HALL LAURIE J TRUSTEE Diversified Active

CIK: 0001388382 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 21, 2014

Total Value ($000): $133,095 (100.0% shares, 0.0% debt)

Holdings (87)

GENERAL ELECTRIC CO 7.3%
Value ($000) $9,764 Shares 371,527 Est. Cost $23.19 Unrealized
XOM EXXON MOBIL CORP 5.6%
Value ($000) $7,458 Shares 74,076 Est. Cost $53.69 Unrealized +15.2%
MMM 3M CO 4.7%
Value ($000) $6,214 Shares 43,380 Est. Cost $61.26 Unrealized +32.3%
JNJ JOHNSON AND JOHNSON 4.5%
Value ($000) $6,007 Shares 57,420 Est. Cost $59.66 Unrealized +22.6%
PG PROCTER & GAMBLE CO 4.4%
Value ($000) $5,918 Shares 75,300 Est. Cost $55.00 Unrealized +6.0%
MSFT MICROSOFT CORP 4.0%
Value ($000) $5,314 Shares 127,444 Est. Cost $26.70 Unrealized +27.2%
INTC INTEL CORP 3.4%
Value ($000) $4,578 Shares 148,147 Est. Cost $17.17 Unrealized +20.5%
PEP PEPSICO INC 3.3%
Value ($000) $4,333 Shares 48,499 Est. Cost $56.00 Unrealized +8.8%
TIME WARNER INC 3.0%
Value ($000) $4,021 Shares 57,243 Est. Cost $57.82 Unrealized
ABBV ABBVIE INC 2.7%
Value ($000) $3,596 Shares 63,711 Est. Cost $26.55 Unrealized +24.2%
SYK STRYKER CORP 2.3%
Value ($000) $3,070 Shares 36,407 Est. Cost $56.92 Unrealized +25.0%
SPY SPDR S&P 500 (MKT) 2.3%
Value ($000) $3,026 Shares 15,457 Est. Cost $161.61 Unrealized
EFA ISHARES MSCI EAFE (MKT) 2.3%
Value ($000) $3,006 Shares 43,960 Est. Cost $57.29 Unrealized
STT STATE STREET CORPORATION 2.1%
Value ($000) $2,746 Shares 40,830 Est. Cost $44.60 Unrealized +7.4%
CIGNA CORP 2.1%
Value ($000) $2,736 Shares 29,750 Est. Cost $72.48 Unrealized
EMR EMERSON ELECTRIC CO 2.0%
Value ($000) $2,608 Shares 39,300 Est. Cost $40.02 Unrealized +22.8%
ABT ABBOTT LABORATORIES 1.9%
Value ($000) $2,594 Shares 63,436 Est. Cost $28.85 Unrealized +9.2%
WALGREEN COMPANY 1.7%
Value ($000) $2,284 Shares 30,820 Est. Cost $44.22 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 1.7%
Value ($000) $2,239 Shares 22,000 Est. Cost $82.89 Unrealized
QCOM QUALCOMM INC 1.6%
Value ($000) $2,171 Shares 27,405 Est. Cost $45.06 Unrealized +27.2%
SLB SCHLUMBERGER LIMITED 1.6%
Value ($000) $2,133 Shares 18,092 Est. Cost $54.19 Unrealized +38.1%
CVX CHEVRON CORP 1.5%
Value ($000) $1,934 Shares 14,815 Est. Cost $71.30 Unrealized +6.5%
ADP AUTOMATIC DATA PROCESSING INC 1.4%
Value ($000) $1,836 Shares 23,151 Est. Cost $45.09 Unrealized +17.2%
MRK MERCK & CO INC 1.4%
Value ($000) $1,825 Shares 31,547 Est. Cost $30.06 Unrealized +26.3%
AAPL APPLE INC 1.3%
Value ($000) $1,765 Shares 18,984 Est. Cost $17.87 Unrealized +4.4%
XILINX INC 1.3%
Value ($000) $1,709 Shares 36,125 Est. Cost $39.61 Unrealized
AMAT APPLIED MATERIALS 1.3%
Value ($000) $1,671 Shares 74,069 Est. Cost $12.22 Unrealized +43.9%
AMGN AMGEN INC 1.2%
Value ($000) $1,640 Shares 13,855 Est. Cost $73.34 Unrealized +13.7%
PFE PFIZER INC 1.1%
Value ($000) $1,522 Shares 51,273 Est. Cost $16.46 Unrealized +6.6%
CELGENE CORP 1.1%
Value ($000) $1,500 Shares 17,460 Est. Cost $102.09 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 1.1%
Value ($000) $1,489 Shares 11,580 Est. Cost $61.55 Unrealized +36.3%
STATOIL ASA 1.1%
Value ($000) $1,429 Shares 46,345 Est. Cost $20.68 Unrealized
SYY SYSCO CORP 1.1%
Value ($000) $1,427 Shares 38,095 Est. Cost $24.40 Unrealized +10.2%
BND VANGUARD TOTAL BOND MARKET ETF 1.0%
Value ($000) $1,316 Shares 16,000 Est. Cost $80.88 Unrealized
TIME WARNER CABLE INC 0.8%
Value ($000) $1,121 Shares 7,613 Est. Cost $112.44 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $1,036 Shares 8,188 Est. Cost $110.02 Unrealized +15.0%
BAKER HUGHES INC 0.7%
Value ($000) $998 Shares 13,400 Est. Cost $46.12 Unrealized
USB US BANCORP 0.7%
Value ($000) $936 Shares 21,615 Est. Cost $22.50 Unrealized +24.1%
GOOGLE INC 0.7%
Value ($000) $896 Shares 1,556 Est. Cost $575.84 Unrealized
GOOGLE INC 0.7%
Value ($000) $881 Shares 1,506 Est. Cost $908.75 Unrealized
DU PONT E I DE NEMOURS & CO 0.6%
Value ($000) $824 Shares 12,581 Est. Cost $52.53 Unrealized
WFC WELLS FARGO & COMPANY 0.6%
Value ($000) $813 Shares 15,468 Est. Cost $27.36 Unrealized +32.7%
MEDTRONIC INC 0.6%
Value ($000) $805 Shares 12,635 Est. Cost $51.49 Unrealized
ANADARKO PETROLEUM CORP 0.6%
Value ($000) $785 Shares 7,170 Est. Cost $85.90 Unrealized
TJX TJX COS INC NEW 0.6%
Value ($000) $778 Shares 14,640 Est. Cost $23.01 Unrealized +5.7%
FISV FISERV INC 0.6%
Value ($000) $774 Shares 12,830 Est. Cost $24.69 Unrealized +20.1%
ROYAL DUTCH SHELL PLC 0.6%
Value ($000) $762 Shares 8,750 Est. Cost $66.29 Unrealized
JPM JP MORGAN CHASE & CO 0.5%
Value ($000) $702 Shares 12,189 Est. Cost $36.24 Unrealized +13.7%
HEWLETT-PACKARD CO 0.5%
Value ($000) $664 Shares 19,719 Est. Cost $24.78 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 0.5%
Value ($000) $641 Shares 2,460 Est. Cost $222.79 Unrealized
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $638 Shares 25,678 Est. Cost $15.24 Unrealized +9.2%
IBM INTERNATIONAL BUSINESS MACHINES 0.5%
Value ($000) $636 Shares 3,509 Est. Cost $118.77 Unrealized -5.5%
BAX BAXTER INTERNATIONAL INC 0.5%
Value ($000) $600 Shares 8,295 Est. Cost $30.40 Unrealized +7.6%
PCAR PACCAR INC 0.4%
Value ($000) $560 Shares 8,914 Est. Cost $21.67 Unrealized +27.5%
PH PARKER HANNIFIN CORPORATION 0.4%
Value ($000) $530 Shares 4,219 Est. Cost $75.97 Unrealized +35.2%
GNTX GENTEX CORP 0.4%
Value ($000) $529 Shares 18,180 Est. Cost $11.27 Unrealized +29.6%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $477 Shares 4,038 Est. Cost $79.76 Unrealized +42.2%
ORCL ORACLE CORP 0.3%
Value ($000) $456 Shares 11,255 Est. Cost $27.58 Unrealized +25.7%
T AT&T INC 0.3%
Value ($000) $430 Shares 12,159 Est. Cost $11.40 Unrealized +3.3%
D DOMINION RESOURCES INC VA 0.3%
Value ($000) $402 Shares 5,620 Est. Cost $34.53 Unrealized +24.3%
KO COCA COLA CO 0.3%
Value ($000) $378 Shares 8,905 Est. Cost $27.85 Unrealized +0.9%
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $374 Shares 5,480 Est. Cost $44.38 Unrealized +15.4%
NVS NOVARTIS AG 0.3%
Value ($000) $358 Shares 3,955 Est. Cost $70.78 Unrealized
UNILEVER N V 0.3%
Value ($000) $358 Shares 8,192 Est. Cost $39.31 Unrealized
CREE INC 0.3%
Value ($000) $344 Shares 6,873 Est. Cost $63.25 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $343 Shares 4,000 Est. Cost $56.11 Unrealized +30.9%
TD TORONTO DOMINION BANK ONTARIO 0.3%
Value ($000) $337 Shares 6,550 Est. Cost $42.72 Unrealized +13.6%
TGT TARGET CORP 0.2%
Value ($000) $313 Shares 5,400 Est. Cost $47.95 Unrealized -13.2%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $306 Shares 2,650 Est. Cost $92.95 Unrealized
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $299 Shares 3,416 Est. Cost $49.85 Unrealized +31.3%
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $292 Shares 4,180 Est. Cost $26.17 Unrealized +12.1%
IGSB ISHARES 1-3 YEAR CREDIT BOND 0.2%
Value ($000) $279 Shares 2,643 Est. Cost $105.22 Unrealized
DVN DEVON ENERGY CORP 0.2%
Value ($000) $276 Shares 3,480 Est. Cost $38.10 Unrealized +28.7%
ZBH ZIMMER HOLDINGS INC 0.2%
Value ($000) $265 Shares 2,549 Est. Cost $67.30 Unrealized +31.7%
COF CAPITAL ONE FINANCIAL CORP 0.2%
Value ($000) $263 Shares 3,180 Est. Cost $59.33 Unrealized +6.3%
GWW WW GRAINGER INC 0.2%
Value ($000) $261 Shares 1,025 Est. Cost $201.89 Unrealized +4.7%
SIGMA ALDRICH CORP 0.2%
Value ($000) $244 Shares 2,400 Est. Cost $101.67 Unrealized
PRAXAIR INC 0.2%
Value ($000) $242 Shares 1,825 Est. Cost $129.86 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.2%
Value ($000) $240 Shares 3,800 Est. Cost $49.85 Unrealized +19.2%
ZTS ZOETIS INC 0.2%
Value ($000) $235 Shares 7,281 Est. Cost $29.32 Unrealized -4.4%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $231 Shares 4,712 Est. Cost $26.93 Unrealized -0.5%
AMZN AMAZON.COM INC 0.2%
Value ($000) $225 Shares 693 Est. Cost $13.32 Unrealized +18.8%
MONSANTO CO 0.2%
Value ($000) $225 Shares 1,800 Est. Cost $104.50 Unrealized
BLACKROCK INC 0.2%
Value ($000) $224 Shares 700 Est. Cost $314.29 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $222 Shares 2,595 Est. Cost $53.35 Unrealized 0.0%
CVS CVS CAREMARK CORPORATION 0.2%
Value ($000) $204 Shares 2,701 Est. Cost $46.31 Unrealized +18.5%
APACHE CORPORATION 0.2%
Value ($000) $204 Shares 2,024 Est. Cost $100.79 Unrealized