PI
| |
Parasol Investment Management, LLC13F | |
| Parasol Investment Management, LLC | |
| Last update 2017-04-24 | 89 Stocks (1 new) |
| Value $47.00 Mil | Turnover 10 % |
| Portfolio Report | |
Parasol Investment Management,... Top Holdings of 2017-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 33,223 | 7832.000 | -22.46% | 16.600 | -2.44% | 0.000 | +3.88% | +19.55% | 562273.214 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 136,640 | 7189.000 | +77.73% | 15.240 | +6.67% | 0.020 | +2.79% | +2.75% | 21040.290 | ||
TIP | iShares TIPS Bond ETF | 44,573 | 5110.000 | -11.67% | 10.830 | -0.76% | 0.020 | +3.13% | +2.85% | 18274.040 | ||
ACWI | iShares MSCI ACWI Index Fund | 66,484 | 4206.000 | -19.82% | 8.920 | -1.10% | 0.030 | +4.58% | +15.71% | 18795.075 | ||
IWM | iShares Russell 2000 ETF | 22,320 | 3069.000 | +32.03% | 6.510 | +1.58% | 0.010 | +10.84% | +10.39% | 70427.231 | ||
GLD | SPDR Gold Shares ETF | 25,210 | 2993.000 | -12.86% | 6.340 | -0.46% | 0.010 | +11.02% | +26.70% | 73341.188 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 22,340 | 2697.000 | -4.35% | 5.720 | -0.14% | 0.010 | +5.28% | +0.04% | 62947.588 | ||
IWD | iShares Russell 1000 Value ETF | 20,873 | 2399.000 | -21.38% | 5.090 | -0.72% | 0.010 | +7.87% | +14.15% | 59836.440 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 59,730 | 2372.000 | +32.88% | 5.030 | +1.24% | 0.000 | +2.30% | +10.19% | 79845.648 | ||
VGT | Vanguard Information Technology ETF | 13,340 | 1809.000 | -20.88% | 3.830 | -0.48% | 0.010 | -0.54% | +19.34% | 75356.729 |
Parasol Investment Management, LLC's Historical Top Holdings Breakdowns
Parasol Investment Management, LLC Total Holding History ($B)
Parasol Investment Management, LLC's Asset Allocation
Parasol Investment Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Parasol Investment Management, LLC's Hypothetical Growth since 2017-03-31
Parasol Investment Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Parasol Investment Management, LLC's Holdings Heat Map
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Parasol Investment Management, LLC's Holdings Bubble Chart
Parasol Investment Management, LLC News
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