$193 Million is the total value of Stratford Consulting, LLC's 56 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HDV | Sell | ISHARES TR HIGH DIVID EQUITY FDetf | $28,836,000 | +4.0% | 382,500 | -1.5% | 14.92% | -1.1% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $13,027,000 | +5.7% | 302,038 | -0.6% | 6.74% | +0.5% |
| RWR | Sell | SPDR DJ WILSHIRE REIT (ETF)etf | $8,158,000 | +5.9% | 98,284 | -0.4% | 4.22% | +0.7% |
| VCSH | Sell | VANGUARD SHORT TERM CORP BOND FD ETFetf | $4,422,000 | -41.0% | 55,015 | -41.3% | 2.29% | -43.9% |
| IJH | Sell | ISHARES CORE S&P MID CAP ETFetf | $3,857,000 | +1.9% | 26,957 | -2.1% | 2.00% | -3.1% |
| VNQI | Sell | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $3,564,000 | +5.8% | 61,401 | -1.4% | 1.84% | +0.7% |
| HYG | Sell | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf | $1,005,000 | -11.5% | 10,561 | -12.3% | 0.52% | -15.9% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $914,000 | +3.3% | 21,149 | -2.0% | 0.47% | -1.7% |
| SPSB | Sell | SPDR BARCLAYS CAPITAL SHORT TERM CORP BDetf | $585,000 | -3.0% | 18,998 | -3.1% | 0.30% | -7.6% |
| IFGL | Sell | ISHARES TR FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-USetf | $401,000 | +2.8% | 12,489 | -3.8% | 0.21% | -2.4% |
| BNDX | Sell | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $276,000 | -45.3% | 5,363 | -46.3% | 0.14% | -48.0% |
| IGE | Sell | ISHARES NORTH AMERICAN NATURAL RESOURCESetf | $238,000 | -42.8% | 4,763 | -49.2% | 0.12% | -45.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-07-28
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.