Xulu, Inc.

Q3 2015 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    56

  • Value ($000)

    $616,549

  • Date Filed
    11/17/2015
  • Form type
    13F-HR
  • CIK
    0001556846
  • 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 Q3 2015 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
$54.21M
9 %

546,091

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$52.16M
9 %

1,307,617

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$41.16M
7 %

375,613

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$31.36M
5 %

162,751

VNQI
VNQI

VANGUARD INTL EQUITY INDEX F

GLB EX US ETF
$30.37M
5 %

595,792

FNDF
FNDF

SCHWAB STRATEGIC TR

SCHWB FDT INT LG
$29.01M
5 %

1,222,041

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$28.33M
5 %

536,387

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$26.96M
4 %

814,812

IVE
IVE

ISHARES TR

S&P 500 VAL ETF
$26.88M
4 %

319,907

EFV
EFV

ISHARES TR

EAFE VALUE ETF
$25.48M
4 %

550,422

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