Dark
Light
System
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 (2016Q4)
Portfolio Summary: 922 holdings with a total value of $379,436,000.
#
Name
Shares
Value ($)
%
Options
Notes
901 WAL-MART STORES INC 69,285 4,789,000 1.26%
902 MICROSOFT CORP 79,210 4,922,000 1.30%
903 ISHARES TR 27,275 4,970,000 1.31%
904 INTERNATIONAL BUSINESS MACHS 30,069 4,991,000 1.32%
905 GENERAL ELECTRIC CO 160,156 5,061,000 1.33%
906 AMDOCS LTD 87,033 5,070,000 1.34%
907 ISHARES INC 180,564 5,319,000 1.40%
908 NEW ORIENTAL ED & TECH GRP I 129,645 5,458,000 1.44%
909 ICON PLC 74,724 5,619,000 1.48%
910 POWERSHARES ETF TRUST 167,621 5,652,000 1.49%
911 ISHARES INC 135,499 5,752,000 1.52%
912 DEERE & CO 57,270 5,901,000 1.56%
913 MEDTRONIC PLC 83,671 5,960,000 1.57%
914 BROADCOM LTD 33,717 5,960,000 1.57%
915 AON PLC 55,719 6,214,000 1.64%
916 ACCENTURE PLC IRELAND 55,176 6,463,000 1.70%
917 ALIBABA GROUP HLDG LTD 75,160 6,600,000 1.74%
918 PROSHARES TR 125,697 6,776,000 1.79%
919 ISHARES TR 44,429 7,346,000 1.94%
920 ISHARES TR 33,923 7,632,000 2.01%
921 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 71,313 7,715,000 2.03%
922 ISHARES TR 156,538 17,537,000 4.62%
Page 19 of 19

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001633869-17-000001, filed 2017.02.03).

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.