IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wealthsource Partners, LLC

Q1 2018 Holdings

Filed 2018-04-16 | 278 holdings | $329.0K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2018-04-16) | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core Msci Eafe(IEFA)AETF46432F842$12.7K193,2243.9%
Ishares Iboxx $ Investment Grade Corporate Bond ETF(LQD)AETF464287242$9.6K81,3512.9%
Ishares Edge Msci USA Momentum Factor ETF(MTUM)AETF46432F396$8.5K80,4472.6%
Ishares Core Msci Emerging Mkts(IEMG)AETF46434G103$7.5K128,8372.3%
Ipath Bloomberg Commodity Index Total Return ETN(DJP)AETF06738C778$7.2K297,5842.2%
Schwab US Aggregate Bond ETF(SCHZ)AETF808524839$6.8K133,3022.1%
Ishares Aggregate Bond ETF(AGG)AETF464287226$6.3K58,3031.9%
Proshares Investment Grade-Interest Rate Hedged(IGHG)AETF74347B607$6.0K78,7871.8%
Ishares S&P Smallcap 600 ETF(IJR)AETF464287804$6.0K77,9291.8%
Ishares Amt-Free Muni Bond ETF(MUB)AETF464288414$5.9K54,0871.8%
Apple Inc(AAPL)AStock037833100$5.9K35,0701.8%
Ishares S&P 500 Growth ETF(IVW)AETF464287309$5.8K37,1981.8%
Ishares Core S&P Mid Cap ETF(IJH)AETF464287507$5.7K30,2271.7%
Ishares S&P 500 Value ETF(IVE)AETF464287408$5.3K48,4971.6%
Schwab Emerging Market EQ ETF(SCHE)AETF808524706$5.1K176,8931.5%
Proshares TR Short S&P 500 ProsharesAETF74347B425$4.9K163,0951.5%
Spdr Msci Acwi Ex-US ETF(CWI)AETF78463X848$4.8K123,6261.5%
Consumer Discretionary SEL Sector Spdr FD(XLY)AETF81369Y407$4.6K45,1921.4%
Schwab International Equity ETF(SCHF)AETF808524805$4.3K126,1551.3%
Ishares J.P. Morgan USD Emerging Markets Bond ETF(EMB)AETF464288281$4.2K37,5861.3%
Ishares TR S&P Calif MUN BD FD(CMF)AETF464288356$4.0K69,3071.2%
Powershares QQQ TRAETF73935A104$3.6K22,7191.1%
Ishares Iboxx High Yield Corporate Bond ETF(HYG)AETF464288513$3.6K41,5131.1%
Vanguard Total STK MKT(VTI)ETF922908769$3.4K28,1041.3%
Pimco Investment Grade Corporate Bond Index Exchange-Traded Fund(CORP)AETF72201R817$3.4K33,3351.0%
Spdrbarclays Investment Gradefloating Rate ETF(FLRN)ETF78468R200$3.2K105,6921.2%
Spdr Barclays Capital Short Term Corp BD(SPSB)ETF78464A474$3.2K104,3561.2%
Schwab Short Term US Treasury ETF(SCHO)AETF808524862$3.2K63,5311.0%
Energy Select Sector Spdr(XLE)AETF81369Y506$3.1K46,2290.9%
Vanguard Value ETF(VTV)AETF922908744$3.1K29,7560.9%
Financial Select Sector Spdr(XLF)AETF81369Y605$3.0K107,5390.9%
Ishares Msci Emerging Markets ETF(EEM)AETF464287234$2.9K59,3370.9%
Vanguard REIT Index ETF(VNQ)AETF922908553$2.8K37,0330.8%
Spdr S&P World Ex-US(SPDW)AETF78463X889$2.8K88,5760.8%
Vanguard S&P 500 ETF(VOO)AETF922908363$2.7K11,2430.8%
Spdr Portfolio Aggregate Bond ETF(SPAB)AETF78464A649$2.7K96,5710.8%
Spdr Index SHS FDS S&P Emerging Mkts ETF(SPEM)AETF78463X509$2.7K68,5150.8%
Exxon Mobil Corp COM(XOM)AStock30231G102$2.7K35,9600.8%
Guggenheim ETF Trust S&P 500 Equal WeightAETF739371813$2.6K26,2560.8%
Schwab US Mid-Cap ETF(SCHM)AETF808524508$2.5K47,6330.8%
Ishares S&P 500 Index(IVV)AETF464287200$2.5K9,2920.7%
Schwab US Large Cap Value ETF(SCHV)AETF808524409$2.4K45,1940.7%
Schwab Etfs- US Small-Cap ETF(SCHA)AETF808524607$2.2K32,4430.7%
Ishares TR Msci USA Minimum Volatility Index FD(USMV)AETF46429B697$2.2K41,6040.7%
Powershares Fundamental High YLD Corp BDAETF73936T557$2.1K115,3640.6%
Spdr S&P Bank ETF(KBE)ETF78464A797$2.1K49,2850.8%
Schwab US Tips ETF(SCHP)AETF808524870$2.0K36,5610.6%
Vanguard Ftse Developed Markets ETF(VEA)AETF921943858$2.0K45,3200.6%
Alps International Sector Dividend Dogs ETF(IDOG)AETF00162Q718$2.0K70,9710.6%
Vanguard Growth ETF(VUG)AETF922908736$1.8K12,9510.6%
Page 1 of 8Next