Kinsight as of March 31, 2015
Portfolio Holdings for Kinsight
Kinsight holds 35 positions in its portfolio as reported in the March 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Scottsdale Fds cmn (VONE) | 35.5 | $74M | 771k | 95.75 | |
PowerShares FTSE RAFI US 1000 | 17.3 | $36M | 394k | 91.31 | |
Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 10.6 | $22M | 221k | 99.63 | |
Vanguard Emerging Markets ETF (VWO) | 7.4 | $16M | 378k | 40.87 | |
PowerShares FTSE RAFI Emerging MarketETF | 6.0 | $13M | 678k | 18.50 | |
Vanguard Europe Pacific ETF (VEA) | 5.7 | $12M | 298k | 39.83 | |
PowerShares FTSE RAFI US 1500 Small-Mid | 5.3 | $11M | 106k | 104.01 | |
Vanguard Total Bond Market ETF (BND) | 3.3 | $6.8M | 82k | 83.37 | |
PowerShares FTSE RAFI Developed Markets | 2.4 | $4.9M | 120k | 40.96 | |
Vanguard Total Stock Market ETF (VTI) | 2.3 | $4.8M | 44k | 107.25 | |
HCP | 0.5 | $1.1M | 25k | 43.22 | |
ProAssurance Corporation (PRA) | 0.3 | $652k | 14k | 45.91 | |
Exxon Mobil Corporation (XOM) | 0.2 | $491k | 5.8k | 84.99 | |
Johnson & Johnson (JNJ) | 0.2 | $449k | 4.5k | 100.63 | |
General Electric Company | 0.2 | $448k | 18k | 24.82 | |
UnitedHealth (UNH) | 0.2 | $433k | 3.7k | 118.31 | |
Vulcan Materials Company (VMC) | 0.2 | $401k | 4.8k | 84.21 | |
Coca-Cola Company (KO) | 0.2 | $343k | 8.5k | 40.59 | |
At&t (T) | 0.2 | $346k | 11k | 32.66 | |
Wal-Mart Stores (WMT) | 0.2 | $328k | 4.0k | 82.25 | |
Southern Company (SO) | 0.2 | $337k | 7.6k | 44.34 | |
3M Company (MMM) | 0.1 | $306k | 1.9k | 164.78 | |
Wells Fargo & Company (WFC) | 0.1 | $311k | 5.7k | 54.35 | |
Apple (AAPL) | 0.1 | $311k | 2.5k | 124.30 | |
L Brands | 0.1 | $302k | 3.2k | 94.38 | |
Pfizer (PFE) | 0.1 | $272k | 7.8k | 34.84 | |
International Business Machines (IBM) | 0.1 | $268k | 1.7k | 160.58 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $240k | 6.0k | 40.20 | |
Microsoft Corporation (MSFT) | 0.1 | $241k | 5.9k | 40.69 | |
Walt Disney Company (DIS) | 0.1 | $217k | 2.1k | 104.88 | |
Intel Corporation (INTC) | 0.1 | $204k | 6.5k | 31.33 | |
Pepsi (PEP) | 0.1 | $200k | 2.1k | 95.51 | |
Philip Morris International (PM) | 0.1 | $212k | 2.8k | 75.42 | |
Huntington Bancshares Incorporated (HBAN) | 0.1 | $126k | 11k | 11.03 | |
Regions Financial Corporation (RF) | 0.1 | $103k | 11k | 9.41 |