Hirtle Callaghan & Co LLC Diversified Active

CIK: 0001360710 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 8, 2017

Total Value ($000): $610,833 (99.7% shares, 0.3% debt)

Holdings (184)

EFA iShares MSCI EAFE 42.2%
Value ($000) $257,862 Shares 4,139,685 Est. Cost $58.25 Unrealized
VOO Vanguard S&P 500 ETF 25.6%
Value ($000) $156,096 Shares 721,500 Est. Cost $188.84 Unrealized
EEM iShares MSCI Emerging Mkts 17.7%
Value ($000) $108,190 Shares 2,746,648 Est. Cost $34.24 Unrealized
IWF iShares Russell 1000 Growth 4.1%
Value ($000) $24,963 Shares 219,344 Est. Cost $93.96 Unrealized
IWD iShares Russell 1000 Value 2.2%
Value ($000) $13,511 Shares 117,553 Est. Cost $106.02 Unrealized
XLE Energy Select Sector Spdr 1.7%
Value ($000) $10,402 Shares 148,798 Est. Cost $62.14 Unrealized
TDY Teledyne Technologies Inc 1.2%
Value ($000) $7,119 Shares 56,293 Est. Cost $83.14 Unrealized +53.4%
XLB Materials Select Sector Spdr 1.1%
Value ($000) $6,991 Shares 133,397 Est. Cost $40.85 Unrealized
BRK/B Berkshire Hathaway Inc 0.8%
Value ($000) $4,704 Shares 28,222 Est. Cost $167.31 Unrealized 0.0%
SPY Spdr TR Rcpt Rcpt 0.7%
Value ($000) $4,565 Shares 19,282 Est. Cost $208.95 Unrealized
BRK/A Berkshire Hathaway Inc 0.4%
Value ($000) $2,499 Shares 10 Est. Cost $230816.08 Unrealized +8.7%
IJH iShares Core S&P Midcap 0.3%
Value ($000) $2,050 Shares 11,972 Est. Cost $148.24 Unrealized
HYG iShares IBoxx High Yield Corp Bond 0.2%
Value ($000) $990 Shares 11,270 Est. Cost $81.31 Unrealized
IWM iShares Russell 2000 0.1%
Value ($000) $674 Shares 4,910 Est. Cost $114.06 Unrealized
Nuveen Amt Free Municipal Credit Income 0.1%
Value ($000) $658 Shares 45,000 Est. Cost $14.62 Unrealized
IWN iShares Russell 2000 Value 0.1%
Value ($000) $576 Shares 4,877 Est. Cost $100.51 Unrealized
IVV iShares Core S&P 500 0.1%
Value ($000) $418 Shares 1,762 Est. Cost $207.37 Unrealized
VTI Vanguard Total Stock Market 0.0%
Value ($000) $249 Shares 2,052 Est. Cost $115.33 Unrealized
Magellan Midstream Partners L P 0.0%
Value ($000) $209 Shares 2,723 Est. Cost $76.75 Unrealized
EPD Enterprise Prods Partners L P 0.0%
Value ($000) $209 Shares 7,580 Est. Cost $27.57 Unrealized
PAA Plains All Amern Pipeline L P 0.0%
Value ($000) $206 Shares 6,531 Est. Cost $31.54 Unrealized
ET Energy Transfer Equity L P 0.0%
Value ($000) $178 Shares 8,999 Est. Cost $19.78 Unrealized
VEA Vanguard Ftse Developed Market 0.0%
Value ($000) $170 Shares 4,323 Est. Cost $36.95 Unrealized
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $161 Shares 995 Est. Cost $161.81 Unrealized
Alerian MLP ETF 0.0%
Value ($000) $160 Shares 12,616 Est. Cost $11.89 Unrealized
Oneok Partners L P 0.0%
Value ($000) $153 Shares 2,838 Est. Cost $53.91 Unrealized
IWV iShares Russell 3000 0.0%
Value ($000) $150 Shares 1,071 Est. Cost $120.86 Unrealized
AAPL Apple Inc 0.0%
Value ($000) $148 Shares 1,024 Est. Cost $23.38 Unrealized +30.2%
MPLX Mplx LP 0.0%
Value ($000) $139 Shares 3,851 Est. Cost $36.09 Unrealized
Eqt Midstream Partners LP Unit 0.0%
Value ($000) $138 Shares 1,797 Est. Cost $76.79 Unrealized
GUNR Flexshares Morningstar Global Upstream ETF ETF 0.0%
Value ($000) $137 Shares 4,635 Est. Cost $29.56 Unrealized
Sunoco Logistics Partners L P 0.0%
Value ($000) $130 Shares 5,314 Est. Cost $24.46 Unrealized
MBB iShares Lehman MBS Fixed-rate Bond Fund 0.0%
Value ($000) $121 Shares 1,140 Est. Cost $110.53 Unrealized
Western Gas Partners 0.0%
Value ($000) $121 Shares 2,005 Est. Cost $60.35 Unrealized
Tesoro Logistics LP 0.0%
Value ($000) $120 Shares 2,205 Est. Cost $54.42 Unrealized
Buck Eye Partners LP 0.0%
Value ($000) $118 Shares 1,723 Est. Cost $68.49 Unrealized
Tortoise Pipeline & Energy Fund Inc 0.0%
Value ($000) $111 Shares 5,269 Est. Cost $21.46 Unrealized
Kayne Anderson Midstream/energy Fund Inc 0.0%
Value ($000) $105 Shares 6,371 Est. Cost $16.20 Unrealized
Nuveen Energy MLP Total Return Fund 0.0%
Value ($000) $101 Shares 7,370 Est. Cost $13.48 Unrealized
Tortoise Energy Infrastructure Corp 0.0%
Value ($000) $101 Shares 2,901 Est. Cost $30.66 Unrealized
Tortoise MLP Fund Inc 0.0%
Value ($000) $100 Shares 4,799 Est. Cost $19.18 Unrealized
Neuberger Berman MLP Income Fund Inc 0.0%
Value ($000) $95 Shares 9,350 Est. Cost $9.41 Unrealized
Williams Partners LP 0.0%
Value ($000) $91 Shares 2,236 Est. Cost $40.70 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $90 Shares 1,008 Est. Cost $59.79 Unrealized +38.5%
NXST Nexstar Media Group Inc 0.0%
Value ($000) $89 Shares 1,255 Est. Cost $52.48 Unrealized 0.0%
Philips 66 Partners LP 0.0%
Value ($000) $87 Shares 1,685 Est. Cost $51.63 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $82 Shares 2,378 Est. Cost $19.98 Unrealized +7.1%
NFRA Mfc Flexshares TR Stoxx Global Broad Infrastructure Index Fd 0.0%
Value ($000) $81 Shares 1,782 Est. Cost $45.45 Unrealized
Energy Transfer Partners L P 0.0%
Value ($000) $81 Shares 2,213 Est. Cost $36.60 Unrealized
V Visa Inc Cl A 0.0%
Value ($000) $78 Shares 880 Est. Cost $62.92 Unrealized +28.6%
VEU Vanguard Ftse All-world Ex-us Index Fd 0.0%
Value ($000) $77 Shares 1,608 Est. Cost $44.15 Unrealized
HD Home Depot Inc Com 0.0%
Value ($000) $74 Shares 502 Est. Cost $96.54 Unrealized +18.5%
SCHB Schwab US Broad Market ETF 0.0%
Value ($000) $70 Shares 1,222 Est. Cost $54.01 Unrealized
Shell Midstream Partners LP 0.0%
Value ($000) $68 Shares 2,103 Est. Cost $32.33 Unrealized
BAC Bank Amer Corp 0.0%
Value ($000) $68 Shares 2,864 Est. Cost $13.13 Unrealized +47.6%
WFC Wells Fargo & Co New 0.0%
Value ($000) $66 Shares 1,178 Est. Cost $37.70 Unrealized +17.7%
JNJ Johnson & Johnson 0.0%
Value ($000) $62 Shares 502 Est. Cost $77.78 Unrealized +20.1%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $62 Shares 791 Est. Cost $74.60 Unrealized
Dominion Midstream Partners LP 0.0%
Value ($000) $62 Shares 1,926 Est. Cost $32.19 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $60 Shares 914 Est. Cost $45.56 Unrealized +27.0%
KR Kroger Co 0.0%
Value ($000) $60 Shares 2,016 Est. Cost $30.81 Unrealized -13.9%
WMB Williams Cos Inc 0.0%
Value ($000) $59 Shares 2,008 Est. Cost $17.93 Unrealized 0.0%
UNP Union PAC Corp 0.0%
Value ($000) $58 Shares 548 Est. Cost $67.02 Unrealized +30.8%
MNST Monster Beverage Corporation 0.0%
Value ($000) $58 Shares 1,242 Est. Cost $22.70 Unrealized -1.6%
CMCSA Comcast Corp New 0.0%
Value ($000) $58 Shares 1,556 Est. Cost $26.39 Unrealized +13.4%
Antero Midstream Partners LP 0.0%
Value ($000) $58 Shares 1,753 Est. Cost $33.09 Unrealized
GEL Genesis Energy LP 0.0%
Value ($000) $55 Shares 1,690 Est. Cost $32.54 Unrealized
AIG American Intl Group Inc 0.0%
Value ($000) $54 Shares 870 Est. Cost $45.50 Unrealized +12.5%
TJX Tjx Cos Inc New 0.0%
Value ($000) $54 Shares 672 Est. Cost $28.69 Unrealized +18.6%
LNC Lincoln Natl Corp Ind 0.0%
Value ($000) $54 Shares 826 Est. Cost $39.64 Unrealized +21.0%
Spectra Energy Partners LP 0.0%
Value ($000) $52 Shares 1,201 Est. Cost $43.30 Unrealized
Tallgrass Energy Partners LP 0.0%
Value ($000) $52 Shares 971 Est. Cost $53.55 Unrealized
Valero Energy Partners LP 0.0%
Value ($000) $52 Shares 1,088 Est. Cost $47.79 Unrealized
Time Warner Inc 0.0%
Value ($000) $50 Shares 502 Est. Cost $77.69 Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $50 Shares 64 Est. Cost $55.94 Unrealized +41.2%
DHR Danaher Corp 0.0%
Value ($000) $48 Shares 550 Est. Cost $34.86 Unrealized +104.4%
SHW Sherwin Williams Co 0.0%
Value ($000) $46 Shares 146 Est. Cost $85.50 Unrealized +8.8%
BDX Becton Dickinson & Co 0.0%
Value ($000) $46 Shares 252 Est. Cost $117.39 Unrealized +30.0%
COST Costco Whsl Corp New 0.0%
Value ($000) $46 Shares 276 Est. Cost $120.23 Unrealized +18.8%
VLO Valero Energy Corp 0.0%
Value ($000) $44 Shares 674 Est. Cost $38.94 Unrealized +20.7%
Priceline Group Inc/the 0.0%
Value ($000) $42 Shares 24 Est. Cost $1177.96 Unrealized
Raytheon Co 0.0%
Value ($000) $42 Shares 276 Est. Cost $96.29 Unrealized
TRGP Targa Resources Corp 0.0%
Value ($000) $42 Shares 706 Est. Cost $40.13 Unrealized 0.0%
IJR iShares Core S&P Small Cap 0.0%
Value ($000) $42 Shares 614 Est. Cost $90.84 Unrealized
GOOGL Alphabet Inc 0.0%
Value ($000) $42 Shares 50 Est. Cost $41.73 Unrealized 0.0%
GOOG Alphabet Inc 0.0%
Value ($000) $42 Shares 50 Est. Cost $38.66 Unrealized +5.3%
MUB iShares S&P National Municipal Bond Fund 0.0%
Value ($000) $41 Shares 378 Est. Cost $111.24 Unrealized
Mead Johnson Nutrition Company 0.0%
Value ($000) $40 Shares 458 Est. Cost $90.26 Unrealized
TDTT Mfc Flexshares TR TR IBoxx 3 Yr Target Duration TIPS Index Fd 0.0%
Value ($000) $40 Shares 1,612 Est. Cost $24.81 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $40 Shares 504 Est. Cost $58.83 Unrealized +6.0%
BA Boeing Co 0.0%
Value ($000) $40 Shares 228 Est. Cost $117.22 Unrealized +35.4%
CVS Cvs Health Corporation 0.0%
Value ($000) $40 Shares 506 Est. Cost $75.25 Unrealized -19.5%
AXP American Express Co 0.0%
Value ($000) $40 Shares 504 Est. Cost $53.02 Unrealized +30.5%
BALL Ball Corp 0.0%
Value ($000) $38 Shares 504 Est. Cost $32.36 Unrealized +4.7%
AMT American Tower Corp 0.0%
Value ($000) $38 Shares 320 Est. Cost $80.93 Unrealized +8.6%
AON PLC 0.0%
Value ($000) $38 Shares 320 Est. Cost $99.67 Unrealized
HPE Hewlett Packard Enterprise Company 0.0%
Value ($000) $38 Shares 1,600 Est. Cost $10.23 Unrealized +0.9%
DTE Dte Energy Co 0.0%
Value ($000) $38 Shares 368 Est. Cost $46.82 Unrealized +34.5%
SDY Spdr S&P Dividend 0.0%
Value ($000) $37 Shares 423 Est. Cost $84.82 Unrealized
NKE Nike Inc 0.0%
Value ($000) $36 Shares 640 Est. Cost $50.97 Unrealized -3.3%
JPM J P Morgan Chase & Co 0.0%
Value ($000) $36 Shares 414 Est. Cost $48.65 Unrealized +43.2%
SBUX Starbucks Corp 0.0%
Value ($000) $36 Shares 628 Est. Cost $40.92 Unrealized +14.3%
DOX Amdocs Ltd 0.0%
Value ($000) $36 Shares 596 Est. Cost $45.21 Unrealized +11.8%
C Citigroup Inc 0.0%
Value ($000) $36 Shares 596 Est. Cost $33.89 Unrealized +31.8%
DIS Disney Walt Co 0.0%
Value ($000) $36 Shares 322 Est. Cost $90.56 Unrealized +13.7%
FIS Fidelity National Information 0.0%
Value ($000) $36 Shares 456 Est. Cost $53.32 Unrealized +29.0%
Hess Corporation 0.0%
Value ($000) $36 Shares 732 Est. Cost $66.89 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $34 Shares 504 Est. Cost $71.36 Unrealized -29.0%
Aetna Inc 0.0%
Value ($000) $34 Shares 274 Est. Cost $119.52 Unrealized
VZ Verizon Communications 0.0%
Value ($000) $34 Shares 686 Est. Cost $30.58 Unrealized +2.8%
Allergan PLC 0.0%
Value ($000) $34 Shares 144 Est. Cost $281.13 Unrealized
APH Amphenol Corp 0.0%
Value ($000) $32 Shares 456 Est. Cost $12.98 Unrealized +22.5%
COF Capital One Finl Corp 0.0%
Value ($000) $32 Shares 378 Est. Cost $69.27 Unrealized +10.2%
Dow Chem Co 0.0%
Value ($000) $32 Shares 504 Est. Cost $51.14 Unrealized
META Facebook Inc A 0.0%
Value ($000) $32 Shares 230 Est. Cost $100.64 Unrealized +31.9%
HSY Hershey Co 0.0%
Value ($000) $30 Shares 276 Est. Cost $81.29 Unrealized +6.8%
MO Altria Group Inc 0.0%
Value ($000) $30 Shares 410 Est. Cost $27.61 Unrealized +39.7%
BIIB Biogen Inc 0.0%
Value ($000) $30 Shares 110 Est. Cost $401.33 Unrealized -29.5%
Quintiles Transnational Holdings Inc. 0.0%
Value ($000) $30 Shares 368 Est. Cost $72.65 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $30 Shares 110 Est. Cost $144.57 Unrealized +43.0%
PH Parker Hannifin Corp 0.0%
Value ($000) $30 Shares 184 Est. Cost $101.50 Unrealized +30.6%
USB US Bancorp Del 0.0%
Value ($000) $28 Shares 550 Est. Cost $29.91 Unrealized +27.3%
HPQ Hp Inc 0.0%
Value ($000) $28 Shares 1,600 Est. Cost $11.22 Unrealized +7.8%
F Ford MTR Co Del 0.0%
Value ($000) $28 Shares 2,378 Est. Cost $7.80 Unrealized -0.2%
CTSH Cognizant Tech Solutions Corp 0.0%
Value ($000) $28 Shares 458 Est. Cost $55.65 Unrealized -8.4%
AIZ Assurant Inc 0.0%
Value ($000) $26 Shares 276 Est. Cost $52.17 Unrealized +56.1%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $26 Shares 596 Est. Cost $35.80 Unrealized +16.6%
PM Philip Morris Intl Inc 0.0%
Value ($000) $26 Shares 228 Est. Cost $48.32 Unrealized +35.7%
Monsanto Co New 0.0%
Value ($000) $26 Shares 230 Est. Cost $106.31 Unrealized
LYB Lyondellbasell Industries NV 0.0%
Value ($000) $26 Shares 276 Est. Cost $56.14 Unrealized -3.5%
XLV Select Sector Spdr TR 0.0%
Value ($000) $26 Shares 345 Est. Cost $75.36 Unrealized
EG Everest Re Group Inc Com 0.0%
Value ($000) $26 Shares 110 Est. Cost $145.31 Unrealized +30.8%
FDX Fedex Corp 0.0%
Value ($000) $26 Shares 138 Est. Cost $148.37 Unrealized +11.3%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $26 Shares 450 Est. Cost $46.35 Unrealized +12.7%
Ansys Inc 0.0%
Value ($000) $24 Shares 228 Est. Cost $91.11 Unrealized
OXY Occidental Pete Corp 0.0%
Value ($000) $24 Shares 366 Est. Cost $56.86 Unrealized -8.4%
XLK Select Sector Spdr TR 0.0%
Value ($000) $24 Shares 458 Est. Cost $57.29 Unrealized
SLB Schlumberger Ltd Com 0.0%
Value ($000) $22 Shares 274 Est. Cost $66.77 Unrealized -5.1%
HAS Hasbro Inc 0.0%
Value ($000) $22 Shares 228 Est. Cost $50.36 Unrealized +35.6%
VNQ Vanguard Index Fds 0.0%
Value ($000) $21 Shares 255 Est. Cost $82.35 Unrealized
Noble Midstream Partners LP 0.0%
Value ($000) $20 Shares 377 Est. Cost $53.05 Unrealized
FFIV F5 Networks Inc 0.0%
Value ($000) $20 Shares 138 Est. Cost $122.95 Unrealized +16.0%
EBAY Ebay Inc 0.0%
Value ($000) $20 Shares 596 Est. Cost $21.75 Unrealized +33.0%
DOV Dover Corp 0.0%
Value ($000) $18 Shares 230 Est. Cost $49.33 Unrealized +12.0%
SLM Slm Corp 0.0%
Value ($000) $18 Shares 1,464 Est. Cost $10.12 Unrealized +17.1%
MCD McDonalds Corp 0.0%
Value ($000) $18 Shares 138 Est. Cost $91.36 Unrealized +11.3%
Brocade Communications Sys Inc 0.0%
Value ($000) $18 Shares 1,374 Est. Cost $11.87 Unrealized
CB Chubb Limited 0.0%
Value ($000) $18 Shares 136 Est. Cost $108.37 Unrealized +6.0%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $16 Shares 74 Est. Cost $164.61 Unrealized +21.5%
FTV Fortive Corporation 0.0%
Value ($000) $16 Shares 274 Est. Cost $31.86 Unrealized +8.6%
HAL Halliburton Co 0.0%
Value ($000) $16 Shares 320 Est. Cost $45.14 Unrealized 0.0%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $16 Shares 138 Est. Cost $125.98 Unrealized -30.1%
PEP Pepsico Inc 0.0%
Value ($000) $16 Shares 138 Est. Cost $69.31 Unrealized +18.2%
TGNA Tegna Inc 0.0%
Value ($000) $16 Shares 640 Est. Cost $16.94 Unrealized -9.2%
NOW Servicenow Inc. 0.0%
Value ($000) $16 Shares 184 Est. Cost $15.43 Unrealized +13.1%
Western Gas Equity Partners 0.0%
Value ($000) $15 Shares 323 Est. Cost $46.44 Unrealized
Twenty-first Century Fox Inc 0.0%
Value ($000) $14 Shares 458 Est. Cost $32.52 Unrealized
WMT WAL Mart Stores Inc 0.0%
Value ($000) $14 Shares 182 Est. Cost $18.78 Unrealized +5.3%
MRK Merck & Co Inc 0.0%
Value ($000) $14 Shares 228 Est. Cost $37.93 Unrealized +21.4%
Xerox Corp 0.0%
Value ($000) $14 Shares 2,014 Est. Cost $10.65 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $14 Shares 20 Est. Cost $684.53 Unrealized +8.2%
ADI Analog Devices Inc 0.0%
Value ($000) $14 Shares 180 Est. Cost $66.43 Unrealized 0.0%
AMG Affiliated Managers Group Inc 0.0%
Value ($000) $14 Shares 84 Est. Cost $215.27 Unrealized -28.8%
GME Gamestop Corp 0.0%
Value ($000) $14 Shares 594 Est. Cost $7.74 Unrealized -35.6%
Tallgrass Energy Gp LP 0.0%
Value ($000) $13 Shares 442 Est. Cost $29.41 Unrealized
IWR iShares Russell Midcap 0.0%
Value ($000) $13 Shares 70 Est. Cost $157.14 Unrealized
LNG Cheniere Energy Inc 0.0%
Value ($000) $13 Shares 285 Est. Cost $46.11 Unrealized 0.0%
CNC Centene Corporation 0.0%
Value ($000) $12 Shares 180 Est. Cost $29.85 Unrealized +12.1%
BAH Booz Allen Hamilton Holding 0.0%
Value ($000) $12 Shares 320 Est. Cost $22.27 Unrealized +36.7%
Eqt Gp Holdings LP 0.0%
Value ($000) $12 Shares 437 Est. Cost $27.46 Unrealized
Office Depot Inc 0.0%
Value ($000) $12 Shares 2,562 Est. Cost $8.64 Unrealized
MDLZ Mondelez International Inc 0.0%
Value ($000) $12 Shares 274 Est. Cost $30.85 Unrealized +16.3%
PII Polaris Inds Inc 0.0%
Value ($000) $12 Shares 138 Est. Cost $143.89 Unrealized -40.2%
United Technologies Corp 0.0%
Value ($000) $10 Shares 92 Est. Cost $100.33 Unrealized
AEP American Elec Pwr Inc 0.0%
Value ($000) $10 Shares 138 Est. Cost $45.74 Unrealized +3.6%
Viacom Inc Class B 0.0%
Value ($000) $8 Shares 184 Est. Cost $64.96 Unrealized
Reynolds American In. 0.0%
Value ($000) $8 Shares 132 Est. Cost $59.27 Unrealized
CNDT Conduent Inc 0.0%
Value ($000) $6 Shares 402 Est. Cost $15.22 Unrealized 0.0%
DBEF D B X-trackers MSCI EAFE Hedged Equity Fund 0.0%
Value ($000) $5 Shares 160 Est. Cost $25.00 Unrealized
GNW Genworth Financial Inc Class A 0.0%
Value ($000) $4 Shares 824 Est. Cost $7.98 Unrealized -51.7%
Gannett Co Inc 0.0%
Value ($000) $2 Shares 320 Est. Cost $14.07 Unrealized
Time Inc W/i 0.0%
Value ($000) $2 Shares 60 Est. Cost $20.41 Unrealized
Bioverativ Inc 0.0%
Value ($000) $2 Shares 54 Est. Cost $37.04 Unrealized
IBM International Business Machs Corp 0.0%
Value ($000) $1 Shares 3 Est. Cost $114.39 Unrealized 0.0%