MATHER GROUP, LLC. - Q4 2013 holdings

$263 Million is the total value of MATHER GROUP, LLC.'s 26 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 25.0% .

 Value Shares↓ Weighting
IWF SellISHARES RUSSELL 1000 GROWTH ETFetf$24,028,000
+9.1%
279,560
-0.7%
9.14%
+0.1%
IWM SellISHARES RUSSELL 2000 ETFetf$8,666,000
+6.0%
75,122
-2.1%
3.30%
-2.8%
IJT SellISHARES S&P SMALLCAP 600 GROWTH ETFetf$7,666,000
+9.3%
64,631
-0.2%
2.92%
+0.2%
PIE ExitPOWERSHARES DWA EMERGING MARKETSetf$0-82,924
-100.0%
-0.62%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2014-01-29
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR 1-3 YR CREDIT BOND ETF42Q3 202317.0%
VANGUARD SHORT TERM CORP BOND FD ETF42Q3 202320.1%
ISHARES TR RUS 1000 GRW ETF42Q3 202310.3%
ISHARES TR RUSSELL 1000 VALUE ETF42Q3 20237.4%
ISHARES TR S&P 500 GRWT ETF40Q3 20230.3%
ISHARES TR CORE S&P MID CAP ETF36Q3 20235.9%
ISHARES TR SHT NTLAMTFR ETF36Q3 20230.6%
ISHARES TR S&P 500 VALUE ETF36Q3 20230.2%
VANGUARD SHRT TRM CORP BD35Q3 202310.9%
ISHARES TR CORE MSCI EAFE35Q3 20230.5%

View MATHER GROUP, LLC.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-09
13F-HR2024-02-05
13F-HR2023-11-13
13F-HR2023-08-08
13F-HR2023-05-09
13F-HR2023-03-10
13F-HR2022-11-15
13F-HR2022-08-16
13F-HR2022-05-13
13F-HR2022-02-15

View MATHER GROUP, LLC.'s complete filings history.

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