FIRST HAWAIIAN BANK Diversified Active

CIK: 0000764106 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 13, 2016

Total Value ($000): $577,230 (100.0% shares, 0.0% debt)

Holdings (84)

IVV ISHARES CORE S&P 500 ETF 16.1%
Value ($000) $92,671 Shares 440,241 Est. Cost $200.79 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 11.0%
Value ($000) $63,437 Shares 1,222,524 Est. Cost $56.63 Unrealized
IVE ISHARES S&P 500 VALUE ETF 9.6%
Value ($000) $55,331 Shares 595,595 Est. Cost $77.71 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 8.1%
Value ($000) $47,022 Shares 403,346 Est. Cost $86.32 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BO 8.1%
Value ($000) $46,802 Shares 415,594 Est. Cost $108.73 Unrealized
EFA ISHARES MSCI EAFE ETF 8.1%
Value ($000) $46,506 Shares 833,136 Est. Cost $59.38 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 4.0%
Value ($000) $23,092 Shares 655,454 Est. Cost $39.71 Unrealized
IJJ ISHARES S&P MIDCAP 400/VALUE ETF 3.5%
Value ($000) $20,416 Shares 159,437 Est. Cost $103.83 Unrealized
IJK ISHARES S&P MIDCAP 400/GRWTH ETF 3.1%
Value ($000) $17,619 Shares 104,190 Est. Cost $132.20 Unrealized
BOH BANK OF HAWAII CORP 2.9%
Value ($000) $16,931 Shares 246,093 Est. Cost $31.53 Unrealized +53.3%
IJH ISHARES CORE S&P MID-CAP ETF 2.4%
Value ($000) $13,879 Shares 92,900 Est. Cost $148.53 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 2.2%
Value ($000) $12,726 Shares 148,971 Est. Cost $90.66 Unrealized
IJS ISHARES S&P SMALLCAP 600/VAL ETF 2.2%
Value ($000) $12,478 Shares 106,799 Est. Cost $95.47 Unrealized
IJT ISHARES S&P SMALLCAP/600 GROWTH ETF 1.8%
Value ($000) $10,612 Shares 82,651 Est. Cost $99.46 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.8%
Value ($000) $10,102 Shares 48,227 Est. Cost $175.43 Unrealized
POWERSHARES FTSE RAFI US 1K 1.2%
Value ($000) $7,198 Shares 79,523 Est. Cost $72.28 Unrealized
VNQ VANGUARD REIT ETF 1.2%
Value ($000) $7,144 Shares 80,569 Est. Cost $68.46 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.1%
Value ($000) $6,424 Shares 55,284 Est. Cost $113.98 Unrealized
SHY ISHARES BARCLAYS 1-3 YEAR TR ETF 1.1%
Value ($000) $6,424 Shares 75,297 Est. Cost $84.35 Unrealized
IGSB ISHARES BARCLAYS 1-3 YEAR CR ETF 0.9%
Value ($000) $4,912 Shares 46,295 Est. Cost $105.20 Unrealized
VTIP VANGUARD SHORT-TERM TIPS 0.7%
Value ($000) $3,951 Shares 79,850 Est. Cost $48.58 Unrealized
HMC HONDA MTR LTD ADR 0.6%
Value ($000) $3,597 Shares 141,999 Est. Cost $37.62 Unrealized
VT VANGUARD TOT WORLD STK INDEX 0.6%
Value ($000) $3,524 Shares 60,682 Est. Cost $59.40 Unrealized
TIP ISHARES BARCLAYS TIPS BOND ETF 0.6%
Value ($000) $3,234 Shares 27,712 Est. Cost $112.08 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.5%
Value ($000) $2,862 Shares 23,079 Est. Cost $96.40 Unrealized
ALEX ALEXANDER & BALDWIN INC 0.4%
Value ($000) $2,445 Shares 67,636 Est. Cost $39.76 Unrealized
MATX MATSON INC 0.4%
Value ($000) $2,280 Shares 70,596 Est. Cost $19.31 Unrealized +50.0%
CVX CHEVRON CORPORATION 0.3%
Value ($000) $1,995 Shares 19,037 Est. Cost $73.17 Unrealized -8.8%
SUB ISHARES SHORT-TERM NATIONAL MUNI ETF 0.3%
Value ($000) $1,771 Shares 16,654 Est. Cost $106.14 Unrealized
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $1,563 Shares 8,134 Est. Cost $173.06 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.3%
Value ($000) $1,465 Shares 41,428 Est. Cost $38.18 Unrealized
HEFA ISHA CURR HEDGED MSCI EAFE 0.2%
Value ($000) $1,396 Shares 58,195 Est. Cost $25.38 Unrealized
EEM ISHARES MSCI EMERGING MKT ETF 0.2%
Value ($000) $1,308 Shares 38,058 Est. Cost $35.10 Unrealized
T AT & T INC 0.2%
Value ($000) $1,251 Shares 28,952 Est. Cost $13.17 Unrealized +14.7%
PFF ISHARES S&P PREF STK ETF 0.2%
Value ($000) $1,104 Shares 27,669 Est. Cost $38.69 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,028 Shares 8,542 Est. Cost $72.53 Unrealized +36.7%
XOM EXXON MOBIL CORPORATION 0.2%
Value ($000) $1,005 Shares 10,720 Est. Cost $53.77 Unrealized +7.6%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $908 Shares 7,484 Est. Cost $62.93 Unrealized +38.3%
GENERAL ELECTRIC CORP 0.2%
Value ($000) $902 Shares 28,646 Est. Cost $24.52 Unrealized
GVI ISHARES INTERMEDIATE GOV/CR ETF 0.2%
Value ($000) $881 Shares 7,773 Est. Cost $109.94 Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $841 Shares 10,465 Est. Cost $63.13 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $831 Shares 8,054 Est. Cost $84.22 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $813 Shares 14,547 Est. Cost $27.32 Unrealized +15.2%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $763 Shares 9,093 Est. Cost $66.31 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $748 Shares 12,082 Est. Cost $28.11 Unrealized +45.8%
SRE SEMPRA ENERGY 0.1%
Value ($000) $661 Shares 5,797 Est. Cost $27.85 Unrealized +40.0%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $653 Shares 3,881 Est. Cost $130.22 Unrealized
HE HAWAIIAN ELECTRIC INDS INC 0.1%
Value ($000) $649 Shares 19,803 Est. Cost $27.08 Unrealized +21.7%
THG HANOVER INSURANCE GROUP INC 0.1%
Value ($000) $626 Shares 7,401 Est. Cost $56.95 Unrealized +14.4%
WMT WAL MART STORES INC 0.1%
Value ($000) $529 Shares 7,245 Est. Cost $19.99 Unrealized -2.4%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $505 Shares 6,862 Est. Cost $30.24 Unrealized +67.0%
DVY ISHARES DJ SELECT DIVIDEND ETF 0.1%
Value ($000) $491 Shares 5,760 Est. Cost $68.55 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $461 Shares 4,009 Est. Cost $98.83 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $458 Shares 11,677 Est. Cost $29.67 Unrealized +12.4%
PSA PUBLIC STORAGE INC 0.1%
Value ($000) $441 Shares 1,724 Est. Cost $101.81 Unrealized +71.1%
MSFT MICROSOFT CORP 0.1%
Value ($000) $421 Shares 8,218 Est. Cost $29.85 Unrealized +54.1%
DIA SPDR DJIA TRUST 0.1%
Value ($000) $407 Shares 2,273 Est. Cost $148.44 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $403 Shares 4,209 Est. Cost $19.43 Unrealized +16.4%
HDV ISHARES TR CORE HIGH DIVID ETF 0.1%
Value ($000) $380 Shares 4,628 Est. Cost $73.47 Unrealized
PII POLARIS INDUSTRIES INC 0.1%
Value ($000) $353 Shares 4,324 Est. Cost $92.61 Unrealized -4.3%
MMM 3M CO 0.1%
Value ($000) $347 Shares 1,986 Est. Cost $72.40 Unrealized +41.5%
META FACEBOOK INC-A 0.1%
Value ($000) $320 Shares 2,794 Est. Cost $85.28 Unrealized +34.2%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.1%
Value ($000) $317 Shares 2,088 Est. Cost $117.24 Unrealized -18.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $314 Shares 4,554 Est. Cost $27.20 Unrealized +22.1%
MRK MERCK & CO INC 0.1%
Value ($000) $313 Shares 5,417 Est. Cost $38.50 Unrealized +2.5%
PFE PFIZER INC 0.1%
Value ($000) $302 Shares 8,561 Est. Cost $20.17 Unrealized +4.4%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $295 Shares 2,896 Est. Cost $49.32 Unrealized +24.5%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $278 Shares 1,022 Est. Cost $209.83 Unrealized
RAYTHEON COMPANY 0.0%
Value ($000) $262 Shares 1,924 Est. Cost $124.37 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $245 Shares 5,700 Est. Cost $48.42 Unrealized
POWERSHARES FTSE RAFI US 1500 S/M PT 0.0%
Value ($000) $244 Shares 2,503 Est. Cost $86.05 Unrealized
EPR EPR PROPERTIES REIT 0.0%
Value ($000) $242 Shares 3,000 Est. Cost $80.67 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $239 Shares 2,497 Est. Cost $44.57 Unrealized +67.2%
V VISA INC 0.0%
Value ($000) $222 Shares 2,996 Est. Cost $63.66 Unrealized +15.0%
PEP PEPSICO INC 0.0%
Value ($000) $220 Shares 2,076 Est. Cost $73.47 Unrealized +4.9%
WM WASTE MANAGEMENT INTERNATIONAL 0.0%
Value ($000) $219 Shares 3,300 Est. Cost $50.66 Unrealized 0.0%
GOOGL ALPHABET INC CL A 0.0%
Value ($000) $215 Shares 305 Est. Cost $36.73 Unrealized -0.8%
ITOT ISHARES CORE S&P TOTAL U.S. 0.0%
Value ($000) $214 Shares 2,249 Est. Cost $93.37 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.0%
Value ($000) $210 Shares 1,455 Est. Cost $140.94 Unrealized +1.4%
GSG ISHARES S&P GSCI COMMODITY I 0.0%
Value ($000) $197 Shares 12,697 Est. Cost $14.32 Unrealized
TEMPLETON GLOBAL INCOME FD INC 0.0%
Value ($000) $185 Shares 29,033 Est. Cost $8.65 Unrealized
ERIC ERICSSON SPONS ADR 0.0%
Value ($000) $79 Shares 10,233 Est. Cost $9.69 Unrealized
ABERDEEN ASIA PAC PRIME INC 0.0%
Value ($000) $77 Shares 15,375 Est. Cost $6.18 Unrealized
LYG LLOYDS BANKING GROUP PLC-SPONS ADR 0.0%
Value ($000) $44 Shares 14,662 Est. Cost $5.29 Unrealized