RAND WEALTH, LLC

Q3 2018 13F Holdings

  • Location
    baltimore, MD
  • Num holdings

    230

  • Value ($000)

    $892,999

  • Date Filed
    11/13/2018
  • Form type
    13F-HR
  • CIK
    0001540141
  • 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 2018 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$54.31M
6 %

514,681

SPSB
SPSB

SPDR SERIES TRUST

PORTFOLIO SHORT
78464A474
$33.48M
4 %

1,109,226

BSV
BSV

VANGUARD BD INDEX FD INC

SHORT TRM BOND
921937827
$25.39M
3 %

325,452

---

VANGUARD WORLD FDS

INF TECH ETF
92204A702
$24.54M
3 %

121,166

VSS
VSS

VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF
922042718
$23.43M
3 %

208,898

VEU
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$21.05M
2 %

404,517

---

VANGUARD WORLD FDS

FINANCIALS ETF
92204A405
$19.93M
2 %

287,326

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$15.69M
2 %

95,569

JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$15.20M
2 %

110,016

AAPL
AAPL

APPLE INC

COM
037833100
$14.25M
2 %

63,121

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