VECTOR WEALTH MANAGEMENT, LLC
Q4 2016 13F Holdings
- Locationminneapolis, MN
- Num holdings
80
- Value ($000)
$142,471
- Date Filed02/07/2017
- Form type13F-HR
- CIK0001686409
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2016 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $20.37M | 14 % | 91,125 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $13.67M | 10 % | 493,780 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $12.44M | 9 % | 347,625 | ||
JPMORGAN CHASE & CO | ALERIAN ML ETN | 46625H365 | $12.32M | 9 % | 389,682 | ||
FIRST TR MLP & ENERGY INCOME | COM | 33739B104 | $7.69M | 5 % | 476,591 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $6.66M | 5 % | 122,846 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $5.92M | 4 % | 133,985 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $4.68M | 3 % | 41,934 | ||
APPLE INC | COM | 037833100 | $4.4M | 3 % | 37,971 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $4.19M | 3 % | 43,077 |
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