$167 Million is the total value of Live Your Vision, LLC's 28 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DLN | New | WISDOMTREE LARGE CAP DIVIDEND | $41,567,000 | – | 676,869 | +100.0% | 24.84% | – |
| IVW | New | ISHARES S&P 500 GROWTH ETF | $18,239,000 | – | 210,541 | +100.0% | 10.90% | – |
| IGSB | New | ISHARES 1-3 YR CREDIT BOND ETF | $14,562,000 | – | 139,020 | +100.0% | 8.70% | – |
| LQD | New | ISHARES IBOXX CORPORATE BOND ETF | $9,478,000 | – | 83,737 | +100.0% | 5.66% | – |
| DEW | New | WISDOM TREE GLOBAL EQUITY INCOME FUND | $7,860,000 | – | 184,606 | +100.0% | 4.70% | – |
| DES | New | WISDOMTREE SMALLCAP DIVIDEND | $7,740,000 | – | 127,086 | +100.0% | 4.62% | – |
| SHY | New | ISHARES 1-3 YR TREASURY BOND ETF | $7,724,000 | – | 91,668 | +100.0% | 4.62% | – |
| DON | New | WISDOMTREE MIDCAP DIVIDEND | $7,448,000 | – | 110,252 | +100.0% | 4.45% | – |
| VNQ | New | VANGUARD REIT INDEX | $7,170,000 | – | 102,608 | +100.0% | 4.28% | – |
| CEW | New | WISDOM TREE DREYFUS EMERGING CURRENCY | $6,921,000 | – | 345,344 | +100.0% | 4.14% | – |
| DEM | New | WISDOMTREE EMERGING MARKETS EQUITY INCOME ETF | $6,807,000 | – | 142,292 | +100.0% | 4.07% | – |
| STPZ | New | PIMCO 1-5 YR US TIPS INDEX | $6,707,000 | – | 126,672 | +100.0% | 4.01% | – |
| HYG | New | ISHARES IBOXX HIGH YIELD CORPORATE BD | $6,481,000 | – | 71,107 | +100.0% | 3.87% | – |
| ELD | New | WISDOMTREE EMERGING MKTS LOCAL DEBT ETF | $3,470,000 | – | 73,138 | +100.0% | 2.07% | – |
| SCHD | New | SCHWAB US DIVIDEND EQUITY ETF | $2,745,000 | – | 81,708 | +100.0% | 1.64% | – |
| SCHG | New | SCHWAB US LARGE CAP GROWTH ETF | $1,909,000 | – | 48,456 | +100.0% | 1.14% | – |
| MRK | New | MERCK & CO INC | $1,812,000 | – | 38,050 | +100.0% | 1.08% | – |
| SCHH | New | SCH US REIT ETF | $1,395,000 | – | 42,778 | +100.0% | 0.83% | – |
| SCHO | New | SCHWAB SHORT TERM US TREASURY ETF | $1,066,000 | – | 21,132 | +100.0% | 0.64% | – |
| SCHV | New | SCHWAB US LARGE CAP VALUE ETF | $990,000 | – | 26,580 | +100.0% | 0.59% | – |
| SCHR | New | SCHWAB INTMEDIATE TERM US TREASURY ETF | $988,000 | – | 18,873 | +100.0% | 0.59% | – |
| SCHM | New | SCHWAB US MID-CAP ETF | $712,000 | – | 21,521 | +100.0% | 0.42% | – |
| ALL | New | ALLSTATE CORP | $651,000 | – | 12,873 | +100.0% | 0.39% | – |
| SCHF | New | SCHWAB STRATEGIC TR INTL EQTY ETF | $642,000 | – | 23,078 | +100.0% | 0.38% | – |
| SCHZ | New | SCH US AGG BND ETF | $607,000 | – | 12,074 | +100.0% | 0.36% | – |
| SCHA | New | SCHWAB ETFS- US SMALL-CAP ETF | $596,000 | – | 12,989 | +100.0% | 0.36% | – |
| SCHE | New | SCHWAB EMERGING MARKET EQ ETF | $564,000 | – | 24,398 | +100.0% | 0.34% | – |
| DBC | New | DB COMMODITY INDEX TRACKING | $488,000 | – | 18,876 | +100.0% | 0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-07-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR INTL EQTY ETF | 24 | Q1 2019 | 13.0% |
| WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 24 | Q1 2019 | 24.8% |
| ISHARES S&P 500 GROWTH ETF | 24 | Q1 2019 | 11.0% |
| SCHWAB US AGGREGATE BOND ETF | 24 | Q1 2019 | 17.1% |
| SCHWAB EMERGING MARKETS EQUITY ETF | 24 | Q1 2019 | 9.9% |
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 24 | Q1 2019 | 4.7% |
| ISHARES 1-3 YR CREDIT BOND ETF | 24 | Q1 2019 | 8.7% |
| SCHWAB US LARGE CAP VALUE ETF | 24 | Q1 2019 | 5.2% |
| PIMCO 1-5 YR US TIPS INDEX | 24 | Q1 2019 | 4.0% |
| SCHWAB US LARGE CAP GROWTH ETF | 24 | Q1 2019 | 2.9% |
View Live Your Vision, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-04-25 |
| 13F-HR | 2019-01-16 |
| 13F-HR | 2018-10-29 |
| 13F-HR | 2018-07-16 |
| 13F-HR | 2018-04-25 |
| 13F-HR | 2018-01-25 |
| 13F-HR | 2017-11-13 |
| 13F-HR | 2017-08-08 |
| 13F-HR | 2017-05-11 |
| 13F-HR | 2017-02-09 |
View Live Your Vision, LLC'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.