HALL LAURIE J TRUSTEE Diversified Active

CIK: 0001388382 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 3, 2015

Total Value ($000): $140,143 (100.0% shares, 0.0% debt)

Holdings (91)

GENERAL ELECTRIC CO 6.7%
Value ($000) $9,357 Shares 370,287 Est. Cost $23.19 Unrealized
MMM 3M CO 5.0%
Value ($000) $7,018 Shares 42,710 Est. Cost $61.26 Unrealized +46.4%
XOM EXXON MOBIL CORP 4.8%
Value ($000) $6,792 Shares 73,471 Est. Cost $53.69 Unrealized +8.0%
PG PROCTER & GAMBLE CO 4.8%
Value ($000) $6,780 Shares 74,433 Est. Cost $55.00 Unrealized +17.5%
MSFT MICROSOFT CORP 4.2%
Value ($000) $5,905 Shares 127,144 Est. Cost $26.70 Unrealized +49.3%
JNJ JOHNSON AND JOHNSON 4.2%
Value ($000) $5,892 Shares 56,352 Est. Cost $59.66 Unrealized +29.6%
INTC INTEL CORP 3.8%
Value ($000) $5,376 Shares 148,147 Est. Cost $17.17 Unrealized +55.1%
TIME WARNER INC 3.5%
Value ($000) $4,890 Shares 57,243 Est. Cost $57.82 Unrealized
PEP PEPSICO INC 3.2%
Value ($000) $4,546 Shares 48,079 Est. Cost $56.00 Unrealized +22.5%
ABBV ABBVIE INC 2.9%
Value ($000) $4,120 Shares 62,961 Est. Cost $26.55 Unrealized +51.6%
SYK STRYKER CORP 2.4%
Value ($000) $3,431 Shares 36,372 Est. Cost $56.92 Unrealized +36.8%
SPY SPDR S&P 500 (MKT) 2.3%
Value ($000) $3,218 Shares 15,657 Est. Cost $162.59 Unrealized
STT STATE STREET CORPORATION 2.3%
Value ($000) $3,182 Shares 40,530 Est. Cost $44.60 Unrealized +23.6%
CIGNA CORP 2.2%
Value ($000) $3,062 Shares 29,750 Est. Cost $72.48 Unrealized
ABT ABBOTT LABORATORIES 2.0%
Value ($000) $2,856 Shares 63,436 Est. Cost $28.85 Unrealized +22.4%
EFA ISHARES MSCI EAFE (MKT) 1.9%
Value ($000) $2,668 Shares 43,860 Est. Cost $57.29 Unrealized
EMR EMERSON ELECTRIC CO 1.7%
Value ($000) $2,398 Shares 38,860 Est. Cost $40.02 Unrealized +16.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.7%
Value ($000) $2,332 Shares 22,000 Est. Cost $82.89 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.6%
Value ($000) $2,299 Shares 30,170 Est. Cost $76.20 Unrealized
AMGN AMGEN INC 1.6%
Value ($000) $2,279 Shares 14,305 Est. Cost $74.60 Unrealized +51.9%
QCOM QUALCOMM INC 1.6%
Value ($000) $2,224 Shares 29,915 Est. Cost $45.86 Unrealized +16.3%
AAPL APPLE INC 1.6%
Value ($000) $2,188 Shares 19,824 Est. Cost $18.16 Unrealized +32.6%
CELGENE CORP 1.4%
Value ($000) $1,953 Shares 17,460 Est. Cost $102.09 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 1.4%
Value ($000) $1,927 Shares 23,111 Est. Cost $45.09 Unrealized +40.9%
AMAT APPLIED MATERIALS 1.3%
Value ($000) $1,846 Shares 74,069 Est. Cost $12.22 Unrealized +60.9%
MRK MERCK & CO INC 1.3%
Value ($000) $1,796 Shares 31,633 Est. Cost $30.06 Unrealized +30.9%
CVX CHEVRON CORP 1.2%
Value ($000) $1,645 Shares 14,665 Est. Cost $71.30 Unrealized -1.1%
PFE PFIZER INC 1.1%
Value ($000) $1,585 Shares 50,888 Est. Cost $16.46 Unrealized +9.2%
SLB SCHLUMBERGER LIMITED 1.1%
Value ($000) $1,581 Shares 18,513 Est. Cost $54.47 Unrealized +23.6%
APD AIR PRODUCTS & CHEMICALS INC 1.1%
Value ($000) $1,577 Shares 10,930 Est. Cost $61.55 Unrealized +56.4%
SYY SYSCO CORP 1.1%
Value ($000) $1,500 Shares 37,795 Est. Cost $24.40 Unrealized +18.2%
BND VANGUARD TOTAL BOND MARKET ETF 0.9%
Value ($000) $1,318 Shares 16,000 Est. Cost $80.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.9%
Value ($000) $1,202 Shares 8,005 Est. Cost $110.02 Unrealized +31.2%
TIME WARNER CABLE INC 0.8%
Value ($000) $1,158 Shares 7,613 Est. Cost $112.44 Unrealized
XILINX INC 0.8%
Value ($000) $1,153 Shares 26,625 Est. Cost $39.61 Unrealized
TJX TJX COS INC NEW 0.8%
Value ($000) $1,062 Shares 15,480 Est. Cost $23.24 Unrealized +17.6%
USB US BANCORP 0.7%
Value ($000) $972 Shares 21,615 Est. Cost $22.50 Unrealized +29.5%
GOOGLE INC 0.7%
Value ($000) $943 Shares 1,791 Est. Cost $569.36 Unrealized
DU PONT E I DE NEMOURS & CO 0.7%
Value ($000) $930 Shares 12,581 Est. Cost $52.53 Unrealized
FISV FISERV INC 0.7%
Value ($000) $927 Shares 13,060 Est. Cost $25.37 Unrealized +34.9%
WFC WELLS FARGO & COMPANY 0.6%
Value ($000) $837 Shares 15,268 Est. Cost $27.36 Unrealized +41.7%
MEDTRONIC INC 0.6%
Value ($000) $836 Shares 11,585 Est. Cost $51.49 Unrealized
STATOIL ASA 0.6%
Value ($000) $816 Shares 46,345 Est. Cost $20.68 Unrealized
HEWLETT-PACKARD CO 0.6%
Value ($000) $785 Shares 19,559 Est. Cost $24.78 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $771 Shares 12,329 Est. Cost $36.34 Unrealized +23.0%
BAKER HUGHES INC 0.5%
Value ($000) $735 Shares 13,100 Est. Cost $46.12 Unrealized
GOOGLE INC 0.5%
Value ($000) $725 Shares 1,366 Est. Cost $894.91 Unrealized
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $714 Shares 25,678 Est. Cost $15.24 Unrealized +20.1%
GNTX GENTEX CORP 0.5%
Value ($000) $680 Shares 18,820 Est. Cost $11.62 Unrealized +43.0%
MDY SPDR S&P MIDCAP 400 (MKT) 0.4%
Value ($000) $623 Shares 2,360 Est. Cost $222.79 Unrealized
ROYAL DUTCH SHELL PLC 0.4%
Value ($000) $609 Shares 8,750 Est. Cost $66.29 Unrealized
BAX BAXTER INTERNATIONAL INC 0.4%
Value ($000) $608 Shares 8,295 Est. Cost $30.40 Unrealized +6.2%
PCAR PACCAR INC 0.4%
Value ($000) $606 Shares 8,914 Est. Cost $21.67 Unrealized +30.2%
ANADARKO PETROLEUM CORP 0.4%
Value ($000) $587 Shares 7,120 Est. Cost $85.90 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $545 Shares 12,125 Est. Cost $28.19 Unrealized +22.4%
PH PARKER HANNIFIN CORPORATION 0.4%
Value ($000) $544 Shares 4,219 Est. Cost $75.97 Unrealized +34.3%
IBM INTERNATIONAL BUSINESS MACHINES 0.4%
Value ($000) $504 Shares 3,144 Est. Cost $118.77 Unrealized -15.4%
MA MASTERCARD INC 0.4%
Value ($000) $498 Shares 5,775 Est. Cost $71.09 Unrealized +7.3%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $456 Shares 3,638 Est. Cost $79.76 Unrealized +47.3%
D DOMINION RESOURCES INC VA 0.3%
Value ($000) $432 Shares 5,620 Est. Cost $34.53 Unrealized +30.5%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $422 Shares 4,535 Est. Cost $76.50 Unrealized -0.1%
TGT TARGET CORP 0.3%
Value ($000) $410 Shares 5,400 Est. Cost $47.95 Unrealized +1.3%
T AT&T INC 0.3%
Value ($000) $396 Shares 11,779 Est. Cost $11.40 Unrealized +3.6%
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $379 Shares 5,480 Est. Cost $44.38 Unrealized +17.6%
DIS DISNEY WALT CO 0.3%
Value ($000) $377 Shares 4,000 Est. Cost $56.11 Unrealized +44.9%
KO COCA COLA CO 0.3%
Value ($000) $375 Shares 8,905 Est. Cost $27.85 Unrealized +7.9%
ALNY ALNYLAM PHARMACEUTICALS INC 0.3%
Value ($000) $369 Shares 3,800 Est. Cost $49.85 Unrealized +85.9%
NVS NOVARTIS AG 0.3%
Value ($000) $366 Shares 3,955 Est. Cost $70.78 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND 0.2%
Value ($000) $333 Shares 3,164 Est. Cost $105.22 Unrealized
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $329 Shares 4,180 Est. Cost $26.17 Unrealized +21.6%
TD TORONTO DOMINION BANK ONTARIO 0.2%
Value ($000) $327 Shares 6,850 Est. Cost $42.97 Unrealized +12.3%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $323 Shares 3,416 Est. Cost $49.85 Unrealized +40.6%
CDK GLOBAL INC 0.2%
Value ($000) $314 Shares 7,695 Est. Cost $40.81 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $313 Shares 7,281 Est. Cost $29.32 Unrealized +27.0%
UNILEVER N V 0.2%
Value ($000) $312 Shares 7,992 Est. Cost $39.31 Unrealized
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $311 Shares 2,700 Est. Cost $93.36 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.2%
Value ($000) $304 Shares 3,680 Est. Cost $60.32 Unrealized +10.3%
SIGMA ALDRICH CORP 0.2%
Value ($000) $302 Shares 2,200 Est. Cost $101.67 Unrealized
PRAXAIR INC 0.2%
Value ($000) $299 Shares 2,305 Est. Cost $129.83 Unrealized
ZBH ZIMMER HOLDINGS INC 0.2%
Value ($000) $289 Shares 2,549 Est. Cost $67.30 Unrealized +42.9%
GWW WW GRAINGER INC 0.2%
Value ($000) $261 Shares 1,025 Est. Cost $201.89 Unrealized +2.0%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $260 Shares 2,040 Est. Cost $15.78 Unrealized +27.3%
BLACKROCK INC 0.2%
Value ($000) $250 Shares 700 Est. Cost $314.29 Unrealized
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $231 Shares 2,401 Est. Cost $64.44 Unrealized 0.0%
HOSPIRA INC 0.2%
Value ($000) $223 Shares 3,640 Est. Cost $61.26 Unrealized
CREE INC 0.2%
Value ($000) $221 Shares 6,873 Est. Cost $63.25 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $215 Shares 693 Est. Cost $13.32 Unrealized +17.0%
MONSANTO CO 0.2%
Value ($000) $215 Shares 1,800 Est. Cost $104.50 Unrealized
DVN DEVON ENERGY CORP 0.2%
Value ($000) $213 Shares 3,480 Est. Cost $38.10 Unrealized +8.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $205 Shares 4,372 Est. Cost $26.93 Unrealized +2.7%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $200 Shares 3,500 Est. Cost $45.21 Unrealized 0.0%