MARCUARD FAMILY OFFICE LTD

Q3 2014 13F Holdings

  • Location
    zurich, V8
  • Num holdings

    25

  • Value ($000)

    $46,502

  • Date Filed
    10/16/2014
  • Form type
    13F-HR
  • CIK
    0001538112
  • 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 2014 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$14.21M
31 %

72,921

IVV
IVV

ISHARES TR

S&P 500 INDEX
$8.92M
19 %

45,000

AGG
AGG

ISHARES TR

CORE US AGGBD ETF
$3.07M
7 %

28,230

VPL
VPL

VANGUARD INTL EQUITY INDEX F

MSCI PAC ETF
$3.05M
7 %

49,796

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$2.43M
5 %

24,180

QQQ
QQQ

POWERSHARES QQQ TRUST

UNIT SER 1
$1.42M
3 %

12,900

IGSB
IGSB

ISHARES

BARCLYS 1-3YR CR
$1.35M
3 %

12,800

XCGWX
XCGWX

CLAYMORE EXCHANGE TRD FR TR

GUGG S&P GBL WTR
$1.23M
3 %

41,200

IWM
IWM

ISHARES TR

RUSSELL 2000
$1.16M
3 %

9,500

TIP
TIP

ISHARES TR

TIPS BD ETF
$1.15M
3 %

10,250

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