IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Amerivest Investment Management LLC

Q3 2013 Holdings

Filed 2013-11-08 | 121 holdings | $2.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Index FDS(VNQ)REIT ETF922908553$32.4K489,9771.1%
Ishares TR(IEF)BARCLYS 7-10 YR464287440$32.8K320,7421.1%
Ishares TR(IWN)RUSL 2000 VALU464287630$33.6K366,4761.1%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$34.3K424,6591.2%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$34.9K434,4751.2%
Vanguard BD Index FD Inc(BLV)LONG TERM BOND921937793$35.6K428,3631.2%
Ishares TR(IWO)RUSL 2000 GROW464287648$35.7K283,9301.2%
Ishares TR(SCZ)MSCI SMALL CAP464288273$41.5K856,2811.4%
Vanguard Intl Equity Index F(VNQI)GLB EX US ETF922042676$48.2K848,9901.6%
Spdr Series TrustBRCLYS YLD ETF78464A417$59.5K1,494,0672.0%
Ishares TR(IWP)RUSSELL MCP GR464287481$87.8K1,123,1633.0%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$88.5K1,208,5943.0%
Spdr Series Trust(BWX)BRCLYS INTL ETF78464A516$93.3K1,598,5173.2%
Ishares TR(TIP)BARCLYS TIPS BD464287176$112.4K998,4683.8%
Vanguard Intl Equity Index F(VWO)MSCI EMR MKT ETF922042858$131.6K3,277,9814.5%
Ishares TR(SHY)BARCLYS 1-3 YR464287457$162.0K1,917,3745.5%
Ishares TR(MBB)BARCLYS MBS BD464288588$227.8K2,150,5557.7%
Ishares TR(EFA)MSCI EAFE INDEX464287465$237.2K3,718,3178.1%
Vanguard Index FDS(VTV)VALUE ETF922908744$331.3K4,746,77111.2%
Vanguard Index FDS(VUG)GROWTH ETF922908736$341.9K4,041,27611.6%
Ishares TR(GVI)BARCLYS INTER GV464288612$398.7K3,621,44113.5%
PreviousPage 3 of 3