41 is the total number of securities MARCUARD FAMILY OFFICE LTD has owned. The longest MARCUARD FAMILY OFFICE LTD has owned a single stock is 6 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SPY | SPDR S&P 500 ETF TR | 6 | 6 | 8.84% | 20.55% | 30.78% | Q2 2013 | Q3 2014 | 6 |
| VTI | VANGUARD INDEX FDS | 6 | 6 | 5.23% | 12.11% | 18.24% | Q2 2013 | Q3 2014 | 6 |
| IVV | ISHARES TR | 6 | 6 | 6.46% | 11.40% | 19.19% | Q2 2013 | Q3 2014 | 6 |
| VPL | VANGUARD INTL EQUITY I... | 6 | 6 | 6.33% | 7.43% | 8.57% | Q2 2013 | Q3 2014 | 6 |
| IGSB | ISHARES TR | 6 | 6 | 2.90% | 4.37% | 8.80% | Q2 2013 | Q3 2014 | 6 |
| EWJ | ISHARES INC | 6 | 6 | 2.34% | 3.86% | 5.12% | Q2 2013 | Q3 2014 | 6 |
| TIP | ISHARES TR | 6 | 6 | 2.23% | 2.67% | 3.11% | Q2 2013 | Q3 2014 | 6 |
| QQQ | POWERSHARES QQQ TRUST | 6 | 6 | 1.48% | 2.43% | 3.06% | Q2 2013 | Q3 2014 | 6 |
| IWM | ISHARES TR | 6 | 6 | 1.48% | 2.28% | 2.72% | Q2 2013 | Q3 2014 | 6 |
| VGK | VANGUARD INTL EQUITY I... | 6 | 6 | 1.46% | 2.21% | 2.56% | Q2 2013 | Q3 2014 | 6 |
| IEV | ISHARES TR | 6 | 6 | 1.16% | 1.58% | 1.87% | Q2 2013 | Q3 2014 | 6 |
| EEB | CLAYMORE EXCHANGE TRD ... | 6 | 6 | 0.86% | 1.55% | 3.10% | Q2 2013 | Q3 2014 | 6 |
| SPLV | POWERSHARES ETF TR II | 6 | 6 | 0.53% | 1.15% | 1.92% | Q2 2013 | Q3 2014 | 6 |
| EWL | ISHARES INC | 6 | 6 | 0.90% | 1.12% | 1.35% | Q2 2013 | Q3 2014 | 6 |
| DXJ | WISDOMTREE TRUST | 6 | 6 | 0.73% | 1.02% | 1.14% | Q2 2013 | Q3 2014 | 6 |
| GDX | MARKET VECTORS ETF TR | 5 | 5 | 1.24% | 2.49% | 4.63% | Q2 2013 | Q2 2014 | 5 |
| SHY | ISHARES TR | 5 | 5 | 0.96% | 2.20% | 3.07% | Q2 2013 | Q2 2014 | 5 |
| BRKA | BERKSHIRE HATHAWAY INC... | 5 | 5 | 1.30% | 1.63% | 1.81% | Q3 2013 | Q3 2014 | 5 |
| EWZ | ISHARES TR | 4 | 1 | 0.72% | 1.54% | 2.27% | Q2 2013 | Q3 2014 | 5 |
| BRKB | BERKSHIRE HATHAWAY INC... | 5 | 5 | 0.76% | 0.95% | 1.06% | Q3 2013 | Q3 2014 | 5 |
| AAPL | APPLE INC | 5 | 5 | 0.59% | 0.74% | 0.84% | Q3 2013 | Q3 2014 | 5 |
| EEM | ISHARES TR | 3 | 1 | 0.60% | 2.95% | 5.13% | Q2 2013 | Q3 2014 | 4 |
| CGW | CLAYMORE EXCHANGE TRD ... | 2 | 2 | 1.64% | 2.30% | 2.93% | Q2 2013 | Q3 2014 | 4 |
| AAXJ | ISHARES TR | 4 | 4 | 0.95% | 1.86% | 2.49% | Q2 2013 | Q1 2014 | 4 |
| DTN | WISDOM TREE TRUST | 4 | 4 | 0.40% | 0.54% | 0.68% | Q2 2013 | Q1 2014 | 4 |
| EMB | ISHARES TR | 3 | 3 | 3.48% | 4.21% | 4.92% | Q2 2013 | Q4 2013 | 3 |
| SSO | PROSHARES TR | 3 | 3 | 3.23% | 3.70% | 4.40% | Q2 2013 | Q4 2013 | 3 |
| MOO | MARKET VECTORS ETF TR | 2 | 1 | 0.51% | 0.53% | 0.55% | Q2 2013 | Q3 2014 | 3 |
| ELD | WISDOMTREE TR | 2 | 2 | 1.24% | 2.26% | 3.28% | Q2 2013 | Q3 2013 | 2 |
| DBC | POWERSHARES DB CMDTY I... | 2 | 2 | 2.02% | 2.24% | 2.46% | Q2 2013 | Q3 2013 | 2 |
| PXI | POWERSHARES ETF TRUST | 2 | 2 | 1.62% | 1.80% | 1.97% | Q2 2013 | Q3 2013 | 2 |
| FRN | CLAYMORE EXCHANGE TRD ... | 2 | 2 | 0.89% | 1.00% | 1.10% | Q2 2013 | Q3 2013 | 2 |
| CBT | CABOT CORP | 1 | 1 | 14.43% | 14.43% | 14.43% | Q2 2013 | Q2 2013 | 1 |
| AGG | ISHARES TR | 1 | 1 | 6.61% | 6.61% | 6.61% | Q3 2014 | Q3 2014 | 1 |
| EWA | ISHARES | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2014 | Q3 2014 | 1 |
| BERKSHIRE HATHAWAY INC... | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2013 | Q2 2013 | 1 | |
| PHDG | POWERSHARES ACTIVE MNG... | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2013 | Q3 2013 | 1 |
| XLB | SELECT SECTOR SPDR TR | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2013 | Q3 2013 | 1 |
| BNDX | VANGUARD CHARLOTTE FDS | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2014 | Q3 2014 | 1 |
| BERKSHIRE HATHAWAY INC... | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2013 | Q2 2013 | 1 | |
| APPLE INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2013 | Q2 2013 | 1 | |
Download | |||||||||
The securities at the top of the list , including SPDR S&P 500 ETF TR, VANGUARD INDEX FDS, and ISHARES TR, are the highest-conviction holdings of MARCUARD FAMILY OFFICE LTD.
The conviction is calculated by counting the number of quarters a security has been reported by MARCUARD FAMILY OFFICE LTD. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that MARCUARD FAMILY OFFICE LTD owns currently or has owned in the past.