Clarius Group as of Sept. 30, 2017
Portfolio Holdings for Clarius Group
Clarius Group holds 70 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Paccar (PCAR) | 37.9 | $90M | 1.2M | 72.34 | |
Amazon (AMZN) | 12.1 | $29M | 30k | 961.33 | |
Vanguard Growth ETF (VUG) | 7.1 | $17M | 127k | 132.75 | |
Sage Therapeutics (SAGE) | 3.4 | $8.0M | 129k | 62.30 | |
Agios Pharmaceuticals (AGIO) | 3.1 | $7.3M | 109k | 66.75 | |
iShares Russell 1000 Index (IWB) | 2.3 | $5.5M | 39k | 139.87 | |
Vanguard Value ETF (VTV) | 2.3 | $5.4M | 54k | 99.82 | |
Juno Therapeutics | 2.2 | $5.3M | 118k | 44.86 | |
Ishares Inc core msci emkt (IEMG) | 1.7 | $4.0M | 74k | 54.02 | |
Apple (AAPL) | 1.6 | $3.9M | 25k | 154.11 | |
iShares Russell 1000 Value Index (IWD) | 1.5 | $3.6M | 31k | 118.50 | |
Starbucks Corporation (SBUX) | 1.4 | $3.4M | 62k | 53.71 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 1.2 | $2.8M | 52k | 52.71 | |
Facebook Inc cl a (META) | 1.1 | $2.6M | 15k | 170.84 | |
iShares MSCI ACWI Index Fund (ACWI) | 1.1 | $2.6M | 37k | 68.81 | |
Alphabet Inc Class A cs (GOOGL) | 1.1 | $2.5M | 2.6k | 973.69 | |
Vanguard Small-Cap Value ETF (VBR) | 1.0 | $2.5M | 19k | 127.80 | |
Alphabet Inc Class C cs (GOOG) | 0.9 | $2.3M | 2.4k | 959.17 | |
Impinj (PI) | 0.9 | $2.2M | 53k | 41.60 | |
Editas Medicine (EDIT) | 0.9 | $2.1M | 87k | 24.01 | |
Acxiom Corporation | 0.9 | $2.0M | 83k | 24.65 | |
Berkshire Hathaway (BRK.A) | 0.8 | $1.9M | 7.00 | 274714.29 | |
Microsoft Corporation (MSFT) | 0.8 | $1.9M | 25k | 74.49 | |
Spdr Short-term High Yield mf (SJNK) | 0.8 | $1.9M | 67k | 27.97 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.8 | $1.8M | 29k | 60.99 | |
iShares MSCI EAFE Growth Index (EFG) | 0.8 | $1.8M | 23k | 77.37 | |
iShares Russell 1000 Growth Index (IWF) | 0.7 | $1.7M | 13k | 125.08 | |
Vanguard S&p 500 Etf idx (VOO) | 0.7 | $1.6M | 6.9k | 230.72 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.7 | $1.6M | 14k | 110.93 | |
Vanguard Europe Pacific ETF (VEA) | 0.6 | $1.5M | 34k | 43.43 | |
Esterline Technologies Corporation | 0.6 | $1.3M | 15k | 90.17 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.5 | $1.1M | 21k | 54.72 | |
Tesla Motors (TSLA) | 0.5 | $1.1M | 3.1k | 341.24 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $958k | 3.8k | 251.18 | |
Maxpoint Interactive | 0.4 | $865k | 62k | 13.89 | |
Costco Wholesale Corporation (COST) | 0.3 | $841k | 5.1k | 164.19 | |
Netflix (NFLX) | 0.3 | $824k | 4.5k | 181.30 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $765k | 5.9k | 129.46 | |
Vanguard Total Bond Market ETF (BND) | 0.3 | $763k | 9.3k | 81.99 | |
iShares Lehman Aggregate Bond (AGG) | 0.3 | $720k | 6.6k | 109.52 | |
Vanguard Russell 1000 Value Et (VONV) | 0.3 | $708k | 6.8k | 103.57 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $681k | 7.2k | 94.73 | |
Vanguard Large-Cap ETF (VV) | 0.2 | $600k | 5.2k | 115.41 | |
Vanguard REIT ETF (VNQ) | 0.2 | $603k | 7.3k | 83.06 | |
PowerShares FTSE RAFI US 1500 Small-Mid | 0.2 | $510k | 4.1k | 125.31 | |
General Electric Company | 0.2 | $428k | 18k | 24.18 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $438k | 5.9k | 74.26 | |
Bank of America Corporation (BAC) | 0.2 | $406k | 16k | 25.35 | |
PowerShares QQQ Trust, Series 1 | 0.1 | $360k | 2.5k | 145.45 | |
Kite Pharma | 0.1 | $345k | 1.9k | 179.69 | |
Coca-Cola Company (KO) | 0.1 | $333k | 7.4k | 45.00 | |
Wells Fargo & Company (WFC) | 0.1 | $327k | 5.9k | 55.20 | |
Boeing Company (BA) | 0.1 | $316k | 1.2k | 253.82 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $297k | 2.8k | 105.69 | |
At&t (T) | 0.1 | $278k | 7.1k | 39.16 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $253k | 1.7k | 152.78 | |
CMS Energy Corporation (CMS) | 0.1 | $229k | 5.0k | 46.23 | |
Amgen (AMGN) | 0.1 | $235k | 1.3k | 186.80 | |
iShares S&P Global Technology Sect. (IXN) | 0.1 | $242k | 1.7k | 142.35 | |
Servicenow (NOW) | 0.1 | $241k | 2.1k | 117.56 | |
Walt Disney Company (DIS) | 0.1 | $202k | 2.1k | 98.54 | |
Public Storage (PSA) | 0.1 | $221k | 1.0k | 213.53 | |
F5 Networks (FFIV) | 0.1 | $218k | 1.8k | 120.38 | |
CurrencyShares British Pound Ster. Trst | 0.1 | $202k | 1.6k | 130.32 | |
Workhorse Group Inc ordinary shares | 0.1 | $214k | 78k | 2.76 | |
Yume | 0.1 | $161k | 35k | 4.63 | |
Castlight Health | 0.0 | $78k | 18k | 4.29 | |
Pendrell Corp Cl A | 0.0 | $74k | 11k | 6.83 | |
Compugen (CGEN) | 0.0 | $38k | 10k | 3.80 | |
Dowdupont | 0.0 | $10k | 150.00 | 66.67 |