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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 ISHARES TR 622,023 24,010 4.91%
2 VANGUARD CHARLOTTE FDS 480,282 25,421 5.20%
3 POWERSHS DB US DOLLAR INDEX 455,249 11,427 2.34%
4 ISHARES TR 303,045 20,331 4.16%
5 ISHARES TR 294,965 24,786 5.07%
6 ISHARES MSCI ACWI EX US IDX FD 286,182 11,175 2.29%
7 ISHARES TR 284,353 24,167 4.94%
8 ISHARES TR 227,159 24,892 5.09%
9 ISHARES TR 221,715 20,620 4.22%
10 ISHARES TR 212,365 10,714 2.19%
11 ARAMARK 209,761 6,217 1.27%
12 WISDOMTREE TR 202,068 9,833 2.01%
13 ISHARES TR 196,538 17,415 3.56%
14 SUNTRUST BKS INC 185,417 7,090 1.45%
15 SOUTHWEST AIRLS CO 183,370 6,975 1.43%
16 TOTAL SYS SVCS INC 174,377 7,922 1.62%
17 PINNACLE FOODS INC DEL 169,094 7,082 1.45%
18 Spdr Ser Tr Nuveen Barcl 146,267 3,563 0.73%
19 NASDAQ OMX GROUP 140,131 7,473 1.53%
20 ISHARES TR 138,419 14,505 2.97%
21 ISHARES TR 134,324 14,725 3.01%
22 WELLS FARGO & CO NEW 123,648 6,349 1.30%
23 ISHARES TR 121,373 11,487 2.35%
24 VALERO ENERGY CORP NEW 110,820 6,660 1.36%
25 J2 GLOBAL INC 97,372 6,899 1.41%
26 TARGET CORP 94,939 7,468 1.53%
27 MASTERCARD INCORPORATED 83,510 7,526 1.54%
28 ISHARES TR 83,219 11,450 2.34%
29 ISHARES RUSSELL 2000 GROWTH ETF 82,500 11,053 2.26%
30 TESORO CORP 74,661 7,260 1.48%
31 ACCENTURE PLC IRELAND 74,193 7,290 1.49%
32 MOODYS CORP 72,650 7,134 1.46%
33 GLOBAL PMTS INC 72,164 8,279 1.69%
34 STRYKER CORP 71,560 6,734 1.38%
35 CVS HEALTH CORP 70,713 6,822 1.40%
36 AMERISOURCEBERGEN CORP 70,152 6,664 1.36%
37 AETNA INC NEW 66,612 7,288 1.49%
38 ISHARES TR 66,070 6,559 1.34%
39 ANHEUSER BUSCH INBEV SA/NV 64,678 6,877 1.41%
40 EXPEDIA INC DEL 63,342 7,454 1.52%
41 AVAGO TECHNOLOGIES LTD SHS 62,406 7,801 1.60%
42 PARTNERRE LTD 59,372 8,246 1.69%
43 ADVANCE AUTO PARTS INC 43,301 8,207 1.68%
44 VANGUARD SCOTTSDALE FDS 38,151 3,041 0.62%
45 ISHARES TR 19,107 834 0.17%
46 ISHARES RUSSELL 3000 ETF 18,287 2,083 0.43%
47 XL Group plc 13,975 508 0.10%
48 HARTFORD FINL SVCS GROUP INC 13,364 612 0.13%
49 CHEVRON CORP NEW 11,168 881 0.18%
50 SPDR S&P 500 ETF TR 10,499 2,012 0.41%
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