Madison Scottsdale, LC
Q4 2013 13F Holdings
- Locationscottsdale, AZ
- Num holdings
25
- Value ($000)
$109,087
- Date Filed02/12/2014
- Form type13F-HR
- CIK0001388007
- 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 2013 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $32.08M | 29 % | 173,708 | ||
IJR ISHARES CORE S&P SMALL-CAP E | ETF | 464287804 | $25.62M | 24 % | 234,634 | ||
IJH ISHARES CORE S&P MIDCAP ETF | ETF | 464287507 | $23.92M | 22 % | 178,756 | ||
KRE SPDR S&P DIVIDEND ETF | ETF | 78464A763 | $18.90M | 17 % | 260,319 | ||
VEU VANGUARD FTSE ALL-WORLD EX-U | ETF | 922042775 | $3.67M | 3 % | 72,294 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $1.62M | 2 % | 9,600 | ||
PRFUSD POWERSHARES FTSE RAFI US 1K | ETF | 73935X583 | $1.06M | 1 % | 12,751 | ||
IWS ISHARES RUSSELL MID-CAP VALU | ETF | 464287473 | $495.00K | 1 % | 7,539 | ||
EFA ISHARES MSCI EAFE ETF | ETF | 464287465 | $272.00K | 0 % | 4,062 | ||
T AT&T INC | COM | 00206R102 | $229.00K | 0 % | 6,500 |
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