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Institutional Investment Manager
Polaris Wealth Advisory Group, LLC
Polaris Wealth Advisory Group, LLC (CIK: 0001582968) incorporated in Delaware, located at 824 E Street, San Rafael, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Original 13F HR (0001144204-14-025012) filed in 2014.04.28
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES 446 17 0.00%
52 ORACLE CORP 493 20 0.00%
53 EATON VANCE LTD DURATION INC 500 8 0.00%
54 SOLAZYME INC 500 6 0.00%
55 TESLA INC 500 104 0.02%
56 E-Commerce China Dangdang, Inc. Sponsored ADR Class A 550 8 0.00%
57 MICROSOFT CORP 581 24 0.01%
58 INTERNATIONAL BUSINESS MACHS 588 113 0.03%
59 VANGUARD INDEX FDS 662 67 0.02%
60 PFIZER INC 743 24 0.01%
61 VANGUARD INDEX FDS 779 88 0.02%
62 VANGUARD WORLD FDS 820 87 0.02%
63 VANGUARD SCOTTSDALE FDS 827 66 0.02%
64 CITIGROUP INC 839 40 0.01%
65 VANGUARD WORLD FD 865 92 0.02%
66 VANGUARD WORLD FDS 900 91 0.02%
67 ISHARES TR 970 76 0.02%
68 VANGUARD WORLD FD 975 89 0.02%
69 Magnum Hunter Resources Corp 1,000 9 0.00%
70 NUVEEN PFD INCOME OPPORTUN 1,000 9 0.00%
71 VANGUARD INDEX FDS 1,175 92 0.02%
72 VANGUARD INDEX FDS 1,257 156 0.04%
73 VANGUARD SCOTTSDALE FDS 1,278 109 0.03%
74 JOHNSON & JOHNSON 1,349 133 0.03%
75 VANGUARD BD INDEX FDS 1,361 109 0.03%
76 VANGUARD INTL EQUITY INDEX F 1,462 86 0.02%
77 VANGUARD INTL EQUITY INDEX F 1,485 88 0.02%
78 ISHARES 1,498 68 0.02%
79 TWITTER INC 1,500 70 0.02%
80 MIDDLEBY CORP 1,585 419 0.10%
81 VANGUARD BD INDEX FDS 1,599 130 0.03%
82 VANGUARD INDEX FDS 1,684 139 0.03%
83 VANGUARD INTL EQUITY INDEX F 1,780 90 0.02%
84 BOYD GAMING CORP COM 2,000 26 0.01%
85 ISHARES TR 2,190 154 0.04%
86 VANGUARD INDEX FDS 2,402 225 0.05%
87 VERIZON COMMUNICATIONS INC 2,621 125 0.03%
88 BERKSHIRE HATHAWAY INC DEL 3,350 419 0.10%
89 EXXON MOBIL CORP 3,350 327 0.08%
90 ISHARES 3,411 119 0.03%
91 VANGUARD INDEX FDS 3,852 357 0.08%
92 FORD MTR CO DEL 3,886 61 0.01%
93 NORFOLK SOUTHERN CORP 3,910 380 0.09%
94 CHEVRON CORP NEW 4,217 501 0.12%
95 SCRIPPS NETWORKS INTERACT IN 4,388 333 0.08%
96 PNC FINL SVCS GROUP INC 4,560 397 0.09%
97 GILEAD SCIENCES INC 4,916 348 0.08%
98 PHILLIPS 66 4,960 382 0.09%
99 QUALCOMM INC 4,960 391 0.09%
100 KEURIG GREEN MTN INC 5,042 532 0.12%
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