0001193125-11-306060.txt : 20111110
0001193125-11-306060.hdr.sgml : 20111110
20111110112257
ACCESSION NUMBER: 0001193125-11-306060
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20110930
FILED AS OF DATE: 20111110
DATE AS OF CHANGE: 20111110
EFFECTIVENESS DATE: 20111110
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PLAINSCAPITAL CORP
CENTRAL INDEX KEY: 0000822083
STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022]
IRS NUMBER: 752182440
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12708
FILM NUMBER: 111193842
BUSINESS ADDRESS:
STREET 1: 2323 VICTORY AVENUE
STREET 2: SUITE 1400
CITY: DALLAS
STATE: TX
ZIP: 75219-7657
BUSINESS PHONE: 214.252.4065
MAIL ADDRESS:
STREET 1: 2323 VICTORY AVENUE
STREET 2: SUITE 1400
CITY: DALLAS
STATE: TX
ZIP: 75219-7657
FORMER COMPANY:
FORMER CONFORMED NAME: PLAINS CAPITAL CORP
DATE OF NAME CHANGE: 19870918
13F-HR
1
d254413d13fhr.txt
FORM 13F-HR
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: September 30, 2011
Check here if Amendment [_] Amendment Number: __________
This Amendment (Check only one.): [_] is a restatement
[_] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: PlainsCapital Corporation
Address: 2323 Victory Avenue
Suite 1400
Dallas, Texas 75219
Form 13F File Number: 28- 12708
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: John A. Martin
Title: Executive Vice President and Chief Financial Officer
Phone: 214-525-9038
Signature, Place, and Date of Signing:
/s/ JOHN A. MARTIN
------------------- Dallas, TX November 10, 2011
(Signature) (City, State) (Date)
Report Type ( Check only one.):
[_]13F HOLDINGS REPORT. (Check here if all holdings of this reporting
manager are reported in this report.)
[_]13F NOTICE. (Check here if no holdings reported are in this report, and
all holdings are reported by other reporting manager(s).)
[X]13F COMBINATION REPORT. (Check here if a portion of the holdings for
this reporting manager are reported in this report and a portion are
reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
1 28-06796 Hester Capital Management LLC
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
--------
Form 13F Information Table Entry Total: 174
--------
Form 13F Information Table Value Total: 108,306 (thousands)
--------
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
NONE
FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
-------- ----------------- --------- -------- ------------------------- ---------- -------- -----------------------
VOTING AUTHORITY
TITLE OF VALUE SHRS OR INVESTMENT OTHER
NAME OF ISSUER CLASS CUSIP (X1000) PRN AMT SH/PRN PUT/CALL DISCRETION MANAGERS SOLE SHARED NONE
-------------- ----------------- --------- -------- --------- ------ -------- ---------- -------- --------- ------ ------
ACCENTURE PLC
IRELAND SHS CLASS A G1151C101 889 16,884 SH N/A DEFINED -- 2,234 -- 14,650
ACE LTD SHS H0023R105 207 3,409 SH N/A DEFINED -- 3,409 -- --
ADVOCAT INC COM 007586100 103 17,119 SH N/A DEFINED -- 17,119 -- --
AECOM
TECHNOLOGY
CORP DELAWA COM 00766T100 679 38,405 SH N/A DEFINED -- 3,905 -- 34,500
AEROPOSTALE COM 007865108 128 11,800 SH N/A DEFINED -- -- -- 11,800
AFFILIATED
MANAGERS
GROUP COM 008252108 1,481 18,978 SH N/A DEFINED -- 7,728 -- 11,250
AGCO CORP COM 001084102 1,023 29,614 SH N/A DEFINED -- 18,491 -- 11,123
ALCOA INC COM 013817101 206 21,619 SH N/A DEFINED -- 2,794 -- 18,825
AMDOCS LTD ORD G02602103 668 24,639 SH N/A DEFINED -- 2,509 -- 22,130
AMERICAN ELEC
PWR INC COM 025537101 228 6,010 SH N/A DEFINED -- 5,092 -- 918
AMGEN INC. COM 031162100 333 6,064 SH N/A DEFINED -- 1,164 -- 4,900
APACHE CORP. COM 037411105 885 11,036 SH N/A DEFINED -- 1,433 -- 9,603
APPLE INC COM 037833100 738 1,934 SH N/A DEFINED -- 1,754 -- 180
APPLIED MATLS
INC COM 038222105 169 16,330 SH N/A DEFINED -- 230 -- 16,100
ASIA ENTN &
RESOURCES
LTD SHS G0539K108 128 23,700 SH N/A DEFINED -- 23,700 -- --
AT&T INC COM 00206R102 288 10,111 SH N/A DEFINED -- 7,907 -- 2,204
BAKER HUGHES
INC COM 057224107 729 15,810 SH N/A DEFINED -- 1,585 -- 14,225
BARCLAYS BK DJUBS CMDT
PLC ETN36 06738C778 335 8,030 SH N/A DEFINED -- 7,200 -- 830
BARCLAYS BK IPATH S&P MT
PLC ETN 06740C519 593 8,100 SH N/A DEFINED -- 8,100 -- --
BARRICK GOLD
CORP COM 067901108 252 5,398 SH N/A DEFINED -- 648 -- 4,750
BERKSHIRE
HATHAWAY
INC DEL CL B NEW 084670702 378 5,321 SH N/A DEFINED -- 4,221 -- 1,100
BOSTON
SCIENTIFIC
CORP COM 101137107 561 95,000 SH N/A DEFINED -- 95,000 -- --
BP PRUDHOE BAY
RTY TR UNIT BEN INT 055630107 337 3,200 SH N/A DEFINED -- 3,200 -- --
BRISTOL MYERS
SQUIBB CO COM 110122108 589 18,775 SH N/A DEFINED -- 10,080 -- 8,695
BROADRIDGE
FINL
SOLUTIONS IN COM 11133T103 872 43,321 SH N/A DEFINED -- 27,231 -- 16,090
CATERPILLAR INC
DEL COM 149123101 166 2,243 SH N/A DEFINED -- 2,172 -- 71
CATO CORP NEW CL A 149205106 207 9,200 SH N/A DEFINED -- 1,500 -- 7,700
CEC ENTMT INC COM 125137109 748 26,300 SH N/A DEFINED -- 26,300 -- --
CENTENE CORP
DEL COM 15135B101 665 23,208 SH N/A DEFINED -- 13,508 -- 9,700
CENTRAL
EUROPEAN
DIST CORP COM 153435102 84 12,000 SH N/A DEFINED -- 12,000 -- --
CHEVRON CORP
NEW COM 166764100 733 7,911 SH N/A DEFINED -- 5,681 -- 2,230
CHICAGO
BRIDGE & IRON
CO N V N Y REGISTRY SH 167250109 1,138 39,753 SH N/A DEFINED -- 25,773 -- 13,980
CISCO SYS INC COM 17275R102 1,455 93,901 SH N/A DEFINED -- 32,951 -- 60,950
COCA COLA CO COM 191216100 1,536 22,739 SH N/A DEFINED -- 8,745 -- 13,994
COGNIZANT
TECHNOLOGY
SOLUTIO CL A 192446102 333 5,307 SH N/A DEFINED -- 5,307 -- --
COLUMBIA
SPORTSWEAR
CO COM 198516106 920 19,825 SH N/A DEFINED -- 12,165 -- 7,660
CONAGRA FOODS
INC COM 205887102 2 67 SH N/A DEFINED -- 67 -- --
CONOCOPHILLIPS COM 20825C104 264 4,171 SH N/A DEFINED -- 3,871 -- 300
CON-WAY INC COM 205944101 230 10,402 SH N/A DEFINED -- 2,087 -- 8,315
COVIDIEN PLC SHS G2554F113 981 22,249 SH N/A DEFINED -- 2,243 -- 20,006
CSX
CORPORATION COM 126408103 189 10,128 SH N/A DEFINED -- 9,828 300
CVS CAREMARK
CORPORATION COM 126650100 872 25,965 SH N/A DEFINED -- 3,065 -- 22,900
DARLING INTL
INC COM 237266101 539 42,811 SH N/A DEFINED -- 22,686 -- 20,125
DENTSPLY INTL
INC NEW COM 249030107 345 11,251 SH N/A DEFINED -- 1,201 -- 10,050
DEVON ENERGY
CORP NEW COM 25179M103 207 3,733 SH N/A DEFINED -- 3,483 -- 250
DIAMOND
OFFSHORE
DRILLING IN COM 25271C102 209 3,816 SH N/A DEFINED -- 3,816 -- --
DIANA
CONTAINERSHIPS
INC COM Y2069P101 91 20,000 SH N/A DEFINED -- 20,000 -- --
DOMINION RES
INC VA NEW COM 25746U109 201 3,968 SH N/A DEFINED -- 3,796 -- 172
EMERSON ELEC
CO COM 291011104 796 19,269 SH N/A DEFINED -- 5,904 -- 13,365
ENTERGY CORP
NEW COM 29364G103 255 3,860 SH N/A DEFINED -- 3,676 -- 184
EQT CORP COM 26884L109 526 9,850 SH N/A DEFINED -- 1,275 -- 8,575
EXELON CORP COM 30161N101 222 5,214 SH N/A DEFINED -- 4,760 -- 454
EXPRESS INC COM 30219E103 297 14,608 SH N/A DEFINED -- 1,608 -- 13,000
EXXON MOBIL
CORP COM 30231G102 2,010 27,679 SH N/A DEFINED -- 11,605 -- 16,074
FIRST NIAGARA
FINL GP INC COM 33582V108 346 37,844 SH N/A DEFINED -- 36,354 -- 1,490
FLOWSERVE
CORP COM 34354P105 903 12,201 SH N/A DEFINED -- 7,905 -- 4,296
FREEPORT-
MCMORAN
COPPER & GO COM 35671D857 181 5,939 SH N/A DEFINED -- 5,939 -- --
GENERAL
DYNAMICS
CORP COM 369550108 949 16,697 SH N/A DEFINED -- 4,338 -- 12,359
GENERAL
ELECTRIC CO COM 369604103 587 38,507 SH N/A DEFINED -- 8,007 -- 30,500
GENERAL MLS
INC COM 370334104 253 6,588 SH N/A DEFINED -- 6,333 -- 255
GENTEX CORP COM 371901109 528 21,961 SH N/A DEFINED -- 2,086 -- 19,875
GLOBAL CASH
ACCESS HLDGS
INC COM 378967103 146 57,000 SH N/A DEFINED -- 57,000 -- --
GOOGLE INC CL A 38259P508 341 662 SH N/A DEFINED -- 662 -- --
HANESBRANDS
INC COM 410345102 960 38,363 SH N/A DEFINED -- 3,663 -- 34,700
HEWLETT
PACKARD CO COM 428236103 682 30,386 SH N/A DEFINED -- 3,386 -- 27,000
HSBC HLDGS PLC
ADR SPON ADR NEW 404280406 475 12,492 SH N/A DEFINED -- 1,367 -- 11,125
HUDSON CITY
BANCORP COM 443683107 255 44,990 SH N/A DEFINED -- 42,960 -- 2,030
IDEX CORP COM 45167R104 833 26,742 SH N/A DEFINED -- 17,896 -- 8,846
ILLINOIS TOOL
WKS INC COM 452308109 701 16,836 SH N/A DEFINED -- 1,711 -- 15,125
INGRAM MICRO
INC CL A 457153104 267 16,559 SH N/A DEFINED -- 2,634 -- 13,925
INTEL CORP COM 458140100 1,269 59,469 SH N/A DEFINED -- 8,244 -- 51,225
INTERNATIONAL
BUSINESS
MACHS COM 459200101 899 5,143 SH N/A DEFINED -- 723 -- 4,420
INTERNATIONAL
FLAVORS &
FRAGRA COM 459506101 997 17,742 SH N/A DEFINED -- 8,718 -- 9,024
INTERSECTIONS
INC COM 460981301 338 26,400 SH N/A DEFINED -- 26,400 -- --
ISHARES INC MSCI SWITZERLD 464286749 -- 4 SH N/A DEFINED -- 4 -- --
ISHARES INC MSCI S KOREA 464286772 -- 2 SH N/A DEFINED -- 2 -- --
ISHARES TR DJ SEL DIV INX 464287168 731 15,166 SH N/A DEFINED -- 15,166 -- --
ISHARES TR BARCLYS TIPS BD 464287176 228 1,992 SH N/A DEFINED -- 1,787 -- 205
ISHARES TR MSCI EMERG
MKT 464287234 710 20,229 SH N/A DEFINED -- 19,191 -- 1,038
ISHARES TR IBOXX INV CPBD 464287242 1,004 8,939 SH N/A DEFINED -- 8,798 -- 141
ISHARES TR MSCI EAFE INDEX 464287465 417 8,725 SH N/A DEFINED -- 2,900 -- 5,825
ISHARES TR S&P MIDCAP 400 464287507 679 8,714 SH N/A DEFINED -- 6,188 -- 2,526
ISHARES TR RUSSELL1000GRW 464287614 1,525 29,006 SH N/A DEFINED -- 28,612 -- 394
ISHARES TR RUSL 2000 VALU 464287630 275 4,838 SH N/A DEFINED -- 4,721 -- 117
ISHARES TR RUSL 2000 GROW 464287648 427 5,809 SH N/A DEFINED -- 5,538 -- 271
ISHARES TR RUSSELL 2000 464287655 286 4,445 SH N/A DEFINED -- 1,655 -- 2,790
ISHARES TR S&P SMLCP
GROW 464287887 6 89 SH N/A DEFINED -- 89 -- --
ISHARES TR JPMORGAN USD 464288281 691 6,551 SH N/A DEFINED -- 6,457 -- 94
ISHARES TR DJ INTL SEL DIVD 464288448 675 23,834 SH N/A DEFINED -- 23,716 -- 118
ISHARES TR HIGH YLD CORP 464288513 1,348 16,281 SH N/A DEFINED -- 15,673 -- 608
ISHARES TR MRTG PLS CAP
IDX 464288539 445 35,806 SH N/A DEFINED -- 35,806 -- --
ISHARES TR BARCLYS MBS BD 464288588 820 7,575 SH N/A DEFINED -- 7,291 -- 284
ISHARES TR BARCLYS 1-3YR
CR 464288646 5,180 49,815 SH N/A DEFINED -- 49,108 -- 707
ISHARES TR BARCLYS 3-7 YR 464288661 377 3,105 SH N/A DEFINED -- 2,920 -- 185
ISHARES TR US PFD STK IDX 464288687 503 14,148 SH N/A DEFINED -- 13,691 -- 457
JOHNSON &
JOHNSON COM 478160104 443 6,953 SH N/A DEFINED -- 2,253 -- 4,700
KAYNE
ANDERSON MLP
INVSMNT C COM 486606106 2,267 81,507 SH N/A DEFINED -- 81,382 -- 125
KIMBERLY
CLARK CORP COM 494368103 1,660 23,379 SH N/A DEFINED -- 9,614 -- 13,765
KONINKLIJKE
PHILIPS
ELECTRS NY REG SH NEW 500472303 663 36,987 SH N/A DEFINED -- 3,334 -- 33,653
K-SWISS INC CL A 482686102 46 10,800 SH N/A DEFINED -- -- -- 10,800
LIMONEIRA CO COM 532746104 522 36,593 SH N/A DEFINED -- 36,593 -- --
MCCORMICK &
CO INC COM NON VTG 579780206 410 8,895 SH N/A DEFINED -- 945 -- 7,950
MCDONALDS
CORP COM 580135101 1,003 11,421 SH N/A DEFINED -- 3,358 -- 8,063
MDU RES GROUP
INC COM 552690109 721 37,567 SH N/A DEFINED -- 3,955 -- 33,612
MEADWESTVACO
CORP COM 583334107 894 36,451 SH N/A DEFINED -- 24,522 -- 11,929
METLIFE INC COM 59156R108 455 16,240 SH N/A DEFINED -- 2,565 -- 13,675
MICROSOFT CORP COM 594918104 1,368 54,993 SH N/A DEFINED -- 14,293 -- 40,700
MILLER ENERGY
RES INC COM 600527105 2,640 1,000,000 SH N/A DEFINED -- 1,000,000 -- --
NEWELL
RUBBERMAID
INC COM 651229106 248 20,962 SH N/A DEFINED -- 12,551 -- 8,411
NEWFIELD EXPL
CO COM 651290108 678 17,072 SH N/A DEFINED -- 10,963 -- 6,109
NEWMONT
MINING CORP COM 651639106 352 5,600 SH N/A DEFINED -- 2,100 -- 3,500
NEWS CORP CL A 65248E104 924 59,726 SH N/A DEFINED -- 6,301 -- 53,425
NEXTERA
ENERGY INC COM 65339F101 235 4,343 SH N/A DEFINED -- 4,184 -- 159
NIKE INC CL B 654106103 782 9,149 SH N/A DEFINED -- 1,779 -- 7,370
NOBLE
CORPORATION
BAAR NAMEN -AKT H5833N103 541 18,452 SH N/A DEFINED -- 2,072 -- 16,380
NOKIA CORP SPONSORED ADR 654902204 96 17,000 SH N/A DEFINED -- -- -- 17,000
NORDSON CORP COM 655663102 739 18,610 SH N/A DEFINED -- 11,724 -- 6,886
NOVO-NORDISK A
S ADR 670100205 253 2,538 SH N/A DEFINED -- 2,538 -- --
OGE ENERGY
CORP COM 670837103 1,246 26,082 SH N/A DEFINED -- 16,867 -- 9,215
ORACLE CORP COM 68389X105 266 9,256 SH N/A DEFINED -- 8,656 -- 600
PAYCHEX INC COM 704326107 500 18,950 SH N/A DEFINED -- 18,400 -- 550
PENTAIR INC COM 709631105 875 27,371 SH N/A DEFINED -- 18,421 -- 8,950
PEPSICO INC COM 713448108 593 9,584 SH N/A DEFINED -- 5,784 -- 3,800
PETROLEO
BRASILEIRO SA
PETRO SPONSORED ADR 71654V408 484 21,586 SH N/A DEFINED -- 4,021 -- 17,565
PFIZER INC COM 717081103 707 39,943 SH N/A DEFINED -- 28,243 -- 11,700
PG&E CORP COM 69331C108 152 3,594 SH N/A DEFINED -- 3,428 -- 166
PHILIP MORRIS
INTL INC COM 718172109 249 3,979 SH N/A DEFINED -- 2,829 -- 1,150
POLARIS INDS INC COM 731068102 1,099 21,998 SH N/A DEFINED -- 14,100 -- 7,898
POWERSHARES WATER
ETF TRUST RESOURCE 73935X575 546 36,300 SH N/A DEFINED -- 35,300 -- 1,000
PROASSURANCE
CORP COM 74267C106 70 966 SH N/A DEFINED -- 141 -- 825
PROCTOR &
GAMBLE CO COM 742718109 259 4,098 SH N/A DEFINED -- 2,698 -- 1,400
PROGRESS
ENERGY INC COM 743263105 248 4,800 SH N/A DEFINED -- 200 -- 4,600
PROSHARES TR PSHS SHRT
S&P500 74347R503 318 6,895 SH N/A DEFINED -- 6,895 -- --
PROSHARES TR PSHS
SHTRUSS2000 74347R826 645 18,000 SH N/A DEFINED -- 18,000 -- --
PROSHARES TR PSHS ULTASH
DW30 74347R867 825 40,500 SH N/A DEFINED -- 40,500 -- --
PROSHARES TR PSHS ULTSHRT
QQQ 74347X237 392 7,200 SH N/A DEFINED -- 7,200 -- --
QUALCOMM INC COM 747525103 217 4,478 SH N/A DEFINED -- 3,278 -- 1,200
REPUBLIC SVCS
INC COM 760759100 1,069 38,101 SH N/A DEFINED -- 5,714 -- 32,387
ROCKY MTN
CHOCOLATE
FACTORY COM PAR $0.03 774678403 261 30,700 SH N/A DEFINED -- 30,700 -- --
SAFEWAY INC COM NEW 786514208 422 25,411 SH N/A DEFINED -- 15,281 -- 10,130
SCHLUMBERGER
LTD COM 806857108 137 2,286 SH N/A DEFINED -- 2,286 -- --
SELECT SECTOR
SPDR TR SBI HEALTHCARE 81369Y209 6 200 SH N/A DEFINED -- -- -- 200
SELECT SECTOR
SPDR TR SBI CONS DISCR 81369Y407 15 430 SH N/A DEFINED -- 330 -- 100
SELECT SECTOR
SPDR TR SBI INT-ENERGY 81369Y506 9 150 SH N/A DEFINED -- 150 -- --
SELECT SECTOR
SPDR TR SBI INT-INDS 81369Y704 20 700 SH N/A DEFINED -- 400 -- 300
SELECT SECTOR
SPDR TR TECHNOLOGY 81369Y803 94 3,980 SH N/A DEFINED -- 2,880 -- 1,100
SELECT SECTOR
SPDR TR SBI INT-UTILS 81369Y886 580 17,257 SH N/A DEFINED -- 16,407 -- 850
SIMON PPTY
GROUP INC
NEW COM 828806109 230 2,090 SH N/A DEFINED -- 2,090 -- --
SMITHFIELD
FOODS INC COM 832248108 1,133 58,124 SH N/A DEFINED -- 36,719 -- 21,405
SOUTHWEST
AIRLS CO COM 844741108 88 11,003 SH N/A DEFINED -- 8,453 -- 2,550
SPDR GOLD
TRUST GOLD SHS 78463V107 559 3,536 SH N/A DEFINED -- 3,461 -- 75
SPDR SERIES
TRUST S&P DIVID ETF 78464A763 1,414 29,138 SH N/A DEFINED -- 28,770 -- 368
STAPLES INC COM 855030102 181 13,622 SH N/A DEFINED -- 2,522 -- 11,100
SYMANTEC CORP COM 871503108 560 34,400 SH N/A DEFINED -- 22,000 -- 12,400
THERMO FISHER
SCIENTIFIC INC COM 883556102 1,080 21,325 SH N/A DEFINED -- 2,225 -- 19,100
THOR INDS INC COM 885160101 573 25,873 SH N/A DEFINED -- 14,033 -- 11,840
TIDEWATER INC COM 886423102 210 5,000 SH N/A DEFINED -- 400 -- 4,600
TIMKEN CO COM 887389104 973 29,638 SH N/A DEFINED -- 19,553 -- 10,085
TRACTOR SUPPLY
CO COM 892356106 1,134 18,147 SH N/A DEFINED -- 11,722 -- 6,425
TRINITY INDS INC COM 896522109 1,065 49,764 SH N/A DEFINED -- 30,659 -- 19,105
TUPPERWARE
BRANDS CORP COM 899896104 410 7,647 SH N/A DEFINED -- 7,431 -- 216
TYCO
INTERNATIONAL
LTD SHS H89128104 945 23,173 SH N/A DEFINED -- 2,242 -- 20,931
UNITED
TECHNOLOGIES
CORP COM 913017109 274 3,901 SH N/A DEFINED -- 3,451 -- 450
URS CORP NEW COM 903236107 1,026 34,627 SH N/A DEFINED -- 20,632 -- 13,995
VALASSIS
COMMUNICATIONS
INC COM 918866104 286 15,280 SH N/A DEFINED -- 1,950 -- 13,330
VANGUARD BD SHORT TRM
INDEX FD INC BOND 921937827 4,367 53,631 SH N/A DEFINED -- 53,017 -- 614
VANGUARD
INDEX FDS REIT ETF 922908553 191 3,755 SH N/A DEFINED -- 3,060 -- 695
VANGUARD INTL
EQUITY INDEX MSCI EMR MKT
F ETF 922042858 257 7,150 SH N/A DEFINED -- 5,785 -- 1,365
VIACOM INC NEW CL B 92553P201 650 16,788 SH N/A DEFINED -- 1,699 -- 15,089
VODAFONE
GROUP PLC
NEW SPONS ADR NEW 92857W209 1,010 39,386 SH N/A DEFINED -- 5,381 -- 34,005
WAL MART
STORES INC COM 931142103 493 9,507 SH N/A DEFINED -- 4,697 -- 4,810
WALGREEN CO COM 931422109 253 7,693 SH N/A DEFINED -- 6,393 -- 1,300
WESCO INTL INC COM 95082P105 459 13,692 SH N/A DEFINED -- 1,542 -- 12,150
WESTERN UN CO COM 959802109 984 64,299 SH N/A DEFINED -- 10,224 -- 54,075