Hartland & Co as of Dec. 31, 2016
Portfolio Holdings for Hartland & Co
Hartland & Co holds 206 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Fairmount Santrol Holdings | 19.0 | $117M | 9.9M | 11.79 | |
Vanguard S&p 500 Etf idx (VOO) | 11.4 | $71M | 343k | 205.31 | |
Vanguard Mid-Cap ETF (VO) | 4.2 | $26M | 196k | 131.63 | |
iShares S&P 500 Index (IVV) | 3.5 | $22M | 96k | 224.99 | |
Exxon Mobil Corporation (XOM) | 2.8 | $17M | 189k | 90.26 | |
SPDR S&P Dividend (SDY) | 2.8 | $17M | 199k | 85.56 | |
SPDR S&P MidCap 400 ETF (MDY) | 2.7 | $16M | 54k | 301.73 | |
iShares S&P MidCap 400 Index (IJH) | 2.2 | $14M | 81k | 165.34 | |
iShares Russell 3000 Index (IWV) | 2.0 | $12M | 93k | 132.97 | |
Vanguard REIT ETF (VNQ) | 1.6 | $10M | 121k | 82.53 | |
Pepsi (PEP) | 1.3 | $8.2M | 78k | 104.63 | |
Microsoft Corporation (MSFT) | 1.3 | $8.1M | 130k | 62.14 | |
iShares Morningstar Large Growth (ILCG) | 1.2 | $7.7M | 64k | 121.03 | |
Apple (AAPL) | 1.2 | $7.2M | 62k | 115.82 | |
Nordson Corporation (NDSN) | 1.1 | $7.1M | 63k | 112.05 | |
Home Depot (HD) | 1.0 | $6.4M | 48k | 134.07 | |
General Electric Company | 1.0 | $6.4M | 203k | 31.60 | |
iShares S&P 500 Growth Index (IVW) | 0.8 | $5.1M | 42k | 121.78 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $5.0M | 58k | 86.28 | |
Wells Fargo & Company (WFC) | 0.8 | $4.9M | 90k | 55.10 | |
Ishares Inc core msci emkt (IEMG) | 0.8 | $4.9M | 115k | 42.45 | |
iShares Russell Midcap Index Fund (IWR) | 0.8 | $4.7M | 26k | 178.84 | |
Johnson & Johnson (JNJ) | 0.8 | $4.6M | 40k | 115.21 | |
Walt Disney Company (DIS) | 0.8 | $4.6M | 44k | 104.21 | |
Procter & Gamble Company (PG) | 0.7 | $4.6M | 55k | 84.08 | |
iShares Russell 2000 Index (IWM) | 0.7 | $4.6M | 34k | 134.84 | |
Berkshire Hathaway (BRK.B) | 0.7 | $4.4M | 27k | 162.98 | |
Chevron Corporation (CVX) | 0.7 | $4.3M | 37k | 117.70 | |
McDonald's Corporation (MCD) | 0.7 | $4.2M | 35k | 121.71 | |
Automatic Data Processing (ADP) | 0.7 | $4.2M | 41k | 102.77 | |
International Business Machines (IBM) | 0.7 | $4.3M | 26k | 166.02 | |
SPDR DJ Wilshire REIT (RWR) | 0.7 | $4.3M | 46k | 93.34 | |
Vanguard Europe Pacific ETF (VEA) | 0.7 | $4.2M | 114k | 36.54 | |
iShares S&P 500 Value Index (IVE) | 0.7 | $4.1M | 40k | 101.39 | |
Nike (NKE) | 0.7 | $4.0M | 79k | 50.83 | |
Progressive Corporation (PGR) | 0.6 | $4.0M | 112k | 35.50 | |
Intel Corporation (INTC) | 0.6 | $3.8M | 105k | 36.28 | |
WisdomTree Total Dividend Fund (DTD) | 0.6 | $3.8M | 47k | 81.26 | |
iShares Dow Jones Select Dividend (DVY) | 0.6 | $3.8M | 43k | 88.56 | |
Coca-Cola Company (KO) | 0.6 | $3.7M | 90k | 41.45 | |
3M Company (MMM) | 0.6 | $3.7M | 21k | 178.58 | |
Northrop Grumman Corporation (NOC) | 0.6 | $3.6M | 16k | 232.58 | |
Pfizer (PFE) | 0.6 | $3.6M | 110k | 32.49 | |
Abbott Laboratories (ABT) | 0.5 | $3.3M | 86k | 38.42 | |
Bristol Myers Squibb (BMY) | 0.5 | $3.2M | 54k | 58.43 | |
iShares S&P SmallCap 600 Index (IJR) | 0.5 | $2.8M | 21k | 137.51 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $2.7M | 3.4k | 792.41 | |
Vanguard Total Stock Market ETF (VTI) | 0.4 | $2.6M | 23k | 115.30 | |
PowerShares QQQ Trust, Series 1 | 0.4 | $2.5M | 21k | 118.50 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.4 | $2.5M | 25k | 97.40 | |
Ishares Tr usa min vo (USMV) | 0.4 | $2.4M | 53k | 45.22 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.4 | $2.4M | 45k | 53.63 | |
Merck & Co (MRK) | 0.4 | $2.3M | 39k | 58.87 | |
Cisco Systems (CSCO) | 0.3 | $2.1M | 69k | 30.21 | |
Verizon Communications (VZ) | 0.3 | $2.0M | 38k | 53.40 | |
Abbvie (ABBV) | 0.3 | $2.1M | 33k | 62.63 | |
Schlumberger (SLB) | 0.3 | $2.0M | 24k | 83.96 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $1.9M | 34k | 57.73 | |
TFS Financial Corporation (TFSL) | 0.3 | $1.9M | 102k | 19.04 | |
Vanguard Growth ETF (VUG) | 0.3 | $1.9M | 17k | 111.46 | |
Vanguard Extended Market ETF (VXF) | 0.3 | $1.9M | 20k | 95.91 | |
iShares S&P MidCap 400 Growth (IJK) | 0.3 | $1.8M | 9.6k | 182.21 | |
American Express Company (AXP) | 0.3 | $1.6M | 22k | 74.07 | |
State Street Corporation (STT) | 0.3 | $1.6M | 21k | 77.71 | |
At&t (T) | 0.3 | $1.6M | 38k | 42.51 | |
Vanguard Short-Term Bond ETF (BSV) | 0.3 | $1.6M | 20k | 79.45 | |
Costco Wholesale Corporation (COST) | 0.2 | $1.6M | 9.7k | 160.09 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $1.6M | 7.0k | 223.55 | |
SPDR Gold Trust (GLD) | 0.2 | $1.5M | 14k | 109.59 | |
Vanguard Emerging Markets ETF (VWO) | 0.2 | $1.5M | 43k | 35.78 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $1.5M | 2.0k | 771.69 | |
Wal-Mart Stores (WMT) | 0.2 | $1.5M | 21k | 69.11 | |
Novartis (NVS) | 0.2 | $1.5M | 21k | 72.83 | |
CVS Caremark Corporation (CVS) | 0.2 | $1.4M | 18k | 78.88 | |
Colgate-Palmolive Company (CL) | 0.2 | $1.4M | 22k | 65.47 | |
iShares Russell 1000 Index (IWB) | 0.2 | $1.4M | 12k | 124.43 | |
iShares Gold Trust | 0.2 | $1.4M | 127k | 11.08 | |
Amgen (AMGN) | 0.2 | $1.4M | 9.2k | 146.23 | |
Emerson Electric (EMR) | 0.2 | $1.3M | 23k | 55.79 | |
UnitedHealth (UNH) | 0.2 | $1.3M | 8.2k | 159.99 | |
Amazon (AMZN) | 0.2 | $1.3M | 1.7k | 749.85 | |
Key (KEY) | 0.2 | $1.2M | 64k | 18.27 | |
Lincoln Electric Holdings (LECO) | 0.2 | $1.1M | 14k | 76.67 | |
Texas Instruments Incorporated (TXN) | 0.2 | $1.1M | 15k | 72.92 | |
United Technologies Corporation | 0.2 | $1.1M | 10k | 109.60 | |
Walgreen Boots Alliance (WBA) | 0.2 | $1.1M | 13k | 82.76 | |
E.I. du Pont de Nemours & Company | 0.2 | $1.0M | 14k | 73.39 | |
Altria (MO) | 0.2 | $1.0M | 16k | 67.65 | |
United Parcel Service (UPS) | 0.2 | $1.0M | 8.7k | 114.67 | |
SYSCO Corporation (SYY) | 0.2 | $1.0M | 18k | 55.36 | |
Berkshire Hathaway (BRK.A) | 0.2 | $976k | 4.00 | 244000.00 | |
Qualcomm (QCOM) | 0.2 | $1.0M | 16k | 65.16 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.2 | $1.0M | 8.5k | 119.13 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $969k | 11k | 85.17 | |
Bank of America Corporation (BAC) | 0.1 | $926k | 42k | 22.10 | |
Honeywell International (HON) | 0.1 | $956k | 8.2k | 115.91 | |
Baxter International (BAX) | 0.1 | $891k | 20k | 44.32 | |
Target Corporation (TGT) | 0.1 | $881k | 12k | 72.21 | |
Danaher Corporation (DHR) | 0.1 | $851k | 11k | 77.80 | |
Lowe's Companies (LOW) | 0.1 | $849k | 12k | 71.14 | |
Universal Electronics (UEIC) | 0.1 | $807k | 13k | 64.59 | |
BB&T Corporation | 0.1 | $787k | 17k | 47.05 | |
Oracle Corporation (ORCL) | 0.1 | $792k | 21k | 38.43 | |
Eaton (ETN) | 0.1 | $815k | 12k | 67.09 | |
Medtronic (MDT) | 0.1 | $831k | 12k | 71.22 | |
Chubb (CB) | 0.1 | $828k | 6.3k | 132.16 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $734k | 21k | 35.00 | |
Eli Lilly & Co. (LLY) | 0.1 | $732k | 9.9k | 73.58 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $733k | 6.5k | 112.06 | |
SPDR Dow Jones Global Real Estate (RWO) | 0.1 | $767k | 16k | 46.87 | |
Corning Incorporated (GLW) | 0.1 | $694k | 29k | 24.28 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $656k | 5.5k | 118.86 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $667k | 7.7k | 86.53 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $708k | 7.2k | 98.06 | |
Comcast Corporation (CMCSA) | 0.1 | $598k | 8.7k | 69.03 | |
Norfolk Southern (NSC) | 0.1 | $642k | 5.9k | 107.97 | |
Boeing Company (BA) | 0.1 | $617k | 4.0k | 155.69 | |
ConocoPhillips (COP) | 0.1 | $598k | 12k | 50.11 | |
Visa (V) | 0.1 | $640k | 8.2k | 78.03 | |
Celgene Corporation | 0.1 | $609k | 5.3k | 115.67 | |
iShares MSCI EAFE Growth Index (EFG) | 0.1 | $611k | 9.6k | 63.68 | |
Barclays Bk Plc fund (ATMP) | 0.1 | $592k | 25k | 23.54 | |
Sherwin-Williams Company (SHW) | 0.1 | $560k | 2.1k | 268.84 | |
Ford Motor Company (F) | 0.1 | $568k | 47k | 12.13 | |
Illinois Tool Works (ITW) | 0.1 | $539k | 4.4k | 122.50 | |
Omni (OMC) | 0.1 | $582k | 6.8k | 85.15 | |
Owens-Illinois | 0.1 | $555k | 32k | 17.42 | |
Rydex S&P Equal Weight ETF | 0.1 | $541k | 6.2k | 86.63 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $555k | 4.9k | 113.17 | |
WisdomTree MidCap Dividend Fund (DON) | 0.1 | $567k | 6.0k | 94.45 | |
Diebold Incorporated | 0.1 | $496k | 20k | 25.16 | |
Starbucks Corporation (SBUX) | 0.1 | $498k | 9.0k | 55.57 | |
Senior Housing Properties Trust | 0.1 | $476k | 25k | 18.91 | |
Phillips 66 (PSX) | 0.1 | $513k | 5.9k | 86.44 | |
Facebook Inc cl a (META) | 0.1 | $510k | 4.4k | 115.05 | |
Ubs Group (UBS) | 0.1 | $470k | 30k | 15.67 | |
CSX Corporation (CSX) | 0.1 | $405k | 11k | 35.93 | |
Aetna | 0.1 | $432k | 3.5k | 123.92 | |
TJX Companies (TJX) | 0.1 | $415k | 5.5k | 75.15 | |
Zimmer Holdings (ZBH) | 0.1 | $447k | 4.3k | 103.21 | |
Express Scripts Holding | 0.1 | $432k | 6.3k | 68.67 | |
Intercontinental Exchange (ICE) | 0.1 | $433k | 7.7k | 56.42 | |
U.S. Bancorp (USB) | 0.1 | $400k | 7.8k | 51.35 | |
PNC Financial Services (PNC) | 0.1 | $368k | 3.1k | 116.86 | |
Yum! Brands (YUM) | 0.1 | $391k | 6.2k | 63.35 | |
Lockheed Martin Corporation (LMT) | 0.1 | $383k | 1.5k | 249.67 | |
Allstate Corporation (ALL) | 0.1 | $359k | 4.8k | 74.16 | |
Anadarko Petroleum Corporation | 0.1 | $342k | 4.9k | 69.80 | |
Deere & Company (DE) | 0.1 | $380k | 3.7k | 102.95 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $375k | 5.3k | 71.16 | |
Royal Dutch Shell | 0.1 | $379k | 7.0k | 54.34 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $379k | 3.6k | 104.90 | |
Tesla Motors (TSLA) | 0.1 | $376k | 1.8k | 213.52 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $350k | 2.4k | 145.23 | |
Citigroup (C) | 0.1 | $393k | 6.6k | 59.47 | |
Ishares High Dividend Equity F (HDV) | 0.1 | $355k | 4.3k | 82.35 | |
Mondelez Int (MDLZ) | 0.1 | $363k | 8.2k | 44.38 | |
wisdomtreetrusdivd.. (DGRW) | 0.1 | $361k | 11k | 33.26 | |
BP (BP) | 0.1 | $302k | 8.1k | 37.35 | |
Goldman Sachs (GS) | 0.1 | $283k | 1.2k | 239.83 | |
MasterCard Incorporated (MA) | 0.1 | $306k | 3.0k | 103.31 | |
Western Union Company (WU) | 0.1 | $337k | 16k | 21.74 | |
Monsanto Company | 0.1 | $319k | 3.0k | 105.21 | |
General Mills (GIS) | 0.1 | $301k | 4.9k | 61.87 | |
Halliburton Company (HAL) | 0.1 | $314k | 5.8k | 54.06 | |
Nextera Energy (NEE) | 0.1 | $284k | 2.4k | 119.58 | |
Philip Morris International (PM) | 0.1 | $305k | 3.3k | 91.40 | |
Iconix Brand | 0.1 | $285k | 31k | 9.35 | |
iShares MSCI EAFE Value Index (EFV) | 0.1 | $282k | 6.0k | 47.23 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $316k | 8.5k | 37.17 | |
Jp Morgan Alerian Mlp Index | 0.1 | $301k | 9.5k | 31.58 | |
Powershares Etf Tr Ii s^p500 low vol | 0.1 | $291k | 7.0k | 41.57 | |
S&p Global (SPGI) | 0.1 | $310k | 2.9k | 107.64 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $267k | 4.8k | 56.09 | |
Northern Trust Corporation (NTRS) | 0.0 | $244k | 2.7k | 89.21 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $273k | 7.5k | 36.26 | |
Apache Corporation | 0.0 | $241k | 3.8k | 63.52 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $256k | 2.2k | 114.23 | |
Kroger (KR) | 0.0 | $227k | 6.6k | 34.56 | |
Becton, Dickinson and (BDX) | 0.0 | $271k | 1.6k | 165.55 | |
Capital One Financial (COF) | 0.0 | $231k | 2.6k | 87.20 | |
Praxair | 0.0 | $253k | 2.2k | 117.40 | |
Stryker Corporation (SYK) | 0.0 | $220k | 1.8k | 119.89 | |
Gilead Sciences (GILD) | 0.0 | $257k | 3.6k | 71.65 | |
Accenture (ACN) | 0.0 | $237k | 2.0k | 116.81 | |
Clorox Company (CLX) | 0.0 | $249k | 2.1k | 120.23 | |
Prudential Financial (PRU) | 0.0 | $219k | 2.1k | 104.29 | |
Vanguard Small-Cap Value ETF (VBR) | 0.0 | $272k | 2.3k | 120.89 | |
iShares Dow Jones US Real Estate (IYR) | 0.0 | $262k | 3.4k | 77.06 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $241k | 4.7k | 51.31 | |
PowerShares Hgh Yield Corporate Bnd | 0.0 | $273k | 15k | 18.79 | |
Marathon Petroleum Corp (MPC) | 0.0 | $220k | 4.4k | 50.19 | |
American Tower Reit (AMT) | 0.0 | $243k | 2.3k | 105.61 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.0 | $270k | 5.5k | 49.14 | |
Fortive (FTV) | 0.0 | $241k | 4.5k | 53.62 | |
Union Pacific Corporation (UNP) | 0.0 | $213k | 2.1k | 103.55 | |
Parker-Hannifin Corporation (PH) | 0.0 | $206k | 1.5k | 140.14 | |
Modine Manufacturing (MOD) | 0.0 | $215k | 15k | 14.87 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $203k | 1.5k | 139.81 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $211k | 3.6k | 59.19 | |
iShares S&P Global Energy Sector (IXC) | 0.0 | $211k | 6.1k | 34.79 | |
Tcp Capital | 0.0 | $187k | 11k | 16.87 | |
Paypal Holdings (PYPL) | 0.0 | $200k | 5.1k | 39.38 | |
Vareit, Inc reits | 0.0 | $114k | 13k | 8.49 | |
Sirius Xm Holdings (SIRI) | 0.0 | $46k | 10k | 4.44 | |
Charles & Colvard | 0.0 | $11k | 10k | 1.10 |