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Form 13F-HR Milestone Group, Inc. For: Mar 31

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May 12, 2016 10:17 AM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 03-31-2016
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: Milestone Group, Inc.
Address: 370 Seventeenth St.
Suite 3100
Denver , CO80202
Form 13F File Number: 028-11128

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: Mark Riley
Title: Chief Compliance Officer
Phone: 303-539-0100
Signature, Place, and Date of Signing:
/s/ Mark Riley Denver , CO 05-12-2016
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 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).)
  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).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 77
Form 13F Information Table Value Total: 588,629
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

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.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALTRIA GROUP INC COM 02209S103 934 14,899 SH SOLE 0 0 14,899
APPLE INC COM 037833100 1,617 14,837 SH SOLE 0 0 14,837
AT&T INC COM 00206R102 745 19,012 SH SOLE 0 0 19,012
BANK AMER CORP COM 060505104 285 250 SH SOLE 0 0 250
BARRETT BILL CORP COM 06846N104 219 35,228 SH SOLE 0 0 35,228
BECTON DICKINSON & CO COM 075887109 304 2,000 SH SOLE 0 0 2,000
BERKSHIRE HATHAWAY INC DEL CL A 084670108 640 3 SH SOLE 0 0 3
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,498 31,704 SH SOLE 0 0 31,704
BRISTOL MYERS SQUIBB CO COM 110122108 371 5,811 SH SOLE 0 0 5,811
COBIZ FINANCIAL INC COM 190897108 307 25,937 SH SOLE 0 0 25,937
COCA COLA CO COM 191216100 550 11,860 SH SOLE 0 0 11,860
DBX ETF TR XTRAK MSCI EAFE 233051200 42,490 1,663,673 SH SOLE 0 0 1,663,673
ENTERPRISE PRODS PARTNERS L COM 293792107 464 18,840 SH SOLE 0 0 18,840
EXXON MOBIL CORP COM 30231G102 938 11,221 SH SOLE 0 0 11,221
GENERAL ELECTRIC CO COM 369604103 597 18,794 SH SOLE 0 0 18,794
HOME DEPOT INC COM 437076102 241 1,807 SH SOLE 0 0 1,807
INTEL CORP COM 458140100 205 6,331 SH SOLE 0 0 6,331
INTERNATIONAL BUSINESS MACHS COM 459200101 347 2,290 SH SOLE 0 0 2,290
ISHARES MSCI JAPAN ETF 464286848 183 16,080 SH SOLE 0 0 16,080
ISHARES INC CORE MSCI EMKT 46434G103 37,311 896,459 SH SOLE 0 0 896,459
ISHARES TR TIPS BD ETF 464287176 247 2,152 SH SOLE 0 0 2,152
ISHARES TR CORE S&P500 ETF 464287200 55,884 270,428 SH SOLE 0 0 270,428
ISHARES TR MSCI EMG MKT ETF 464287234 5,234 152,814 SH SOLE 0 0 152,814
ISHARES TR MSCI EAFE ETF 464287465 19,083 333,852 SH SOLE 0 0 333,852
ISHARES TR RUS MDCP VAL ETF 464287473 284 3,998 SH SOLE 0 0 3,998
ISHARES TR RUS 1000 ETF 464287622 41,303 362,084 SH SOLE 0 0 362,084
ISHARES TR RUS 2000 VAL ETF 464287630 303 3,253 SH SOLE 0 0 3,253
ISHARES TR RUSSELL 2000 ETF 464287655 7,546 68,206 SH SOLE 0 0 68,206
ISHARES TR U.S. REAL ES ETF 464287739 2,287 29,375 SH SOLE 0 0 29,375
ISHARES TR EUROPE ETF 464287861 243 6,215 SH SOLE 0 0 6,215
ISHARES TR SP SMCP600VL ETF 464287879 561 4,947 SH SOLE 0 0 4,947
ISHARES TR EAFE SML CP ETF 464288273 3,329 66,842 SH SOLE 0 0 66,842
ISHARES TR INTL DEVPPTY ETF 464288422 4,492 122,863 SH SOLE 0 0 122,863
ISHARES TR MICRO-CAP ETF 464288869 11,022 162,272 SH SOLE 0 0 162,272
ISHARES TR EAFE VALUE ETF 464288877 210 4,685 SH SOLE 0 0 4,685
ISHARES TR MSCI USA QLT FAC 46432F339 86,956 1,325,150 SH SOLE 0 0 1,325,150
ISHARES TR HDG MSCI EAFE 46434V803 27,433 1,149,271 SH SOLE 0 0 1,149,271
JOHNSON & JOHNSON COM 478160104 1,151 10,636 SH SOLE 0 0 10,636
JPMORGAN CHASE & CO COM 46625H100 310 5,238 SH SOLE 0 0 5,238
KRAFT HEINZ CO COM 500754106 263 3,353 SH SOLE 0 0 3,353
MICROSOFT CORP COM 594918104 908 16,443 SH SOLE 0 0 16,443
NORTHROP GRUMMAN CORP COM 666807102 215 1,084 SH SOLE 0 0 1,084
PEPSICO INC COM 713448108 201 1,966 SH SOLE 0 0 1,966
PFIZER INC COM 717081103 670 22,616 SH SOLE 0 0 22,616
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 125 14,413 SH SOLE 0 0 14,413
PROCTER & GAMBLE CO COM 742718109 315 3,832 SH SOLE 0 0 3,832
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 769 15,739 SH SOLE 0 0 15,739
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 468 8,985 SH SOLE 0 0 8,985
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 739 35,580 SH SOLE 0 0 35,580
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 622 22,935 SH SOLE 0 0 22,935
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 281 5,324 SH SOLE 0 0 5,324
SCHWAB STRATEGIC TR US REIT ETF 808524847 455 10,992 SH SOLE 0 0 10,992
SCHWAB STRATEGIC TR US TIPS ETF 808524870 255 4,594 SH SOLE 0 0 4,594
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 574 19,826 SH SOLE 0 0 19,826
SPDR GOLD TRUST GOLD SHS 78463V107 265 2,250 SH SOLE 0 0 2,250
SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 30,588 737,776 SH SOLE 0 0 737,776
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,232 5,993 SH SOLE 0 0 5,993
SUNCOR ENERGY INC NEW COM 867224107 218 7,839 SH SOLE 0 0 7,839
TEXTRON INC COM 883203101 255 7,000 SH SOLE 0 0 7,000
TORO CO COM 891092108 3,445 40,000 SH SOLE 0 0 40,000
UNION PAC CORP COM 907818108 44,367 557,728 SH SOLE 0 0 557,728
US BANCORP DEL COM NEW 902973304 539 13,269 SH SOLE 0 0 13,269
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 31,305 166,019 SH SOLE 0 0 166,019
VANGUARD INDEX FDS REIT ETF 922908553 43,862 523,413 SH SOLE 0 0 523,413
VANGUARD INDEX FDS SM CP VAL ETF 922908611 263 2,583 SH SOLE 0 0 2,583
VANGUARD INDEX FDS VALUE ETF 922908744 276 3,354 SH SOLE 0 0 3,354
VANGUARD INDEX FDS SMALL CP ETF 922908751 16,140 144,763 SH SOLE 0 0 144,763
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2,034 21,785 SH SOLE 0 0 21,785
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10,714 309,821 SH SOLE 0 0 309,821
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 292 5,287 SH SOLE 0 0 5,287
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 226 4,660 SH SOLE 0 0 4,660
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 31,278 871,746 SH SOLE 0 0 871,746
VANGUARD WORLD FDS ENERGY ETF 92204A306 201 2,346 SH SOLE 0 0 2,346
VERIZON COMMUNICATIONS INC COM 92343V104 628 11,619 SH SOLE 0 0 11,619
WELLS FARGO & CO NEW COM 949746101 1,425 23,500 SH SOLE 0 0 23,500
WEYERHAEUSER CO COM 962166104 550 17,760 SH SOLE 0 0 17,760
XCEL ENERGY INC COM 98389B100 542 12,972 SH SOLE 0 0 12,972

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