Milestone

Latest statistics and disclosures from Milestone's latest quarterly 13F-HR filing:

Milestone portfolio companies for March 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Ishares Msci Usa Quality Facto invalid 12.52 1190542 63.61 0.00
IVV iShares S&P; 500 Index 10.62 -11.00% 309160 207.83 205.96
Db-x Msci Eafe Currency-hedged 10.12 NEW 2043900 29.96 0.00
UNP Union Pacific Corporation 10.05 561292 108.31 114.86
IWB iShares Russell 1000 Index 7.25 -6.00% 378565 115.85 114.60
VNQ Vanguard REIT ETF 7.12 -4.00% 510597 84.31 80.84
VEA Vanguard Europe Pacific ETF 6.68 -53.00% 1014233 39.83 39.04
RWX SPDR DJ International Real Estate ETF 5.26 734487 43.32 42.22
Vanguard S&p 500 Etf idx fd 4.86 -6.00% 155301 189.20 0.00
Ishares Inc core msci emkt 4.57 +6.00% 571991 48.33 0.00
EFA iShares MSCI EAFE Index Fund 3.72 -28.00% 350706 64.17 62.56
VWO Vanguard Emerging Markets ETF 2.69 -2.00% 398297 40.87 39.44
VB Vanguard Small-Cap ETF 2.56 126338 122.56 118.34
IWC iShares Russell Microcap Index 1.69 -6.00% 129389 79.08 76.92
IWM iShares Russell 2000 Index 1.42 -5.00% 69059 124.37 119.90
EEM iShares MSCI Emerging Markets Indx 0.97 -2.00% 146886 40.13 38.45
DEM WisdomTree Emerging Markets Eq 0.75 -7.00% 106359 42.50 41.02
ISHARES TR MSCI Small Cap msci small cap 0.70 -2.00% 84980 49.47 0.00
WPS iShares S&P; World Ex-US Prop Index 0.50 -4.00% 79220 38.16 36.83
TTC Toro Company 0.46 40000 70.12 66.03
VSS Vanguard FTSE All Wld Ex USSml Cap 0.41 -2.00% 24829 99.28 96.93
IYR iShares Dow Jones US Real Estate 0.39 -4.00% 29968 79.32 76.66
BRK.B Berkshire Hathaway 0.30 12403 144.32 0.00
AAPL Apple 0.27 12894 124.40 123.28
SPY SPDR S&P; 500 ETF 0.22 6549 206.44 205.25
SCHE Schwab Emerging Markets Equity ETF 0.19 47559 24.37 23.47
WFC Wells Fargo & Company 0.18 -9.00% 20248 54.38 53.90
JNJ Johnson & Johnson 0.17 -9.00% 10336 100.62 98.55
XOM Exxon Mobil Corporation 0.15 -12.00% 10477 85.04 84.57
IWV iShares Russell 3000 Index 0.15 7436 123.86 122.37
MSFT Microsoft Corporation 0.14 -10.00% 20992 40.63 42.00
T AT&T; 0.14 -20.00% 25272 32.64 32.70
MO Altria 0.13 -10.00% 16259 50.00 52.47
PFE Pfizer 0.12 20116 34.80 33.78
KO Coca-Cola Company 0.11 -23.00% 16119 40.57 40.22
BRK.A Berkshire Hathaway 0.11 3 217666.67 0.00
USB U.S. Ban 0.10 -3.00% 14341 43.65 43.76
Enterprise Products Partners 0.10 17640 32.94 0.00
SCHF Schwab International Equity ETF 0.10 -9.00% 19691 30.22 29.47
Schwab Strategic Tr us lrg cap etf 0.10 +6.00% 12632 49.56 0.00
Ishares Core Msci Eafe Etf core msci eafe 0.10 -85.00% 10613 58.51 0.00
VZ Verizon Communications 0.09 -37.00% 11777 48.65 48.01
PCL Plum Creek Timber 0.08 11100 43.42 41.89
XEL Xcel Energy 0.08 14047 34.81 33.87
VTV Vanguard Value ETF 0.08 +14.00% 5919 83.63 82.99
SCHC Schwab Intl Small Cap Equity ETF 0.08 +4.00% 16614 30.16 29.37
CVX Chevron Corporation 0.07 -23.00% 3895 105.01 102.86
GE General Electric Company 0.07 -20.00% 15894 24.79 25.35
VPL Vanguard Pacific ETF 0.07 6740 61.28 59.67
SCHA Schwab U S Small Cap ETF 0.07 +3.00% 7013 57.61 55.93
BMY Bristol Myers Squibb 0.06 -11.00% 5811 64.53 66.08
IWS iShares Russell Midcap Value Index 0.06 4590 75.16 73.47
COBZ CoBiz Financial 0.06 27246 12.33 11.52
DIS Walt Disney Company 0.05 2897 104.94 103.60
CVS CVS Caremark Corporation 0.05 +12.00% 2642 103.33 101.90
IBM International Business Machines 0.05 1956 160.53 158.25
PEP Pepsi 0.05 2948 95.66 93.96
BBG Bill Barrett Corporation 0.05 35228 8.29 8.46
TXT Textron 0.05 7000 44.29 42.62
VBR Vanguard Small-Cap Value ETF 0.05 2583 109.56 105.60
IEV iShares S&P; Europe 350 Index 0.05 6215 44.25 43.13
TIP iShares Barclays TIPS Bond Fund 0.05 2484 113.53 111.97
Schwab Strategic Tr us reit etf 0.05 -4.00% 7142 40.60 0.00
Schwab Strategic Tr us aggregate b 0.05 5562 52.86 0.00
Kraft Foods 0.05 3353 87.09 0.00
JPM JPMorgan Chase & Co. 0.04 3794 60.62 60.16
BDX Becton, Dickinson and 0.04 1500 143.33 142.79
GLD SPDR Gold Trust 0.04 2350 113.62 110.56
VGK Vanguard European ETF 0.04 -16.00% 4660 54.29 53.41
Schwab Strategic Tr 0 0.04 -3.00% 4606 54.93 0.00
BAC Bank of America Corporation 0.03 12966 15.42 15.95
INTC Intel Corporation 0.03 6755 31.24 32.76
EOG EOG Resources 0.03 2290 91.70 86.44
EWJ iShares MSCI Japan Index 0.03 16080 12.50 12.17
MHR Magnum Hunter Resources Corporation 0.02 53635 2.67 2.31

Past 13F-HR SEC Filings for Milestone

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