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Institutional Investment Manager
First Personal Financial Services
First Personal Financial Services (CIK: 0001633869) incorporated in North Carolina, located at 2150 Park Dr., Charlotte, NC. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q1)
Portfolio Summary: 585 holdings with a total value of $164,970,000.
#
Name
Shares
Value ($)
%
Options
Notes
551 SPDR SER TR 40,518 1,655,000 1.00%
552 VANGUARD BD INDEX FDS 19,366 1,670,000 1.01%
553 VERIZON COMMUNICATIONS INC 35,141 1,709,000 1.04%
554 WAL-MART STORES INC 21,190 1,743,000 1.06%
555 AMERICAN WTR WKS CO INC NEW 32,352 1,754,000 1.06%
556 DIAGEO P L C 15,887 1,757,000 1.07%
557 CISCO SYS INC 65,218 1,796,000 1.09%
558 THERMO FISHER SCIENTIFIC INC 13,795 1,854,000 1.12%
559 CLOROX CO DEL 17,011 1,878,000 1.14%
560 MCCORMICK & CO INC 24,453 1,886,000 1.14%
561 ANSYS 21,601 1,905,000 1.15%
562 PFIZER INC 55,211 1,921,000 1.16%
563 TEVA PHARMACEUTICAL INDS LTD 31,512 1,964,000 1.19%
564 UNILEVER N V 48,547 2,028,000 1.23%
565 INTERNATIONAL BUSINESS MACHS 12,652 2,031,000 1.23%
566 ISHARES TR 18,842 2,141,000 1.30%
567 MOLSON COORS BREWING CO 29,613 2,205,000 1.34%
568 GENERAL ELECTRIC CO 89,593 2,223,000 1.35%
569 VANGUARD BD INDEX FDS 28,012 2,336,000 1.42%
570 WASTE MGMT INC DEL 44,462 2,412,000 1.46%
571 PEPSICO INC 25,298 2,419,000 1.47%
572 PIEDMONT NAT GAS INC 67,740 2,501,000 1.52%
573 VANGUARD INDEX FDS 29,695 2,504,000 1.52%
574 ISHARES TR 14,834 2,545,000 1.54%
575 ROYAL BK CDA MONTREAL QUE 43,148 2,605,000 1.58%
576 PROCTER AND GAMBLE CO 33,748 2,766,000 1.68%
577 MICROSOFT CORP 68,069 2,768,000 1.68%
578 ACCENTURE PLC IRELAND 30,767 2,884,000 1.75%
579 ISHARES INC 108,302 3,597,000 2.18%
580 VANGUARD SPECIALIZED FUNDS 50,288 4,047,000 2.45%
581 ISHARES TR 30,336 4,611,000 2.80%
582 SCHWAB U.S. LARGE-CAP GROWTH ETF 86,627 4,667,000 2.83%
583 POWERSHARES ETF TRUST 302,725 5,280,000 3.20%
584 POWERSHARES ETF TRUST 189,529 5,840,000 3.54%
585 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 77,245 8,549,000 5.18%
Page 12 of 12

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001633869-15-000002, filed 2015.05.04).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.