0001398344-15-000959.txt : 20150213
0001398344-15-000959.hdr.sgml : 20150213
20150213135929
ACCESSION NUMBER: 0001398344-15-000959
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150213
DATE AS OF CHANGE: 20150213
EFFECTIVENESS DATE: 20150213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MOGY JOEL R INVESTMENT COUNSEL INC
CENTRAL INDEX KEY: 0001126735
IRS NUMBER: 953533539
STATE OF INCORPORATION: CA
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05915
FILM NUMBER: 15612507
BUSINESS ADDRESS:
STREET 1: 315 SO BEVERLY DRIVE, SUITE 400
CITY: BEVERLY HILLS
STATE: CA
ZIP: 90212
BUSINESS PHONE: 3105520529
MAIL ADDRESS:
STREET 1: 315 SO BEVERLY DRIVE, SUITE 400
CITY: BEVERLY HILLS
STATE: CA
ZIP: 90212
13F-HR
1
primary_doc.xml
13F-HR
LIVE
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false
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0001126735
XXXXXXXX
12-31-2014
12-31-2014
false
MOGY JOEL R INVESTMENT COUNSEL INC
315 So Beverly Drive, Suite 400
Beverly Hills
CA
90212
13F HOLDINGS REPORT
028-05915
N
Joel R. Mogy
President
310-552-0529
/s/ Joel R. Mogy
Beverly Hills
CA
02-12-2015
0
146
527727
INFORMATION TABLE
2
fp0013241_13fhr-table.xml
13F INFORMATION TABLE
AT&T INC
COM
00206R102
6603
196570
SH
SOLE
0
0
196570
ABBOTT LABS
COM
002824100
3190
70866
SH
SOLE
0
0
70866
ABBVIE INC
COM
00287Y109
4624
70666
SH
SOLE
0
0
70666
ADOBE SYS INC
COM
00724F101
1185
16300
SH
SOLE
0
0
16300
AGRIUM INC
COM
008916108
332
3500
SH
SOLE
0
0
3500
ALLERGAN INC
COM
018490102
6505
30600
SH
SOLE
0
0
30600
ALTRIA GROUP INC
COM
02209S103
3878
78710
SH
SOLE
0
0
78710
AMAZON COM INC
COM
023135106
2962
9545
SH
SOLE
0
0
9545
AMERICAN EXPRESS CO
COM
025816109
572
6150
SH
SOLE
0
0
6150
AMGEN INC
COM
031162100
1062
6666
SH
SOLE
0
0
6666
APPLE INC
COM
037833100
25906
234695
SH
SOLE
0
0
234695
AUTOZONE INC
COM
053332102
2931
4735
SH
SOLE
0
0
4735
BP PLC
SPONSORED ADR
055622104
701
18388
SH
SOLE
0
0
18388
BECTON DICKINSON & CO
COM
075887109
1058
7600
SH
SOLE
0
0
7600
BED BATH & BEYOND INC
COM
075896100
19071
250376
SH
SOLE
0
0
250376
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
2712
12
SH
SOLE
0
0
12
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
25234
168057
SH
SOLE
0
0
168057
BIOGEN IDEC INC
COM
09062X103
2206
6500
SH
SOLE
0
0
6500
BOEING CO
COM
097023105
321
2470
SH
SOLE
0
0
2470
BRISTOL MYERS SQUIBB CO
COM
110122108
1718
29097
SH
SOLE
0
0
29097
BUCKEYE PARTNERS L P
UNIT LTD PARTN
118230101
229
3023
SH
SOLE
0
0
3023
CSX CORP
COM
126408103
1203
33192
SH
SOLE
0
0
33192
CVS HEALTH CORP
COM
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287
2981
SH
SOLE
0
0
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CELGENE CORP
COM
151020104
598
5350
SH
SOLE
0
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5350
CHEVRON CORP NEW
COM
166764100
4396
39190
SH
SOLE
0
0
39190
CHIPOTLE MEXICAN GRILL INC
COM
169656105
1200
1753
SH
SOLE
0
0
1753
CISCO SYS INC
COM
17275R102
15086
542380
SH
SOLE
0
0
542380
CITY NATL CORP
COM
178566105
307
3800
SH
SOLE
0
0
3800
COCA COLA CO
COM
191216100
1728
40925
SH
SOLE
0
0
40925
COLGATE PALMOLIVE CO
COM
194162103
457
6600
SH
SOLE
0
0
6600
COMCAST CORP NEW
CL A
20030N101
773
13321
SH
SOLE
0
0
13321
COMCAST CORP NEW
CL A SPL
20030N200
950
16500
SH
SOLE
0
0
16500
CONOCOPHILLIPS
COM
20825C104
376
5451
SH
SOLE
0
0
5451
COSTCO WHSL CORP NEW
COM
22160K105
14690
103629
SH
SOLE
0
0
103629
CRANE CO
COM
224399105
410
6990
SH
SOLE
0
0
6990
DENTSPLY INTL INC NEW
COM
249030107
202
3800
SH
SOLE
0
0
3800
DISNEY WALT CO
COM DISNEY
254687106
5187
55073
SH
SOLE
0
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55073
DIRECTV
COM
25490A309
7659
88340
SH
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88340
DOLLAR GEN CORP NEW
COM
256677105
7974
112780
SH
SOLE
0
0
112780
DOMINION RES INC VA NEW
COM
25746U109
585
7612
SH
SOLE
0
0
7612
DU PONT E I DE NEMOURS & CO
COM
263534109
407
5500
SH
SOLE
0
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ENERGY TRANSFER PRTNRS L P
UNIT LTD PARTN
29273R109
371
5700
SH
SOLE
0
0
5700
ENTERPRISE PRODS PARTNERS L
COM
293792107
378
10478
SH
SOLE
0
0
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EXPEDITORS INTL WASH INC
COM
302130109
241
5400
SH
SOLE
0
0
5400
EXPRESS SCRIPTS HLDG CO
COM
30219G108
11329
133807
SH
SOLE
0
0
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EXXON MOBIL CORP
COM
30231G102
15885
171821
SH
SOLE
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FACEBOOK INC
CL A
30303M102
755
9675
SH
SOLE
0
0
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FEDEX CORP
COM
31428X106
399
2300
SH
SOLE
0
0
2300
FINANCIAL ENGINES INC
COM
317485100
6180
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SH
SOLE
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FRANKLIN RES INC
COM
354613101
437
7901
SH
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GENERAL ELECTRIC CO
COM
369604103
7090
280560
SH
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GENERAL MLS INC
COM
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544
10200
SH
SOLE
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GILEAD SCIENCES INC
COM
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GOOGLE INC
CL A
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15967
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GOOGLE INC
CL C
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SH
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HERSHEY CO
COM
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SH
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HOME DEPOT INC
COM
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67244
SH
SOLE
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HONEYWELL INTL INC
COM
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699
7000
SH
SOLE
0
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IDEXX LABS INC
COM
45168D104
3424
23090
SH
SOLE
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ILLINOIS TOOL WKS INC
COM
452308109
208
2200
SH
SOLE
0
0
2200
INTEL CORP
COM
458140100
5496
151450
SH
SOLE
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INTERNATIONAL BUSINESS MACHS
COM
459200101
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SH
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INTUIT
COM
461202103
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SH
SOLE
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INTUITIVE SURGICAL INC
COM NEW
46120E602
1443
2728
SH
SOLE
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ISHARES
MSCI SINGAP ETF
464286673
493
37700
SH
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ISHARES
MSCI HONG KG ETF
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SH
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ISHARES TR
MSCI EAFE ETF
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292
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ISHARES TR
CORE S&P MCP ETF
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ISHARES TR
RUSSELL 2000 ETF
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ISHARES TR
CORE S&P SCP ETF
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SH
SOLE
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JPMORGAN CHASE & CO
COM
46625H100
430
6875
SH
SOLE
0
0
6875
JOHNSON & JOHNSON
COM
478160104
18843
180195
SH
SOLE
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JOHNSON CTLS INC
COM
478366107
1624
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SH
SOLE
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KELLOGG CO
COM
487836108
340
5200
SH
SOLE
0
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KINDER MORGAN INC DEL
COM
49456B101
297
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SH
SOLE
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KRAFT FOODS GROUP INC
COM
50076Q106
692
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SH
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LINKEDIN CORP
COM CL A
53578A108
565
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SH
SOLE
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LOCKHEED MARTIN CORP
COM
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635
3300
SH
SOLE
0
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LOWES COS INC
COM
548661107
365
5300
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LUXOTTICA GROUP S P A
SPONSORED ADR
55068R202
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MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
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MASTERCARD INC
CL A
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SH
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MCDONALDS CORP
COM
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SH
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MEDTRONIC INC
COM
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MERCK & CO INC NEW
COM
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MERCURY GENL CORP NEW
COM
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283
5000
SH
SOLE
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MICROSOFT CORP
COM
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SOLE
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MONDELEZ INTL INC
CL A
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SH
SOLE
0
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NEXTERA ENERGY INC
COM
65339F101
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SH
SOLE
0
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NIKE INC
CL B
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47495
SH
SOLE
0
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NORDSTROM INC
COM
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NORFOLK SOUTHERN CORP
COM
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SOLE
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O REILLY AUTOMOTIVE INC NEW
COM
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553
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SH
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ORACLE CORP
COM
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SOLE
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PPG INDS INC
COM
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555
2400
SH
SOLE
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PACWEST BANCORP DEL
COM
695263103
318
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SH
SOLE
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PAREXEL INTL CORP
COM
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306
5500
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SOLE
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PEPSICO INC
COM
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PFIZER INC
COM
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SOLE
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PHILIP MORRIS INTL INC
COM
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SOLE
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PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
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216
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SOLE
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PRICE T ROWE GROUP INC
COM
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SH
SOLE
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PRICELINE GRP INC
COM NEW
741503403
274
240
SH
SOLE
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240
PROCTER & GAMBLE CO
COM
742718109
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SH
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QUALCOMM INC
COM
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RAYTHEON CO
COM NEW
755111507
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10100
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ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
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21062
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SPDR S&P 500 ETF TR
TR UNIT
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711
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SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
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305
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SH
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SALESFORCE COM INC
COM
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SCHEIN HENRY INC
COM
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SCHLUMBERGER LTD
COM
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SCHWAB CHARLES CORP NEW
COM
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SIMON PPTY GROUP INC NEW
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SOUTHERN CO
COM
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STARBUCKS CORP
COM
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STERICYCLE INC
COM
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STRYKER CORP
COM
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3M CO
COM
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TIME WARNER INC
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TIME WARNER CABLE INC
COM
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431
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TORTOISE ENERGY INFRSTRCTR C
COM
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TRAVELERS COMPANIES INC
COM
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UNION PAC CORP
COM
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UNITED PARCEL SERVICE INC
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UNITED TECHNOLOGIES CORP
COM
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VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
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516
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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998
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VANGUARD INDEX FDS
MCAP VL IDXVIP
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205
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VANGUARD INDEX FDS
SM CP VAL ETF
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MID CAP ETF
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VANGUARD INDEX FDS
GROWTH ETF
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397
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3800
VANGUARD INDEX FDS
VALUE ETF
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VANGUARD INDEX FDS
TOTAL STK MKT
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VERIZON COMMUNICATIONS INC
COM
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VISA INC
COM CL A
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VODAFONE GROUP PLC NEW
SPNSR ADR NO PAR
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WAL-MART STORES INC
COM
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WALGREENS BOOTS ALLIANCE INC
COM
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WELLS FARGO & CO NEW
COM
949746101
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30459
SH
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0
0
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WHOLE FOODS MKT INC
COM
966837106
2461
48803
SH
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WILLIAMS SONOMA INC
COM
969904101
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20580
SH
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WISCONSIN ENERGY CORP
COM
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SH
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YUM BRANDS INC
COM
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SH
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ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
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MICHAEL KORS HLDGS LTD
SHS
G60754101
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