0001144204-19-018795.txt : 20190409 0001144204-19-018795.hdr.sgml : 20190409 20190409125014 ACCESSION NUMBER: 0001144204-19-018795 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190409 DATE AS OF CHANGE: 20190409 EFFECTIVENESS DATE: 20190409 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Polaris Greystone Financial Group, LLC CENTRAL INDEX KEY: 0001582968 IRS NUMBER: 452613011 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15561 FILM NUMBER: 19739037 BUSINESS ADDRESS: STREET 1: 824 E STREET CITY: SAN RAFAEL STATE: CA ZIP: 94901 BUSINESS PHONE: (415) 263-5600 MAIL ADDRESS: STREET 1: 824 E STREET CITY: SAN RAFAEL STATE: CA ZIP: 94901 FORMER COMPANY: FORMER CONFORMED NAME: Polaris Wealth Advisers, LLC DATE OF NAME CHANGE: 20130731 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001582968 XXXXXXXX 03-31-2019 03-31-2019 false Polaris Greystone Financial Group, LLC

824 E Street San Rafael CA 94901

13F HOLDINGS REPORT 028-15561 N Jeffrey Powell 415-263-5600 /s/ Jeffrey Powell San Rafael CA 04-09-2019 0 151 1331575 INFORMATION TABLE 2 infotable.xml ISHARES TR MSCI EMG MKT ETF 464287234 23623 541448 SH SOLE 0 0 541448 GENERAL DYNAMICS CORP COM 369550108 320 1860 SH SOLE 0 0 1860 ISHARES TR RUS 1000 GRW ETF 464287614 27357 178771 SH SOLE 0 0 178771 INTEL CORP COM 458140100 18369 336979 SH SOLE 0 0 336979 ISHARES TR S&P 500 VAL ETF 464287408 28775 251970 SH SOLE 0 0 251970 MCDONALDS CORP COM 580135101 336 1786 SH SOLE 0 0 1786 D R HORTON INC COM 23331A109 26880 644455 SH SOLE 0 0 644455 MICROSOFT CORP COM 594918104 30711 258031 SH SOLE 0 0 258031 ISHARES TR RUS MDCP VAL ETF 464287473 12773 145374 SH SOLE 0 0 145374 EXXON MOBIL CORP COM 30231G102 371 4536 SH SOLE 0 0 4536 ELECTRONIC ARTS INC COM 285512109 3412 33236 SH SOLE 0 0 33236 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 2464 65574 SH SOLE 0 0 65574 WORKDAY INC CL A 98138H101 1446 7503 SH SOLE 0 0 7503 ISHARES TR RUS MD CP GR 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