Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MOO | Exit | MARKET VECTORS ETF TRagribus etf | $0 | – | -4,000 | -100.0% | -0.51% | – |
SPLV | Exit | POWERSHARES ETF TR IIs&p500 low vol | $0 | – | -7,000 | -100.0% | -0.53% | – |
EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -6,000 | -100.0% | -0.60% | – |
BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -6,050 | -100.0% | -0.68% | – |
AAPL | Exit | APPLE INC | $0 | – | -3,850 | -100.0% | -0.76% | – |
EEB | Exit | CLAYMORE EXCHANGE TRD FR TRgugg bric etf | $0 | – | -11,000 | -100.0% | -0.90% | – |
EWL | Exit | ISHARESmsci switzerld | $0 | – | -15,000 | -100.0% | -1.00% | – |
BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -3,500 | -100.0% | -1.04% | – |
DXJ | Exit | WISDOMTREE TRtotal divid fd | $0 | – | -10,000 | -100.0% | -1.12% | – |
EWA | Exit | ISHARESmsci aust etf | $0 | – | -30,000 | -100.0% | -1.54% | – |
IEV | Exit | ISHARES TRs&p euro plus | $0 | – | -16,000 | -100.0% | -1.66% | – |
EWZ | Exit | ISHARESmsci brz cap etf | $0 | – | -18,000 | -100.0% | -1.68% | – |
BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -4 | -100.0% | -1.78% | – |
VGK | Exit | VANGUARD INTL EQUITY INDEX Fmsci europe etf | $0 | – | -18,200 | -100.0% | -2.17% | – |
EWJ | Exit | ISHARESmsci japan | $0 | – | -92,400 | -100.0% | -2.34% | – |
TIP | Exit | ISHARES TRtips bd etf | $0 | – | -10,250 | -100.0% | -2.47% | – |
IWM | Exit | ISHARES TRrussell 2000 | $0 | – | -9,500 | -100.0% | -2.50% | – |
CGW | Exit | CLAYMORE EXCHANGE TRD FR TRgugg s&p gbl wtr | $0 | – | -41,200 | -100.0% | -2.63% | – |
IGSB | Exit | ISHARESbarclys 1-3yr cr | $0 | – | -12,800 | -100.0% | -2.90% | – |
QQQ | Exit | POWERSHARES QQQ TRUSTunit ser 1 | $0 | – | -12,900 | -100.0% | -3.06% | – |
VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -24,180 | -100.0% | -5.23% | – |
VPL | Exit | VANGUARD INTL EQUITY INDEX Fmsci pac etf | $0 | – | -49,796 | -100.0% | -6.55% | – |
AGG | Exit | ISHARES TRcore us aggbd etf | $0 | – | -28,230 | -100.0% | -6.61% | – |
IVV | Exit | ISHARES TRs&p 500 index | $0 | – | -45,000 | -100.0% | -19.19% | – |
SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -72,921 | -100.0% | -30.55% | – |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 6 | Q3 2014 | 30.8% |
VANGUARD INDEX FDS | 6 | Q3 2014 | 18.2% |
ISHARES TR | 6 | Q3 2014 | 19.2% |
VANGUARD INTL EQUITY INDEX F | 6 | Q3 2014 | 8.6% |
ISHARES TR | 6 | Q3 2014 | 8.8% |
ISHARES INC | 6 | Q3 2014 | 5.1% |
ISHARES TR | 6 | Q3 2014 | 3.1% |
POWERSHARES QQQ TRUST | 6 | Q3 2014 | 3.1% |
ISHARES TR | 6 | Q3 2014 | 2.7% |
VANGUARD INTL EQUITY INDEX F | 6 | Q3 2014 | 2.6% |
View MARCUARD FAMILY OFFICE LTD's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2014-10-16 |
13F-HR | 2014-08-14 |
13F-HR | 2014-04-23 |
13F-HR | 2014-01-31 |
13F-HR | 2013-10-23 |
13F-HR | 2013-07-17 |
13F-HR | 2013-04-17 |
13F-HR | 2013-01-16 |
13F-HR | 2012-10-12 |
13F-HR | 2012-04-20 |
View MARCUARD FAMILY OFFICE LTD'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.