IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Private Ocean, LLC

Q2 2014 Holdings

Filed 2014-07-30 | 218 holdings | $476.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Biogen Idec Inc(BIIB)COM09062X103$329.0K1,04469.0%
Vanguard Short Term Corp Bond Index(VCSH)ETF92206C409$26.1K325,0345.5%
Market Vectors High Yield Muni ETFETF57060U878$24.0K796,3175.0%
Spdr Barclays Capital HY BondETF78464A417$18.7K448,4653.9%
Consolidated Edison Inc(ED)COM209115104$13.0K2252.7%
Powershares Emerging Markets DebtETF73936T573$9.6K327,6072.0%
Powershares Ftse Rafi US 1000ETF73935X583$5.1K57,4041.1%
Powershares Ftse Rafi Dev Markets ex-USETF73936T789$4.3K95,2770.9%
Vanguard Total Stock Market ETF(VTI)ETF922908769$3.6K35,0630.7%
Spdr Nuveen S&P High Yield Municipal Bond(HYMB)ETF78464A284$3.3K58,5880.7%
iShares Msci Eafe Index(EFA)ETF464287465$2.9K42,9080.6%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.7K35,6890.6%
Guggenheim S&P Global Dividend Opportunities IndexETF18383M860$2.4K171,0000.5%
iShares Russell 1000 Index(IWB)ETF464287622$1.9K17,3520.4%
Greene King PLC ORDCOMG40880133$1.3K89,1040.3%
Apple Computer Inc(AAPL)COM037833100$1.2K12,5280.2%
W P Carey Inc(WPC)COM92936U109$1.1K17,6670.2%
Vanguard High Dividend ETF(VYM)ETF921946406$1.0K15,4740.2%
Vanguard Value ETF(VTV)ETF922908744$1.0K12,5980.2%
Powershares Ftse Rafi 1500ETF73935X567$9769,6780.2%
McDonalds Corp(MCD)COM580135101$9028,9500.2%
Exxon Mobil Corp(XOM)COM30231G102$9028,9640.2%
iShares S&P Midcap 400 A Value(IJJ)ETF464287705$8716,8650.2%
PowerShares KBW High Dividend Yield Financial PortETF73936Q793$81731,2500.2%
Procter & Gamble Co(PG)COM742718109$7609,6660.2%
iShares Mortgage Real Estate Capped ETFETF464288539$75960,0220.2%
iShares Russell 2000 Index(IWM)ETF464287655$7566,3670.2%
Charles Schwab Corp(SCHW)COM808513105$65224,2140.1%
Vanguard International Equity Index(VEU)ETF922042775$64612,3460.1%
iShares Barclays Aggregate Bond(AGG)ETF464287226$6225,6830.1%
iShares iBoxx $ High Yield Corporate Bond(HYG)ETF464288513$5886,1720.1%
PowerShares High Yield Corporate BondETF73936T557$57629,3960.1%
Vanguard Large Cap ETF(VV)ETF922908637$4535,0300.1%
United Technologies Corp(UTXZ)COM913017109$4133,5770.1%
International Business Machines(IBM)COM459200101$4052,2320.1%
Alps Alerian MLP(AMLPUSD)COM00162Q866$39320,6800.1%
iShares Russell Midcap Blend(IWR)ETF464287499$3722,2890.1%
Spdr Dow Jones REIT(RWR)ETF78464A607$3644,3880.1%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$3591,8320.1%
Norfolk Southern Corp(NSC)COM655844108$3333,2300.1%
Emerson Electric Co(EMR)COM291011104$3194,8000.1%
iShares S&P US Preferred Stock Index(PFF)ETF464288687$3117,8010.1%
iShares S&P Smallcap 600 A Value Index(IJS)ETF464287879$3022,6170.1%
iShares S&P 100 Index(OEF)ETF464287101$3013,4740.1%
PowerShares Preferred PortfolioETF73936T565$30020,5320.1%
iShares JP Morgan EM Bond(EMB)ETF464288281$2982,5830.1%
iShares S&P Small Cap 600 Index(IJR)ETF464287804$2872,5570.1%
iShares Russell 3000 Value Index(IUSV)ETF464287663$2651,9980.1%
iShares Russell 2000(IWO)ETF464287648$2551,8450.1%
iShares S&P National Amt-Free Muni(MUB)ETF464288414$2482,2830.1%
Page 1 of 5Next