Mengis Capital Management, Inc. Diversified Active

CIK: 0001609674 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 3, 2021

Total Value ($000): $476,089 (100.0% shares, 0.0% debt)

Holdings (178)

AAPL APPLE INC 8.4%
Value ($000) $40,170 Shares 283,890 Est. Cost $87.90 Unrealized +63.7%
MSFT MICROSOFT CORP COM 6.3%
Value ($000) $30,185 Shares 107,070 Est. Cost $75.08 Unrealized +273.9%
PCAR PACCAR INC COM 5.2%
Value ($000) $24,717 Shares 313,196 Est. Cost $37.23 Unrealized +24.8%
COST COSTCO WHSL CORP NEW COM 2.9%
Value ($000) $13,578 Shares 30,217 Est. Cost $173.84 Unrealized +140.6%
ALPHABET INC C NON VTNG SH 2.6%
Value ($000) $12,590 Shares 4,724 Est. Cost $1218.81 Unrealized
MERCK AND CO INC COM 2.3%
Value ($000) $10,991 Shares 146,334 Est. Cost $81.94 Unrealized
GSIE GS ETF TR INTL DVLPD 2.3%
Value ($000) $10,978 Shares 321,285 Est. Cost $28.09 Unrealized
DE DEERE AND CO COM 2.3%
Value ($000) $10,899 Shares 32,530 Est. Cost $125.77 Unrealized +169.8%
J P MORGAN CHASE AND CO 2.1%
Value ($000) $9,910 Shares 60,544 Est. Cost $72.43 Unrealized
BMY BRISTOL MYERS SQUIBB COM 2.0%
Value ($000) $9,700 Shares 163,935 Est. Cost $44.68 Unrealized +22.7%
JNJ JOHNSON AND JOHNSON COM 2.0%
Value ($000) $9,574 Shares 59,284 Est. Cost $99.14 Unrealized +51.6%
HD HOME DEPOT INC COM 1.7%
Value ($000) $8,008 Shares 24,397 Est. Cost $170.92 Unrealized +72.3%
VZ VERIZON COMMUNICATIONS 1.7%
Value ($000) $7,886 Shares 146,016 Est. Cost $37.84 Unrealized +11.9%
QCOM QUALCOMM INC COM 1.7%
Value ($000) $7,866 Shares 60,993 Est. Cost $56.41 Unrealized +128.4%
PEP PEPSICO INC COM 1.6%
Value ($000) $7,745 Shares 51,497 Est. Cost $109.21 Unrealized +23.6%
INTC INTEL CORP COM 1.4%
Value ($000) $6,876 Shares 129,066 Est. Cost $40.28 Unrealized +23.7%
CVX CHEVRON CORP COM 1.4%
Value ($000) $6,761 Shares 66,650 Est. Cost $76.69 Unrealized +8.6%
NVS NOVARTIS A G SPONSORED ADR 1.4%
Value ($000) $6,761 Shares 82,679 Est. Cost $85.50 Unrealized
MINNESOTA MNNG AND MANUF 1.3%
Value ($000) $6,246 Shares 35,611 Est. Cost $155.62 Unrealized
CVS CVS CORP COM 1.2%
Value ($000) $5,873 Shares 69,213 Est. Cost $52.37 Unrealized +38.5%
A AGILENT TECHNOLOGIES COM 1.2%
Value ($000) $5,578 Shares 35,413 Est. Cost $70.69 Unrealized +122.2%
WWD WOODWARD INC COM 1.2%
Value ($000) $5,562 Shares 49,137 Est. Cost $102.73 Unrealized +12.3%
BAC BANK OF AMERICA CORP COM 1.1%
Value ($000) $5,194 Shares 122,357 Est. Cost $15.37 Unrealized +134.7%
SCHW SCHWAB CHARLES CORP NE COM 1.1%
Value ($000) $5,125 Shares 70,360 Est. Cost $40.86 Unrealized +64.9%
USB US BANCORP DEL COM NEW 1.1%
Value ($000) $5,066 Shares 85,238 Est. Cost $30.42 Unrealized +53.4%
WAT WATERS CORP COM 1.0%
Value ($000) $4,823 Shares 13,500 Est. Cost $218.51 Unrealized +79.3%
DIS WALT DISNEY CO 1.0%
Value ($000) $4,777 Shares 28,239 Est. Cost $88.33 Unrealized +97.1%
AMZN AMAZON COM INC COM 1.0%
Value ($000) $4,760 Shares 1,449 Est. Cost $89.67 Unrealized +92.4%
BRKR BRUKER CORP COM 0.9%
Value ($000) $4,427 Shares 56,690 Est. Cost $41.22 Unrealized +98.8%
HUBB HUBBELL INC 0.9%
Value ($000) $4,209 Shares 23,301 Est. Cost $108.71 Unrealized +67.2%
SCHX SCHWAB US LRG CAP ETF 0.9%
Value ($000) $4,198 Shares 40,356 Est. Cost $56.23 Unrealized
IBM INTERNATIONAL BUS MACH COM 0.9%
Value ($000) $4,188 Shares 30,147 Est. Cost $98.87 Unrealized +13.4%
EMR EMERSON ELEC CO COM 0.9%
Value ($000) $4,124 Shares 43,782 Est. Cost $55.31 Unrealized +64.9%
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $4,090 Shares 69,550 Est. Cost $55.97 Unrealized -13.4%
PG PROCTER AND GAMBLE CO COM 0.8%
Value ($000) $3,684 Shares 26,355 Est. Cost $59.75 Unrealized +113.0%
SPY SPDR TR UNIT SER 1 0.8%
Value ($000) $3,618 Shares 8,431 Est. Cost $268.94 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.8%
Value ($000) $3,583 Shares 46,745 Est. Cost $51.52 Unrealized
BIIB BIOGEN IDEC INC 0.8%
Value ($000) $3,579 Shares 12,650 Est. Cost $238.51 Unrealized +37.4%
WALGREENS BOOTS ALLIAN COM 0.7%
Value ($000) $3,498 Shares 74,347 Est. Cost $55.75 Unrealized
VANECK MORNINGSTAR WIDE MOAT E 0.7%
Value ($000) $3,413 Shares 46,605 Est. Cost $43.62 Unrealized
BRK/B 1/100 BERKSHIRE HTWY SH 0.7%
Value ($000) $3,395 Shares 9,628 Est. Cost $206.72 Unrealized +35.9%
PFE PFIZER INC COM 0.7%
Value ($000) $3,193 Shares 74,240 Est. Cost $25.06 Unrealized +42.3%
ADP AUTOMATIC DATA PROCESS COM 0.6%
Value ($000) $3,082 Shares 15,420 Est. Cost $140.74 Unrealized +33.4%
KO COCA COLA CO COM 0.6%
Value ($000) $3,080 Shares 58,702 Est. Cost $36.07 Unrealized +35.3%
KEYSIGHT TECHNOLOGIES COM 0.6%
Value ($000) $3,068 Shares 18,679 Est. Cost $89.78 Unrealized
CTRA CABOT OIL AND GAS CORP COM 0.6%
Value ($000) $2,908 Shares 133,655 Est. Cost $15.91 Unrealized -15.5%
KR KROGER CO COM 0.6%
Value ($000) $2,901 Shares 71,754 Est. Cost $21.78 Unrealized +75.6%
TDY TELEDYNE TECHNOLOGIES COM 0.6%
Value ($000) $2,830 Shares 6,590 Est. Cost $424.73 Unrealized +4.0%
IAU ISHARES TR COMEX GOLD 0.6%
Value ($000) $2,828 Shares 84,671 Est. Cost $33.70 Unrealized
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $2,704 Shares 28,526 Est. Cost $52.24 Unrealized +55.2%
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $2,522 Shares 33,377 Est. Cost $60.83 Unrealized +17.9%
VALERO ENERGY CORP 0.5%
Value ($000) $2,476 Shares 35,095 Est. Cost $55.25 Unrealized
GSLC GS US LARGE CAP EQUITY ETF 0.5%
Value ($000) $2,393 Shares 27,820 Est. Cost $58.17 Unrealized
VANGUARD BD INDEX FDS VANGUARD 0.5%
Value ($000) $2,362 Shares 47,120 Est. Cost $50.11 Unrealized
HSY HERSHEY CO COM 0.5%
Value ($000) $2,358 Shares 13,935 Est. Cost $108.95 Unrealized +45.8%
UPS UNITED PARCEL SERVICE CL B 0.5%
Value ($000) $2,327 Shares 12,783 Est. Cost $82.34 Unrealized +97.7%
RAYTHEON TECHNOLOGIES COM 0.5%
Value ($000) $2,219 Shares 25,821 Est. Cost $74.49 Unrealized
AMGN AMGEN INC COM 0.4%
Value ($000) $2,035 Shares 9,571 Est. Cost $140.49 Unrealized +42.5%
DU PONT E I DE NEMOURS COM 0.4%
Value ($000) $1,986 Shares 29,219 Est. Cost $70.19 Unrealized
FDX FEDEX CORP COM 0.4%
Value ($000) $1,959 Shares 8,937 Est. Cost $176.41 Unrealized +40.6%
NXP SEMICOND N V COM 0.4%
Value ($000) $1,891 Shares 9,655 Est. Cost $85.43 Unrealized
NUTRIEN LTD COM 0.4%
Value ($000) $1,884 Shares 29,070 Est. Cost $51.64 Unrealized
SPX FLOW INC COM 0.4%
Value ($000) $1,827 Shares 25,000 Est. Cost $41.84 Unrealized
SCHP SCHWAB US TIPS ETF 0.4%
Value ($000) $1,802 Shares 28,800 Est. Cost $55.74 Unrealized
NKE NIKE INC CL B 0.4%
Value ($000) $1,752 Shares 12,065 Est. Cost $63.62 Unrealized +139.8%
ALPHABET INC CLASS A 0.4%
Value ($000) $1,737 Shares 650 Est. Cost $1230.04 Unrealized
FACEBOOK INC CL A 0.4%
Value ($000) $1,697 Shares 5,003 Est. Cost $114.69 Unrealized
KMPR KEMPER CORP DEL COM 0.4%
Value ($000) $1,679 Shares 25,148 Est. Cost $85.42 Unrealized -20.6%
MARATHON PETE CORP COM 0.3%
Value ($000) $1,637 Shares 26,485 Est. Cost $58.31 Unrealized
SCHA SCHWAB US SML CAP ETF 0.3%
Value ($000) $1,610 Shares 16,084 Est. Cost $61.88 Unrealized
SPX CORP COM 0.3%
Value ($000) $1,603 Shares 30,000 Est. Cost $33.00 Unrealized
LEN LENNAR CORP CL A 0.3%
Value ($000) $1,547 Shares 16,517 Est. Cost $52.39 Unrealized +77.1%
VIATRIS INC COM 0.3%
Value ($000) $1,488 Shares 109,834 Est. Cost $14.02 Unrealized
WY WEYERHAEUSER CO COM 0.3%
Value ($000) $1,473 Shares 41,430 Est. Cost $20.50 Unrealized +41.3%
UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $1,430 Shares 31,925 Est. Cost $34.86 Unrealized
WISDOMTREE TR INTRST RATE HDGE 0.3%
Value ($000) $1,427 Shares 30,449 Est. Cost $46.87 Unrealized
VEU VANGUARD INTL EQTY IDX ALLWRLD 0.3%
Value ($000) $1,419 Shares 23,280 Est. Cost $48.12 Unrealized
VANGUARD SHRT TRM CORP BD FD 0.3%
Value ($000) $1,408 Shares 17,091 Est. Cost $82.48 Unrealized
WASTE MGMT INC DEL COM 0.3%
Value ($000) $1,375 Shares 9,207 Est. Cost $52.24 Unrealized
ERIC ERICSSON ADR B SEK 10 0.3%
Value ($000) $1,309 Shares 116,900 Est. Cost $12.89 Unrealized
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $1,271 Shares 11,527 Est. Cost $38.58 Unrealized +174.0%
BANK OF AMERICA PREF IV FLTNG 0.3%
Value ($000) $1,265 Shares 49,043 Est. Cost $23.67 Unrealized
MCD MCDONALDS CORP COM 0.3%
Value ($000) $1,247 Shares 5,175 Est. Cost $75.02 Unrealized +187.7%
KMB KIMBERLY CLARK CORP COM 0.3%
Value ($000) $1,243 Shares 9,389 Est. Cost $113.49 Unrealized +1.8%
ALLEGHENY TECHNOLOGIES 0.2%
Value ($000) $1,168 Shares 70,254 Est. Cost $26.93 Unrealized
LLY LILLY ELI & CO COM 0.2%
Value ($000) $1,139 Shares 4,933 Est. Cost $154.34 Unrealized +53.3%
AMD ADVANCED MICRO DEVICES COM 0.2%
Value ($000) $1,124 Shares 10,925 Est. Cost $24.77 Unrealized +312.7%
GIS GENERAL MLS INC COM 0.2%
Value ($000) $1,116 Shares 18,664 Est. Cost $39.37 Unrealized +29.5%
IVV ISHARES TR CORE S&P500 ETF 0.2%
Value ($000) $1,099 Shares 2,553 Est. Cost $279.18 Unrealized
FLOWSERVE CORP COM 0.2%
Value ($000) $1,092 Shares 31,505 Est. Cost $52.67 Unrealized
US BANCORP DEL PFD B 1/1000DP 0.2%
Value ($000) $1,090 Shares 44,253 Est. Cost $22.45 Unrealized
INCYTE CORP COM 0.2%
Value ($000) $1,085 Shares 15,775 Est. Cost $80.46 Unrealized
ABBVIE INC. COM 0.2%
Value ($000) $1,077 Shares 9,986 Est. Cost $79.67 Unrealized
WELLS FARGO AND CO DEP 1/1000 0.2%
Value ($000) $1,030 Shares 36,350 Est. Cost $28.09 Unrealized
SLB SCHLUMBERGER LTD COM 0.2%
Value ($000) $942 Shares 31,800 Est. Cost $33.15 Unrealized -21.6%
WFC WELLS FARGO AND CO NEW COM 0.2%
Value ($000) $938 Shares 20,224 Est. Cost $38.10 Unrealized +9.1%
ALCON INC ORD SHS 0.2%
Value ($000) $903 Shares 11,223 Est. Cost $62.03 Unrealized
YELP YELP INC CL A 0.2%
Value ($000) $861 Shares 23,135 Est. Cost $36.36 Unrealized +4.2%
SCHD SCHWAB STRATEGIC TR US DIVIDEN 0.2%
Value ($000) $856 Shares 11,539 Est. Cost $55.59 Unrealized
GOLDMAN SACHS GRP PFD K 6.375 0.2%
Value ($000) $855 Shares 30,454 Est. Cost $26.95 Unrealized
BCD ALL COMMODITY ABERDEEN ETF 0.2%
Value ($000) $839 Shares 25,531 Est. Cost $28.94 Unrealized
BLACKROCK INC COM 0.2%
Value ($000) $836 Shares 997 Est. Cost $477.59 Unrealized
BSV VANGUARD BD INDEX FD SHORT TRM 0.2%
Value ($000) $784 Shares 9,579 Est. Cost $79.72 Unrealized
PRU PRUDENTIAL FINL INC COM 0.2%
Value ($000) $771 Shares 7,337 Est. Cost $56.42 Unrealized +47.9%
FSLR FIRST SOLAR INC COM 0.2%
Value ($000) $758 Shares 7,950 Est. Cost $79.13 Unrealized +17.3%
BA BOEING CO 0.2%
Value ($000) $753 Shares 3,428 Est. Cost $197.14 Unrealized +13.1%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $753 Shares 3,843 Est. Cost $130.64 Unrealized +36.7%
SCHV SCHWAB US LCAP VAL ETF 0.2%
Value ($000) $753 Shares 11,160 Est. Cost $48.88 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $731 Shares 8,390 Est. Cost $49.28 Unrealized +69.1%
MEDTRONIC INC COM 0.2%
Value ($000) $715 Shares 5,711 Est. Cost $99.82 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.2%
Value ($000) $715 Shares 3,271 Est. Cost $127.27 Unrealized
PENN PENN NATL GAMING INC COM 0.1%
Value ($000) $710 Shares 9,808 Est. Cost $73.51 Unrealized 0.0%
WAB WABTEC CORP COM 0.1%
Value ($000) $701 Shares 8,131 Est. Cost $75.50 Unrealized +11.3%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $701 Shares 25,678 Est. Cost $41.51 Unrealized
IVW ISHARES TR SP500 GRW 0.1%
Value ($000) $686 Shares 9,283 Est. Cost $80.98 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $677 Shares 3,455 Est. Cost $92.91 Unrealized +110.1%
SILK ROAD MEDICAL INC. 0.1%
Value ($000) $665 Shares 12,085 Est. Cost $43.51 Unrealized
NORTHWEST NATURAL HOLDINGS 0.1%
Value ($000) $632 Shares 13,757 Est. Cost $47.93 Unrealized
EQT CORP 0.1%
Value ($000) $615 Shares 30,080 Est. Cost $15.79 Unrealized
WT EMG MKT EX ST-OWNED 0.1%
Value ($000) $602 Shares 16,149 Est. Cost $41.20 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $588 Shares 10,814 Est. Cost $24.83 Unrealized +98.3%
CMI CUMMINS INC COM 0.1%
Value ($000) $583 Shares 2,600 Est. Cost $78.02 Unrealized +169.7%
ITOT ISHARES TR CORE S&P TTL STK 0.1%
Value ($000) $570 Shares 5,800 Est. Cost $68.32 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD EQT 0.1%
Value ($000) $569 Shares 5,483 Est. Cost $78.34 Unrealized
SFIX STITCH FIX INC COM CL A 0.1%
Value ($000) $557 Shares 13,947 Est. Cost $23.52 Unrealized +98.8%
SCHWAB CHARLES CORP NE DSHS 1/ 0.1%
Value ($000) $555 Shares 21,844 Est. Cost $26.40 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $554 Shares 4,307 Est. Cost $41.95 Unrealized +211.3%
ABT ABBOTT LABS COM 0.1%
Value ($000) $553 Shares 4,682 Est. Cost $37.07 Unrealized +206.1%
ROKU INC 0.1%
Value ($000) $553 Shares 1,765 Est. Cost $104.02 Unrealized
ALIBABA GROUP ADS 0.1%
Value ($000) $550 Shares 3,715 Est. Cost $241.35 Unrealized
SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $522 Shares 3,168 Est. Cost $150.00 Unrealized
PNC PNC FINL SVCS GROUP COM 0.1%
Value ($000) $479 Shares 2,451 Est. Cost $89.59 Unrealized +79.4%
MAT MATTEL INC COM 0.1%
Value ($000) $473 Shares 25,526 Est. Cost $21.54 Unrealized -3.8%
QUANTA SVCS INC COM 0.1%
Value ($000) $469 Shares 4,125 Est. Cost $113.70 Unrealized
ORGANON & CO COMMON STOCK 0.1%
Value ($000) $461 Shares 14,065 Est. Cost $30.20 Unrealized
ISHARES TR CORE MSCI TOTAL 0.1%
Value ($000) $460 Shares 6,492 Est. Cost $57.18 Unrealized
COLB COLUMBIA BKG SYS INC COM 0.1%
Value ($000) $452 Shares 11,906 Est. Cost $30.37 Unrealized -6.8%
KELLOGG CO COM 0.1%
Value ($000) $447 Shares 7,007 Est. Cost $47.11 Unrealized +9.0%
WISDOMTREE TRUST JAPN HEDGE EQ 0.1%
Value ($000) $447 Shares 7,089 Est. Cost $51.11 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 0.1%
Value ($000) $435 Shares 1,838 Est. Cost $168.43 Unrealized
MMS MAXIMUS INC 0.1%
Value ($000) $416 Shares 5,000 Est. Cost $85.66 Unrealized 0.0%
SALESFORCE COM INC COM 0.1%
Value ($000) $415 Shares 1,532 Est. Cost $211.67 Unrealized
VANGUARD US INF TECH ETF 0.1%
Value ($000) $411 Shares 1,025 Est. Cost $209.28 Unrealized
VIG VANGUARD SPECIALIZED DIV APP E 0.1%
Value ($000) $403 Shares 2,626 Est. Cost $118.07 Unrealized
UNIVERSAL DISPLAY CORP COM 0.1%
Value ($000) $402 Shares 2,355 Est. Cost $93.69 Unrealized
WMB WILLIAMS COS INC DEL COM 0.1%
Value ($000) $398 Shares 15,346 Est. Cost $20.60 Unrealized -1.0%
BWA BORGWARNER INC COM 0.1%
Value ($000) $369 Shares 8,550 Est. Cost $29.11 Unrealized +28.1%
SCHF SCHWAB INTL EQTY ETF 0.1%
Value ($000) $358 Shares 9,267 Est. Cost $31.91 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $355 Shares 10,000 Est. Cost $21.37 Unrealized +5.4%
NEXTERA ENERGY INC COM 0.1%
Value ($000) $332 Shares 4,234 Est. Cost $112.91 Unrealized
ENBRIDGE INC COM 0.1%
Value ($000) $328 Shares 8,265 Est. Cost $36.54 Unrealized
CORTEVA INC COM 0.1%
Value ($000) $316 Shares 7,511 Est. Cost $29.52 Unrealized
NVIDIA CORP COM 0.1%
Value ($000) $303 Shares 1,464 Est. Cost $354.68 Unrealized
FNDX US LARGE CAP FUNDAMENTAL ETF 0.1%
Value ($000) $297 Shares 5,520 Est. Cost $37.80 Unrealized
ATEA PHARMA I COM 0.1%
Value ($000) $294 Shares 8,400 Est. Cost $35.00 Unrealized
DVY ISHARES TR DJ SEL DIV INX 0.1%
Value ($000) $286 Shares 2,500 Est. Cost $96.00 Unrealized
DUKE ENERGY CORP NEW DP REP PF 0.1%
Value ($000) $278 Shares 10,050 Est. Cost $26.42 Unrealized
NORDSTROM INC COM 0.1%
Value ($000) $274 Shares 10,389 Est. Cost $51.17 Unrealized
HERITAGE FINL CORP WAS COM 0.1%
Value ($000) $267 Shares 10,485 Est. Cost $35.09 Unrealized
CHS INC PFD CL B 0.1%
Value ($000) $254 Shares 8,900 Est. Cost $28.38 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $251 Shares 1,500 Est. Cost $124.36 Unrealized +27.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $248 Shares 1,170 Est. Cost $163.73 Unrealized +18.9%
EQUITRANS MIDSTREAM CORP 0.1%
Value ($000) $244 Shares 24,064 Est. Cost $19.70 Unrealized
EATON CORP COM 0.1%
Value ($000) $241 Shares 1,617 Est. Cost $137.91 Unrealized
SPDR SERIES TRUST S&P BIOTECH 0.0%
Value ($000) $235 Shares 1,870 Est. Cost $111.38 Unrealized
STREETTRACKS GOLD TR GOLD SHS 0.0%
Value ($000) $233 Shares 1,424 Est. Cost $143.14 Unrealized
DOMESTIC DIV EX-FINL FD WDTREE 0.0%
Value ($000) $229 Shares 2,438 Est. Cost $76.61 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $229 Shares 376 Est. Cost $55.03 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $225 Shares 1,174 Est. Cost $151.36 Unrealized +11.0%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $223 Shares 36,600 Est. Cost $4.32 Unrealized
CDK GLOBAL INC COM 0.0%
Value ($000) $215 Shares 5,056 Est. Cost $41.34 Unrealized
ESGV VANGUARD ESG US STK ETF 0.0%
Value ($000) $214 Shares 2,683 Est. Cost $79.76 Unrealized
FIBK FIRST INTST BANCSYSTEM COM CL 0.0%
Value ($000) $208 Shares 5,191 Est. Cost $28.24 Unrealized +14.9%
SCHO SCHWAB SHT TM US TRES 0.0%
Value ($000) $206 Shares 4,030 Est. Cost $49.84 Unrealized
IWO ISHARES TR RUSL 2000 GROW 0.0%
Value ($000) $201 Shares 685 Est. Cost $300.73 Unrealized
PUBLIC STORAGE 4.625 DEP PFD L 0.0%
Value ($000) $201 Shares 7,400 Est. Cost $27.43 Unrealized
KINDER MORGAN INC DEL COM 0.0%
Value ($000) $175 Shares 10,465 Est. Cost $27.40 Unrealized
ABERDEEN ASIA PACIFIC COM 0.0%
Value ($000) $49 Shares 12,000 Est. Cost $4.72 Unrealized