Q1 2016 Holdings
Filed 2016-05-16 | 12 holdings | $556.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Align Technology Inc(ALGN) | COM | 016255101 | $363.0K | 5,000 | 65.3% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $72.6K | 1,051,669 | 13.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $50.4K | 473,228 | 9.1% |
| Wisdomtree TR(DXJ) | JAPN HEDGE EQT | 97717W851 | $29.8K | 681,471 | 5.4% |
| Ishares TR(HEZU) | CUR HD EURZN ETF | 46434V639 | $18.9K | 778,130 | 3.4% |
| Wisdomtree TR(HEDJ) | EUROPE HEDGED EQ | 97717X701 | $16.2K | 312,311 | 2.9% |
| Ishares TR(SHY) | 1-3 YR TR BD ETF | 464287457 | $1.7K | 20,410 | 0.3% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $1.5K | 123,513 | 0.3% |
| Wisdomtree TR | GERMANY HEDEQ FD | 97717W448 | $576 | 22,660 | 0.1% |
| UBS AG Jersey BRH | ALERIAN INFRST | 902641646 | $527 | 21,893 | 0.1% |
| Leucadia Natl Corp | COM | 527288104 | $473 | 29,231 | 0.1% |
| Royal BK Scotland Group PLC | SP ADR PREF T | 780097713 | $254 | 10,000 | 0.0% |