News + Filings Holdings
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Stratford Consulting, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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WisdomTree Trust
| DLN | LARGECAP DIVID | 77,283 | 77,283 | 6,255,000 | 6,255,000 | 2.86 | |
Hist
| 03/31/2020 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 15,034 | 15,034 | 3,875,000 | 3,875,000 | 1.77 | |
Hist
| 03/31/2020 |
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SCHWAB STRATEGIC TRUST
| SCHC | Common | 122,332 | 122,332 | 2,985,000 | 2,985,000 | 1.36 | |
Hist
| 03/31/2020 |
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SPDR INDEX SHARES FUNDS
| EWX | Common | 53,041 | 53,041 | 1,756,000 | 1,756,000 | 0.80 | |
Hist
| 03/31/2020 |
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iSHARES TRUST
| IEFA | Common | 28,994 | 28,994 | 1,447,000 | 1,447,000 | 0.66 | |
Hist
| 03/31/2020 |
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TEXAS INSTRUMENTS INC
| TXN | Common | 8,578 | 8,578 | 857,000 | 857,000 | 0.39 | 0.00 |
Hist
| 03/31/2020 |
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VANGUARD SCOTTSDALE FUNDS
| VCIT | Common | 3,900 | 3,900 | 340,000 | 340,000 | 0.16 | |
Hist
| 03/31/2020 |
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GREAT WEST LIFE ASSURANCE CO /CAN/
| GWL | Common | 7,164 | 7,164 | 172,000 | 172,000 | 0.08 | |
Hist
| 03/31/2020 |
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iSHARES TRUST
| IDV | Common | 200 | 200 | 5,000 | 5,000 | 0.00 | |
Hist
| 03/31/2020 |
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Vanguard Mid-Cap Value ETF
| VOE | common | 20 | 20 | 2,000 | 2,000 | 0.00 | |
Hist
| 03/31/2020 |
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Vanguard Small-Cap Value ETF
| VBR | common | 16 | 16 | 1,000 | 1,000 | 0.00 | |
Hist
| 03/31/2020 |
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Westfield Emerging Markets Small Cap Fund LP
| TFI | ETF | 24 | 24 | 1,000 | 1,000 | 0.00 | |
Hist
| 03/31/2020 |
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SCHWAB STRATEGIC TRUST
| SCHB | Common | 24 | 24 | 1,000 | 1,000 | 0.00 | |
Hist
| 03/31/2020 |
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SPDR INDEX SHARES FUNDS
| RWO | Common | 30 | 30 | 1,000 | 1,000 | 0.00 | |
Hist
| 03/31/2020 |
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VANGUARD INDEX FUNDS
| VTV | Common | 9 | 9 | 1,000 | 1,000 | 0.00 | |
Hist
| 03/31/2020 |
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