HALL LAURIE J TRUSTEE Diversified Active

CIK: 0001388382 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 26, 2015

Total Value ($000): $125,200 (100.0% shares, 0.0% debt)

Holdings (88)

GENERAL ELECTRIC CO 7.4%
Value ($000) $9,263 Shares 367,262 Est. Cost $23.19 Unrealized
MMM 3M CO 4.8%
Value ($000) $6,069 Shares 42,815 Est. Cost $61.74 Unrealized +41.7%
MSFT MICROSOFT CORP 4.5%
Value ($000) $5,627 Shares 127,144 Est. Cost $26.70 Unrealized +45.8%
XOM EXXON MOBIL CORP 4.5%
Value ($000) $5,580 Shares 75,052 Est. Cost $53.65 Unrealized -8.5%
PG PROCTER & GAMBLE CO 4.3%
Value ($000) $5,372 Shares 74,671 Est. Cost $55.06 Unrealized +2.3%
JNJ JOHNSON AND JOHNSON 4.2%
Value ($000) $5,275 Shares 56,507 Est. Cost $59.66 Unrealized +21.5%
PEP PEPSICO INC 3.6%
Value ($000) $4,524 Shares 47,979 Est. Cost $56.00 Unrealized +24.1%
INTC INTEL CORP 3.6%
Value ($000) $4,489 Shares 148,947 Est. Cost $17.17 Unrealized +31.7%
TIME WARNER INC 3.1%
Value ($000) $3,925 Shares 57,093 Est. Cost $57.82 Unrealized
CIGNA CORP 2.8%
Value ($000) $3,498 Shares 25,906 Est. Cost $72.48 Unrealized
SYK STRYKER CORP 2.7%
Value ($000) $3,425 Shares 36,397 Est. Cost $56.92 Unrealized +54.4%
ABBV ABBVIE INC 2.7%
Value ($000) $3,409 Shares 62,661 Est. Cost $26.55 Unrealized +60.2%
SPY SPDR S&P 500 (MKT) 2.2%
Value ($000) $2,716 Shares 14,173 Est. Cost $163.69 Unrealized
STT STATE STREET CORPORATION 2.1%
Value ($000) $2,671 Shares 39,736 Est. Cost $44.60 Unrealized +24.0%
ABT ABBOTT LABORATORIES 2.0%
Value ($000) $2,552 Shares 63,436 Est. Cost $28.85 Unrealized +34.5%
EFA ISHARES MSCI EAFE (MKT) 2.0%
Value ($000) $2,520 Shares 43,960 Est. Cost $57.29 Unrealized
WALGREENS BOOTS ALLIANCE INC 2.0%
Value ($000) $2,507 Shares 30,170 Est. Cost $76.20 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $2,339 Shares 21,209 Est. Cost $18.74 Unrealized +40.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.7%
Value ($000) $2,172 Shares 22,000 Est. Cost $82.89 Unrealized
AMGN AMGEN INC 1.5%
Value ($000) $1,899 Shares 13,730 Est. Cost $74.60 Unrealized +55.8%
ADP AUTOMATIC DATA PROCESSING INC 1.5%
Value ($000) $1,836 Shares 22,846 Est. Cost $45.09 Unrealized +41.7%
CELGENE CORP 1.5%
Value ($000) $1,824 Shares 16,860 Est. Cost $102.09 Unrealized
MRK MERCK & CO INC 1.4%
Value ($000) $1,713 Shares 34,683 Est. Cost $30.94 Unrealized +24.1%
EMR EMERSON ELECTRIC CO 1.3%
Value ($000) $1,679 Shares 38,005 Est. Cost $40.02 Unrealized -6.7%
QCOM QUALCOMM INC 1.3%
Value ($000) $1,601 Shares 29,805 Est. Cost $45.86 Unrealized -3.8%
PFE PFIZER INC 1.3%
Value ($000) $1,597 Shares 50,838 Est. Cost $16.53 Unrealized +24.6%
SYY SYSCO CORP 1.1%
Value ($000) $1,426 Shares 36,585 Est. Cost $24.40 Unrealized +19.1%
TIME WARNER CABLE INC 1.1%
Value ($000) $1,366 Shares 7,613 Est. Cost $112.44 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 1.0%
Value ($000) $1,311 Shares 16,000 Est. Cost $80.88 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 1.0%
Value ($000) $1,311 Shares 10,280 Est. Cost $61.55 Unrealized +59.9%
SLB SCHLUMBERGER LIMITED 1.0%
Value ($000) $1,298 Shares 18,823 Est. Cost $54.64 Unrealized +7.8%
CVX CHEVRON CORP 0.9%
Value ($000) $1,160 Shares 14,709 Est. Cost $71.30 Unrealized -24.5%
XILINX INC 0.9%
Value ($000) $1,133 Shares 26,725 Est. Cost $39.61 Unrealized
GOOGLE INC 0.9%
Value ($000) $1,132 Shares 1,861 Est. Cost $567.66 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.9%
Value ($000) $1,109 Shares 8,505 Est. Cost $111.94 Unrealized +22.4%
FISV FISERV INC 0.9%
Value ($000) $1,103 Shares 12,730 Est. Cost $25.37 Unrealized +70.5%
TJX TJX COS INC NEW 0.9%
Value ($000) $1,077 Shares 15,080 Est. Cost $23.24 Unrealized +30.5%
AMAT APPLIED MATERIALS 0.9%
Value ($000) $1,070 Shares 72,869 Est. Cost $12.22 Unrealized +20.7%
USB US BANCORP 0.7%
Value ($000) $886 Shares 21,615 Est. Cost $22.50 Unrealized +32.5%
GOOGLE INC 0.7%
Value ($000) $872 Shares 1,366 Est. Cost $894.91 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $807 Shares 13,229 Est. Cost $37.34 Unrealized +32.9%
WFC WELLS FARGO & COMPANY 0.6%
Value ($000) $763 Shares 14,868 Est. Cost $27.36 Unrealized +50.1%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $669 Shares 25,478 Est. Cost $15.24 Unrealized +28.5%
BAKER HUGHES INC 0.5%
Value ($000) $658 Shares 12,650 Est. Cost $46.12 Unrealized
MA MASTERCARD INC 0.5%
Value ($000) $637 Shares 7,060 Est. Cost $74.04 Unrealized +19.3%
DU PONT E I DE NEMOURS & CO 0.5%
Value ($000) $631 Shares 13,081 Est. Cost $52.96 Unrealized
GNTX GENTEX CORP 0.5%
Value ($000) $584 Shares 37,640 Est. Cost $14.63 Unrealized +8.6%
MDY SPDR S&P MIDCAP 400 (MKT) 0.4%
Value ($000) $560 Shares 2,250 Est. Cost $222.79 Unrealized
TGT TARGET CORP 0.4%
Value ($000) $548 Shares 6,970 Est. Cost $50.40 Unrealized +16.3%
IBM INTERNATIONAL BUSINESS MACHINES 0.4%
Value ($000) $516 Shares 3,562 Est. Cost $116.36 Unrealized -18.1%
HEWLETT-PACKARD CO 0.4%
Value ($000) $501 Shares 19,559 Est. Cost $24.78 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $501 Shares 978 Est. Cost $15.64 Unrealized +61.7%
STATOIL ASA 0.4%
Value ($000) $492 Shares 33,845 Est. Cost $20.68 Unrealized
PCAR PACCAR INC 0.4%
Value ($000) $465 Shares 8,914 Est. Cost $21.67 Unrealized +24.9%
T AT&T INC 0.3%
Value ($000) $438 Shares 13,434 Est. Cost $11.50 Unrealized +6.7%
ANADARKO PETROLEUM CORP 0.3%
Value ($000) $435 Shares 7,196 Est. Cost $85.82 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $426 Shares 3,488 Est. Cost $79.76 Unrealized +58.4%
ORCL ORACLE CORP 0.3%
Value ($000) $420 Shares 11,625 Est. Cost $28.19 Unrealized +16.7%
PH PARKER HANNIFIN CORPORATION 0.3%
Value ($000) $411 Shares 4,219 Est. Cost $75.97 Unrealized +20.6%
D DOMINION RESOURCES INC VA 0.3%
Value ($000) $396 Shares 5,620 Est. Cost $34.53 Unrealized +30.1%
DIS DISNEY WALT CO 0.3%
Value ($000) $388 Shares 3,800 Est. Cost $56.11 Unrealized +77.7%
NVS NOVARTIS AG 0.3%
Value ($000) $376 Shares 4,100 Est. Cost $71.59 Unrealized
CDK GLOBAL INC 0.3%
Value ($000) $363 Shares 7,612 Est. Cost $40.81 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND 0.3%
Value ($000) $362 Shares 3,448 Est. Cost $105.25 Unrealized
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $358 Shares 7,550 Est. Cost $66.29 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $357 Shares 8,905 Est. Cost $27.85 Unrealized +3.5%
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $348 Shares 5,480 Est. Cost $44.38 Unrealized +15.6%
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $342 Shares 4,080 Est. Cost $26.17 Unrealized +42.8%
ZTS ZOETIS INC 0.3%
Value ($000) $321 Shares 7,805 Est. Cost $30.30 Unrealized +41.1%
UNILEVER N V 0.2%
Value ($000) $309 Shares 7,685 Est. Cost $39.31 Unrealized
SIGMA ALDRICH CORP 0.2%
Value ($000) $306 Shares 2,200 Est. Cost $101.67 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.2%
Value ($000) $305 Shares 3,800 Est. Cost $49.85 Unrealized +122.9%
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $303 Shares 3,141 Est. Cost $68.38 Unrealized +13.8%
COF CAPITAL ONE FINANCIAL CORP 0.2%
Value ($000) $301 Shares 4,155 Est. Cost $61.24 Unrealized +8.7%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $273 Shares 3,685 Est. Cost $75.44 Unrealized -12.2%
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $272 Shares 8,295 Est. Cost $30.40 Unrealized +5.5%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $265 Shares 2,980 Est. Cost $95.96 Unrealized
BAXALTA INC 0.2%
Value ($000) $261 Shares 8,295 Est. Cost $31.46 Unrealized
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $256 Shares 3,116 Est. Cost $49.85 Unrealized +37.1%
KR KROGER CO 0.2%
Value ($000) $232 Shares 6,435 Est. Cost $30.18 Unrealized 0.0%
PRAXAIR INC 0.2%
Value ($000) $228 Shares 2,240 Est. Cost $129.83 Unrealized
GWW WW GRAINGER INC 0.2%
Value ($000) $220 Shares 1,025 Est. Cost $201.89 Unrealized -5.8%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $219 Shares 1,540 Est. Cost $15.78 Unrealized +52.9%
JOHNSON CONTROLS INC 0.2%
Value ($000) $216 Shares 5,220 Est. Cost $41.38 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.2%
Value ($000) $211 Shares 2,249 Est. Cost $67.30 Unrealized +36.7%
BLACKROCK INC 0.2%
Value ($000) $208 Shares 700 Est. Cost $314.29 Unrealized
CTAS CINTAS CORP 0.2%
Value ($000) $203 Shares 2,366 Est. Cost $18.76 Unrealized +2.2%
TD TORONTO DOMINION BANK ONTARIO 0.2%
Value ($000) $203 Shares 5,150 Est. Cost $42.97 Unrealized -7.3%