Cutler Investment Counsel as of March 31, 2016
Portfolio Holdings for Cutler Investment Counsel
Cutler Investment Counsel holds 74 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Rydex S&P 500 Pure Growth ETF | 6.1 | $20M | 251k | 79.40 | |
Vanguard Short-Term Bond ETF (BSV) | 5.9 | $19M | 240k | 80.63 | |
WisdomTree Intl. LargeCap Div (DOL) | 5.9 | $19M | 459k | 41.88 | |
Vanguard Mid-Cap ETF (VO) | 4.5 | $15M | 120k | 121.23 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 4.4 | $14M | 136k | 105.42 | |
Home Depot (HD) | 2.7 | $8.9M | 67k | 133.43 | |
Exxon Mobil Corporation (XOM) | 2.5 | $8.2M | 98k | 83.59 | |
McDonald's Corporation (MCD) | 2.5 | $8.0M | 64k | 125.67 | |
Walt Disney Company (DIS) | 2.4 | $7.9M | 80k | 99.31 | |
Bristol Myers Squibb (BMY) | 2.3 | $7.6M | 120k | 63.88 | |
Target Corporation (TGT) | 2.3 | $7.6M | 93k | 82.28 | |
At&t (T) | 2.3 | $7.5M | 193k | 39.17 | |
Texas Instruments Incorporated (TXN) | 2.3 | $7.5M | 131k | 57.42 | |
Microsoft Corporation (MSFT) | 2.2 | $7.4M | 133k | 55.23 | |
Verizon Communications (VZ) | 2.1 | $6.9M | 128k | 54.08 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 2.1 | $6.8M | 52k | 130.62 | |
Chevron Corporation (CVX) | 2.1 | $6.8M | 71k | 95.40 | |
Becton, Dickinson and (BDX) | 2.1 | $6.8M | 45k | 151.81 | |
Johnson & Johnson (JNJ) | 2.0 | $6.6M | 61k | 108.20 | |
Dominion Resources (D) | 2.0 | $6.5M | 86k | 75.12 | |
United Parcel Service (UPS) | 2.0 | $6.5M | 62k | 105.47 | |
Caterpillar (CAT) | 2.0 | $6.4M | 84k | 76.54 | |
Pepsi (PEP) | 2.0 | $6.4M | 63k | 102.48 | |
BlackRock (BLK) | 1.9 | $6.2M | 18k | 340.58 | |
E.I. du Pont de Nemours & Company | 1.9 | $6.1M | 96k | 63.32 | |
Deere & Company (DE) | 1.8 | $5.7M | 75k | 76.99 | |
Wal-Mart Stores (WMT) | 1.8 | $5.7M | 83k | 68.49 | |
Procter & Gamble Company (PG) | 1.8 | $5.7M | 69k | 82.31 | |
Intel Corporation (INTC) | 1.7 | $5.6M | 173k | 32.35 | |
Merck & Co (MRK) | 1.6 | $5.3M | 100k | 52.91 | |
United Technologies Corporation | 1.6 | $5.2M | 52k | 100.09 | |
M&T Bank Corporation (MTB) | 1.6 | $5.1M | 46k | 110.99 | |
American Express Company (AXP) | 1.5 | $4.8M | 78k | 61.40 | |
SYSCO Corporation (SYY) | 1.4 | $4.6M | 99k | 46.73 | |
Qualcomm (QCOM) | 1.3 | $4.4M | 85k | 51.14 | |
National Fuel Gas (NFG) | 1.3 | $4.3M | 85k | 50.05 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.1 | $3.6M | 104k | 34.25 | |
Schlumberger (SLB) | 1.0 | $3.2M | 44k | 73.75 | |
Monsanto Company | 0.9 | $3.0M | 34k | 87.74 | |
WisdomTree SmallCap Earnings Fund (EES) | 0.8 | $2.7M | 35k | 76.94 | |
Schwab Strategic Tr 0 (SCHP) | 0.7 | $2.2M | 40k | 55.53 | |
WisdomTree Total Dividend Fund (DTD) | 0.6 | $1.9M | 25k | 74.23 | |
Vanguard Growth ETF (VUG) | 0.6 | $1.8M | 17k | 106.44 | |
iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.6 | $1.8M | 13k | 141.53 | |
iShares MSCI EAFE Growth Index (EFG) | 0.5 | $1.8M | 27k | 65.81 | |
Powershares Global Etf Trust ex us sml port | 0.5 | $1.8M | 68k | 26.17 | |
PowerShares FTSE RAFI US 1000 | 0.5 | $1.7M | 20k | 88.13 | |
Vanguard Small-Cap Value ETF (VBR) | 0.5 | $1.7M | 17k | 101.88 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.5 | $1.7M | 14k | 118.98 | |
iShares Lehman Aggregate Bond (AGG) | 0.4 | $1.4M | 13k | 110.81 | |
Vanguard Emerging Markets ETF (VWO) | 0.3 | $1.1M | 31k | 34.57 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.3 | $860k | 8.5k | 100.74 | |
Nextera Energy (NEE) | 0.2 | $746k | 6.3k | 118.41 | |
Vanguard Value ETF (VTV) | 0.2 | $747k | 9.1k | 82.40 | |
WisdomTree Earnings 500 Fund (EPS) | 0.2 | $641k | 9.2k | 69.66 | |
iShares MSCI EAFE Value Index (EFV) | 0.2 | $572k | 13k | 44.89 | |
Colgate-Palmolive Company (CL) | 0.2 | $565k | 8.0k | 70.62 | |
Emerson Electric (EMR) | 0.1 | $489k | 9.0k | 54.33 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $424k | 2.9k | 144.27 | |
SPDR Gold Trust (GLD) | 0.1 | $397k | 3.4k | 117.66 | |
Washington Federal (WAFD) | 0.1 | $359k | 16k | 22.68 | |
PNC Financial Services (PNC) | 0.1 | $321k | 3.8k | 84.47 | |
Allstate Corporation (ALL) | 0.1 | $337k | 5.0k | 67.40 | |
Apple (AAPL) | 0.1 | $290k | 2.7k | 109.02 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $278k | 2.2k | 126.08 | |
Discover Financial Services (DFS) | 0.1 | $264k | 5.2k | 50.97 | |
iShares Gold Trust | 0.1 | $256k | 22k | 11.86 | |
Vanguard Energy ETF (VDE) | 0.1 | $267k | 3.1k | 85.96 | |
Pfizer (PFE) | 0.1 | $227k | 7.7k | 29.58 | |
Starbucks Corporation (SBUX) | 0.1 | $216k | 3.6k | 59.68 | |
America Movil Sab De Cv spon adr l | 0.1 | $188k | 12k | 15.53 | |
Vanguard Admiral Fds Inc cmn (IVOO) | 0.1 | $204k | 1.1k | 188.19 | |
ICICI Bank (IBN) | 0.0 | $138k | 19k | 7.15 | |
Banco Itau Holding Financeira (ITUB) | 0.0 | $129k | 15k | 8.59 |