HALL LAURIE J TRUSTEE Diversified Active

CIK: 0001388382 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 24, 2015

Total Value ($000): $137,214 (100.0% shares, 0.0% debt)

Holdings (89)

GENERAL ELECTRIC CO 6.7%
Value ($000) $9,155 Shares 368,987 Est. Cost $23.19 Unrealized
MMM 3M CO 5.1%
Value ($000) $7,040 Shares 42,680 Est. Cost $61.26 Unrealized +58.1%
XOM EXXON MOBIL CORP 4.5%
Value ($000) $6,237 Shares 73,371 Est. Cost $53.69 Unrealized +3.5%
PG PROCTER & GAMBLE CO 4.4%
Value ($000) $6,081 Shares 74,211 Est. Cost $55.00 Unrealized +15.6%
JNJ JOHNSON AND JOHNSON 4.1%
Value ($000) $5,634 Shares 56,007 Est. Cost $59.66 Unrealized +25.9%
MSFT MICROSOFT CORP 3.8%
Value ($000) $5,169 Shares 127,144 Est. Cost $26.70 Unrealized +39.5%
TIME WARNER INC 3.5%
Value ($000) $4,834 Shares 57,243 Est. Cost $57.82 Unrealized
INTC INTEL CORP 3.4%
Value ($000) $4,633 Shares 148,147 Est. Cost $17.17 Unrealized +51.4%
PEP PEPSICO INC 3.3%
Value ($000) $4,588 Shares 47,979 Est. Cost $56.00 Unrealized +24.5%
CIGNA CORP 2.8%
Value ($000) $3,851 Shares 29,750 Est. Cost $72.48 Unrealized
ABBV ABBVIE INC 2.7%
Value ($000) $3,686 Shares 62,961 Est. Cost $26.55 Unrealized +46.3%
SYK STRYKER CORP 2.4%
Value ($000) $3,356 Shares 36,372 Est. Cost $56.92 Unrealized +44.0%
SPY SPDR S&P 500 (MKT) 2.4%
Value ($000) $3,315 Shares 16,057 Est. Cost $163.69 Unrealized
STT STATE STREET CORPORATION 2.2%
Value ($000) $2,980 Shares 40,530 Est. Cost $44.60 Unrealized +23.7%
ABT ABBOTT LABORATORIES 2.1%
Value ($000) $2,939 Shares 63,436 Est. Cost $28.85 Unrealized +29.7%
EFA ISHARES MSCI EAFE (MKT) 2.1%
Value ($000) $2,815 Shares 43,860 Est. Cost $57.29 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.9%
Value ($000) $2,555 Shares 30,170 Est. Cost $76.20 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $2,457 Shares 19,744 Est. Cost $18.16 Unrealized +47.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.7%
Value ($000) $2,360 Shares 22,000 Est. Cost $82.89 Unrealized
AMGN AMGEN INC 1.7%
Value ($000) $2,287 Shares 14,305 Est. Cost $74.60 Unrealized +54.2%
EMR EMERSON ELECTRIC CO 1.6%
Value ($000) $2,200 Shares 38,860 Est. Cost $40.02 Unrealized +8.4%
QCOM QUALCOMM INC 1.5%
Value ($000) $2,067 Shares 29,805 Est. Cost $45.86 Unrealized +12.6%
ADP AUTOMATIC DATA PROCESSING INC 1.4%
Value ($000) $1,967 Shares 22,971 Est. Cost $45.09 Unrealized +50.6%
MRK MERCK & CO INC 1.4%
Value ($000) $1,965 Shares 34,183 Est. Cost $30.83 Unrealized +30.7%
CELGENE CORP 1.4%
Value ($000) $1,961 Shares 17,010 Est. Cost $102.09 Unrealized
PFE PFIZER INC 1.3%
Value ($000) $1,770 Shares 50,888 Est. Cost $16.46 Unrealized +22.1%
AMAT APPLIED MATERIALS 1.2%
Value ($000) $1,644 Shares 72,869 Est. Cost $12.22 Unrealized +71.4%
SLB SCHLUMBERGER LIMITED 1.2%
Value ($000) $1,583 Shares 18,973 Est. Cost $54.64 Unrealized +12.3%
APD AIR PRODUCTS & CHEMICALS INC 1.1%
Value ($000) $1,556 Shares 10,280 Est. Cost $61.55 Unrealized +71.9%
CVX CHEVRON CORP 1.1%
Value ($000) $1,540 Shares 14,665 Est. Cost $71.30 Unrealized -6.2%
SYY SYSCO CORP 1.0%
Value ($000) $1,426 Shares 37,795 Est. Cost $24.40 Unrealized +21.1%
BND VANGUARD TOTAL BOND MARKET ETF 1.0%
Value ($000) $1,334 Shares 16,000 Est. Cost $80.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $1,155 Shares 8,005 Est. Cost $110.02 Unrealized +33.7%
TIME WARNER CABLE INC 0.8%
Value ($000) $1,141 Shares 7,613 Est. Cost $112.44 Unrealized
XILINX INC 0.8%
Value ($000) $1,126 Shares 26,625 Est. Cost $39.61 Unrealized
TJX TJX COS INC NEW 0.8%
Value ($000) $1,084 Shares 15,480 Est. Cost $23.24 Unrealized +26.0%
FISV FISERV INC 0.7%
Value ($000) $1,026 Shares 12,930 Est. Cost $25.37 Unrealized +50.3%
GOOGLE INC 0.7%
Value ($000) $984 Shares 1,796 Est. Cost $569.36 Unrealized
USB US BANCORP 0.7%
Value ($000) $944 Shares 21,615 Est. Cost $22.50 Unrealized +32.4%
MDT MEDTRONIC PLC 0.7%
Value ($000) $904 Shares 11,585 Est. Cost $58.10 Unrealized 0.0%
DU PONT E I DE NEMOURS & CO 0.7%
Value ($000) $899 Shares 12,581 Est. Cost $52.53 Unrealized
BAKER HUGHES INC 0.6%
Value ($000) $833 Shares 13,100 Est. Cost $46.12 Unrealized
WFC WELLS FARGO & COMPANY 0.6%
Value ($000) $831 Shares 15,268 Est. Cost $27.36 Unrealized +45.6%
STATOIL ASA 0.6%
Value ($000) $815 Shares 46,345 Est. Cost $20.68 Unrealized
GOOGLE INC 0.6%
Value ($000) $758 Shares 1,366 Est. Cost $894.91 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $738 Shares 12,189 Est. Cost $36.34 Unrealized +21.8%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $707 Shares 25,678 Est. Cost $15.24 Unrealized +31.9%
GNTX GENTEX CORP 0.5%
Value ($000) $689 Shares 37,640 Est. Cost $14.63 Unrealized +20.6%
MDY SPDR S&P MIDCAP 400 (MKT) 0.5%
Value ($000) $624 Shares 2,250 Est. Cost $222.79 Unrealized
HEWLETT-PACKARD CO 0.4%
Value ($000) $609 Shares 19,559 Est. Cost $24.78 Unrealized
ANADARKO PETROLEUM CORP 0.4%
Value ($000) $590 Shares 7,120 Est. Cost $85.90 Unrealized
BAX BAXTER INTERNATIONAL INC 0.4%
Value ($000) $568 Shares 8,295 Est. Cost $30.40 Unrealized +4.1%
PCAR PACCAR INC 0.4%
Value ($000) $563 Shares 8,914 Est. Cost $21.67 Unrealized +30.1%
ROYAL DUTCH SHELL PLC 0.4%
Value ($000) $549 Shares 8,750 Est. Cost $66.29 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $517 Shares 11,975 Est. Cost $28.19 Unrealized +30.7%
MA MASTERCARD INC 0.4%
Value ($000) $512 Shares 5,925 Est. Cost $71.35 Unrealized +13.9%
IBM INTERNATIONAL BUSINESS MACHINES 0.4%
Value ($000) $501 Shares 3,119 Est. Cost $118.77 Unrealized -18.8%
PH PARKER HANNIFIN CORPORATION 0.4%
Value ($000) $501 Shares 4,219 Est. Cost $75.97 Unrealized +33.3%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $489 Shares 3,638 Est. Cost $79.76 Unrealized +56.4%
TGT TARGET CORP 0.3%
Value ($000) $443 Shares 5,400 Est. Cost $47.95 Unrealized +16.8%
DIS DISNEY WALT CO 0.3%
Value ($000) $420 Shares 4,000 Est. Cost $56.11 Unrealized +63.7%
D DOMINION RESOURCES INC VA 0.3%
Value ($000) $398 Shares 5,620 Est. Cost $34.53 Unrealized +34.9%
ALNY ALNYLAM PHARMACEUTICALS INC 0.3%
Value ($000) $397 Shares 3,800 Est. Cost $49.85 Unrealized +103.3%
NVS NOVARTIS AG 0.3%
Value ($000) $390 Shares 3,955 Est. Cost $70.78 Unrealized
T AT&T INC 0.3%
Value ($000) $385 Shares 11,779 Est. Cost $11.40 Unrealized +3.5%
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $380 Shares 5,480 Est. Cost $44.38 Unrealized +21.0%
IGSB ISHARES 1-3 YEAR CREDIT BOND 0.3%
Value ($000) $364 Shares 3,448 Est. Cost $105.25 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $361 Shares 8,905 Est. Cost $27.85 Unrealized +6.3%
CDK GLOBAL INC 0.3%
Value ($000) $356 Shares 7,612 Est. Cost $40.81 Unrealized
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $355 Shares 3,030 Est. Cost $95.96 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $354 Shares 4,535 Est. Cost $76.50 Unrealized -7.2%
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $349 Shares 4,080 Est. Cost $26.17 Unrealized +37.7%
ZTS ZOETIS INC 0.2%
Value ($000) $337 Shares 7,281 Est. Cost $29.32 Unrealized +41.4%
UNILEVER N V 0.2%
Value ($000) $334 Shares 7,992 Est. Cost $39.31 Unrealized
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $332 Shares 3,416 Est. Cost $49.85 Unrealized +49.5%
HOSPIRA INC 0.2%
Value ($000) $320 Shares 3,640 Est. Cost $61.26 Unrealized
SIGMA ALDRICH CORP 0.2%
Value ($000) $304 Shares 2,200 Est. Cost $101.67 Unrealized
TD TORONTO DOMINION BANK ONTARIO 0.2%
Value ($000) $293 Shares 6,850 Est. Cost $42.97 Unrealized +0.0%
COF CAPITAL ONE FINANCIAL CORP 0.2%
Value ($000) $282 Shares 3,580 Est. Cost $60.32 Unrealized +7.0%
PRAXAIR INC 0.2%
Value ($000) $270 Shares 2,240 Est. Cost $129.83 Unrealized
ZBH ZIMMER HOLDINGS INC 0.2%
Value ($000) $264 Shares 2,249 Est. Cost $67.30 Unrealized +55.1%
AMZN AMAZON.COM INC 0.2%
Value ($000) $258 Shares 693 Est. Cost $13.32 Unrealized +32.0%
BLACKROCK INC 0.2%
Value ($000) $256 Shares 700 Est. Cost $314.29 Unrealized
CREE INC 0.2%
Value ($000) $244 Shares 6,873 Est. Cost $63.25 Unrealized
GWW WW GRAINGER INC 0.2%
Value ($000) $242 Shares 1,025 Est. Cost $201.89 Unrealized -0.9%
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $237 Shares 2,301 Est. Cost $64.44 Unrealized +15.3%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $234 Shares 1,640 Est. Cost $15.78 Unrealized +42.1%
DVN DEVON ENERGY CORP 0.2%
Value ($000) $210 Shares 3,480 Est. Cost $38.10 Unrealized +9.1%
MONSANTO CO 0.1%
Value ($000) $203 Shares 1,800 Est. Cost $104.50 Unrealized