Family Capital Trust Co Diversified Active

CIK: 0001123320 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 28, 2016

Total Value ($000): $183,138 (100.0% shares, 0.0% debt)

Holdings (75)

ADBE ADOBE SYS INC 31.7%
Value ($000) $58,010 Shares 617,522 Est. Cost $44.30 Unrealized +102.8%
SHY ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND 9.7%
Value ($000) $17,683 Shares 209,609 Est. Cost $84.35 Unrealized
GENERAL ELEC CO 3.3%
Value ($000) $6,123 Shares 196,615 Est. Cost $23.49 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 3.3%
Value ($000) $5,977 Shares 109,920 Est. Cost $52.81 Unrealized
EXPRESS SCRIPTS HOLDING CO 3.2%
Value ($000) $5,932 Shares 67,877 Est. Cost $65.46 Unrealized
UNITED TECHNOLOGIES CORP 3.2%
Value ($000) $5,837 Shares 60,761 Est. Cost $99.51 Unrealized
IVV ISHARES CORE S & P 500 ETF 3.1%
Value ($000) $5,618 Shares 27,424 Est. Cost $192.69 Unrealized
V VISA INC 2.9%
Value ($000) $5,386 Shares 69,458 Est. Cost $55.95 Unrealized +29.0%
JNJ JOHNSON & JOHNSON 2.8%
Value ($000) $5,194 Shares 50,569 Est. Cost $64.04 Unrealized +18.6%
JPM JPMORGAN CHASE & CO 2.8%
Value ($000) $5,118 Shares 77,529 Est. Cost $37.96 Unrealized +30.9%
CL COLGATE PALMOLIVE CO 2.4%
Value ($000) $4,307 Shares 64,660 Est. Cost $48.22 Unrealized +8.9%
DIS DISNEY (WALT) COMPANY 2.4%
Value ($000) $4,304 Shares 40,962 Est. Cost $56.68 Unrealized +80.3%
AAPL APPLE INCORPORATED 2.3%
Value ($000) $4,223 Shares 40,124 Est. Cost $17.86 Unrealized +44.0%
GOOGL ALPHABET INC CAP STK CL A 2.2%
Value ($000) $3,963 Shares 5,094 Est. Cost $36.73 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 2.1%
Value ($000) $3,793 Shares 54,548 Est. Cost $65.26 Unrealized -3.7%
UNP UNION PACIFIC 1.9%
Value ($000) $3,498 Shares 44,731 Est. Cost $68.59 Unrealized -0.4%
SLB SCHLUMBERGER LTD 1.9%
Value ($000) $3,407 Shares 48,840 Est. Cost $52.90 Unrealized +6.0%
PEP PEPSICO INC 1.8%
Value ($000) $3,353 Shares 33,562 Est. Cost $58.13 Unrealized +26.4%
GOOG ALPHABET INC CAP STK CL C 1.8%
Value ($000) $3,302 Shares 4,351 Est. Cost $35.61 Unrealized 0.0%
QCOM QUALCOMM INC 1.6%
Value ($000) $2,979 Shares 59,600 Est. Cost $43.60 Unrealized -8.3%
EGA EMERGING GLOBAL SHS TR EGS EMKTCONS ETF 1.6%
Value ($000) $2,977 Shares 140,080 Est. Cost $25.86 Unrealized
DHR DANAHER CORPORATION 1.6%
Value ($000) $2,892 Shares 31,136 Est. Cost $25.01 Unrealized +52.9%
MMM 3M CO 1.5%
Value ($000) $2,741 Shares 18,199 Est. Cost $76.69 Unrealized +20.1%
SPY SPDR S & P DEPOSIT RCPTS 1.5%
Value ($000) $2,669 Shares 13,092 Est. Cost $167.64 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,716 Shares 22,017 Est. Cost $53.69 Unrealized -4.3%
MRK MERCK & CO NEW 0.8%
Value ($000) $1,528 Shares 28,930 Est. Cost $30.05 Unrealized +22.3%
PYPL PAYPAL HLDGS INC 0.8%
Value ($000) $1,434 Shares 39,622 Est. Cost $35.81 Unrealized -1.7%
POWERSHARES QQQQ TRUST 0.6%
Value ($000) $1,097 Shares 9,809 Est. Cost $71.90 Unrealized
EBAY EBAY INC 0.6%
Value ($000) $1,088 Shares 39,622 Est. Cost $20.47 Unrealized +20.0%
VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 0.6%
Value ($000) $1,012 Shares 13,019 Est. Cost $69.25 Unrealized
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $721 Shares 1,320 Est. Cost $55.09 Unrealized +2.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $614 Shares 5,194 Est. Cost $72.20 Unrealized +20.8%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $481 Shares 4,740 Est. Cost $101.48 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $357 Shares 8,715 Est. Cost $26.23 Unrealized +20.0%
PFE PFIZER INC 0.2%
Value ($000) $336 Shares 10,420 Est. Cost $16.72 Unrealized +21.9%
AMERIGAS PARTNERS LP 0.2%
Value ($000) $332 Shares 9,691 Est. Cost $48.02 Unrealized
T A T & T INC 0.2%
Value ($000) $321 Shares 9,335 Est. Cost $12.21 Unrealized +1.8%
KO COCA COLA CO 0.2%
Value ($000) $311 Shares 7,250 Est. Cost $27.85 Unrealized +10.7%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $244 Shares 3,610 Est. Cost $34.53 Unrealized +29.1%
INTC INTEL CORP 0.1%
Value ($000) $206 Shares 5,982 Est. Cost $17.18 Unrealized +55.1%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $206 Shares 3,000 Est. Cost $29.70 Unrealized +57.2%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $200 Shares 2,358 Est. Cost $47.99 Unrealized +44.0%
IGSB ISHARES 1-3 YR CREDIT BOND FUND 0.1%
Value ($000) $190 Shares 1,815 Est. Cost $105.21 Unrealized
BTI BRITISH AMERICAN TOBACCO PLC 0.1%
Value ($000) $176 Shares 1,590 Est. Cost $105.44 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CLB 0.1%
Value ($000) $165 Shares 1,250 Est. Cost $126.98 Unrealized +5.7%
EPD ENTERPRISE PRODUCTS LP 0.1%
Value ($000) $123 Shares 4,818 Est. Cost $51.22 Unrealized
RAYTHEON 0.1%
Value ($000) $100 Shares 805 Est. Cost $71.33 Unrealized
MCHP MICROCHIP TECH INC 0.0%
Value ($000) $80 Shares 1,719 Est. Cost $13.83 Unrealized +39.1%
MSFT MICROSOFT CORP 0.0%
Value ($000) $78 Shares 1,415 Est. Cost $38.92 Unrealized +18.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $73 Shares 334 Est. Cost $71.65 Unrealized +130.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $72 Shares 1,230 Est. Cost $16.28 Unrealized +81.0%
IVZ INVESCO LTD 0.0%
Value ($000) $70 Shares 2,100 Est. Cost $21.95 Unrealized -5.8%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $64 Shares 585 Est. Cost $108.50 Unrealized
BAXALTA INC COM 0.0%
Value ($000) $51 Shares 1,298 Est. Cost $31.59 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $50 Shares 1,298 Est. Cost $30.99 Unrealized +0.2%
GLW CORNING INC 0.0%
Value ($000) $43 Shares 2,333 Est. Cost $10.49 Unrealized +32.1%
XLB SELECT SPDR MATERIALS 0.0%
Value ($000) $39 Shares 900 Est. Cost $39.35 Unrealized
NUS NU SKIN ENTERPRISES 0.0%
Value ($000) $34 Shares 900 Est. Cost $37.42 Unrealized -29.4%
ROYAL DUTCH SHELL ADR 0.0%
Value ($000) $26 Shares 565 Est. Cost $65.47 Unrealized
XLI SPDRFUND INDUSTRIAL 0.0%
Value ($000) $22 Shares 413 Est. Cost $42.54 Unrealized
ATMP BARCLAYS BK PLC EIN&SEL MLP ADR 0.0%
Value ($000) $20 Shares 1,050 Est. Cost $26.00 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $19 Shares 400 Est. Cost $39.96 Unrealized -4.0%
AVAO TECHNOLOGIES LTD 0.0%
Value ($000) $18 Shares 126 Est. Cost $134.92 Unrealized
KOHLBERG KRAVIS ROBERTS & CO 0.0%
Value ($000) $17 Shares 1,100 Est. Cost $20.35 Unrealized
VLO VALERO ENERGY NEW 0.0%
Value ($000) $16 Shares 230 Est. Cost $38.94 Unrealized +16.8%
AGG ISHARES CORE U.S.AGGREGATE BOND ETF 0.0%
Value ($000) $14 Shares 132 Est. Cost $106.06 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $13 Shares 126 Est. Cost $75.98 Unrealized -4.0%
MTN VAIL RESORTS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $79.40 Unrealized +48.1%
ALLERGAN PLC SHS 0.0%
Value ($000) $12 Shares 38 Est. Cost $315.79 Unrealized
WFC WELLS FARGO & CO NEW COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $41.38 Unrealized -1.3%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $11 Shares 120 Est. Cost $65.52 Unrealized -2.9%
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $11 Shares 104 Est. Cost $105.77 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $9 Shares 219 Est. Cost $41.10 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $57.83 Unrealized -7.6%
CALIFORNIA RES CORP 0.0%
Value ($000) $1 Shares 228 Est. Cost $5.59 Unrealized