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D. Scott Neal, Inc.

Q3 2014 Holdings

Filed 2014-11-21 | 32 holdings | $125.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
IsharesBarclay'sIntCreditBond(IGIB)ET464288638$20.3K185,56716.1%
SPDRS&P500Index(SPY)ET78462F103$19.0K96,51215.1%
Ishares7-10YearTreasury(IEF)ET464287440$15.6K150,92012.4%
PowersharesQQQTrustSer1ET73935A104$11.7K118,2209.3%
VanguardREITIndex(VNQ)ET922908553$10.8K150,2058.6%
iSharesDJRealEstateIndex(IYR)ET464287739$8.6K124,9256.9%
SPDRS&P400MidCap(MDY)ET78467Y107$7.9K31,7796.3%
iSharesRussell2000Index(IWM)ET464287655$6.6K60,2155.2%
iSharesMSCI-EAFEIndex(EFA)ET464287465$4.4K68,2923.5%
IsharesDividendIndex(DVY)ET464287168$3.7K49,9512.9%
VanguardEmergingMarketsIndex(VWO)ET922042858$3.5K83,6452.8%
ProSharesUltraQQQ(QLD)ET74347R206$2.3K18,0401.8%
SchwabInterm-TermU.S.Trsy(SCHR)ET808524854$1.2K23,0331.0%
SchwabUSBroadEquityMarket(SCHB)ET808524102$95620,1010.8%
ExxonMobilCorporation(XOM)SK30231G102$8519,0440.7%
iSharesLehman1-3yrTreasuryBonds(SHY)ET464287457$8339,8550.7%
SchwabInternationalEquity(SCHF)ET808524805$75824,4380.6%
Merck&Company(MRK)SK58933Y105$74012,4900.6%
CaterpillarInc(CAT)SK149123101$6486,5470.5%
IsharesRussell1000Index(IWB)ET464287622$6195,6370.5%
VanguardInterm-TmGovtBondIndex(VGIT)ET92206C706$5909,2580.5%
ProsharesUltraS&P500(SSO)ET74347R107$5824,9450.5%
IsharesMortgageBackedFixedIncome(MBB)ET464288588$5384,9800.4%
VanguardFTSEAll-Worldex-US(VEU)ET922042775$4779,6780.4%
Johnson&Johnson(JNJ)SK478160104$4414,1380.4%
CatamaranCorpSK78505P100$42210,0000.3%
InternationalBusinessMachines(IBM)SK459200101$3471,8260.3%
AlexionPharmaInc(ALXN)SK015351109$3322,0000.3%
USBancorpDelNew(USB)SK902973304$3187,6110.3%
BB&TCorporation(BBTUSD)SK054937107$2987,9770.2%
IsharesFloatingRateBondEtf(FLOT)ET46429B655$2795,4950.2%
Proctor&Gamble(PG)SK742718109$2472,9440.2%