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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 (2015Q4)
Portfolio Summary: 390 holdings with a total value of $177,565,000.
#
Name
Shares
Value ($)
%
Options
Notes
351 ITC HOLDINGS 43,759 1,718,000 0.97%
352 COCA COLA CO 40,337 1,733,000 0.98%
353 DEERE & CO 23,105 1,762,000 0.99%
354 ISHARES TR 16,833 1,846,000 1.04%
355 VANGUARD SPECIALIZED FUNDS 24,634 1,916,000 1.08%
356 VERIZON COMMUNICATIONS INC 42,101 1,946,000 1.10%
357 SPDR SER TR 46,829 1,963,000 1.11%
358 TEVA PHARMACEUTICAL INDS LTD 30,884 2,027,000 1.14%
359 CISCO SYS INC 75,827 2,059,000 1.16%
360 ALPHABET INC 2,679 2,084,000 1.17%
361 PFIZER INC 65,275 2,107,000 1.19%
362 WAL-MART STORES INC 34,648 2,124,000 1.20%
363 DIAGEO P L C 20,016 2,183,000 1.23%
364 THERMO FISHER SCIENTIFIC INC 15,569 2,208,000 1.24%
365 INTERNATIONAL BUSINESS MACHS 16,231 2,234,000 1.26%
366 ROYAL BK CDA MONTREAL QUE 43,516 2,332,000 1.31%
367 CLOROX CO DEL 18,569 2,355,000 1.33%
368 ANSYS 25,471 2,356,000 1.33%
369 AMERICAN WTR WKS CO INC NEW 39,937 2,386,000 1.34%
370 MCDONALDS CORP 20,549 2,428,000 1.37%
371 MOLSON COORS BREWING CO 26,373 2,477,000 1.39%
372 MCCORMICK & CO INC 29,182 2,497,000 1.41%
373 UNILEVER N V 59,059 2,558,000 1.44%
374 PEPSICO INC 28,233 2,821,000 1.59%
375 WASTE MGMT INC DEL 52,897 2,823,000 1.59%
376 POWERSHARES ETF TRUST 208,503 2,831,000 1.59%
377 VANGUARD BD INDEX FDS 35,326 2,853,000 1.61%
378 VANGUARD INDEX FDS 36,616 2,919,000 1.64%
379 ISHARES TR 19,154 3,083,000 1.74%
380 PROCTER AND GAMBLE CO 40,150 3,188,000 1.80%
381 ACCENTURE PLC IRELAND 32,760 3,424,000 1.93%
382 GENERAL ELECTRIC CO 112,298 3,498,000 1.97%
383 MICROSOFT CORP 69,046 3,831,000 2.16%
384 PROSHARES TR 79,260 3,910,000 2.20%
385 PIEDMONT NAT GAS INC 71,494 4,077,000 2.30%
386 ISHARES INC 137,667 4,273,000 2.41%
387 SCHWAB U.S. LARGE-CAP GROWTH ETF 86,658 4,578,000 2.58%
388 ISHARES TR 35,843 4,994,000 2.81%
389 POWERSHARES ETF TRUST 190,315 5,536,000 3.12%
390 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 74,404 7,982,000 4.50%
Page 8 of 8

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001633869-16-000005, filed 2016.01.26).

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.