| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEV | Exit | ISHARES TReurope etf | $0 | – | -5,411 | -100.0% | -0.05% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -6,284 | -100.0% | -0.10% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -5,733 | -100.0% | -0.11% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -28,156 | -100.0% | -0.17% | – |
| USCI | Exit | UNITED STS COMMODITY INDEX F | $0 | – | -21,430 | -100.0% | -0.20% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -23,117 | -100.0% | -0.21% | – |
| EWG | Exit | ISHARESmsci germany etf | $0 | – | -38,461 | -100.0% | -0.22% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -10,239 | -100.0% | -0.22% | – |
| HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -21,434 | -100.0% | -0.26% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -14,299 | -100.0% | -0.35% | – |
| IAU | Exit | ISHARES GOLD TRUSTishares | $0 | – | -156,297 | -100.0% | -0.38% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -40,921 | -100.0% | -0.40% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -16,004 | -100.0% | -0.41% | – |
| VYM | Exit | VANGUARD WHITEHALL FDS INChigh div yld | $0 | – | -31,611 | -100.0% | -0.45% | – |
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -26,668 | -100.0% | -0.64% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -64,139 | -100.0% | -0.72% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -69,229 | -100.0% | -0.74% | – |
| VNQ | Exit | VANGUARD INDEX FDSreit etf | $0 | – | -48,328 | -100.0% | -0.83% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -56,344 | -100.0% | -0.95% | – |
| EPP | Exit | ISHARESmsci pac jp etf | $0 | – | -128,781 | -100.0% | -1.07% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -73,534 | -100.0% | -1.10% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -238,964 | -100.0% | -1.22% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -175,830 | -100.0% | -1.57% | – |
| AAXJ | Exit | ISHARES TRmsci ac asia etf | $0 | – | -141,382 | -100.0% | -1.69% | – |
| IGE | Exit | ISHARES TRna nat res | $0 | – | -279,859 | -100.0% | -1.84% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -95,710 | -100.0% | -2.36% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -56,319 | -100.0% | -2.44% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -307,138 | -100.0% | -2.77% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -381,025 | -100.0% | -4.55% | – |
| IEF | Exit | ISHARES TR7-10 y tr bd etf | $0 | – | -209,229 | -100.0% | -5.11% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -413,139 | -100.0% | -5.36% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -722,982 | -100.0% | -5.41% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -970,536 | -100.0% | -7.82% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -542,078 | -100.0% | -12.11% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -829,521 | -100.0% | -36.16% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 10 | Q3 2015 | 46.5% |
| SPDR GOLD TRUST | 10 | Q3 2015 | 27.8% |
| VANGUARD INTL EQUITY INDEX F | 10 | Q3 2015 | 8.0% |
| VANGUARD TAX MANAGED INTL FD | 10 | Q3 2015 | 9.9% |
| ISHARES TR | 10 | Q3 2015 | 3.9% |
| ISHARES GOLD TRUST | 10 | Q3 2015 | 6.2% |
| SPDR S&P 500 ETF TR | 10 | Q3 2015 | 4.0% |
| ISHARES INC | 10 | Q3 2015 | 1.3% |
| VANGUARD INDEX FDS | 10 | Q3 2015 | 1.2% |
| ISHARES TR | 10 | Q3 2015 | 1.0% |
View Convergent Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2017-11-09 |
| 13F-NT | 2017-08-02 |
| 13F-NT | 2017-05-11 |
| 13F-NT | 2017-02-10 |
| 13F-NT | 2016-11-08 |
| 13F-NT | 2016-08-03 |
| 13F-NT | 2016-05-10 |
| 13F-NT | 2016-02-11 |
| 13F-HR | 2015-11-16 |
| 13F-HR | 2015-08-13 |
View Convergent Wealth Advisors'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.