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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Private Ocean, LLC INSTITUTION : Private Ocean, LLC
Private Ocean, LLC Portfolio (reported on 2020-05-06)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
Vanguard ST Corp Bond Index    (ETF) VCSH 76,253,000 964,016 20.85%
SPDR Barclays Capital HY Bond    (ETF) 51,456,000 543,134 14.07%
Market Vectors High Yield Muni ETF    (ETF) 39,368,000 753,318 10.76%
Powershares Emerging Markets Debt    (ETF) 30,992,000 1,296,200 8.47%
SPDR Nuveen S&P High Yield Municipal Bond    (ETF) HYMB 20,799,000 380,114 5.68%
Vanguard Tax Exempt Bond ETF    (ETF) 13,169,000 248,953 3.60%
Apple Computer Inc    (COM) AAPL 12,871,000 50,619 3.52%
iShares Russell 1000 Index    (ETF) IWB 10,535,000 74,436 2.88%
iShares MSCI EAFE ESG ETF    (ETF) 8,151,000 153,340 2.22%
iShares MSCI Emerging Markets ESG ETF    (ETF) 6,232,000 227,702 1.70%
Powershares FTSE RAFI US 1000    (ETF) 6,119,000 66,200 1.67%
Vanguard REIT Index ETF    (ETF) VNQ 5,033,000 72,055 1.37%
Microsoft Corp    (COM) MSFT 4,696,000 29,779 1.28%
iShares S&P 500 Index    (ETF) IVV 4,260,000 16,486 1.16%
Vanguard Total Stock Market ETF    (ETF) VTI 3,469,000 26,915 0.94%
Vanguard MSCI EAFE ETF    (ETF) VEA 3,313,000 99,390 0.90%
Powershares FTSE RAFI Dev Markets ex-US    (ETF) 3,228,000 106,427 0.88%
Ishares Core MSCI EM    (ETF) IEMG 3,153,000 77,924 0.86%
iShares ESG MSCI USA    (ETF) 3,092,000 53,795 0.84%
iShares Russell 1000 Value Index    (ETF) IWD 2,822,000 28,453 0.77%
SPDR S&P 500 ETF Trust    (ETF) SPY 2,558,000 9,925 0.69%
Powershares FTSE RAFI 1500    (ETF) 2,135,000 23,879 0.58%
Amazon Com Inc    (COM) AMZN 2,134,000 1,095 0.58%
iShares MSCI EAFE Index    (ETF) EFA 1,951,000 36,504 0.53%
Vanguard Value ETF    (ETF) VTV 1,725,000 19,369 0.47%
Realty Income Corp    (COM) O 1,430,000 28,698 0.39%
SPDR S&P Intl Small Cap ETF    (ETF) GWX 1,343,000 59,003 0.36%
iShares S&P Small Cap 600 Index    (ETF) IJR 1,317,000 23,480 0.36%
McDonalds Corp    (COM) MCD 1,135,000 6,867 0.31%
FlexShares Morningstar U.S. Market Factor Tilt    (ETF) TILT 1,061,000 11,386 0.29%
Johnson & Johnson    (COM) JNJ 1,002,000 7,643 0.27%
Berkshire Hathaway Cl B    (COM) BRK/B 952,000 5,212 0.26%
Procter & Gamble Co    (COM) PG 946,000 8,603 0.25%
Vanguard International Equity Index    (ETF) VEU 806,000 19,666 0.22%
iShares Russell 2000 Index    (ETF) IWM 706,000 6,168 0.19%
Charles Schwab Corp    (COM) SCHW 627,000 18,651 0.17%
Nasdaq 100 Shares    (COM) 613,000 3,221 0.16%
iShares S&P Midcap 400/BARRA Value    (ETF) IJJ 601,000 5,482 0.16%
FlexShares Morningstar Developed Markets ex-US    (ETF) TLTD 587,000 12,643 0.16%
Starbucks    (COM) SBUX 583,000 8,870 0.15%
Vanguard Emerging Markets    (ETF) VWO 539,000 16,067 0.14%
Vanguard Small Cap ETF    (ETF) VB 488,000 4,234 0.13%
Oracle Corp    (COM) ORCL 450,000 9,311 0.12%
Google Inc Class A    (COM) GOOGL 424,000 365 0.11%
iShares S&P 100 Index    (ETF) OEF 418,000 3,530 0.11%
AT&T Corp    (COM) T 413,000 14,190 0.11%
Vanguard Large Cap ETF    (ETF) VV 401,000 3,388 0.10%
Ishares Tr Cohen & Steer    (ETF) ICF 394,000 4,304 0.10%
Exxon Mobil Corp    (COM) XOM 391,000 10,321 0.10%
iShares Russell 1000 Growth    (ETF) IWF 376,000 2,498 0.10%
Ishares Tr Msci Kld400 Soc    (ETF) DSI 375,000 3,859 0.10%
Costco Wholesale Corp    (COM) COST 361,000 1,266 0.09%
Visa Inc    (COM) V 348,000 2,163 0.09%
Verizon Communications    (COM) VZ 348,000 6,494 0.09%
Google Inc Class C    (COM) GOOG 331,000 285 0.09%
Boeing Co    (COM) BA 329,000 2,207 0.08%
Facebook Inc    (COM) FB 328,000 1,970 0.08%
Schwab International Equity ETF    (ETF) SCHF 326,000 12,634 0.08%
SPDR Dow Jones REIT    (ETF) RWR 325,000 4,509 0.08%
Home Depot Inc    (COM) HD 311,000 1,670 0.08%
Vanguard Midcap ETF    (ETF) VO 309,000 2,351 0.08%
Merck Inc    (COM) MRK 306,000 3,982 0.08%
Walt Disney    (COM) DIS 303,000 3,137 0.08%
Abbvie Inc    (COM) ABBV 286,000 3,755 0.07%
Netflix Inc    (COM) NFLX 283,000 754 0.07%
iShares Russell Midcap Blend    (ETF) IWR 281,000 6,516 0.07%
iShares JP Morgan EM Bond    (ETF) EMB 280,000 2,898 0.07%
Vanguard Bond Index ETF    (ETF) BND 270,000 3,164 0.07%
Cisco Systems Inc    (COM) CSCO 269,000 6,867 0.07%
Nvidia Corp    (COM) NVDA 266,000 1,010 0.07%
Amgen Inc    (COM) AMGN 265,000 1,308 0.07%
iShares Russell 3000 Index    (ETF) IWV 257,000 1,734 0.07%
Wisdomtree Large Cap Div    (ETF) DLN 250,000 3,099 0.06%
3M Co    (COM) MMM 247,000 1,815 0.06%
Abbott Laboratories    (COM) ABT 246,000 3,123 0.06%
iShares ESG MSCI USA Leaders ETF    (ETF) 243,000 5,401 0.06%
Shopify Inc    (COM) 243,000 584 0.06%
Agree Realty    (COM) ADC 242,000 3,914 0.06%
Vanguard Large Growth ETF    (ETF) VUG 240,000 1,538 0.06%
Diamonds TRUST Series I    (ETF) DIA 237,000 1,084 0.06%
iShares Dow Jones US Real Estate    (ETF) IYR 231,000 3,326 0.06%
Vanguard Shrt Inf Prot    (ETF) VTIP 228,000 4,686 0.06%
Chevron Texaco Corp    (COM) CVX 227,000 3,141 0.06%
Ishares Core S&P Total US Stock Market E    (ETF) ISI 226,000 3,961 0.06%
Mastercard Inc    (COM) MA 217,000 900 0.05%
iShares S&P Midcap 400 Index    (ETF) IJH 217,000 1,510 0.05%
UnitedHealth Group Inc    (COM) UNH 214,000 862 0.05%
Comcast Corp A    (COM) CMCSA 213,000 6,222 0.05%
Schwab Short Term US Treas ETF    (ETF) SCHO 213,000 4,132 0.05%
NextEra Energy Inc    (COM) NEE 213,000 887 0.05%
Union Pacific Corp    (COM) UNP 212,000 1,504 0.05%
SPDR Dow Jones Global RE    (ETF) RWO 211,000 5,868 0.05%
US Bancorp    (COM) USB 196,000 5,691 0.05%
Powershares Nasdaq Internet    (ETF) 193,000 1,536 0.05%
Consolidated Edison Inc    (COM) ED 182,000 2,336 0.04%
Wal-Mart Stores Inc    (COM) WMT 182,000 1,606 0.04%
Proshs Ultra Financials    (ETF) UYG 179,000 7,550 0.04%
Bristol-Myers Squibb Co    (COM) BMY 177,000 3,181 0.04%
Vanguard Total World    (ETF) 176,000 2,803 0.04%
Ishares Tr Cre U S Reit Etf    (ETF) FTY 171,000 4,369 0.04%
PepsiCo Inc    (COM) PEP 171,000 1,427 0.04%
SPDR S&P Dividend    (ETF) SDY 170,000 2,140 0.04%
Clorox Co    (COM) CLX 164,000 951 0.04%
International Business Machines    (COM) IBM 158,000 1,424 0.04%
Eli Lilly & Co    (COM) LLY 156,000 1,131 0.04%
Nike Inc    (COM) NKE 151,000 1,837 0.04%
Wells Fargo & Co    (COM) WFC 150,000 5,259 0.04%
Norfolk Southern Corp    (COM) NSC 148,000 1,016 0.04%
JPMorgan Managed Futures Strategy    (ETF) 145,000 6,913 0.03%
American Tower Corp A    (COM) AMT 142,000 654 0.03%
AstraZeneca PLC ADR    (COM) AZN 142,000 3,188 0.03%
Vanguard Dividend Apprciation    (ETF) VIG 141,000 1,371 0.03%
Vanguard Short Term Bond Index    (ETF) BSV 141,000 1,721 0.03%
Lockheed Martin Corp    (COM) LMT 139,000 412 0.03%
Invesco Mun Income Opportunities Tr Com    (ETF) OIA 137,000 19,913 0.03%
Ishares Core High    (ETF) HDV 134,000 1,882 0.03%
WisdomTree Intl LC Div ETF    (ETF) DOL 130,000 3,546 0.03%
American Express Co    (COM) AXP 128,000 1,504 0.03%
Ishares Global Reit Etf    (ETF) REET 126,000 6,597 0.03%
JP Morgan Chase & Co    (COM) JPM 125,000 1,395 0.03%
Biomarin Pharmaceutical    (COM) BMRN 122,000 1,450 0.03%
Northrop Grumman Corp    (COM) NOC 122,000 404 0.03%
Tesla Motors Inc    (COM) TSLA 121,000 231 0.03%
PowerShares S&P Low Volatility    (ETF) 121,000 2,600 0.03%
Schwab U.S. TIPS    (ETF) SCHP 120,000 2,095 0.03%
Spdr Ser Tr S&P Biotech Etf    (ETF) XBI 120,000 1,561 0.03%
Oneok Inc    (COM) OKE 118,000 5,450 0.03%
L3Harris Technologies Inc    (COM) 116,000 646 0.03%
Franklin Resources Inc    (COM) BEN 111,000 6,705 0.03%
Altria Group Inc    (COM) MO 110,000 2,856 0.03%
Emerson Electric Co    (COM) EMR 108,000 2,282 0.02%
Ascendis Pharma A/S Spon Adr Each Rep 1    (COM) 108,000 961 0.02%
Edwards Lifesciences Cp    (COM) EW 108,000 575 0.02%
Pfizer Inc    (COM) PFE 107,000 3,299 0.02%
Blackstone Group Lp    (COM) 106,000 2,336 0.02%
iShares Russell Midcap Growth    (ETF) IWP 106,000 880 0.02%
Colgate-Palmolive Co    (COM) CL 101,000 1,533 0.02%
Intel Corp    (COM) INTC 100,000 1,854 0.02%
Boston Scientific Corp    (COM) BSX 100,000 3,083 0.02%
Vanguard Total Internatl    (ETF) BNDX 100,000 1,788 0.02%
Novartis AG ADR    (COM) NVS 98,000 1,200 0.02%
Ishares Msci China A    (ETF) 95,000 3,500 0.02%
Wisdomtree Tr US Smallcap Divd    (ETF) DES 95,000 5,276 0.02%
iShares Russell 2000    (ETF) IWO 95,000 606 0.02%
Vanguard Scottsdale Fds Vanguard Russell    (ETF) VONG 95,000 615 0.02%
iShares MSCI Emerging Markets    (ETF) EEM 94,000 2,765 0.02%
Vanguard High Dividend    (ETF) VYM 94,000 1,335 0.02%
Vanguard Small Cap Value ETF    (ETF) VBR 93,000 1,057 0.02%
Sempra Energy    (COM) SRE 92,000 816 0.02%
First Tr Exchange Traded Fd Vi Nasdaq Te    (ETF) TDIV 92,000 2,625 0.02%
Accenture Ltd PLC    (COM) ACN 92,000 565 0.02%
iShares S&P Smallcap 600/BARRA Value Index    (ETF) IJS 91,000 910 0.02%
Mid Cap SPDR Trust    (ETF) MDY 89,000 339 0.02%
PowerShares Preferred Portfolio    (ETF) 89,000 6,792 0.02%
Square Inc    (COM) 87,000 1,662 0.02%
FS Energy & Power Fund BDC    (ETF) 83,000 14,545 0.02%
Weyerhaeuser Co    (COM) WY 83,000 4,926 0.02%
Coca Cola Co    (COM) KO 82,000 1,874 0.02%
iShares Lehman Tips    (ETF) TIP 81,000 690 0.02%
Macquarie Infrastruc    (COM) MIC 81,000 3,242 0.02%
Enterprise Products Partners    (COM) EPD 80,000 5,650 0.02%
SPDR DJ Wilshire International RE    (ETF) RWX 79,000 2,971 0.02%
Vanguard Small Cap Growth    (ETF) VBK 78,000 520 0.02%
Wisdomtree Emrg Mrkt Hg    (ETF) DEM 76,000 2,386 0.02%
Microchip Technology Inc    (COM) MCHP 76,000 1,125 0.02%
W P Carey Inc    (COM) WPC 75,000 1,297 0.02%
Qualcomm Inc    (COM) QCOM 75,000 1,110 0.02%
General Mills Inc    (COM) GIS 74,000 1,405 0.02%
Southwest Airlines Co.    (COM) LUV 73,000 2,053 0.01%
Bank Marin Corte Madera Ca    (COM) BMRC 73,000 2,439 0.01%
Target Corp    (COM) TGT 73,000 793 0.01%
Vanguard Global ex US RE    (ETF) VNQI 72,000 1,678 0.01%
FS Investment Corp BDC    (COM) 72,000 9,886 0.01%
Paccar Inc    (COM) PCAR 71,000 1,162 0.01%
Allstate Corp    (COM) ALL 68,000 746 0.01%
Becton Dickinson & Co    (COM) BDX 68,000 300 0.01%
IShares US Treasury Bond ETF    (ETF) GOVT 68,000 2,461 0.01%
TJX Companies Inc    (COM) TJX 67,000 1,416 0.01%
Micron Technology Inc    (COM) MU 67,000 1,600 0.01%
Biogen IDEC Inc    (COM) BIIB 66,000 210 0.01%
Zoetis Inc    (COM) ZTS 66,000 564 0.01%
Honeywell International    (COM) HON 65,000 487 0.01%
MDU Resources Group    (COM) MDU 64,000 3,000 0.01%
BP PLC ADR    (COM) BP 64,000 2,648 0.01%
Salesforce.com    (COM) CRM 62,000 436 0.01%
Si-Bone Inc    (COM) 62,000 5,206 0.01%
Waters Corp    (COM) WAT 62,000 344 0.01%
Danaher Corp    (COM) DHR 61,000 445 0.01%
Nucor Corp    (COM) NUE 61,000 1,696 0.01%
Market Vectors Intermediate Muni ETF    (ETF) 61,000 1,260 0.01%
Essex Properties Trust Inc    (COM) ESS 60,000 273 0.01%
Adobe Systems Inc    (COM) ADBE 60,000 191 0.01%
Vanguard S&P 500 ETF    (ETF) VOO 60,000 254 0.01%
Fiserv Inc    (COM) FISV 60,000 636 0.01%
Wisdomtree Tr Intl Divid Ex Financials    (ETF) DOO 60,000 1,925 0.01%
iShares S&P US Preferred Stock Index    (ETF) PFF 59,000 1,860 0.01%
Ishares Morningstar Large-Cap Etf    (ETF) JKD 59,000 404 0.01%
ConocoPhillips    (COM) COP 57,000 1,873 0.01%
General Electric Co    (COM) GE 54,000 6,889 0.01%
Dow Chemical Co    (COM) 54,000 1,858 0.01%
1 2 3 Next >Full Portfolio View
Total Value As 2020-03-31: 365,608,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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