0.9%
Value $4.754M Shares 59,712 Est. Cost $41.79 Unrealized +115.5%
HON HONEYWELL INTL INC 0.9%
Value $4.612M Shares 20,407 Est. Cost $117.96 Unrealized +91.5%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.9%
Value $4.47M Shares 44,429 Est. Cost $93.40 Unrealized
UNP UNION PACIFIC CORP 0.8%
Value $4.385M Shares 18,075 Est. Cost $106.45 Unrealized +128.6%
DHR DANAHER CORP 0.8%
Value $4.279M Shares 22,571 Est. Cost $61.63 Unrealized +264.5%
ABBV ABBVIE INC 0.8%
Value $4.166M Shares 19,154 Est. Cost $49.80 Unrealized +346.9%
IBM INTERNATIONAL BUSINESS MACHINES 0.8%
Value $3.905M Shares 16,109 Est. Cost $103.13 Unrealized +175.3%
CAT CATERPILLAR INC 0.7%
Value $3.768M Shares 5,319 Est. Cost $331.82 Unrealized +106.3%
T AT&T INC 0.7%
Value $3.531M Shares 121,861 Est. Cost $14.36 Unrealized +79.3%
ECL ECOLAB INC 0.7%
Value $3.468M Shares 13,039 Est. Cost $141.40 Unrealized +102.4%
UNH UNITEDHEALTH GROUP INC 0.7%
Value $3.458M Shares 12,779 Est. Cost $110.38 Unrealized +179.7%
MDT MEDTRONIC PLC 0.6%
Value $3.357M Shares 38,745 Est. Cost $82.98 Unrealized +19.9%
IBB ISHARES BIOTECHNOLOGY ETF 0.6%
Value $3.352M Shares 19,855 Est. Cost $124.87 Unrealized
SYK STRYKER CORP 0.6%
Value $3.269M Shares 9,948 Est. Cost $92.30 Unrealized +295.1%
IAU ISHARES GOLD TRUST ETF 0.6%
Value $3.095M Shares 35,110 Est. Cost $35.11 Unrealized
O REALTY INCOME CORP 0.6%
Value $2.912M Shares 47,599 Est. Cost $55.03 Unrealized +4.1%
DHI D. R. HORTON INC 0.5%
Value $2.834M Shares 20,653 Est. Cost $129.37 Unrealized +20.5%
MET METLIFE INC 0.5%
Value $2.827M Shares 39,979 Est. Cost $35.49 Unrealized +118.2%
GOOG ALPHABET INC CL C 0.5%
Value $2.823M Shares 9,840 Est. Cost $141.22 Unrealized +129.2%
MAR MARRIOTT INTERNATIONAL INC 0.5%
Value $2.803M Shares 8,571 Est. Cost $164.15 Unrealized +101.5%
UPS UNITED PARCEL SERVICE INC 0.5%
Value $2.756M Shares 28,014 Est. Cost $85.95 Unrealized +27.8%
VOO VANGUARD S&P 500 ETF 0.5%
Value $2.721M Shares 4,553 Est. Cost $328.52 Unrealized
FCX FREEPORT-MCMORAN INC. 0.5%
Value $2.688M Shares 45,735 Est. Cost $39.23 Unrealized +55.8%
DIS WALT DISNEY CO 0.5%
Value $2.611M Shares 27,093 Est. Cost $87.47 Unrealized +25.1%
AMT AMERICAN TOWER CORP 0.5%
Value $2.527M Shares 14,641 Est. Cost $119.76 Unrealized +46.0%
SBUX STARBUCKS CORP 0.5%
Value $2.459M Shares 27,448 Est. Cost $58.68 Unrealized +59.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value $2.09M Shares 6,516 Est. Cost $230.19 Unrealized
NFLX NETFLIX INC 0.3%
Value $1.78M Shares 18,511 Est. Cost $84.11 Unrealized -0.3%
PFE PFIZER INC 0.3%
Value $1.708M Shares 60,837 Est. Cost $23.96 Unrealized +9.3%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.3%
Value $1.537M Shares 62,160 Est. Cost $12.74 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value $1.467M Shares 9,149 Est. Cost $175.00 Unrealized -1.6%
QCOM QUALCOMM INC 0.3%
Value $1.35M Shares 10,486 Est. Cost $72.62 Unrealized +111.9%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value $1.167M Shares 6,083 Est. Cost $93.83 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value $1.108M Shares 5,153 Est. Cost $191.26 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $938K Shares 5,526 Est. Cost $73.23 Unrealized +89.5%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value $770K Shares 3,105 Est. Cost $191.28 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.1%
Value $718K Shares 1 Est. Cost $249666.89 Unrealized +196.5%
CME CME GROUP INC 0.1%
Value $708K Shares 2,398 Est. Cost $268.89 Unrealized +7.6%
VLTO VERALTO CORP 0.1%
Value $645K Shares 7,292 Est. Cost $76.64 Unrealized +27.2%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value $635K Shares 1,489 Est. Cost $394.37 Unrealized
FTEC FIDELITY MSCI INFO TECH INDEX ETF 0.1%
Value $635K Shares 3,050 Est. Cost $224.67 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value $546K Shares 4,277 Est. Cost $85.94 Unrealized
MICROSOFT CORP 0.1%
Value $514K Shares 1,389 Est. Cost $228.36 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.1%
Value $505K Shares 1,495 Est. Cost $109.56 Unrealized
SOLS SOLSTICE ADVANCED MATERIALS 0.1%
Value $491K Shares 6,444 Est. Cost $49.53 Unrealized +31.7%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value $462K Shares 2,162 Est. Cost $195.84 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $451K Shares 746 Est. Cost $230.43 Unrealized +160.8%
BX BLACKSTONE GROUP INC NPV 0.1%
Value $442K Shares 3,843 Est. Cost $54.09 Unrealized +160.5%
CHEVRON CORP 0.1%
Value $384K Shares 1,855 Est. Cost $128.38 Unrealized
VUG VANGUARD GROWTH INDEX ETF 0.1%
Value $378K Shares 866 Est. Cost $241.97 Unrealized
MRK MERCK & CO INC 0.1%
Value $357K Shares 2,970 Est. Cost $63.13 Unrealized +81.0%
JNJ JOHNSON & JOHNSON 0.1%
Value $355K Shares 1,451 Est. Cost $124.97 Unrealized +82.3%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value $341K Shares 3,839 Est. Cost $81.80 Unrealized
LINE LINEAGE INC 0.1%
Value $323K Shares 9,868 Est. Cost $43.52 Unrealized
BPOP POPULAR INC 0.1%
Value $323K Shares 2,404 Est. Cost $87.11 Unrealized +55.2%
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.1%
Value $313K Shares 3,688 Est. Cost $84.84 Unrealized
THFF FIRST FINANCIAL CORPORATION 0.1%
Value $305K Shares 4,825 Est. Cost $33.26 Unrealized +93.6%
CEF SPROTT PHY TRUST UNIT (CAD) 0.1%
Value $286K Shares 6,000 Est. Cost $24.48 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD IDX FD ETF 0.1%
Value $278K Shares 1,880 Est. Cost $123.13 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value $274K Shares 572 Est. Cost $263.08 Unrealized +87.6%
PLAB PHOTRONICS INC 0.1%
Value $271K Shares 6,712 Est. Cost $26.51 Unrealized +35.4%
HYG ISHARES IBOXX $ H-Y CORP BD ETF 0.1%
Value $269K Shares 3,384 Est. Cost $80.63 Unrealized
AMGN AMGEN INC 0.1%
Value $264K Shares 750 Est. Cost $113.70 Unrealized +207.5%
EFA ISHARES MSCI EAFE INDEX ETF 0.0%
Value $257K Shares 2,646 Est. Cost $64.76 Unrealized
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value $256K Shares 2,749 Est. Cost $109.88 Unrealized -18.9%
WEC WEC ENERGY GROUP INC 0.0%
Value $255K Shares 2,202 Est. Cost $46.68 Unrealized +135.5%
MCD MCDONALDS CORP 0.0%
Value $254K Shares 817 Est. Cost $283.13 Unrealized +12.1%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value $254K Shares 2,610 Est. Cost $78.94 Unrealized
UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value $245K Shares 5,339 Est. Cost $48.29 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value $240K Shares 2,019 Est. Cost $24.41 Unrealized +392.3%
TRGP TARGA RESOURCES CORPORATION 0.0%
Value $239K Shares 955 Est. Cost $121.78 Unrealized +65.6%
FBP FIRST BANCORP 0.0%
Value $235K Shares 11,000 Est. Cost $17.43 Unrealized +25.9%
FSLR FIRST SOLAR INC 0.0%
Value $233K Shares 1,183 Est. Cost $155.72 Unrealized +52.3%
FISV FISERV INC 0.0%
Value $229K Shares 4,100 Est. Cost $151.68 Unrealized -57.8%
FNF FIDELITY NATIONAL FINANCIAL INC 0.0%
Value $218K Shares 4,700 Est. Cost $46.63 Unrealized +17.0%
NVO NOVO NORDISK AS ADR 0.0%
Value $204K Shares 5,542 Est. Cost $72.89 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $194K Shares 395 Est. Cost $433.69 Unrealized +32.5%
SYF SYNCHRONY FINANCIAL 0.0%
Value $190K Shares 2,800 Est. Cost $48.69 Unrealized +56.7%
BA BOEING CO 0.0%
Value $190K Shares 954 Est. Cost $217.19 Unrealized +9.8%
ACN ACCENTURE PLC 0.0%
Value $186K Shares 936 Est. Cost $112.96 Unrealized +124.2%
WELLS FARGO & CO 0.0%
Value $181K Shares 2,278 Est. Cost $47.85 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value $178K Shares 273 Est. Cost $335.94 Unrealized
VB VANGUARD SMALL CAP INDEX ETF 0.0%
Value $174K Shares 665 Est. Cost $114.58 Unrealized
CHARLES SCHWAB CORP 0.0%
Value $173K Shares 1,843 Est. Cost $52.48 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value $173K Shares 299 Est. Cost $300.36 Unrealized
PEPSICO INC 0.0%
Value $171K Shares 1,101 Est. Cost $121.04 Unrealized
ORACLE CORP 0.0%
Value $168K Shares 1,140 Est. Cost $91.23 Unrealized
PROCTOR & GAMBLE CO 0.0%
Value $167K Shares 1,154 Est. Cost $111.08 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value $165K Shares 2,450 Est. Cost $82.70 Unrealized
BLACKROCK INC 0.0%
Value $162K Shares 168 Est. Cost $1028.62 Unrealized
BLACKROCK MUNI 2030 TARGET TERM TRUST 0.0%
Value $161K Shares 7,091 Est. Cost $20.77 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value $160K Shares 750 Est. Cost $74.98 Unrealized +201.3%
XLK TECHNOLOGY SELECT SECTOR SPDR FD 0.0%
Value $159K Shares 1,196 Est. Cost $149.25 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value $156K Shares 1,130 Est. Cost $92.09 Unrealized
WMT WAL-MART STORES INC 0.0%
Value $154K Shares 1,237 Est. Cost $79.42 Unrealized +53.7%
OKE ONEOK INCORPORATED 0.0%
Value $154K Shares 1,700 Est. Cost $78.70 Unrealized -0.2%
EW EDWARD LIFESCIENCES CORPORATION 0.0%
Value $148K Shares 1,850 Est. Cost $88.55 Unrealized -7.5%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value $148K Shares 2,522 Est. Cost $58.77 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.0%
Value $145K Shares 5,359 Est. Cost $24.65 Unrealized
ITOT ISHARES CORE S&P TOTAL US STK MKT ETF 0.0%
Value $145K Shares 1,020 Est. Cost $77.95 Unrealized
VWO VANGUARD FTSE EMERGING MKTS ETF 0.0%
Value $140K Shares 2,588 Est. Cost $41.65 Unrealized
GE GE AEROSPACE NEW 0.0%
Value $140K Shares 492 Est. Cost $100.56 Unrealized +216.4%
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value $136K Shares 1,040 Est. Cost $51.76 Unrealized +132.9%
UNITED PARCEL SERVICE INC 0.0%
Value $132K Shares 1,337 Est. Cost $117.03 Unrealized
BBSI BARRETT BUSINESS SERVICES INC 0.0%
Value $128K Shares 4,400 Est. Cost $32.45 Unrealized +10.6%
WMB WILLIAMS COS INC 0.0%
Value $124K Shares 1,700 Est. Cost $39.79 Unrealized +66.8%
CMCSA COMCAST CORP 0.0%
Value $120K Shares 4,188 Est. Cost $28.00 Unrealized +6.5%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value $118K Shares 1,432 Est. Cost $167.52 Unrealized -29.8%
CISCO SYSTEMS INC 0.0%
Value $117K Shares 1,509 Est. Cost $34.84 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value $117K Shares 1,871 Est. Cost $48.97 Unrealized +31.1%
NSC NORFOLK SOUTHERN CORP 0.0%
Value $113K Shares 395 Est. Cost $72.54 Unrealized +311.1%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value $110K Shares 169 Est. Cost $387.45 Unrealized
GEV GE VERNOVA LLC 0.0%
Value $106K Shares 122 Est. Cost $214.01 Unrealized +244.3%
MA MASTERCARD INC CL A 0.0%
Value $105K Shares 210 Est. Cost $542.01 Unrealized -0.5%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value $102K Shares 797 Est. Cost $93.35 Unrealized
KO COCA-COLA COMPANY 0.0%
Value $96,342 Shares 1,267 Est. Cost $49.41 Unrealized +51.3%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value $91,923 Shares 627 Est. Cost $108.25 Unrealized
S SENTINELONE INC CL A 0.0%
Value $88,217 Shares 6,850 Est. Cost $40.18 Unrealized -65.3%
RKT ROCKET COS INC 0.0%
Value $87,352 Shares 6,130 Est. Cost $17.44 Unrealized +15.6%
FDX FEDEX CORP 0.0%
Value $87,261 Shares 245 Est. Cost $221.25 Unrealized +53.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $84,598 Shares 100 Est. Cost $590.71 Unrealized +57.9%
AT&T INC 0.0%
Value $82,593 Shares 2,850 Est. Cost $25.49 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value $82,027 Shares 240 Est. Cost $179.48 Unrealized +82.0%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $77,421 Shares 234 Est. Cost $442.56 Unrealized -20.2%
VV VANGUARD LARGE CAP INDEX ETF 0.0%
Value $74,710 Shares 250 Est. Cost $102.64 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value $73,708 Shares 1,279 Est. Cost $34.04 Unrealized +70.9%
LOW LOWES COMPANIES INC 0.0%
Value $72,771 Shares 308 Est. Cost $139.11 Unrealized +95.2%
STRYKER CORP 0.0%
Value $70,973 Shares 216 Est. Cost $154.99 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $68,731 Shares 740 Est. Cost $58.64 Unrealized +48.6%
EQIX EQUINIX INC 0.0%
Value $68,616 Shares 70 Est. Cost $880.48 Unrealized -13.2%
WALT DISNEY CO 0.0%
Value $68,429 Shares 710 Est. Cost $98.17 Unrealized
NKE NIKE INC CL B 0.0%
Value $67,965 Shares 1,287 Est. Cost $83.31 Unrealized -23.2%
DE DEERE & CO 0.0%
Value $67,030 Shares 119 Est. Cost $388.93 Unrealized +41.8%
DUK DUKE ENERGY CORP 0.0%
Value $66,386 Shares 507 Est. Cost $61.92 Unrealized +95.2%
INTERNATIONAL BUSINESS MACHINES 0.0%
Value $65,445 Shares 270 Est. Cost $160.26 Unrealized
KKR KKR & CO INC 0.0%
Value $62,622 Shares 677 Est. Cost $43.42 Unrealized +164.3%
SNOW SNOWFLAKE INC 0.0%
Value $58,065 Shares 385 Est. Cost $149.51 Unrealized +30.1%
PH PARKER HANNIFIN CORP 0.0%
Value $56,397 Shares 63 Est. Cost $345.92 Unrealized +176.9%
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value $55,036 Shares 1,115 Est. Cost $33.16 Unrealized
PFIZER INC 0.0%
Value $53,024 Shares 1,889 Est. Cost $30.32 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value $52,424 Shares 85 Est. Cost $245.16 Unrealized
IUSV ISHARES CORE S&P VALUE ETF 0.0%
Value $52,352 Shares 512 Est. Cost $95.49 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value $51,992 Shares 285 Est. Cost $185.05 Unrealized +20.6%
ES EVERSOURCE ENERGY NPV 0.0%
Value $50,851 Shares 734 Est. Cost $36.49 Unrealized +92.1%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $49,605 Shares 286 Est. Cost $74.05 Unrealized +144.9%
BAC BANK OF AMERICA CORP 0.0%
Value $49,578 Shares 1,017 Est. Cost $28.88 Unrealized +85.8%
XLY SELECT SECTOR SPDR ETF CONSUMER DISCRETIONARY 0.0%
Value $49,258 Shares 452 Est. Cost $140.19 Unrealized
PLD PROLOGIS INC 0.0%
Value $48,509 Shares 367 Est. Cost $101.81 Unrealized +26.8%
VGIT VANGUARD INT-TERM TREASURY ETF 0.0%
Value $48,406 Shares 813 Est. Cost $59.81 Unrealized
PCAR PACCAR INC 0.0%
Value $48,163 Shares 417 Est. Cost $74.98 Unrealized +64.0%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value $46,771 Shares 936 Est. Cost $61.94 Unrealized
IJR ISHARES CORE S&P SMALL CAP INDEX ETF 0.0%
Value $46,242 Shares 372 Est. Cost $100.09 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value $45,958 Shares 200 Est. Cost $98.64 Unrealized +129.2%
IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FD 0.0%
Value $45,149 Shares 312 Est. Cost $133.08 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $45,080 Shares 529 Est. Cost $55.46 Unrealized +60.0%
MMM 3M CO 0.0%
Value $45,020 Shares 310 Est. Cost $87.64 Unrealized +87.1%
SCZ ISHARES MSCI EAFE SM CAP ETF 0.0%
Value $44,531 Shares 568 Est. Cost $66.84 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $43,652 Shares 250 Est. Cost $248.30 Unrealized -19.2%
BKNG BOOKING HOLDINGS INC 0.0%
Value $42,103 Shares 10 Est. Cost $2028.64 Unrealized +135.7%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value $41,421 Shares 132 Est. Cost $154.72 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $40,138 Shares 1,045 Est. Cost $53.04 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND ETF 0.0%
Value $40,133 Shares 680 Est. Cost $81.58 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $39,468 Shares 115 Est. Cost $182.58 Unrealized +94.2%
PSX PHILLIPS 66 0.0%
Value $39,168 Shares 215 Est. Cost $103.33 Unrealized +42.4%
DON WISDOMTREE US MID CAP DIV ETF 0.0%
Value $38,879 Shares 740 Est. Cost $51.13 Unrealized
SJM SMUCKER J M CO 0.0%
Value $37,804 Shares 392 Est. Cost $98.41 Unrealized +5.8%
FIW FIRST TRUST WATER ETF 0.0%
Value $36,095 Shares 350 Est. Cost $100.71 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value $35,140 Shares 700 Est. Cost $35.48 Unrealized +23.5%
VLO VALERO ENERGY CORP 0.0%
Value $33,355 Shares 135 Est. Cost $105.33 Unrealized +80.4%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value $32,835 Shares 225 Est. Cost $128.89 Unrealized
NFRA FLEXSHARES GLOBAL BROAD INFRSTRUCTURE IDX 0.0%
Value $32,102 Shares 502 Est. Cost $62.92 Unrealized
NOW SERVICENOW INC 0.0%
Value $31,365 Shares 300 Est. Cost $175.78 Unrealized -31.1%
TROW T ROWE PRICE GROUP INC 0.0%
Value $31,098 Shares 345 Est. Cost $100.28 Unrealized +0.9%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value $29,386 Shares 155 Est. Cost $112.27 Unrealized
RTX RTX CORPORATION 0.0%
Value $28,935 Shares 150 Est. Cost $124.76 Unrealized +57.6%
XYL XYLEM INC 0.0%
Value $27,485 Shares 230 Est. Cost $122.65 Unrealized +11.3%
J JACOBS SOLUTIONS INC 0.0%
Value $26,346 Shares 207 Est. Cost $101.19 Unrealized +36.9%
CPRT COPART INC 0.0%
Value $26,292 Shares 792 Est. Cost $35.24 Unrealized +11.1%
EOG EOG RESOURCES INC 0.0%
Value $25,299 Shares 175 Est. Cost $81.69 Unrealized +37.3%
CRM SALESFORCE.COM INC 0.0%
Value $25,200 Shares 135 Est. Cost $249.78 Unrealized -13.6%
SHW SHERWIN-WILLIAMS CO 0.0%
Value $24,361 Shares 76 Est. Cost $348.12 Unrealized +2.1%
NI NISOURCE INC 0.0%
Value $24,304 Shares 521 Est. Cost $12.76 Unrealized +244.8%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value $24,076 Shares 525 Est. Cost $60.00 Unrealized
RF REGIONS FINANCIAL CORPORATION 0.0%
Value $22,741 Shares 871 Est. Cost $20.60 Unrealized +40.7%
AFL AFLAC INC COM 0.0%
Value $21,942 Shares 200 Est. Cost $78.42 Unrealized +41.8%
HOOD ROBINHOOD MARKETS INC 0.0%
Value $20,787 Shares 300 Est. Cost $109.05 Unrealized -12.2%
WELL WELLTOWER INCORPORATED 0.0%
Value $19,771 Shares 100 Est. Cost $140.30 Unrealized +33.2%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $19,639 Shares 171 Est. Cost $96.67 Unrealized -1.0%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value $19,235 Shares 314 Est. Cost $67.54 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value $17,612 Shares 740 Est. Cost $14.36 Unrealized +53.7%
MCO MOODY'S CORP 0.0%
Value $17,450 Shares 40 Est. Cost $478.56 Unrealized +2.3%
IEFA ISHARES CORE MSCI ETF 0.0%
Value $17,200 Shares 190 Est. Cost $67.50 Unrealized
PAG PENSKE AUTOMOTIVE GROUP 0.0%
Value $16,746 Shares 112 Est. Cost $159.45 Unrealized +2.6%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value $16,632 Shares 350 Est. Cost $48.30 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $16,383 Shares 112 Est. Cost $162.07 Unrealized -4.9%
ASML ASML HOLDING NV ADR 0.0%
Value $15,849 Shares 12 Est. Cost $294.30 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value $15,117 Shares 46 Est. Cost $271.11 Unrealized
Z ZILLOW GROUP INC CLASS C (NON-VOTING) 0.0%
Value $14,483 Shares 350 Est. Cost $26.10 Unrealized +125.1%
BBY BEST BUY CO INC 0.0%
Value $14,445 Shares 225 Est. Cost $60.10 Unrealized +11.4%
VIGI VANGUARD INTL DIV APPRECIATION IDX ETF 0.0%
Value $14,065 Shares 159 Est. Cost $90.12 Unrealized
SAP SAP AG ADR 0.0%
Value $13,696 Shares 80 Est. Cost $268.44 Unrealized
RUN SUNRUN INC 0.0%
Value $13,560 Shares 1,000 Est. Cost $7.19 Unrealized +166.7%
ALK ALASKA AIR GROUP INC 0.0%
Value $11,031 Shares 300 Est. Cost $65.02 Unrealized -19.3%
TMUS T-MOBILE US INC 0.0%
Value $10,291 Shares 49 Est. Cost $206.71 Unrealized -3.1%
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value $9,310 Shares 1,000 Est. Cost $20.42 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value $8,897 Shares 125 Est. Cost $73.60 Unrealized +11.8%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $8,277 Shares 550 Est. Cost $56.54 Unrealized -71.1%
TSLA TESLA INC 0.0%
Value $8,178 Shares 22 Est. Cost $257.97 Unrealized +65.1%
GIS GENERAL MILLS 0.0%
Value $7,853 Shares 211 Est. Cost $59.33 Unrealized -23.4%
ZG ZILLOW GROUP INC 0.0%
Value $7,241 Shares 175 Est. Cost $33.04 Unrealized +76.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value $7,193 Shares 100 Est. Cost $66.37 Unrealized +18.6%
ROP ROPER INDUSTRIES INC 0.0%
Value $7,077 Shares 20 Est. Cost $557.47 Unrealized -32.2%
VSNT VERSANT MEDIA GROUP INC 0.0%
Value $6,144 Shares 166 Est. Cost $32.14 Unrealized 0.0%
KMI KINDER MORGAN INC 0.0%
Value $6,033 Shares 180 Est. Cost $19.86 Unrealized +49.8%
AMTM AMENTUM HLDGS INC NPV 0.0%
Value $5,709 Shares 219 Est. Cost $25.57 Unrealized +30.9%
ABT ABBOTT LABS 0.0%
Value $4,414 Shares 43 Est. Cost $116.90 Unrealized -1.3%
SOLV SOLVENTIUM CORP 0.0%
Value $4,243 Shares 65 Est. Cost $60.70 Unrealized +29.1%
SGOL ABRDN PHYSICAL GOLD GOLD SHSETF 0.0%
Value $4,014 Shares 90 Est. Cost $36.81 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value $3,776 Shares 13 Est. Cost $100.46 Unrealized +170.3%
GDX VANECK GOLD MINERS ETF 0.0%
Value $3,670 Shares 40 Est. Cost $76.39 Unrealized
TGT TARGET CORP 0.0%
Value $3,030 Shares 25 Est. Cost $192.09 Unrealized -43.2%
COMP COMPASS INC 0.0%
Value $2,193 Shares 300 Est. Cost $15.59 Unrealized -24.6%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value $900 Shares 21 Est. Cost Unrealized
ITUB ITAU UNIBANCO H-SPON PRF ADR 0.0%
Value $419 Shares 50 Est. Cost $5.52 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $230 Shares 2 Est. Cost $84.91 Unrealized +19.2%
VTRS VIATRIS INC 0.0%
Value $54 Shares 4 Est. Cost $10.72 Unrealized +31.4%