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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
51 MASTERCARD INCORPORATED 36,939 3,183 0.65%
52 MCKESSON CORP 15,518 3,221 0.66%
53 MOODYS 32,652 3,128 0.64%
54 Norfolk Southern Corporation 4,615 506 0.10%
55 PARTNERRE LTD 29,622 3,381 0.69%
56 PIMCO ETF TR 80,605 8,146 1.67%
57 PROCTER AND GAMBLE CO 40,241 3,666 0.75%
58 RAYTHEON CO 30,087 3,255 0.67%
59 SCRIPPS NTWK INTERAC 5,653 426 0.09%
60 SPDR GOLD TRUST 3,266 371 0.08%
61 SPDR SERIES TRUST 184,253 4,476 0.92%
62 TEAM HEALTH HOLDINGS INC 8,938 514 0.11%
63 TECHNOLOGY SELECT SECTOR 333,719 13,799 2.84%
64 TERADATA CORP 14,345 627 0.13%
65 TJX COS INC NEW 7,590 521 0.11%
66 The Travelers Companies, Inc. 35,963 3,807 0.78%
67 UNITED RENTALS INC COM 4,640 473 0.10%
68 VANGUARD CHARLOTTE FDS 418,830 22,244 4.57%
69 VANGUARD INDEX FDS 2,785 235 0.05%
70 VANGUARD SCOTTSDALE FDS 49,935 3,976 0.82%
71 VANGUARD WORLD FDS 1,940 203 0.04%
72 Vanguard Mid Cap Growth ETF 3,570 363 0.07%
73 WELLS FARGO CO 57,305 3,141 0.65%
74 WESTERN DIGITAL CORP 31,208 3,455 0.71%
75 Xerox Corporation 268,582 3,723 0.77%
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