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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 VANGUARD WORLD FD 1,940 203 0.04%
2 VANGUARD INDEX FDS 2,785 235 0.05%
3 BERKSHIRE HATHAWAY INC DE CL B NEW 1,975 297 0.06%
4 CHEVRON CORP NEW 3,133 351 0.07%
5 VANGUARD INDEX FDS 3,570 363 0.07%
6 SPDR GOLD TR 3,266 371 0.08%
7 IHS INC A 3,615 412 0.08%
8 SCRIPPS NETWORKS INTERACT IN 5,653 426 0.09%
9 GILEAD SCIENCES INC 4,706 444 0.09%
10 UNITED RENTALS INC 4,640 473 0.10%
11 BIOGEN INC 1,485 504 0.10%
12 NORFOLK SOUTHERN CORP 4,615 506 0.10%
13 TEAM HEALTH HOLDINGS INC 8,938 514 0.11%
14 TJX COS INC NEW 7,590 521 0.11%
15 HARTFORD FINL SVCS GROUP INC 12,620 526 0.11%
16 Ball Corporation 7,920 540 0.11%
17 INTEL CORP 16,873 612 0.13%
18 TERADATA CORP DEL 14,345 627 0.13%
19 ISHARES NASDAQ BIOTECHNOLOGY ETF 1,209 642 0.13%
20 ACE LTD 5,710 656 0.13%
21 ISHARES TR 12,895 785 0.16%
22 ISHARES TR 21,682 1,831 0.38%
23 ISHARES RUSSELL 3000 ETF 23,645 2,892 0.59%
24 ANHEUSER BUSCH INBEV SA/NV 26,341 2,959 0.61%
25 EXPEDIA INC DEL 34,966 2,985 0.61%
26 JOHNSON & JOHNSON 28,970 3,029 0.62%
27 Anthem Inc. 24,193 3,040 0.62%
28 CARDINAL HEALTH INC 37,996 3,067 0.63%
29 LILLY ELI & CO 44,557 3,074 0.63%
30 AETNA INC NEW 34,998 3,109 0.64%
31 MOODYS CORP 32,652 3,128 0.64%
32 WELLS FARGO & CO NEW 57,305 3,141 0.65%
33 MASTERCARD INCORPORATED 36,939 3,183 0.65%
34 MCKESSON CORP 15,518 3,221 0.66%
35 FIDELITY NATL INFORMATION SV 51,845 3,225 0.66%
36 GENERAL DYNAMICS CORP 23,577 3,245 0.67%
37 RAYTHEON CO 30,087 3,255 0.67%
38 LEAR CORP 33,651 3,300 0.68%
39 PARTNERRE LTD 29,622 3,381 0.69%
40 WESTERN DIGITAL CORP 31,208 3,455 0.71%
41 CVS HEALTH CORP 36,025 3,470 0.71%
42 LUMEN TECHNOLOGIES INC 90,573 3,585 0.74%
43 CA INC 119,361 3,635 0.75%
44 PROCTER AND GAMBLE CO 40,241 3,666 0.75%
45 DISCOVER FINL SVCS 56,242 3,683 0.76%
46 DELTA AIRLINES INC DEL 74,910 3,685 0.76%
47 XEROX CORP 268,582 3,723 0.77%
48 AVAGO TECHNOLOGIES LTD SHS 37,170 3,739 0.77%
49 DELUXE CORP COM 60,858 3,788 0.78%
50 Hewlett Packard Co 94,515 3,793 0.78%
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