MF
| |
MARCUARD FAMILY OFFICE LTD13F | |
| MARCUARD FAMILY OFFICE LTD | |
| Last update 2014-10-16 | 23 Stocks (3 new) |
| Value $46.00 Mil | Turnover 15 % |
MARCUARD FAMILY OFFICE LTD Top Holdings of 2014-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 72,921 | 14,205.0 | +0.23% | 30.920 | +0.07% | 0.010 | +19.57% | +7.72% | 643,289.7 | ||
IVV | iShares Core S&P 500 ETF | 45,000 | 8,922.0 | +50.00% | 19.420 | +6.47% | 0.010 | +19.67% | +7.80% | 634,518.9 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 28,230 | 3,072.0 | New Holding | 6.690 | +6.69% | 0.000 | +1.23% | +3.24% | 127,979.5 | ||
VPL | Vanguard FTSE Pacific ETF | 49,796 | 3,047.0 | +0.58% | 6.630 | +0.04% | 0.070 | +12.05% | +14.77% | 7,713.3 | ||
VTI | Vanguard Total Stock Market ETF | 24,180 | 2,431.0 | -42.67% | 5.290 | -4.12% | 0.000 | +19.82% | +7.35% | 476,615.2 | ||
QQQ | PowerShares QQQ Trust Ser 1 | 12,900 | 1,424.0 | 0% | 3.100 | 0% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 25,600 | 1,348.0 | -65.28% | 2.930 | -5.78% | 0.000 | +1.99% | +3.94% | 21,483.9 | ||
CGW | Invesco S&P Global Water Index ETF | 41,200 | 1,225.0 | 0% | 2.670 | 0% | 0.200 | +11.10% | +14.91% | 984.0 | ||
IWM | iShares Russell 2000 ETF | 9,500 | 1,161.0 | 0% | 2.530 | 0% | 0.000 | +19.55% | +1.12% | 66,553.7 | ||
TIP | iShares TIPS Bond ETF | 10,250 | 1,149.0 | -10.48% | 2.500 | -0.31% | 0.000 | +1.71% | +4.74% | 13,755.9 |
MARCUARD FAMILY OFFICE LTD's Historical Top Holdings Breakdowns
MARCUARD FAMILY OFFICE LTD Total Holding History ($B)
MARCUARD FAMILY OFFICE LTD's Asset Allocation
MARCUARD FAMILY OFFICE LTD Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MARCUARD FAMILY OFFICE LTD's Hypothetical Growth since 2014-09-30
MARCUARD FAMILY OFFICE LTD's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MARCUARD FAMILY OFFICE LTD's Holdings Heat Map
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MARCUARD FAMILY OFFICE LTD's Holdings Bubble Chart
MARCUARD FAMILY OFFICE LTD News
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