HALL LAURIE J TRUSTEE Diversified Active

CIK: 0001388382 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 16, 2015

Total Value ($000): $137,330 (100.0% shares, 0.0% debt)

Holdings (88)

GENERAL ELECTRIC CO 7.2%
Value ($000) $9,861 Shares 371,162 Est. Cost $23.19 Unrealized
MMM 3M CO 4.9%
Value ($000) $6,681 Shares 43,295 Est. Cost $61.74 Unrealized +53.6%
XOM EXXON MOBIL CORP 4.5%
Value ($000) $6,180 Shares 74,275 Est. Cost $53.70 Unrealized +1.1%
PG PROCTER & GAMBLE CO 4.3%
Value ($000) $5,874 Shares 75,071 Est. Cost $55.06 Unrealized +8.9%
MSFT MICROSOFT CORP 4.1%
Value ($000) $5,614 Shares 127,144 Est. Cost $26.70 Unrealized +47.1%
JNJ JOHNSON AND JOHNSON 4.0%
Value ($000) $5,507 Shares 56,507 Est. Cost $59.66 Unrealized +24.9%
TIME WARNER INC 3.6%
Value ($000) $5,004 Shares 57,243 Est. Cost $57.82 Unrealized
INTC INTEL CORP 3.3%
Value ($000) $4,530 Shares 148,947 Est. Cost $17.17 Unrealized +46.1%
PEP PEPSICO INC 3.3%
Value ($000) $4,479 Shares 47,979 Est. Cost $56.00 Unrealized +23.8%
ABBV ABBVIE INC 3.1%
Value ($000) $4,230 Shares 62,961 Est. Cost $26.55 Unrealized +59.4%
CIGNA CORP 3.1%
Value ($000) $4,197 Shares 25,906 Est. Cost $72.48 Unrealized
SYK STRYKER CORP 2.5%
Value ($000) $3,478 Shares 36,397 Est. Cost $56.92 Unrealized +47.2%
STT STATE STREET CORPORATION 2.3%
Value ($000) $3,119 Shares 40,511 Est. Cost $44.60 Unrealized +29.2%
ABT ABBOTT LABORATORIES 2.3%
Value ($000) $3,113 Shares 63,436 Est. Cost $28.85 Unrealized +36.4%
SPY SPDR S&P 500 (MKT) 2.2%
Value ($000) $3,015 Shares 14,648 Est. Cost $163.69 Unrealized
EFA ISHARES MSCI EAFE (MKT) 2.0%
Value ($000) $2,791 Shares 43,960 Est. Cost $57.29 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.9%
Value ($000) $2,548 Shares 30,170 Est. Cost $76.20 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $2,470 Shares 19,694 Est. Cost $18.16 Unrealized +57.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.7%
Value ($000) $2,354 Shares 22,000 Est. Cost $82.89 Unrealized
AMGN AMGEN INC 1.5%
Value ($000) $2,108 Shares 13,730 Est. Cost $74.60 Unrealized +57.6%
EMR EMERSON ELECTRIC CO 1.5%
Value ($000) $2,107 Shares 38,005 Est. Cost $40.02 Unrealized +10.5%
CELGENE CORP 1.4%
Value ($000) $1,969 Shares 17,010 Est. Cost $102.09 Unrealized
MRK MERCK & CO INC 1.4%
Value ($000) $1,946 Shares 34,183 Est. Cost $30.83 Unrealized +30.5%
QCOM QUALCOMM INC 1.4%
Value ($000) $1,866 Shares 29,805 Est. Cost $45.86 Unrealized +9.7%
ADP AUTOMATIC DATA PROCESSING INC 1.3%
Value ($000) $1,833 Shares 22,846 Est. Cost $45.09 Unrealized +49.9%
PFE PFIZER INC 1.3%
Value ($000) $1,737 Shares 51,796 Est. Cost $16.53 Unrealized +25.7%
SLB SCHLUMBERGER LIMITED 1.2%
Value ($000) $1,631 Shares 18,923 Est. Cost $54.64 Unrealized +22.2%
CVX CHEVRON CORP 1.0%
Value ($000) $1,413 Shares 14,645 Est. Cost $71.30 Unrealized -6.8%
APD AIR PRODUCTS & CHEMICALS INC 1.0%
Value ($000) $1,407 Shares 10,280 Est. Cost $61.55 Unrealized +70.4%
AMAT APPLIED MATERIALS 1.0%
Value ($000) $1,401 Shares 72,869 Est. Cost $12.22 Unrealized +47.5%
TIME WARNER CABLE INC 1.0%
Value ($000) $1,356 Shares 7,613 Est. Cost $112.44 Unrealized
SYY SYSCO CORP 1.0%
Value ($000) $1,350 Shares 37,395 Est. Cost $24.40 Unrealized +15.9%
BND VANGUARD TOTAL BOND MARKET ETF 0.9%
Value ($000) $1,300 Shares 16,000 Est. Cost $80.88 Unrealized
XILINX INC 0.9%
Value ($000) $1,176 Shares 26,625 Est. Cost $39.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $1,158 Shares 8,505 Est. Cost $111.94 Unrealized +27.4%
FISV FISERV INC 0.8%
Value ($000) $1,071 Shares 12,930 Est. Cost $25.37 Unrealized +58.5%
TJX TJX COS INC NEW 0.7%
Value ($000) $1,008 Shares 15,230 Est. Cost $23.24 Unrealized +23.4%
GOOGLE INC 0.7%
Value ($000) $969 Shares 1,861 Est. Cost $567.66 Unrealized
USB US BANCORP 0.7%
Value ($000) $938 Shares 21,615 Est. Cost $22.50 Unrealized +32.9%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $896 Shares 13,229 Est. Cost $37.34 Unrealized +31.6%
MDT MEDTRONIC PLC 0.6%
Value ($000) $859 Shares 11,585 Est. Cost $58.10 Unrealized +1.2%
WFC WELLS FARGO & COMPANY 0.6%
Value ($000) $853 Shares 15,168 Est. Cost $27.36 Unrealized +51.2%
DU PONT E I DE NEMOURS & CO 0.6%
Value ($000) $836 Shares 13,081 Est. Cost $52.96 Unrealized
BAKER HUGHES INC 0.6%
Value ($000) $781 Shares 12,650 Est. Cost $46.12 Unrealized
GOOGLE INC 0.5%
Value ($000) $738 Shares 1,366 Est. Cost $894.91 Unrealized
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $700 Shares 25,478 Est. Cost $15.24 Unrealized +35.4%
GNTX GENTEX CORP 0.5%
Value ($000) $618 Shares 37,640 Est. Cost $14.63 Unrealized +19.5%
MDY SPDR S&P MIDCAP 400 (MKT) 0.4%
Value ($000) $615 Shares 2,250 Est. Cost $222.79 Unrealized
STATOIL ASA 0.4%
Value ($000) $605 Shares 33,845 Est. Cost $20.68 Unrealized
HEWLETT-PACKARD CO 0.4%
Value ($000) $587 Shares 19,559 Est. Cost $24.78 Unrealized
BAX BAXTER INTERNATIONAL INC 0.4%
Value ($000) $580 Shares 8,295 Est. Cost $30.40 Unrealized +3.5%
PCAR PACCAR INC 0.4%
Value ($000) $569 Shares 8,914 Est. Cost $21.67 Unrealized +32.7%
ANADARKO PETROLEUM CORP 0.4%
Value ($000) $562 Shares 7,196 Est. Cost $85.82 Unrealized
MA MASTERCARD INC 0.4%
Value ($000) $555 Shares 5,940 Est. Cost $71.35 Unrealized +20.7%
IBM INTERNATIONAL BUSINESS MACHINES 0.4%
Value ($000) $546 Shares 3,354 Est. Cost $117.66 Unrealized -12.5%
TGT TARGET CORP 0.4%
Value ($000) $501 Shares 6,135 Est. Cost $49.28 Unrealized +19.8%
PH PARKER HANNIFIN CORPORATION 0.4%
Value ($000) $491 Shares 4,219 Est. Cost $75.97 Unrealized +33.6%
ROYAL DUTCH SHELL PLC 0.4%
Value ($000) $490 Shares 8,550 Est. Cost $66.29 Unrealized
T AT&T INC 0.3%
Value ($000) $477 Shares 13,434 Est. Cost $11.50 Unrealized +6.2%
ORCL ORACLE CORP 0.3%
Value ($000) $468 Shares 11,625 Est. Cost $28.19 Unrealized +31.2%
DIS DISNEY WALT CO 0.3%
Value ($000) $457 Shares 4,000 Est. Cost $56.11 Unrealized +78.2%
ALNY ALNYLAM PHARMACEUTICALS INC 0.3%
Value ($000) $456 Shares 3,800 Est. Cost $49.85 Unrealized +139.8%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $453 Shares 3,488 Est. Cost $79.76 Unrealized +58.3%
AMZN AMAZON.COM INC 0.3%
Value ($000) $433 Shares 998 Est. Cost $15.64 Unrealized +33.7%
CDK GLOBAL INC 0.3%
Value ($000) $411 Shares 7,612 Est. Cost $40.81 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $403 Shares 5,185 Est. Cost $75.44 Unrealized -9.8%
NVS NOVARTIS AG 0.3%
Value ($000) $393 Shares 4,000 Est. Cost $71.09 Unrealized
D DOMINION RESOURCES INC VA 0.3%
Value ($000) $376 Shares 5,620 Est. Cost $34.53 Unrealized +29.1%
ZTS ZOETIS INC 0.3%
Value ($000) $376 Shares 7,805 Est. Cost $30.30 Unrealized +45.1%
IGSB ISHARES 1-3 YEAR CREDIT BOND 0.3%
Value ($000) $363 Shares 3,448 Est. Cost $105.25 Unrealized
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $358 Shares 5,480 Est. Cost $44.38 Unrealized +19.4%
KO COCA COLA CO 0.3%
Value ($000) $349 Shares 8,905 Est. Cost $27.85 Unrealized +4.2%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $336 Shares 3,030 Est. Cost $95.96 Unrealized
UNILEVER N V 0.2%
Value ($000) $334 Shares 7,992 Est. Cost $39.31 Unrealized
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $331 Shares 4,080 Est. Cost $26.17 Unrealized +39.0%
HOSPIRA INC 0.2%
Value ($000) $323 Shares 3,640 Est. Cost $61.26 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.2%
Value ($000) $322 Shares 3,655 Est. Cost $60.51 Unrealized +14.5%
SIGMA ALDRICH CORP 0.2%
Value ($000) $307 Shares 2,200 Est. Cost $101.67 Unrealized
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $286 Shares 3,116 Est. Cost $49.85 Unrealized +48.4%
TD TORONTO DOMINION BANK ONTARIO 0.2%
Value ($000) $282 Shares 6,650 Est. Cost $42.97 Unrealized +4.2%
PRAXAIR INC 0.2%
Value ($000) $268 Shares 2,240 Est. Cost $129.83 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.2%
Value ($000) $246 Shares 2,249 Est. Cost $67.30 Unrealized +50.8%
GWW WW GRAINGER INC 0.2%
Value ($000) $243 Shares 1,025 Est. Cost $201.89 Unrealized +1.1%
BLACKROCK INC 0.2%
Value ($000) $242 Shares 700 Est. Cost $314.29 Unrealized
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $233 Shares 2,216 Est. Cost $64.44 Unrealized +16.8%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $226 Shares 1,590 Est. Cost $15.78 Unrealized +43.0%
DVN DEVON ENERGY CORP 0.2%
Value ($000) $207 Shares 3,480 Est. Cost $38.10 Unrealized +16.1%
CTAS CINTAS CORP 0.1%
Value ($000) $200 Shares 2,366 Est. Cost $18.76 Unrealized 0.0%