MS
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Madison Scottsdale, LC13F | |
| Madison Scottsdale, LC | |
| Last update 2014-02-12 | 24 Stocks (2 new) |
| Value $90.00 Mil | Turnover 5 % |
Madison Scottsdale, LC Top Holdings of 2013-12-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 173,708 | 32,079.0 | +1.73% | 35.570 | +0.60% | 0.020 | +19.57% | +7.72% | 643,289.7 | ||
IJR | iShares Core S&P Small-Cap ETF | 469,268 | 25,624.0 | +4.74% | 28.410 | +1.29% | 0.040 | +16.59% | -2.25% | 81,337.5 | ||
IJH | iShares Core S&P Mid-Cap ETF | 893,780 | 23,924.0 | +4.44% | 26.530 | +1.13% | 0.070 | +16.06% | +2.45% | 97,230.9 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 72,294 | 3,667.0 | +13.41% | 4.070 | +0.48% | 0.010 | +13.13% | +18.20% | 44,208.3 | ||
VOO | Vanguard S&P 500 ETF | 9,600 | 1,624.0 | New Holding | 1.800 | +1.80% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
PRF | Invesco FTSE RAFI US 1000 ETF | 63,755 | 1,058.0 | 0% | 1.170 | 0% | 0.040 | +13.46% | +6.70% | 7,860.1 | ||
IWS | iShares Russell Mid-Cap Value ETF | 7,539 | 495.0 | 0% | 0.550 | 0% | 0.010 | +14.83% | +5.35% | 13,579.9 | ||
EFA | iShares MSCI EAFE ETF | 4,062 | 272.0 | 0% | 0.300 | 0% | 0.000 | +10.84% | +18.89% | 63,725.9 | ||
T | AT&T Inc | 6,500 | 229.0 | -50.29% | 0.250 | -0.26% | 0.000 | +0.22% | +22.29% | 193,849.5 | Telecommunication Services | |
JNJ | Johnson & Johnson | 2,000 | 183.0 | -66.10% | 0.200 | -0.39% | 0.000 | +4.85% | +15.08% | 393,874.2 | Drug Manufacturers |
Madison Scottsdale, LC's Historical Top Holdings Breakdowns
Madison Scottsdale, LC Total Holding History ($B)
Madison Scottsdale, LC's Asset Allocation
Madison Scottsdale, LC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Madison Scottsdale, LC's Hypothetical Growth since 2013-12-31
Madison Scottsdale, LC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Madison Scottsdale, LC's Holdings Heat Map
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Madison Scottsdale, LC's Holdings Bubble Chart
Madison Scottsdale, LC News
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