Clarius Group, LLC Diversified Active

CIK: 0001664214 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value ($000): $214,478 (100.0% shares, 0.0% debt)

Holdings (95)

PCAR PACCAR INC 34.1%
Value ($000) $73,092 Shares 1,243,482 Est. Cost $22.99 Unrealized +16.0%
AMZN AMAZON.COM 13.3%
Value ($000) $28,544 Shares 34,091 Est. Cost $31.58 Unrealized +21.2%
VUG VANGUARD INDEX FDS 7.0%
Value ($000) $15,049 Shares 134,017 Est. Cost $106.39 Unrealized
SAGE THERAPEUTICS 3.2%
Value ($000) $6,865 Shares 149,068 Est. Cost $31.57 Unrealized
AGIO AGIOS PHARMACEUTICALS 2.7%
Value ($000) $5,770 Shares 109,230 Est. Cost $43.20 Unrealized +0.8%
VTV VANGUARD INDEX FDS 2.3%
Value ($000) $5,033 Shares 57,852 Est. Cost $81.96 Unrealized
IWB ISHARES TR 2.2%
Value ($000) $4,747 Shares 39,408 Est. Cost $113.31 Unrealized
IWD ISHARES TR 1.7%
Value ($000) $3,626 Shares 34,327 Est. Cost $36.90 Unrealized
SBUX STARBUCKS 1.7%
Value ($000) $3,582 Shares 66,160 Est. Cost $49.27 Unrealized -7.0%
IEMG ISHARES TR 1.7%
Value ($000) $3,568 Shares 78,232 Est. Cost $47.37 Unrealized
JUNO THERAPUTICS 1.6%
Value ($000) $3,538 Shares 117,896 Est. Cost $43.31 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $2,590 Shares 22,906 Est. Cost $23.72 Unrealized +2.2%
ACWI ISHARES TR 1.1%
Value ($000) $2,432 Shares 41,144 Est. Cost $55.83 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $2,285 Shares 2,842 Est. Cost $36.69 Unrealized +5.8%
ACXIOM CORP 1.0%
Value ($000) $2,169 Shares 81,373 Est. Cost $21.10 Unrealized
META FACEBOOK 1.0%
Value ($000) $2,149 Shares 16,757 Est. Cost $102.11 Unrealized +20.7%
MSFT MICROSOFT 1.0%
Value ($000) $2,124 Shares 36,879 Est. Cost $45.98 Unrealized +9.4%
GOOG ALPHABET INC 1.0%
Value ($000) $2,103 Shares 2,706 Est. Cost $35.60 Unrealized +5.9%
VBR VANGUARD INDEX FDS 1.0%
Value ($000) $2,042 Shares 18,452 Est. Cost $47.96 Unrealized
EFG ISHARES TR 0.9%
Value ($000) $1,866 Shares 27,288 Est. Cost $65.93 Unrealized
IXUS ISHARES TR 0.8%
Value ($000) $1,686 Shares 32,293 Est. Cost $49.44 Unrealized
APPLE INC 0.7%
Value ($000) $1,588 Shares 14,044 Est. Cost $113.07 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $1,538 Shares 33,862 Est. Cost $43.40 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.7%
Value ($000) $1,480 Shares 39,547 Est. Cost $35.88 Unrealized
PI IMPINJ INC 0.6%
Value ($000) $1,336 Shares 35,714 Est. Cost $26.22 Unrealized 0.0%
BERKSHIRE HATHAWAY DEL 0.6%
Value ($000) $1,297 Shares 600 Est. Cost $2142.22 Unrealized
IWF ISHARES TR 0.6%
Value ($000) $1,275 Shares 12,239 Est. Cost $98.61 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $1,273 Shares 6,408 Est. Cost $187.72 Unrealized
MUB ISHARES TR 0.6%
Value ($000) $1,255 Shares 11,129 Est. Cost $112.61 Unrealized
VXUS VANGUARD STAR FD 0.6%
Value ($000) $1,220 Shares 25,855 Est. Cost $45.11 Unrealized
EDIT EDITAS MEDICINE INC 0.5%
Value ($000) $1,176 Shares 87,231 Est. Cost $20.49 Unrealized 0.0%
GENERAL ELECTRIC COMPANY 0.5%
Value ($000) $1,040 Shares 34,969 Est. Cost $31.30 Unrealized
CME CME GROUP INC 0.5%
Value ($000) $1,029 Shares 9,851 Est. Cost $65.83 Unrealized +11.2%
TSLA TESLA MOTORS 0.4%
Value ($000) $929 Shares 4,554 Est. Cost $14.97 Unrealized -3.6%
AGG ISHARES TR 0.4%
Value ($000) $897 Shares 7,981 Est. Cost $108.02 Unrealized
COST COSTCO CORP 0.4%
Value ($000) $863 Shares 5,659 Est. Cost $132.34 Unrealized +3.5%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $859 Shares 7,716 Est. Cost $107.02 Unrealized
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $843 Shares 9,716 Est. Cost $81.11 Unrealized
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $840 Shares 3,879 Est. Cost $204.06 Unrealized
T AT&T 0.3%
Value ($000) $744 Shares 18,331 Est. Cost $12.63 Unrealized +29.0%
VONV VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $679 Shares 6,695 Est. Cost $86.73 Unrealized
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $643 Shares 41,073 Est. Cost $12.69 Unrealized -4.9%
VIG VANGUARD SPECIALIZED PORTFOL 0.3%
Value ($000) $603 Shares 7,189 Est. Cost $83.88 Unrealized
MAXPOINT INTERACTIVE 0.3%
Value ($000) $572 Shares 64,146 Est. Cost $10.80 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $565 Shares 4,787 Est. Cost $87.15 Unrealized +7.4%
POWERSHARES QQQ TRUST 0.3%
Value ($000) $544 Shares 4,580 Est. Cost $118.78 Unrealized
WFC WELLS FARGO & CO 0.3%
Value ($000) $538 Shares 12,151 Est. Cost $38.79 Unrealized -5.0%
MCHX MARCHEX INC 0.2%
Value ($000) $524 Shares 189,014 Est. Cost $4.08 Unrealized -27.4%
NFLX NETFLIX INC 0.2%
Value ($000) $511 Shares 5,178 Est. Cost $9.90 Unrealized -3.6%
VV VANGUARD INDEX FDS 0.2%
Value ($000) $483 Shares 4,869 Est. Cost $93.62 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $481 Shares 10,176 Est. Cost $35.00 Unrealized -2.4%
BLUE BIRD BIO 0.2%
Value ($000) $480 Shares 7,081 Est. Cost $42.42 Unrealized
BRK/B BERKSHIRE HATHAWAY DEL 0.2%
Value ($000) $474 Shares 3,277 Est. Cost $140.29 Unrealized +4.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $444 Shares 4,787 Est. Cost $94.13 Unrealized -5.6%
PFE PFIZER INCORPORATED 0.2%
Value ($000) $434 Shares 12,813 Est. Cost $20.50 Unrealized +8.6%
AMGN AMGEN INC 0.2%
Value ($000) $431 Shares 2,579 Est. Cost $116.14 Unrealized +10.0%
IJR ISHARES TR 0.2%
Value ($000) $366 Shares 2,949 Est. Cost $124.11 Unrealized
IGSB ISHARES TR 0.2%
Value ($000) $365 Shares 3,452 Est. Cost $105.74 Unrealized
MRK MERCK & CO 0.2%
Value ($000) $362 Shares 5,765 Est. Cost $36.49 Unrealized +19.8%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $353 Shares 5,306 Est. Cost $49.36 Unrealized +3.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $351 Shares 3,039 Est. Cost $87.49 Unrealized +8.1%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $349 Shares 3,396 Est. Cost $66.76 Unrealized +2.6%
HD HOME DEPOT INC 0.2%
Value ($000) $339 Shares 2,628 Est. Cost $100.35 Unrealized +6.0%
IWR ISHARES TR 0.2%
Value ($000) $325 Shares 1,863 Est. Cost $174.45 Unrealized
PG PROCTER & GAMBLE 0.1%
Value ($000) $319 Shares 3,551 Est. Cost $58.35 Unrealized +15.7%
BA BOEING CO 0.1%
Value ($000) $314 Shares 2,383 Est. Cost $122.98 Unrealized -1.8%
FFIV F5 NETWORKS 0.1%
Value ($000) $313 Shares 2,506 Est. Cost $108.10 Unrealized +12.3%
PSA PUBLIC STORAGE 0.1%
Value ($000) $310 Shares 1,388 Est. Cost $160.26 Unrealized -0.3%
YUME INC 0.1%
Value ($000) $307 Shares 77,244 Est. Cost $3.97 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $297 Shares 9,352 Est. Cost $20.86 Unrealized +10.6%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $290 Shares 2,072 Est. Cost $99.35 Unrealized +21.3%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $285 Shares 5,484 Est. Cost $27.29 Unrealized +20.6%
PEP PEPSICO INCORPORATED 0.1%
Value ($000) $282 Shares 2,590 Est. Cost $73.82 Unrealized +9.8%
AKAM AKAMAI TECHNOLOGIES 0.1%
Value ($000) $271 Shares 5,122 Est. Cost $59.57 Unrealized -10.2%
CMCSA COMCAST CORP 0.1%
Value ($000) $257 Shares 3,886 Est. Cost $23.76 Unrealized +12.0%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $252 Shares 6,437 Est. Cost $33.03 Unrealized +7.3%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $250 Shares 2,546 Est. Cost $52.58 Unrealized +18.4%
TIP ISHARES TR 0.1%
Value ($000) $248 Shares 2,128 Est. Cost $116.54 Unrealized
V VISA INC 0.1%
Value ($000) $247 Shares 2,988 Est. Cost $72.06 Unrealized +4.1%
MMM 3M COMPANY 0.1%
Value ($000) $245 Shares 1,392 Est. Cost $94.84 Unrealized +15.1%
INTC INTEL CORP 0.1%
Value ($000) $244 Shares 6,478 Est. Cost $26.35 Unrealized +8.6%
KO COCA COLA COMPANY 0.1%
Value ($000) $238 Shares 5,591 Est. Cost $31.18 Unrealized +4.4%
IJJ ISHARES TR 0.1%
Value ($000) $230 Shares 1,733 Est. Cost $123.84 Unrealized
NVS NOVARTIS AG ADR 0.1%
Value ($000) $223 Shares 2,835 Est. Cost $82.71 Unrealized
CMS CMS ENERGY CORP 0.1%
Value ($000) $219 Shares 5,213 Est. Cost $29.46 Unrealized +12.4%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $217 Shares 4,069 Est. Cost $48.29 Unrealized -4.4%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $201 Shares 2,063 Est. Cost $68.24 Unrealized +11.3%
IXN ISHARES TR 0.1%
Value ($000) $188 Shares 1,700 Est. Cost $110.59 Unrealized
FORTRESS INVESTMENT GROUP 0.1%
Value ($000) $158 Shares 32,036 Est. Cost $4.93 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $129 Shares 4,070 Est. Cost $93.95 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $117 Shares 3,110 Est. Cost $32.70 Unrealized
FIRST SOUND BANK 0.0%
Value ($000) $84 Shares 1,500,200 Est. Cost $0.06 Unrealized
CASTLIGHT HEALTH INC 0.0%
Value ($000) $83 Shares 20,000 Est. Cost $3.95 Unrealized
PENDRELL CORP 0.0%
Value ($000) $75 Shares 108,425 Est. Cost $0.69 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.0%
Value ($000) $27 Shares 14,554 Est. Cost $1.86 Unrealized