$95.8 Million is the total value of Weyland Capital Management, LLC's 10 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 20.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWF | Buy | ISHARES TR RUSSELL 1000 G INDEXrussell1000grw | $54,153,000 | +10.6% | 692,489 | +2.9% | 56.54% | +0.6% |
IWN | Buy | ISHARES TR RUSSELL 2000 V INDEXrussell2000val | $16,404,000 | +7.5% | 179,002 | +0.8% | 17.13% | -2.2% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fmsci emr mkt etf | $9,695,000 | +6.9% | 241,571 | +3.4% | 10.12% | -2.7% |
GLD | Buy | SPDR GOLD TRUSTgold | $7,231,000 | +8.6% | 56,415 | +1.0% | 7.55% | -1.2% |
IWM | Buy | ISHARES TR RUSSELL 2000 INDEXrussell2000 | $6,189,000 | +18.3% | 58,053 | +7.6% | 6.46% | +7.6% |
ADP | New | AUTOMATIC DATA PROCESSING | $253,000 | – | 3,490 | +100.0% | 0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-10-29
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR RUSSELL 1000 G INDEX | 13 | Q2 2016 | 73.3% |
ISHARES TR RUSSELL 2000 V INDEX | 13 | Q2 2016 | 17.5% |
VANGUARD INTL EQUITY INDEX F | 13 | Q2 2016 | 10.4% |
ISHARES TR RUSSELL 2000 INDEX | 13 | Q2 2016 | 8.5% |
SPDR GOLD TRUST | 13 | Q2 2016 | 7.6% |
COLGATE PALMOLIVE CO | 13 | Q2 2016 | 0.5% |
C H ROBINSON WORLDWIDE INC | 11 | Q2 2016 | 0.7% |
SPDR S&P 500 ETF TR | 10 | Q2 2016 | 3.7% |
ISHARES MSCI EMG MKT | 10 | Q2 2016 | 3.6% |
AUTOMATIC DATA PROCESSING IN | 7 | Q1 2015 | 0.3% |
View Weyland Capital Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2016-07-28 |
13F-HR | 2016-04-18 |
13F-HR | 2016-02-03 |
13F-HR | 2015-11-02 |
13F-HR | 2015-07-14 |
13F-HR | 2015-04-08 |
13F-HR | 2015-02-02 |
13F-HR | 2014-10-24 |
13F-HR | 2014-08-04 |
13F-HR | 2014-04-14 |
View Weyland Capital Management, LLC'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.