$46.5 Million is the total value of MARCUARD FAMILY OFFICE LTD's 25 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHY | Exit | ISHARES TRbarclys 1-3 yr | $0 | – | -5,020 | -100.0% | -0.96% | – |
| GDX | Exit | MARKET VECTORS ETF TRgold miner etf | $0 | – | -24,760 | -100.0% | -1.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-10-16
Signatures
The EDGAR filing(s) were signed by:
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.