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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 (2014Q4)
Original 13F HR (0001144204-15-009120) filed in 2015.02.13
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 505,599 47,137 9.69%
2 ISHARES TR 316,897 29,715 6.11%
3 ISHARES TR 336,257 24,802 5.10%
4 ISHARES TR 246,645 23,582 4.85%
5 ISHARES TR 213,324 23,491 4.83%
6 VANGUARD CHARLOTTE FDS 418,830 22,244 4.57%
7 ISHARES TR 550,645 21,717 4.46%
8 ISHARES TR 150,718 17,776 3.65%
9 ISHARES TR 155,446 16,993 3.49%
10 SELECT SECTOR SPDR TR 205,876 14,078 2.89%
11 SELECT SECTOR SPDR TR 333,719 13,799 2.84%
12 SELECT SECTOR SPDR TR 528,517 13,070 2.69%
13 ISHARES TR 94,510 13,020 2.68%
14 ISHARES TR 137,545 12,764 2.62%
15 ISHARES MSCI ACWI EX US IDX FD 295,196 12,699 2.61%
16 ISHARES RUSSELL 2000 GROWTH ETF 88,221 12,561 2.58%
17 ISHARES TR 292,018 12,309 2.53%
18 ISHARES TR 183,291 11,168 2.30%
19 ISHARES TR 203,366 10,278 2.11%
20 PIMCO ETF TR 80,605 8,146 1.67%
21 Spdr Ser Tr Nuveen Barcl 184,253 4,476 0.92%
22 VANGUARD SCOTTSDALE FDS 49,935 3,976 0.82%
23 AMGEN INC 24,566 3,913 0.80%
24 The Travelers Companies, Inc. 35,963 3,807 0.78%
25 MARRIOTT INTL INC NEW 48,696 3,800 0.78%
26 Hewlett Packard Co 94,515 3,793 0.78%
27 DELUXE CORP COM 60,858 3,788 0.78%
28 AVAGO TECHNOLOGIES LTD SHS 37,170 3,739 0.77%
29 XEROX CORP 268,582 3,723 0.77%
30 DELTA AIRLINES INC DEL 74,910 3,685 0.76%
31 DISCOVER FINL SVCS 56,242 3,683 0.76%
32 PROCTER AND GAMBLE CO 40,241 3,666 0.75%
33 CA INC 119,361 3,635 0.75%
34 LUMEN TECHNOLOGIES INC 90,573 3,585 0.74%
35 CVS HEALTH CORP 36,025 3,470 0.71%
36 WESTERN DIGITAL CORP 31,208 3,455 0.71%
37 PARTNERRE LTD 29,622 3,381 0.69%
38 LEAR CORP 33,651 3,300 0.68%
39 RAYTHEON CO 30,087 3,255 0.67%
40 GENERAL DYNAMICS CORP 23,577 3,245 0.67%
41 FIDELITY NATL INFORMATION SV 51,845 3,225 0.66%
42 MCKESSON CORP 15,518 3,221 0.66%
43 MASTERCARD INCORPORATED 36,939 3,183 0.65%
44 WELLS FARGO & CO NEW 57,305 3,141 0.65%
45 MOODYS CORP 32,652 3,128 0.64%
46 AETNA INC NEW 34,998 3,109 0.64%
47 LILLY ELI & CO 44,557 3,074 0.63%
48 CARDINAL HEALTH INC 37,996 3,067 0.63%
49 Anthem Inc. 24,193 3,040 0.62%
50 JOHNSON & JOHNSON 28,970 3,029 0.62%
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