IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Discretionary Management Services, LLC

Q4 2014 Holdings

Filed 2015-02-13 | 8 holdings | $23.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Short Term Corp BondFIXED INCOME92206C40$5.1K64,40021.8%
SPDR's S&P 500EQUITIES78462F10$4.4K21,54518.9%
Vanguard Dividend AppreciationEQUITIES92190884$3.8K46,48316.1%
PowerShares Senior Loan PortFIXED INCOME73936Q76$3.7K154,06515.8%
iShares JP Morgan USD Emerging Mkt BdFIXED INCOME46428828$3.0K27,10012.7%
iShares Russell 2000EQUITIES46428765$2.6K21,93011.2%
Vanguard Msci PacificEQUITIES92204286$4357,6501.9%
iShares Core S&P Mid-CapEQUITIES46428750$4202,9001.8%