FIRST HAWAIIAN BANK Diversified Active

CIK: 0000764106 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 21, 2014

Total Value ($000): $598,362 (100.0% shares, 0.0% debt)

Holdings (124)

EFA ISHARES MSCI EAFE ETF 17.2%
Value ($000) $102,873 Shares 1,504,651 Est. Cost $59.15 Unrealized
IVE ISHARES S&P 500 VALUE ETF 12.8%
Value ($000) $76,304 Shares 845,188 Est. Cost $77.46 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 11.3%
Value ($000) $67,344 Shares 640,218 Est. Cost $86.06 Unrealized
IJJ ISHARES S&P MIDCAP 400/VALUE ETF 6.4%
Value ($000) $38,046 Shares 299,772 Est. Cost $103.60 Unrealized
IJK ISHARES S&P MIDCAP 400/GRWTH ETF 5.1%
Value ($000) $30,309 Shares 192,955 Est. Cost $131.93 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BO 4.2%
Value ($000) $25,117 Shares 229,585 Est. Cost $107.51 Unrealized
IJS ISHARES S&P SMALLCAP 600/VAL ETF 3.9%
Value ($000) $23,154 Shares 200,589 Est. Cost $95.33 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 3.6%
Value ($000) $21,477 Shares 497,960 Est. Cost $39.27 Unrealized
IJT ISHARES S&P SMALLCAP/600 GROWTH ETF 3.1%
Value ($000) $18,521 Shares 153,337 Est. Cost $99.32 Unrealized
SHY ISHARES BARCLAYS 1-3 YEAR TR ETF 2.9%
Value ($000) $17,084 Shares 202,027 Est. Cost $84.34 Unrealized
BOH BANK OF HAWAII CORP 2.5%
Value ($000) $15,230 Shares 259,507 Est. Cost $31.53 Unrealized +20.0%
TIP ISHARES BARCLAYS TIPS BOND ETF 2.5%
Value ($000) $14,767 Shares 128,002 Est. Cost $112.08 Unrealized
IGSB ISHARES BARCLAYS 1-3 YEAR CR ETF 2.4%
Value ($000) $14,599 Shares 138,147 Est. Cost $105.19 Unrealized
VNQ VANGUARD REIT ETF 2.2%
Value ($000) $13,446 Shares 179,661 Est. Cost $68.29 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.1%
Value ($000) $12,787 Shares 64,911 Est. Cost $165.38 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 1.3%
Value ($000) $7,994 Shares 55,870 Est. Cost $115.49 Unrealized
POWERSHARES FTSE RAFI US 1K 1.3%
Value ($000) $7,533 Shares 85,182 Est. Cost $72.01 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.2%
Value ($000) $7,439 Shares 38,010 Est. Cost $162.68 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.8%
Value ($000) $5,005 Shares 44,657 Est. Cost $90.31 Unrealized
HMC HONDA MTR LTD ADR 0.8%
Value ($000) $4,905 Shares 140,175 Est. Cost $37.62 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.8%
Value ($000) $4,566 Shares 73,400 Est. Cost $57.64 Unrealized
VT VANGUARD TOT WORLD STK INDEX 0.7%
Value ($000) $4,407 Shares 70,824 Est. Cost $59.40 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.5%
Value ($000) $3,101 Shares 26,338 Est. Cost $96.40 Unrealized
ALEX ALEXANDER & BALDWIN INC 0.5%
Value ($000) $2,972 Shares 71,702 Est. Cost $39.76 Unrealized
CVX CHEVRON CORPORATION 0.5%
Value ($000) $2,769 Shares 21,208 Est. Cost $71.36 Unrealized +6.4%
MATX MATSON INC 0.3%
Value ($000) $1,982 Shares 73,838 Est. Cost $19.31 Unrealized +1.6%
XOM EXXON MOBIL CORPORATION 0.3%
Value ($000) $1,907 Shares 18,935 Est. Cost $53.79 Unrealized +15.0%
SUB ISHARES S&P S/T NATION MUNI ETF 0.3%
Value ($000) $1,857 Shares 17,479 Est. Cost $106.17 Unrealized
GVI ISHARES INTERMEDIATE GOV/CR ETF 0.2%
Value ($000) $1,430 Shares 12,891 Est. Cost $109.94 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,075 Shares 5,992 Est. Cost $169.23 Unrealized
HE HAWAIIAN ELECTRIC INDS INC 0.2%
Value ($000) $1,043 Shares 41,205 Est. Cost $26.54 Unrealized -8.3%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $990 Shares 20,235 Est. Cost $27.04 Unrealized -0.9%
AAPL APPLE INC 0.1%
Value ($000) $892 Shares 9,601 Est. Cost $17.87 Unrealized +4.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $853 Shares 8,460 Est. Cost $71.80 Unrealized +4.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $844 Shares 8,065 Est. Cost $60.85 Unrealized +20.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $844 Shares 8,335 Est. Cost $83.95 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.1%
Value ($000) $830 Shares 4,583 Est. Cost $118.94 Unrealized -5.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.1%
Value ($000) $826 Shares 16,888 Est. Cost $38.95 Unrealized +10.9%
GUGGENHEIM S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $811 Shares 10,567 Est. Cost $61.25 Unrealized
GENERAL ELECTRIC CORP 0.1%
Value ($000) $786 Shares 29,920 Est. Cost $23.36 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $783 Shares 6,587 Est. Cost $96.94 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $781 Shares 7,454 Est. Cost $27.85 Unrealized +24.3%
EEM ISHARES MSCI EMERGING MKT ETF 0.1%
Value ($000) $765 Shares 17,708 Est. Cost $38.92 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $749 Shares 13,273 Est. Cost $27.02 Unrealized +22.0%
POWERSHARES DB COMMODITY INDEX 0.1%
Value ($000) $725 Shares 27,274 Est. Cost $25.13 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $702 Shares 8,465 Est. Cost $46.50 Unrealized +16.3%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $696 Shares 9,093 Est. Cost $66.31 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $668 Shares 4,111 Est. Cost $130.22 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $639 Shares 6,735 Est. Cost $60.88 Unrealized +25.5%
CVS CVS CAREMARK CORP 0.1%
Value ($000) $638 Shares 8,469 Est. Cost $42.08 Unrealized +30.4%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $636 Shares 5,389 Est. Cost $53.70 Unrealized +39.4%
DIS DISNEY WALT CO NEW 0.1%
Value ($000) $619 Shares 7,222 Est. Cost $70.02 Unrealized +4.9%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $609 Shares 6,855 Est. Cost $39.78 Unrealized +29.1%
MSFT MICROSOFT CORP 0.1%
Value ($000) $583 Shares 13,984 Est. Cost $27.93 Unrealized +21.6%
WMT WAL MART STORES INC 0.1%
Value ($000) $579 Shares 7,711 Est. Cost $19.99 Unrealized +2.7%
BIIB BIOGEN IDEC INC 0.1%
Value ($000) $575 Shares 1,824 Est. Cost $213.68 Unrealized +40.8%
ABT ABBOTT LABS 0.1%
Value ($000) $560 Shares 13,704 Est. Cost $29.01 Unrealized +8.6%
GOOGLE INC-CL A 0.1%
Value ($000) $556 Shares 950 Est. Cost $858.03 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $554 Shares 5,969 Est. Cost $53.68 Unrealized +22.4%
TE CONNECTIVITY LIMITED 0.1%
Value ($000) $551 Shares 8,906 Est. Cost $60.18 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $547 Shares 5,486 Est. Cost $65.93 Unrealized +13.4%
META FACEBOOK INC-A 0.1%
Value ($000) $543 Shares 8,078 Est. Cost $35.75 Unrealized +70.9%
ADBE ADOBE SYS INC 0.1%
Value ($000) $536 Shares 7,413 Est. Cost $64.50 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $536 Shares 11,040 Est. Cost $28.94 Unrealized +15.8%
NIELSEN N.V. 0.1%
Value ($000) $522 Shares 10,784 Est. Cost $45.90 Unrealized
PII POLARIS INDUSTRIES INC 0.1%
Value ($000) $521 Shares 4,000 Est. Cost $90.50 Unrealized +46.3%
CMI CUMMINS INC 0.1%
Value ($000) $517 Shares 3,352 Est. Cost $82.85 Unrealized +33.6%
ALL ALLSTATE CORP 0.1%
Value ($000) $516 Shares 8,795 Est. Cost $37.39 Unrealized +20.0%
MICHAEL KORS HOLDINGS LTD 0.1%
Value ($000) $514 Shares 5,801 Est. Cost $61.99 Unrealized
M MACY S INC 0.1%
Value ($000) $507 Shares 8,732 Est. Cost $46.91 Unrealized +23.7%
OASIS PETROLEUM 0.1%
Value ($000) $503 Shares 9,000 Est. Cost $39.34 Unrealized
CELGENE CORP 0.1%
Value ($000) $500 Shares 5,822 Est. Cost $102.43 Unrealized
BFH ALLIANCE DATA SYSTEMS CORP 0.1%
Value ($000) $499 Shares 1,774 Est. Cost $119.20 Unrealized +47.5%
AZO AUTOZONE INC 0.1%
Value ($000) $499 Shares 930 Est. Cost $410.02 Unrealized +29.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $498 Shares 2,975 Est. Cost $121.28 Unrealized +6.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $496 Shares 5,791 Est. Cost $45.01 Unrealized +18.5%
AMGN AMGEN INC 0.1%
Value ($000) $493 Shares 4,169 Est. Cost $73.34 Unrealized +13.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $484 Shares 6,106 Est. Cost $45.06 Unrealized +27.2%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $482 Shares 11,900 Est. Cost $27.53 Unrealized +25.9%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $480 Shares 6,600 Est. Cost $39.05 Unrealized +27.6%
HD HOME DEPOT INC 0.1%
Value ($000) $477 Shares 5,894 Est. Cost $56.07 Unrealized +7.2%
CBS CORPORATION CLASS B W/I 0.1%
Value ($000) $472 Shares 7,589 Est. Cost $48.88 Unrealized
ACE LIMITED 0.1%
Value ($000) $472 Shares 4,551 Est. Cost $90.69 Unrealized
HLF HERBALIFE LTD 0.1%
Value ($000) $471 Shares 7,300 Est. Cost $24.70 Unrealized +24.1%
V VISA INC 0.1%
Value ($000) $467 Shares 2,219 Est. Cost $40.52 Unrealized +18.9%
MONSANTO CO NEW 0.1%
Value ($000) $466 Shares 3,739 Est. Cost $99.22 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $465 Shares 12,977 Est. Cost $31.57 Unrealized 0.0%
CAMERON INTERNATIONAL CORP 0.1%
Value ($000) $463 Shares 6,845 Est. Cost $67.64 Unrealized
BLACKROCK INC CLASS A 0.1%
Value ($000) $460 Shares 1,440 Est. Cost $256.68 Unrealized
RAYTHEON COMPANY 0.1%
Value ($000) $457 Shares 4,954 Est. Cost $98.66 Unrealized
VMWARE INC. 0.1%
Value ($000) $455 Shares 4,700 Est. Cost $67.39 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $446 Shares 9,294 Est. Cost $32.21 Unrealized +17.5%
FFIV F5 NETWORKS INC 0.1%
Value ($000) $446 Shares 4,001 Est. Cost $105.80 Unrealized +1.7%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $445 Shares 8,512 Est. Cost $49.15 Unrealized
B/E AEROSPACE INC 0.1%
Value ($000) $444 Shares 4,800 Est. Cost $63.16 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $438 Shares 5,196 Est. Cost $49.39 Unrealized -2.3%
ROST ROSS STORES INC 0.1%
Value ($000) $430 Shares 6,500 Est. Cost $32.90 Unrealized -7.0%
XILINX INC 0.1%
Value ($000) $426 Shares 9,012 Est. Cost $39.57 Unrealized
T AT & T INC 0.1%
Value ($000) $425 Shares 12,007 Est. Cost $11.40 Unrealized +3.3%
TD AMERITRADE HOLDING CORP 0.1%
Value ($000) $420 Shares 13,400 Est. Cost $33.96 Unrealized
VO VANGUARD IND FD MID-CAP 0.1%
Value ($000) $415 Shares 3,495 Est. Cost $101.19 Unrealized
MYLAN INC 0.1%
Value ($000) $412 Shares 8,000 Est. Cost $31.28 Unrealized
CF CF INDUSTRIES HOLDINGS INC 0.1%
Value ($000) $409 Shares 1,700 Est. Cost $26.81 Unrealized +32.5%
STERICYCLE INC 0.1%
Value ($000) $403 Shares 3,400 Est. Cost $110.29 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $393 Shares 2,820 Est. Cost $144.75 Unrealized +1.4%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 0.1%
Value ($000) $393 Shares 4,861 Est. Cost $69.36 Unrealized
DIA SPDR DJIA TRUST 0.1%
Value ($000) $382 Shares 2,273 Est. Cost $148.44 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $374 Shares 6,000 Est. Cost $20.11 Unrealized +17.8%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $367 Shares 1,408 Est. Cost $209.83 Unrealized
DVY ISHARES DJ SELECT DIVIDEND ETF 0.1%
Value ($000) $366 Shares 4,755 Est. Cost $63.93 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $334 Shares 5,700 Est. Cost $48.42 Unrealized
MMM 3M CO 0.1%
Value ($000) $332 Shares 2,315 Est. Cost $61.26 Unrealized +32.3%
PEP PEPSICO INC 0.1%
Value ($000) $325 Shares 3,630 Est. Cost $56.00 Unrealized +8.8%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $313 Shares 2,671 Est. Cost $100.32 Unrealized
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $295 Shares 1,724 Est. Cost $97.16 Unrealized +12.5%
POWERSHARES FTSE RAFI US 1500 S/M PT 0.0%
Value ($000) $273 Shares 2,703 Est. Cost $81.24 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 0.0%
Value ($000) $240 Shares 2,428 Est. Cost $93.08 Unrealized
TEMPLETON GLOBAL INCOME FD INC 0.0%
Value ($000) $240 Shares 29,033 Est. Cost $8.65 Unrealized
IWN ISHARES RUSSEL 2000 VALUE ETF 0.0%
Value ($000) $236 Shares 2,288 Est. Cost $86.01 Unrealized
IUSV ISHARES CORE U.S. VALUE ETF 0.0%
Value ($000) $213 Shares 1,606 Est. Cost $109.23 Unrealized
CLECO CORP NEW 0.0%
Value ($000) $213 Shares 3,623 Est. Cost $50.70 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $211 Shares 3,183 Est. Cost $40.02 Unrealized +22.8%
POWERSHARES QQQ TRUST 0.0%
Value ($000) $201 Shares 2,144 Est. Cost $93.75 Unrealized
ABERDEEN ASIA PAC PRIME INC 0.0%
Value ($000) $97 Shares 15,375 Est. Cost $6.18 Unrealized