0001111830-14-000501.txt : 20140729
0001111830-14-000501.hdr.sgml : 20140729
20140729093807
ACCESSION NUMBER: 0001111830-14-000501
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140630
FILED AS OF DATE: 20140729
DATE AS OF CHANGE: 20140729
EFFECTIVENESS DATE: 20140729
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: INVESTMENT HOUSE LLC
CENTRAL INDEX KEY: 0001566030
IRS NUMBER: 364728577
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15213
FILM NUMBER: 14998406
BUSINESS ADDRESS:
STREET 1: 11150 SANTA MONICA BOULEVARD, SUITE 850
CITY: LOS ANGELES
STATE: CA
ZIP: 90025
BUSINESS PHONE: (310) 873-3021
MAIL ADDRESS:
STREET 1: 11150 SANTA MONICA BOULEVARD, SUITE 850
CITY: LOS ANGELES
STATE: CA
ZIP: 90025
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001566030
XXXXXXXX
06-30-2014
06-30-2014
false
INVESTMENT HOUSE LLC
11150 Santa Monica Boulevard, Suite 850
Los Angeles
CA
90025
13F HOLDINGS REPORT
028-15213
N
David L. Kahn
Compliance Officer
310-873-3024
/s/ David L. Kahn
Los Angeles
CA
07-25-2014
0
155
584025
INFORMATION TABLE
2
infotable.xml
ACTAVIS PLC
SHS
G0083B108
340
1525
SH
SOLE
825
700
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
8035
99396
SH
SOLE
69316
30080
0
EATON CORP PLC
SHS
G29183103
3480
45090
SH
SOLE
30870
14220
0
INGERSOLL-RAND PLC
SHS
G47791101
275
4400
SH
SOLE
0
4400
0
GARMIN LTD
SHS
H2906T109
1082
17775
SH
SOLE
75
17700
0
STRATASYS LTD.
SHS
M85548101
27863
245210
SH
SOLE
130605
114605
0
ABBOTT LABS
COM
002824100
1988
48600
SH
SOLE
10280
38320
0
ABBVIE INC
COM
00287Y109
5951
105443
SH
SOLE
42506
62937
0
ADOBE SYS INC
COM
00724F101
8320
114979
SH
SOLE
30464
84515
0
AGILENT TECHNOLOGIES INC
COM
00846U101
958
16680
SH
SOLE
4560
12120
0
ALLERGAN INC
COM
018490102
6020
35575
SH
SOLE
24505
11070
0
ALLIANCE DATA SYSTEMS CORP
COM
018581108
716
2545
SH
SOLE
890
1655
0
AMAZON COM INC
COM
023135106
2744
8450
SH
SOLE
5255
3195
0
AMERICAN AIRLS GROUP INC
COM
02376R102
330
7675
SH
SOLE
2875
4800
0
AMERICAN ELEC PWR INC
COM
025537101
441
7900
SH
SOLE
2200
5700
0
AMERICAN EXPRESS CO
COM
025816109
761
8025
SH
SOLE
2200
5825
0
AMGEN INC
COM
031162100
5886
49728
SH
SOLE
19683
30045
0
APPLE INC
COM
037833100
28971
311746
SH
SOLE
182881
128865
0
AUTODESK INC
COM
052769106
2602
46155
SH
SOLE
32335
13820
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
5109
64436
SH
SOLE
20774
43662
0
AVANIR PHARMACEUTICALS INC
CL A NEW
05348P401
86
15200
SH
SOLE
0
15200
0
B & G FOODS INC NEW
COM
05508R106
1936
59225
SH
SOLE
33750
25475
0
BARD C R INC
COM
067383109
1911
13360
SH
SOLE
7425
5935
0
BAXTER INTL INC
COM
071813109
4213
58266
SH
SOLE
35354
22912
0
BED BATH & BEYOND INC
COM
075896100
1399
24375
SH
SOLE
16350
8025
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
665
5253
SH
SOLE
3735
1518
0
BIOGEN IDEC INC
COM
09062X103
3984
12636
SH
SOLE
8238
4398
0
BLACKROCK INC
COM
09247X101
401
1255
SH
SOLE
855
400
0
BOULDER TOTAL RETURN FD INC
COM
101541100
233
9097
SH
SOLE
9097
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
1569
32350
SH
SOLE
15700
16650
0
CVS CAREMARK CORPORATION
COM
126650100
3446
45720
SH
SOLE
35580
10140
0
CARNIVAL CORP
PAIRED CTF
143658300
237
6300
SH
SOLE
2750
3550
0
CATERPILLAR INC DEL
COM
149123101
1411
12987
SH
SOLE
9887
3100
0
CELGENE CORP
COM
151020104
5981
69641
SH
SOLE
46456
23185
0
CHURCH & DWIGHT INC
COM
171340102
8160
116660
SH
SOLE
69175
47485
0
CISCO SYS INC
COM
17275R102
3067
123430
SH
SOLE
11645
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0
CITRIX SYS INC
COM
177376100
635
10150
SH
SOLE
4075
6075
0
COCA COLA CO
COM
191216100
3849
90854
SH
SOLE
63029
27825
0
COLGATE PALMOLIVE CO
COM
194162103
813
11920
SH
SOLE
7120
4800
0
COMPUTER SCIENCES CORP
COM
205363104
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18580
SH
SOLE
0
18580
0
CONOCOPHILLIPS
COM
20825C104
233
2717
SH
SOLE
2717
0
0
COSTCO WHSL CORP NEW
COM
22160K105
8843
76785
SH
SOLE
33988
42797
0
CUMMINS INC
COM
231021106
4387
28431
SH
SOLE
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12102
0
DANAHER CORP DEL
COM
235851102
508
6450
SH
SOLE
6000
450
0
DAVITA HEALTHCARE PARTNERS I
COM
23918K108
2905
40165
SH
SOLE
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DISNEY WALT CO
COM DISNEY
254687106
489
5703
SH
SOLE
5403
300
0
DOMINION RES INC VA NEW
COM
25746U109
408
5700
SH
SOLE
450
5250
0
DONALDSON INC
COM
257651109
3597
85000
SH
SOLE
0
85000
0
DU PONT E I DE NEMOURS & CO
COM
263534109
414
6325
SH
SOLE
3350
2975
0
E M C CORP MASS
COM
268648102
3067
116420
SH
SOLE
90490
25930
0
EBAY INC
COM
278642103
7688
153571
SH
SOLE
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58500
0
ECOLAB INC
COM
278865100
9411
84524
SH
SOLE
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37349
0
EDISON INTL
COM
281020107
382
6578
SH
SOLE
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4600
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
2412
28100
SH
SOLE
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17200
0
ENERGY TRANSFER PRTNRS L P
UNIT LTD PARTN
29273R109
263
4545
SH
SOLE
2325
2220
0
EXPRESS SCRIPTS HLDG CO
COM
30219G108
459
6625
SH
SOLE
2800
3825
0
FACEBOOK INC
CL A
30303M102
19397
288255
SH
SOLE
191750
96505
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FEDEX CORP
COM
31428X106
8429
55681
SH
SOLE
24191
31490
0
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS
344419106
1159
12375
SH
SOLE
3675
8700
0
GENERAL ELECTRIC CO
COM
369604103
1794
68278
SH
SOLE
37483
30795
0
GENERAL MTRS CO
COM
37045V100
802
22100
SH
SOLE
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11800
0
GILEAD SCIENCES INC
COM
375558103
8187
98745
SH
SOLE
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40240
0
GOLDMAN SACHS GRP INC
COM
38141G104
691
4125
SH
SOLE
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1945
0
GOOGLE INC
CL A
38259P508
12066
20637
SH
SOLE
10828
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0
GOOGLE INC
CL C
38259p706
11551
20079
SH
SOLE
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0
GRAINGER W W INC
COM
384802104
8052
31666
SH
SOLE
12900
18766
0
HAIN CELESTIAL GROUP INC
COM
405217100
7210
81245
SH
SOLE
38975
42270
0
HARMAN INTL INDS INC
COM
413086109
1653
15390
SH
SOLE
9415
5975
0
HEALTH CARE REIT INC
COM
42217K106
301
4800
SH
SOLE
4800
0
0
HEWLETT PACKARD CO
COM
428236103
216
6425
SH
SOLE
4725
1700
0
HOME DEPOT INC
COM
437076102
7533
93052
SH
SOLE
2215
90837
0
ILLINOIS TOOL WKS INC
COM
452308109
232
2650
SH
SOLE
2650
0
0
INTEL CORP
COM
458140100
7437
240672
SH
SOLE
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INTERCONTINENTALEXCHANGE GRO
COM
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SH
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INTERNATIONAL BUSINESS MACHS
COM
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INTUIT
COM
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SH
SOLE
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INTUITIVE SURGICAL INC
COM NEW
46120E602
1373
3335
SH
SOLE
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0
ISHARES TR
IBOXX INV CP ETF
464287242
274
2294
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SOLE
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ISHARES TR
1-3 YR TR BD ETF
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23965
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ISHARES TR
NASDQ BIOTEC ETF
464287556
797
3100
SH
SOLE
237
2863
0
JPMORGAN CHASE & CO
COM
46625H100
213
3700
SH
SOLE
2975
725
0
JOHNSON & JOHNSON
COM
478160104
11561
110509
SH
SOLE
22992
87517
0
JOHNSON CTLS INC
COM
478366107
237
4750
SH
SOLE
0
4750
0
KANSAS CITY SOUTHERN
COM NEW
485170302
2149
19990
SH
SOLE
13675
6315
0
KELLOGG CO
COM
487836108
389
5925
SH
SOLE
3325
2600
0
KENNAMETAL INC
COM
489170100
315
6800
SH
SOLE
0
6800
0
LILLY ELI & CO
COM
532457108
1791
28802
SH
SOLE
12852
15950
0
MACERICH CO
COM
554382101
5018
75173
SH
SOLE
75173
0
0
MANPOWERGROUP INC
COM
56418H100
480
5660
SH
SOLE
0
5660
0
MCDONALDS CORP
COM
580135101
2366
23490
SH
SOLE
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MCKESSON CORP
COM
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SH
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MEDTRONIC INC
COM
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SH
SOLE
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MENS WEARHOUSE INC
COM
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992
17775
SH
SOLE
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MERCK & CO INC NEW
COM
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SH
SOLE
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MICROSOFT CORP
COM
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14038
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SH
SOLE
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MYLAN INC
COM
628530107
4763
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SH
SOLE
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NCR CORP NEW
COM
62886E108
590
16825
SH
SOLE
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0
NEXTERA ENERGY INC
COM
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763
7450
SH
SOLE
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NIKE INC
CL B
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SH
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NORFOLK SOUTHERN CORP
COM
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NOVARTIS A G
SPONSORED ADR
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OMNICOM GROUP INC
COM
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SH
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ORACLE CORP
COM
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COM
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SOLE
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15125
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PALL CORP
COM
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SH
SOLE
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PAYCHEX INC
COM
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SH
SOLE
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PEPSICO INC
COM
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SH
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PETSMART INC
COM
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2615
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SOLE
22215
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PFIZER INC
COM
717081103
2325
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SH
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POWERSHARES ETF TRUST II
SENIOR LN PORT
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1052
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SH
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PRICELINE COM INC
COM NEW
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2075
1725
SH
SOLE
857
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PROCTER & GAMBLE CO
COM
742718109
4134
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SH
SOLE
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PROSHARES TR
PSHS ULTSH 20YRS
74347B201
287
4725
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SOLE
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PUBLIC SVC ENTERPRISE GROUP
COM
744573106
230
5650
SH
SOLE
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2725
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QUALCOMM INC
COM
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RALPH LAUREN CORP
CL A
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222
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SH
SOLE
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COM
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446
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SAP AG
SPON ADR
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SH
SOLE
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COM
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SCHLUMBERGER LTD
COM
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SOLE
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5675
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SCOTTS MIRACLE GRO CO
CL A
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SH
SOLE
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SIGMA ALDRICH CORP
COM
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5495
54148
SH
SOLE
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SMUCKER J M CO
COM NEW
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202
1900
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75
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SOLAZYME INC
COM
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496695
SH
SOLE
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SOUTHERN CO
COM
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249
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SH
SOLE
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STARBUCKS CORP
COM
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362
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SH
SOLE
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0
STERICYCLE INC
COM
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COM
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SOLE
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COM
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COM
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ADR
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COM
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3M CO
COM
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TIBCO SOFTWARE INC
COM
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338
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TIFFANY & CO NEW
COM
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COM
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TUPPERWARE BRANDS CORP
COM
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UMB FINL CORP
COM
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SOLE
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0
UNION PAC CORP
COM
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SH
SOLE
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6200
0
UNITED PARCEL SERVICE INC
CL B
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SH
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UNITEDHEALTH GROUP INC
COM
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VANGUARD BD INDEX FD INC
TOTAL BND MRKT
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HIGH DIV YLD
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SHRT TRM CORP BD
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VERIZON COMMUNICATIONS INC
COM
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WAL-MART STORES INC
COM
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WALGREEN CO
COM
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SOLE
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55800
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WASTE MGMT INC DEL
COM
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COM
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SOLE
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WELLS FARGO & CO NEW
COM
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282
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SH
SOLE
4750
620
0
WHIRLPOOL CORP
COM
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SH
SOLE
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WHOLE FOODS MKT INC
COM
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234
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COM
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361
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XEROX CORP
COM
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COM
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