Milestone

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

Milestone portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
VEA Vanguard Europe Pacific ETF 15.47 2058982 41.68 41.61
IVV iShares S&P; 500 Index 13.45 -18.00% 402045 185.65 188.66
Ishares Msci Usa Quality Facto invalid 8.93 NEW 876107 56.52 0.00
UNP Union Pacific Corporation 8.73 -13.00% 288323 168.00 191.60
IWB iShares Russell 1000 Index 8.34 -2.00% 448250 103.17 104.92
VNQ Vanguard REIT ETF 6.04 +8.00% 518624 64.56 72.42
EFA iShares MSCI EAFE Index Fund 5.89 487012 67.09 67.51
Vanguard S&p 500 Etf idx fd 5.63 NEW 184686 169.15 0.00
RWX SPDR DJ International Real Estate ETF 5.39 +5.00% 725557 41.20 42.43
DEM WisdomTree Emerging Markets Eq 4.40 +4.00% 478026 51.03 49.07
VWO Vanguard Emerging Markets ETF 3.14 +5.00% 422927 41.14 40.83
VB Vanguard Small-Cap ETF 2.39 120556 109.95 111.67
IWC iShares Russell Microcap Index 1.88 -2.00% 139064 75.12 74.28
IWM iShares Russell 2000 Index 1.64 -2.00% 79052 115.35 113.42
EEM iShares MSCI Emerging Markets Indx 1.24 +6.00% 164096 41.79 41.16
TTC Toro Company 0.92 80000 63.60 63.65
ISHARES TR MSCI Small Cap msci small cap 0.67 72735 50.98 0.00
WPS iShares S&P; World Ex-US Prop Index 0.53 78967 37.38 37.16
VSS Vanguard FTSE All Wld Ex USSml Cap 0.49 26320 102.93 107.90
IYR iShares Dow Jones US Real Estate 0.36 31994 63.07 69.11
SPY SPDR S&P; 500 ETF 0.29 8671 184.64 188.28
BRK.B Berkshire Hathaway 0.26 12376 118.54 0.00
XOM Exxon Mobil Corporation 0.20 11182 101.23 100.26
T AT&T; 0.20 31063 35.15 34.69
AAPL Apple 0.20 1980 561.11 563.10
JNJ Johnson & Johnson 0.19 11371 91.55 99.85
WFC Wells Fargo & Company 0.19 -2.00% 23784 45.41 49.39
MSFT Microsoft Corporation 0.16 23870 37.41 39.36
KO Coca-Cola Company 0.16 21440 41.32 40.80
VZ Verizon Communications 0.16 17820 49.16 46.20
IWV iShares Russell 3000 Index 0.15 -4.00% 7599 110.67 112.33
MO Altria 0.13 +4.00% 18256 38.40 38.47
USB U.S. Ban 0.12 -8.00% 16099 40.38 40.76
PFE Pfizer 0.11 +2.00% 20566 30.63 30.66
Enterprise Products Partners 0.11 8820 66.33 0.00
GE General Electric Company 0.10 19671 28.01 26.55
PCL Plum Creek Timber 0.10 11438 46.51 42.67
Schwab Strategic Tr us lrg cap etf 0.10 +5.00% 11978 44.08 0.00
CVX Chevron Corporation 0.08 3395 124.89 124.70
IBM International Business Machines 0.08 -3.00% 2358 187.45 190.98
SCHF Schwab International Equity ETF 0.08 +7.00% 14066 31.57 31.77
MHR Magnum Hunter Resources Corporation 0.07 53635 7.31 8.40
VTV Vanguard Value ETF 0.07 5149 76.33 78.48
VPL Vanguard Pacific ETF 0.07 6740 61.28 59.13
SCHC Schwab Intl Small Cap Equity ETF 0.07 -12.00% 11769 31.95 33.00
XEL Xcel Energy 0.06 12705 27.94 31.57
KMP Kinder Morgan Energy Partners 0.06 3900 80.77 77.09
COBZ CoBiz Financial 0.06 27402 11.97 10.33
VGK Vanguard European ETF 0.06 +19.00% 5561 58.80 59.73
SCHE Schwab Emerging Markets Equity ETF 0.06 +15.00% 14150 24.59 24.52
SCHA Schwab U S Small Cap ETF 0.06 +6.00% 6162 52.58 52.97
JPM JPMorgan Chase & Co. 0.05 -5.00% 4569 58.44 56.00
BMY Bristol Myers Squibb 0.05 5661 53.17 50.70
COP ConocoPhillips 0.05 4200 70.71 74.46
PEP Pepsi 0.05 3127 82.83 85.36
GLD SPDR Gold Trust 0.05 -10.00% 2350 116.17 124.08
TXT Textron 0.05 NEW 7000 36.71 40.00
IWS iShares Russell Midcap Value Index 0.05 4590 65.80 69.06
VBR Vanguard Small-Cap Value ETF 0.05 2583 97.56 100.42
IEV iShares S&P; Europe 350 Index 0.05 6215 47.47 48.71
MCD McDonald's Corporation 0.04 2219 96.89 99.81
WMT Wal-Mart Stores 0.04 NEW 2556 78.64 78.23
DIS Walt Disney Company 0.04 NEW 2897 76.29 79.35
PG Procter & Gamble Company 0.04 2854 81.29 80.85
MDY SPDR S&P; MidCap 400 ETF 0.04 -19.00% 1017 243.85 247.17
EWJ iShares MSCI Japan Index 0.03 NEW 13580 12.15 11.04
Tanzanian Royalty Expl 0.01 23743 1.77 0.00

Past 13F-HR SEC Filings for Milestone

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