Managing Partner

0001144204-19-035983.txt : 20190725 0001144204-19-035983.hdr.sgml : 20190725 20190725144704 ACCESSION NUMBER: 0001144204-19-035983 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190725 DATE AS OF CHANGE: 20190725 EFFECTIVENESS DATE: 20190725 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: 19974011 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 06-30-2019 06-30-2019 false Polaris Greystone Financial Group, LLC

824 E Street San Rafael CA 94901

13F HOLDINGS REPORT 028-15561 N Jeffrey Powell Managing Partner 415-263-5600 /s/ Jeffrey Powell San Rafael CA 07-25-2019 0 140 1318988 INFORMATION TABLE 2 infotable.xml ISHARES TR MSCI EMG MKT ETF 464287234 12223 281515 SH SOLE 0 0 281515 ISHARES TR RUS 1000 GRW ETF 464287614 37289 234080 SH SOLE 0 0 234080 ISHARES TR S&P 500 VAL ETF 464287408 29153 248217 SH SOLE 0 0 248217 INTEL CORP COM 458140100 376 7815 SH SOLE 0 0 7815 ISHARES TR MBS ETF 464288588 23479 218840 SH SOLE 0 0 218840 MCDONALDS CORP COM 580135101 22398 108568 SH SOLE 0 0 108568 STARBUCKS CORP COM 855244109 260 3075 SH SOLE 0 0 3075 MICROSOFT CORP COM 594918104 31311 230769 SH SOLE 0 0 230769 ISHARES TR RUS MDCP VAL ETF 464287473 12912 144056 SH SOLE 0 0 144056 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 2637 67506 SH SOLE 0 0 67506 ANALOG DEVICES INC COM 032654105 27347 237796 SH SOLE 0 0 237796 EXXON MOBIL CORP COM 30231G102 646 8433 SH SOLE 0 0 8433 WORKDAY INC CL A 98138H101 1602 7503 SH SOLE 0 0 7503 CISCO SYS INC 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SOLE 0 0 4827 SPDR SERIES TRUST SPDR BLOOMBERG 78468R663 19228 210276 SH SOLE 0 0 210276 UNITEDHEALTH GROUP INC COM 91324P102 2417 9961 SH SOLE 0 0 9961 PACCAR INC COM 693718108 26395 365384 SH SOLE 0 0 365384 BOEING CO COM 097023105 27399 76864 SH SOLE 0 0 76864 COSTCO WHSL CORP NEW COM 22160K105 215 817 SH SOLE 0 0 817 AMERIPRISE FINL INC COM 03076C106 2314 15875 SH SOLE 0 0 15875 TESLA INC COM 88160R101 344 1513 SH SOLE 0 0 1513 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 238 2956 SH SOLE 0 0 2956 SALESFORCE COM INC COM 79466L302 305 1982 SH SOLE 0 0 1982 SERVICENOW INC COM 81762P102 3993 14085 SH SOLE 0 0 14085 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 9996 149939 SH SOLE 0 0 149939 CUMMINS INC COM 231021106 2933 16966 SH SOLE 0 0 16966 WYNN RESORTS LTD COM 983134107 27823 211988 SH SOLE 0 0 211988 COCA COLA CO COM 191216100 369 7154 SH SOLE 0 0 7154 ISHARES TR MSCI ACWI ETF 464288257 3832 51580 SH SOLE 0 0 51580 ISHARES TR USA MOMENTUM FCT 46432F396 2810 23444 SH SOLE 0 0 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