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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 (2015Q3)
Original 13F HR (0001144204-15-064200) filed in 2015.11.10
#
Name
Shares
Value ($)
%
Options
Notes
51 WISDOMTREE TR 202,068 9,833 2.01%
52 ISHARES TR 212,365 10,714 2.19%
53 ISHARES TR 82,500 11,053 2.26%
54 ISHARES TR 286,182 11,175 2.29%
55 POWERSHS DB US DOLLAR INDEX 455,249 11,427 2.34%
56 ISHARES TR 83,219 11,450 2.34%
57 ISHARES TR 121,373 11,487 2.35%
58 ISHARES TR 138,419 14,505 2.97%
59 ISHARES TR 134,324 14,725 3.01%
60 ISHARES TR 196,538 17,415 3.56%
61 ISHARES TR 303,045 20,331 4.16%
62 ISHARES TR 221,715 20,620 4.22%
63 ISHARES TR 622,023 24,010 4.91%
64 ISHARES TR 284,353 24,167 4.94%
65 ISHARES TR 294,965 24,786 5.07%
66 ISHARES TR 227,159 24,892 5.09%
67 VANGUARD CHARLOTTE FDS 480,282 25,421 5.20%
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