First Business Financial Services as of March 31, 2016
Portfolio Holdings for First Business Financial Services
First Business Financial Services holds 72 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 |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 30.8 | $113M | 1.1M | 104.82 | |
iShares MSCI EAFE Index Fund (EFA) | 15.2 | $56M | 975k | 57.16 | |
iShares Lehman Aggregate Bond (AGG) | 10.2 | $38M | 339k | 110.83 | |
iShares Russell 3000 Growth Index (IUSG) | 5.7 | $21M | 256k | 81.11 | |
iShares Russell 1000 Index (IWB) | 5.2 | $19M | 169k | 114.07 | |
Technology SPDR (XLK) | 3.9 | $14M | 322k | 44.36 | |
iShares Russell 1000 Value Index (IWD) | 3.7 | $14M | 138k | 98.81 | |
iShares Russell 1000 Growth Index (IWF) | 3.7 | $14M | 136k | 99.78 | |
Consumer Discretionary SPDR (XLY) | 3.7 | $14M | 170k | 79.10 | |
Consumer Staples Select Sect. SPDR (XLP) | 3.6 | $13M | 248k | 53.06 | |
First Business Financial Services (FBIZ) | 2.6 | $9.5M | 413k | 22.93 | |
Vanguard Total Bond Market ETF (BND) | 2.6 | $9.4M | 114k | 82.81 | |
Spdr S&p 500 Etf (SPY) | 1.0 | $3.8M | 19k | 205.50 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.6 | $2.2M | 19k | 111.64 | |
iShares Russell 2000 Value Index (IWN) | 0.5 | $1.7M | 19k | 93.17 | |
iShares Russell 2000 Growth Index (IWO) | 0.5 | $1.7M | 13k | 132.60 | |
Philip Morris International (PM) | 0.2 | $925k | 9.4k | 98.11 | |
Apple (AAPL) | 0.2 | $811k | 7.4k | 109.02 | |
Fidelity National Information Services (FIS) | 0.2 | $745k | 12k | 63.29 | |
Home Depot (HD) | 0.2 | $589k | 4.4k | 133.41 | |
Boeing Company (BA) | 0.1 | $563k | 4.4k | 126.89 | |
Walt Disney Company (DIS) | 0.1 | $526k | 5.3k | 99.32 | |
Nike (NKE) | 0.1 | $503k | 8.2k | 61.48 | |
Starbucks Corporation (SBUX) | 0.1 | $529k | 8.9k | 59.65 | |
BlackRock (BLK) | 0.1 | $467k | 1.4k | 340.63 | |
Discover Financial Services (DFS) | 0.1 | $468k | 9.2k | 50.90 | |
Ameriprise Financial (AMP) | 0.1 | $479k | 5.1k | 93.96 | |
Via | 0.1 | $462k | 11k | 41.29 | |
Travelers Companies (TRV) | 0.1 | $463k | 4.0k | 116.80 | |
CVS Caremark Corporation (CVS) | 0.1 | $476k | 4.6k | 103.70 | |
Invesco (IVZ) | 0.1 | $460k | 15k | 30.75 | |
American Tower Reit (AMT) | 0.1 | $461k | 4.5k | 102.40 | |
Broad | 0.1 | $470k | 3.0k | 154.35 | |
Comcast Corporation (CMCSA) | 0.1 | $458k | 7.5k | 61.07 | |
Progressive Corporation (PGR) | 0.1 | $444k | 13k | 35.17 | |
Moody's Corporation (MCO) | 0.1 | $442k | 4.6k | 96.63 | |
Ecolab (ECL) | 0.1 | $425k | 3.8k | 111.46 | |
Chevron Corporation (CVX) | 0.1 | $428k | 4.5k | 95.32 | |
NVIDIA Corporation (NVDA) | 0.1 | $456k | 13k | 35.64 | |
T. Rowe Price (TROW) | 0.1 | $427k | 5.8k | 73.46 | |
V.F. Corporation (VFC) | 0.1 | $443k | 6.8k | 64.73 | |
W.W. Grainger (GWW) | 0.1 | $434k | 1.9k | 233.21 | |
Kroger (KR) | 0.1 | $430k | 11k | 38.28 | |
Allstate Corporation (ALL) | 0.1 | $425k | 6.3k | 67.43 | |
Altria (MO) | 0.1 | $423k | 6.8k | 62.64 | |
Amgen (AMGN) | 0.1 | $454k | 3.0k | 150.03 | |
Macy's (M) | 0.1 | $429k | 9.7k | 44.13 | |
UnitedHealth (UNH) | 0.1 | $453k | 3.5k | 129.02 | |
Gap (GAP) | 0.1 | $438k | 15k | 29.43 | |
Lowe's Companies (LOW) | 0.1 | $444k | 5.9k | 75.70 | |
Marriott International (MAR) | 0.1 | $423k | 5.9k | 71.12 | |
Amphenol Corporation (APH) | 0.1 | $443k | 7.7k | 57.87 | |
Boston Properties (BXP) | 0.1 | $452k | 3.6k | 126.97 | |
Mondelez Int (MDLZ) | 0.1 | $448k | 11k | 40.13 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $429k | 8.1k | 53.11 | |
Anthem (ELV) | 0.1 | $426k | 3.1k | 139.12 | |
Monsanto Company | 0.1 | $410k | 4.7k | 87.72 | |
Qualcomm (QCOM) | 0.1 | $408k | 8.0k | 51.18 | |
TJX Companies (TJX) | 0.1 | $420k | 5.4k | 78.33 | |
Church & Dwight (CHD) | 0.1 | $408k | 4.4k | 92.29 | |
Coca-cola Enterprises | 0.1 | $419k | 8.3k | 50.74 | |
Alibaba Group Holding (BABA) | 0.1 | $395k | 5.0k | 79.00 | |
Bank Of Montreal Cadcom (BMO) | 0.1 | $320k | 5.3k | 60.74 | |
McDonald's Corporation (MCD) | 0.1 | $278k | 2.2k | 125.56 | |
InterOil Corporation | 0.1 | $286k | 9.0k | 31.78 | |
Kraft Heinz (KHC) | 0.1 | $298k | 3.8k | 78.63 | |
Merck & Co (MRK) | 0.1 | $251k | 4.7k | 52.96 | |
General Electric Company | 0.1 | $212k | 6.7k | 31.85 | |
iShares Russell 2000 Index (IWM) | 0.1 | $237k | 2.1k | 110.75 | |
United States Steel Corporation (X) | 0.1 | $217k | 14k | 16.02 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $222k | 2.7k | 81.62 | |
Sprott Physical Gold Trust (PHYS) | 0.0 | $102k | 10k | 10.15 |