$109 Million is the total value of Madison Scottsdale, LC's 25 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | New | VANGUARD S&P 500 ETFetf | $1,624,000 | – | 9,600 | +100.0% | 1.49% | – |
| 6699SC | New | ISHARES MSCI UNITED KINGDOMetf | $52,000 | – | 2,500 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 3 | Q4 2013 | 29.4% |
| ISHARES CORE S&P SMALL-CAP E | 3 | Q4 2013 | 23.5% |
| ISHARES CORE S&P MIDCAP ETF | 3 | Q4 2013 | 21.9% |
| SPDR S&P DIVIDEND ETF | 3 | Q4 2013 | 17.3% |
| VANGUARD FTSE ALL-WORLD EX-U | 3 | Q4 2013 | 3.4% |
| POWERSHARES FTSE RAFI US 1K | 3 | Q4 2013 | 1.0% |
| 3M CO | 3 | Q4 2013 | 0.8% |
| ISHARES RUSSELL MIDCAP VALUE | 3 | Q4 2013 | 0.5% |
| JOHNSON & JOHNSON | 3 | Q4 2013 | 0.6% |
| AT&T INC | 3 | Q4 2013 | 0.5% |
View Madison Scottsdale, LC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2014-02-12 |
| 13F-HR | 2013-10-08 |
| 13F-HR | 2013-08-02 |
| 13F-HR/A | 2013-04-05 |
| 13F-HR | 2013-04-05 |
View Madison Scottsdale, LC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.