$219 Million is the total value of Stratford Consulting, LLC's 90 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -140 | -100.0% | -0.01% | – |
| XBI | Exit | SPDR SERIES TRUSTs&p biotech | $0 | – | -563 | -100.0% | -0.02% | – |
| IGE | Exit | ISHARES TRnorth amern nat | $0 | – | -2,538 | -100.0% | -0.02% | – |
| BIL | Exit | SPDR SERIES TRUSTspdr bloomberg | $0 | – | -1,960 | -100.0% | -0.06% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -985 | -100.0% | -0.07% | – |
| BMY | Exit | BRISTOL MYERS SQUIBB CO | $0 | – | -3,322 | -100.0% | -0.07% | – |
| INTC | Exit | INTEL CORP | $0 | – | -3,658 | -100.0% | -0.07% | – |
| T | Exit | AT&T INC | $0 | – | -7,146 | -100.0% | -0.09% | – |
| LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -6,765 | -100.0% | -0.13% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -8,247 | -100.0% | -0.13% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -5,309 | -100.0% | -0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-11
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.