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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
1 ACCENTURE PLC IRELAND 74,193 7,290 1.49%
2 ADVANCE AUTO PARTS INC 43,301 8,207 1.68%
3 AETNA INC NEW 66,612 7,288 1.49%
4 ALLERGAN PLC 1,738 472 0.10%
5 AMERISOURCEBERGEN CORP 70,152 6,664 1.36%
6 ANHEUSER BUSCH INBEV SA/NV 64,678 6,877 1.41%
7 APPLE INC 9,806 1,082 0.22%
8 ARAMARK 209,761 6,217 1.27%
9 AT&T INC 10,464 341 0.07%
10 AVAGO TECHNOLOGIES LTD SHS 62,406 7,801 1.60%
11 BERKSHIRE HATHAWAY INC DEL 1,950 254 0.05%
12 BOEING CO 5,341 699 0.14%
13 CHEVRON CORP NEW 11,168 881 0.18%
14 CVS HEALTH CORP 70,713 6,822 1.40%
15 DANAHER CORP DEL 4,510 384 0.08%
16 EXPEDIA INC DEL 63,342 7,454 1.52%
17 FACEBOOK INC 2,500 225 0.05%
18 FISERV INC 6,250 541 0.11%
19 FLUOR CORP NEW 9,676 410 0.08%
20 GLOBAL PMTS INC 72,164 8,279 1.69%
21 HARTFORD FINL SVCS GROUP INC 13,364 612 0.13%
22 HOLOGIC INC 9,885 387 0.08%
23 ISHARES MSCI ACWI EX US IDX FD 286,182 11,175 2.29%
24 ISHARES RUSSELL 2000 GROWTH ETF 82,500 11,053 2.26%
25 ISHARES RUSSELL 3000 ETF 18,287 2,083 0.43%
26 ISHARES TR 196,538 17,415 3.56%
27 ISHARES TR 303,045 20,331 4.16%
28 ISHARES TR 83,219 11,450 2.34%
29 ISHARES TR 138,419 14,505 2.97%
30 ISHARES TR 284,353 24,167 4.94%
31 ISHARES TR 121,373 11,487 2.35%
32 ISHARES TR 227,159 24,892 5.09%
33 ISHARES TR 221,715 20,620 4.22%
34 ISHARES TR 294,965 24,786 5.07%
35 ISHARES TR 134,324 14,725 3.01%
36 ISHARES TR 622,023 24,010 4.91%
37 ISHARES TR 9,806 332 0.07%
38 ISHARES TR 19,107 834 0.17%
39 ISHARES TR 66,070 6,559 1.34%
40 ISHARES TR 212,365 10,714 2.19%
41 J2 GLOBAL INC 97,372 6,899 1.41%
42 MARATHON PETE CORP 8,220 381 0.08%
43 MASTERCARD INCORPORATED 83,510 7,526 1.54%
44 MOODYS CORP 72,650 7,134 1.46%
45 NASDAQ OMX GROUP 140,131 7,473 1.53%
46 OCCIDENTAL PETE CORP DEL 3,105 205 0.04%
47 PARTNERRE LTD 59,372 8,246 1.69%
48 PHILLIPS 66 7,205 554 0.11%
49 PINNACLE FOODS INC DEL 169,094 7,082 1.45%
50 POWERSHS DB US DOLLAR INDEX 455,249 11,427 2.34%
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