Q4 2013 Holdings
Filed 2014-02-12 | 60 holdings | $275.8K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2014-02-12) | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Texas Instruments(TXN)A | COM | 882508104 | $6.0K | 136,540 | 2.2% |
| Disney (Walt)(DIS)A | COM | 254687106 | $6.0K | 79,053 | 2.2% |
| Schwab Charles CP New COM(SCHW)A | COM | 808513105 | $6.1K | 233,042 | 2.2% |
| Home Depot, Inc.(HD)A | COM | 437076102 | $6.1K | 74,175 | 2.2% |
| Bristol Myers Squibb Co(BMY)A | COM | 110122108 | $6.2K | 116,183 | 2.2% |
| Wisdomtree Trust Emrg MKT Hghy(DEM)A | OTHER | 97717W315 | $6.5K | 128,227 | 2.4% |
| Vanguard Index FDS Mid Cap ETF(VO)A | OTHER | 922908629 | $6.6K | 60,029 | 2.4% |
| Amer Express(AXP)A | COM | 025816109 | $7.0K | 76,716 | 2.5% |
| Exxon Mobil Corp(XOM)A | COM | 30231G102 | $7.7K | 76,227 | 2.8% |
| Ishares 1-3 YR Corp(IGSB)A | OTHER | 464288646 | $12.3K | 117,006 | 4.5% |
| Vanguard BD Index FD Short TRM(BSV)A | OTHER | 921937827 | $12.4K | 154,664 | 4.5% |
| Wisdomtree Trust Intl Lrgcap D(DOL)A | OTHER | 97717W794 | $16.2K | 310,954 | 5.9% |
| Rydex ETF Trust GUG S&p500 PUA | OTHER | 78355W403 | $17.1K | 242,724 | 6.2% |