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LBA Wealth Management, LLC

Q1 2017 13F Holdings

  • Location
    jacksonville, FL
  • Num holdings

    449

  • Value ($000)

    $189,970

  • Date Filed
    05/09/2017
  • Form type
    13F-HR
  • CIK
    0001600566
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2017 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BND

VANGUARD BD INDEX FD INC

TOTAL BND MRKT
921937835
$20.2M
11 %

249,183

M
MDY

SPDR S&P MIDCAP 400 ETF

UTSER1 S&PDCRP
78467Y107
$20.13M
11 %

64,445

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$13.54M
7 %

169,832

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$13.49M
7 %

78,805

V
VWO

VANGUARD INTL EQUITY IND

FTSE EMR MKT ETF
922042858
$8.14M
4 %

205,011

I
IGSB

ISHARES TR

1-3 YR CR BD ETF
464288646
$6.99M
4 %

66,445

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$6.9M
4 %

119,017

K
KRE

SPDR SER TR

NUVEEN BLMBRG SR
78468R739
$6.27M
3 %

129,372

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$5.26M
3 %

48,507

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$4.52M
2 %

72,479

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