Ken Stern & Associates, Inc.
Q3 2018 13F Holdings
- Locationsan diego, CA
- Num holdings
133
- Value ($000)
$229,771
- Date Filed11/13/2018
- Form type13F-HR
- CIK0001653168
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2018 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ESS ESSEX PPTY TR INC | COM | 297178105 | $41.28M | 18 % | 167,307 | ||
IWO ISHARES TR | RUS 2000 GRW ETF | 464287648 | $13.16M | 6 % | 61,198 | ||
VEA VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | $11.33M | 5 % | 261,763 | ||
BND VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | $10.63M | 5 % | 135,080 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $9.90M | 4 % | 89,641 | ||
IEF ISHARES TR | BARCLAYS 7 10 YR | 464287440 | $9.78M | 4 % | 96,680 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | $9.56M | 4 % | 47,209 | ||
XLY SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | $8.63M | 4 % | 73,580 | ||
MTUM ISHARES TR | USA MOMENTUM FCT | 46432F396 | $7.67M | 3 % | 64,427 | ||
ITA ISHARES TR | US AER DEF ETF | 464288760 | $7.25M | 3 % | 33,498 |
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