$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
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.