$164 Million is the total value of Stratford Consulting, LLC's 53 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -2,225 | -100.0% | -0.12% | – |
| BWX | Exit | SPDR SERIES TRUSTbrclys intl etf | $0 | – | -54,304 | -100.0% | -1.88% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-10-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 28 | Q1 2020 | 22.3% |
| ISHARES TR HIGH DIVID EQUITY FD | 28 | Q1 2020 | 17.7% |
| SPDR S&P DIVIDEND ETF | 28 | Q1 2020 | 12.8% |
| ISHARES TR | 28 | Q1 2020 | 8.0% |
| VANGUARD INTL EQUITY INDEX F | 28 | Q1 2020 | 9.6% |
| ISHARES TR | 28 | Q1 2020 | 5.2% |
| ISHARES TR | 28 | Q1 2020 | 4.6% |
| SPDR SER TR | 28 | Q1 2020 | 5.0% |
| VANGUARD TAX-MANAGED INTL FD | 28 | Q1 2020 | 4.0% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 28 | Q1 2020 | 5.0% |
View Stratford Consulting, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-05-11 |
| 13F-HR | 2020-02-06 |
| 13F-HR | 2019-10-30 |
| 13F-HR | 2019-08-02 |
| 13F-HR | 2019-05-08 |
| 13F-HR | 2019-02-08 |
| 13F-HR | 2018-11-02 |
| 13F-HR | 2018-07-26 |
| 13F-HR | 2018-05-02 |
| 13F-HR/A | 2018-02-09 |
View Stratford Consulting, 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.