$203 Million is the total value of Stratford Consulting, LLC's 52 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $875,000 | +0.5% | 18,063 | 0.0% | 0.43% | -3.4% | |
| IAU | ISHARES COMEX GOLD TRUSTetf | $638,000 | +0.2% | 55,700 | 0.0% | 0.31% | -4.0% | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $255,000 | +3.7% | 2,577 | 0.0% | 0.13% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-08
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.