Kinsight as of Dec. 31, 2016
Portfolio Holdings for Kinsight
Kinsight holds 35 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 |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds cmn (VONE) | 31.0 | $59M | 578k | 102.61 | |
| PowerShares FTSE RAFI US 1000 | 23.1 | $44M | 443k | 99.55 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 7.4 | $14M | 131k | 107.97 | |
| Vanguard Europe Pacific ETF (VEA) | 7.3 | $14M | 384k | 36.54 | |
| PowerShares FTSE RAFI Emerging MarketETF | 6.8 | $13M | 715k | 18.15 | |
| Vanguard Emerging Markets ETF (VWO) | 5.7 | $11M | 303k | 35.78 | |
| PowerShares FTSE RAFI US 1500 Small-Mid | 5.5 | $11M | 92k | 115.29 | |
| PowerShares FTSE RAFI Developed Markets | 4.9 | $9.3M | 249k | 37.55 | |
| Vanguard Total Stock Market ETF (VTI) | 1.5 | $2.9M | 25k | 115.31 | |
| Total System Services | 0.8 | $1.6M | 33k | 49.03 | |
| Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 0.8 | $1.6M | 66k | 23.91 | |
| Vulcan Materials Company (VMC) | 0.5 | $888k | 7.1k | 125.16 | |
| Synovus Finl (SNV) | 0.5 | $859k | 21k | 41.08 | |
| Servisfirst Bancshares (SFBS) | 0.4 | $800k | 21k | 37.46 | |
| General Electric Company | 0.4 | $705k | 22k | 31.58 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $563k | 6.2k | 90.34 | |
| UnitedHealth (UNH) | 0.3 | $523k | 3.3k | 159.94 | |
| ProAssurance Corporation (PRA) | 0.3 | $522k | 9.3k | 56.22 | |
| Southern Company (SO) | 0.3 | $495k | 10k | 49.17 | |
| Johnson & Johnson (JNJ) | 0.2 | $460k | 4.0k | 115.23 | |
| At&t (T) | 0.2 | $405k | 9.5k | 42.50 | |
| Pfizer (PFE) | 0.2 | $336k | 10k | 32.53 | |
| 3M Company (MMM) | 0.2 | $332k | 1.9k | 178.78 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $272k | 1.7k | 163.07 | |
| Wells Fargo & Company (WFC) | 0.1 | $270k | 4.9k | 55.20 | |
| International Business Machines (IBM) | 0.1 | $260k | 1.6k | 165.71 | |
| Coca-Cola Company (KO) | 0.1 | $241k | 5.8k | 41.38 | |
| McDonald's Corporation (MCD) | 0.1 | $247k | 2.0k | 121.79 | |
| National Commerce | 0.1 | $255k | 6.9k | 37.19 | |
| Microsoft Corporation (MSFT) | 0.1 | $222k | 3.6k | 62.01 | |
| Intel Corporation (INTC) | 0.1 | $230k | 6.3k | 36.33 | |
| Wal-Mart Stores (WMT) | 0.1 | $201k | 2.9k | 68.95 | |
| Philip Morris International (PM) | 0.1 | $211k | 2.3k | 91.46 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $151k | 11k | 13.22 | |
| Tracon Pharmaceuticals | 0.1 | $104k | 21k | 4.88 |