HALL LAURIE J TRUSTEE Diversified Active

CIK: 0001388382 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 10, 2014

Total Value ($000): $133,033 (100.0% shares, 0.0% debt)

Holdings (87)

GENERAL ELECTRIC CO 7.1%
Value ($000) $9,492 Shares 370,487 Est. Cost $23.19 Unrealized
XOM EXXON MOBIL CORP 5.2%
Value ($000) $6,922 Shares 73,601 Est. Cost $53.69 Unrealized +14.6%
PG PROCTER & GAMBLE CO 4.7%
Value ($000) $6,293 Shares 75,150 Est. Cost $55.00 Unrealized +8.6%
MMM 3M CO 4.6%
Value ($000) $6,061 Shares 42,780 Est. Cost $61.26 Unrealized +36.3%
JNJ JOHNSON AND JOHNSON 4.6%
Value ($000) $6,057 Shares 56,824 Est. Cost $59.66 Unrealized +26.7%
MSFT MICROSOFT CORP 4.4%
Value ($000) $5,894 Shares 127,144 Est. Cost $26.70 Unrealized +41.0%
INTC INTEL CORP 3.9%
Value ($000) $5,159 Shares 148,147 Est. Cost $17.17 Unrealized +49.9%
PEP PEPSICO INC 3.4%
Value ($000) $4,514 Shares 48,499 Est. Cost $56.00 Unrealized +15.9%
TIME WARNER INC 3.2%
Value ($000) $4,305 Shares 57,243 Est. Cost $57.82 Unrealized
ABBV ABBVIE INC 2.8%
Value ($000) $3,680 Shares 63,711 Est. Cost $26.55 Unrealized +32.5%
SPY SPDR S&P 500 (MKT) 2.3%
Value ($000) $3,016 Shares 15,307 Est. Cost $161.61 Unrealized
STT STATE STREET CORPORATION 2.2%
Value ($000) $2,983 Shares 40,530 Est. Cost $44.60 Unrealized +16.7%
SYK STRYKER CORP 2.2%
Value ($000) $2,940 Shares 36,407 Est. Cost $56.92 Unrealized +26.4%
EFA ISHARES MSCI EAFE (MKT) 2.1%
Value ($000) $2,819 Shares 43,960 Est. Cost $57.29 Unrealized
CIGNA CORP 2.0%
Value ($000) $2,698 Shares 29,750 Est. Cost $72.48 Unrealized
ABT ABBOTT LABORATORIES 2.0%
Value ($000) $2,638 Shares 63,436 Est. Cost $28.85 Unrealized +18.3%
EMR EMERSON ELECTRIC CO 1.8%
Value ($000) $2,460 Shares 39,300 Est. Cost $40.02 Unrealized +19.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.7%
Value ($000) $2,227 Shares 22,000 Est. Cost $82.89 Unrealized
QCOM QUALCOMM INC 1.6%
Value ($000) $2,169 Shares 29,005 Est. Cost $45.63 Unrealized +21.5%
AMGN AMGEN INC 1.5%
Value ($000) $1,946 Shares 13,855 Est. Cost $73.34 Unrealized +28.9%
ADP AUTOMATIC DATA PROCESSING INC 1.4%
Value ($000) $1,923 Shares 23,151 Est. Cost $45.09 Unrealized +24.8%
AAPL APPLE INC 1.4%
Value ($000) $1,905 Shares 18,909 Est. Cost $17.87 Unrealized +21.0%
MRK MERCK & CO INC 1.4%
Value ($000) $1,870 Shares 31,547 Est. Cost $30.06 Unrealized +31.0%
SLB SCHLUMBERGER LIMITED 1.4%
Value ($000) $1,843 Shares 18,123 Est. Cost $54.19 Unrealized +46.7%
WALGREEN COMPANY 1.4%
Value ($000) $1,827 Shares 30,820 Est. Cost $44.22 Unrealized
CVX CHEVRON CORP 1.3%
Value ($000) $1,768 Shares 14,815 Est. Cost $71.30 Unrealized +10.1%
CELGENE CORP 1.2%
Value ($000) $1,654 Shares 17,460 Est. Cost $102.09 Unrealized
AMAT APPLIED MATERIALS 1.2%
Value ($000) $1,601 Shares 74,069 Est. Cost $12.22 Unrealized +56.9%
PFE PFIZER INC 1.1%
Value ($000) $1,507 Shares 50,970 Est. Cost $16.46 Unrealized +6.0%
SYY SYSCO CORP 1.1%
Value ($000) $1,434 Shares 37,795 Est. Cost $24.40 Unrealized +13.0%
APD AIR PRODUCTS & CHEMICALS INC 1.1%
Value ($000) $1,423 Shares 10,930 Est. Cost $61.55 Unrealized +50.2%
BND VANGUARD TOTAL BOND MARKET ETF 1.0%
Value ($000) $1,311 Shares 16,000 Est. Cost $80.88 Unrealized
STATOIL ASA 0.9%
Value ($000) $1,259 Shares 46,345 Est. Cost $20.68 Unrealized
XILINX INC 0.8%
Value ($000) $1,127 Shares 26,625 Est. Cost $39.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $1,097 Shares 7,938 Est. Cost $110.02 Unrealized +21.1%
TIME WARNER CABLE INC 0.8%
Value ($000) $1,092 Shares 7,613 Est. Cost $112.44 Unrealized
USB US BANCORP 0.7%
Value ($000) $904 Shares 21,615 Est. Cost $22.50 Unrealized +26.3%
DU PONT E I DE NEMOURS & CO 0.7%
Value ($000) $903 Shares 12,581 Est. Cost $52.53 Unrealized
GOOGLE INC 0.7%
Value ($000) $899 Shares 1,556 Est. Cost $575.84 Unrealized
BAKER HUGHES INC 0.7%
Value ($000) $872 Shares 13,400 Est. Cost $46.12 Unrealized
TJX TJX COS INC NEW 0.7%
Value ($000) $866 Shares 14,640 Est. Cost $23.01 Unrealized +4.8%
WFC WELLS FARGO & COMPANY 0.6%
Value ($000) $792 Shares 15,268 Est. Cost $27.36 Unrealized +36.7%
FISV FISERV INC 0.6%
Value ($000) $784 Shares 12,130 Est. Cost $24.69 Unrealized +28.0%
MEDTRONIC INC 0.6%
Value ($000) $783 Shares 12,635 Est. Cost $51.49 Unrealized
GOOGLE INC 0.6%
Value ($000) $774 Shares 1,316 Est. Cost $908.75 Unrealized
JPM JP MORGAN CHASE & CO 0.6%
Value ($000) $734 Shares 12,189 Est. Cost $36.24 Unrealized +19.0%
ANADARKO PETROLEUM CORP 0.5%
Value ($000) $725 Shares 7,150 Est. Cost $85.90 Unrealized
HEWLETT-PACKARD CO 0.5%
Value ($000) $697 Shares 19,659 Est. Cost $24.78 Unrealized
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $693 Shares 8,750 Est. Cost $66.29 Unrealized
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $646 Shares 25,678 Est. Cost $15.24 Unrealized +16.2%
IBM INTERNATIONAL BUSINESS MACHINES 0.5%
Value ($000) $635 Shares 3,344 Est. Cost $118.77 Unrealized -3.7%
MDY SPDR S&P MIDCAP 400 (MKT) 0.5%
Value ($000) $613 Shares 2,460 Est. Cost $222.79 Unrealized
BAX BAXTER INTERNATIONAL INC 0.4%
Value ($000) $595 Shares 8,295 Est. Cost $30.40 Unrealized +10.0%
PCAR PACCAR INC 0.4%
Value ($000) $507 Shares 8,914 Est. Cost $21.67 Unrealized +24.9%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $491 Shares 4,038 Est. Cost $79.76 Unrealized +47.1%
PH PARKER HANNIFIN CORPORATION 0.4%
Value ($000) $482 Shares 4,219 Est. Cost $75.97 Unrealized +28.3%
GNTX GENTEX CORP 0.4%
Value ($000) $471 Shares 17,580 Est. Cost $11.27 Unrealized +29.1%
MA MASTERCARD INC 0.3%
Value ($000) $429 Shares 5,800 Est. Cost $71.09 Unrealized 0.0%
T AT&T INC 0.3%
Value ($000) $428 Shares 12,159 Est. Cost $11.40 Unrealized +4.4%
ORCL ORACLE CORP 0.3%
Value ($000) $423 Shares 11,055 Est. Cost $27.58 Unrealized +24.0%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $397 Shares 4,535 Est. Cost $76.50 Unrealized 0.0%
D DOMINION RESOURCES INC VA 0.3%
Value ($000) $388 Shares 5,620 Est. Cost $34.53 Unrealized +23.4%
KO COCA COLA CO 0.3%
Value ($000) $380 Shares 8,905 Est. Cost $27.85 Unrealized +3.6%
NVS NOVARTIS AG 0.3%
Value ($000) $372 Shares 3,955 Est. Cost $70.78 Unrealized
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $357 Shares 5,480 Est. Cost $44.38 Unrealized +14.2%
DIS DISNEY WALT CO 0.3%
Value ($000) $356 Shares 4,000 Est. Cost $56.11 Unrealized +41.3%
TGT TARGET CORP 0.3%
Value ($000) $338 Shares 5,400 Est. Cost $47.95 Unrealized -9.8%
IGSB ISHARES 1-3 YEAR CREDIT BOND 0.3%
Value ($000) $333 Shares 3,164 Est. Cost $105.22 Unrealized
SIGMA ALDRICH CORP 0.2%
Value ($000) $326 Shares 2,400 Est. Cost $101.67 Unrealized
TD TORONTO DOMINION BANK ONTARIO 0.2%
Value ($000) $323 Shares 6,550 Est. Cost $42.72 Unrealized +21.5%
UNILEVER N V 0.2%
Value ($000) $317 Shares 7,992 Est. Cost $39.31 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.2%
Value ($000) $297 Shares 3,800 Est. Cost $49.85 Unrealized +29.4%
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $293 Shares 4,180 Est. Cost $26.17 Unrealized +11.6%
COF CAPITAL ONE FINANCIAL CORP 0.2%
Value ($000) $292 Shares 3,580 Est. Cost $60.15 Unrealized +10.8%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $288 Shares 3,416 Est. Cost $49.85 Unrealized +32.8%
CREE INC 0.2%
Value ($000) $281 Shares 6,873 Est. Cost $63.25 Unrealized
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $280 Shares 2,650 Est. Cost $92.95 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $269 Shares 7,281 Est. Cost $29.32 Unrealized +6.9%
GWW WW GRAINGER INC 0.2%
Value ($000) $258 Shares 1,025 Est. Cost $201.89 Unrealized +1.0%
ZBH ZIMMER HOLDINGS INC 0.2%
Value ($000) $256 Shares 2,549 Est. Cost $67.30 Unrealized +33.1%
DVN DEVON ENERGY CORP 0.2%
Value ($000) $237 Shares 3,480 Est. Cost $38.10 Unrealized +32.0%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $236 Shares 4,712 Est. Cost $26.93 Unrealized +3.2%
PRAXAIR INC 0.2%
Value ($000) $235 Shares 1,825 Est. Cost $129.86 Unrealized
BLACKROCK INC 0.2%
Value ($000) $230 Shares 700 Est. Cost $314.29 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $223 Shares 693 Est. Cost $13.32 Unrealized +24.9%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $208 Shares 2,040 Est. Cost $15.78 Unrealized 0.0%
MONSANTO CO 0.2%
Value ($000) $203 Shares 1,800 Est. Cost $104.50 Unrealized