SC

Stratford Consulting, LLC

13F
Stratford Consulting, LLC
Last update 2020-05-11 87 Stocks (19 new)
Value $219.00 Mil Turnover 15 %
Countries:
Top Holdings: IVV(22.10%)SDY(12.36%)HDV(9.89%)SCZ(5.27%)VCSH(4.52%)
Summary Stock Picks Current Portfolio
Stratford Consulting, LLC Top Holdings of 2020-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
187,032
48,329.0
-8.12%
22.100
-1.75%
0.030
+19.67%
+7.80%
634,518.9
 
SDY
SPDR Dividend ETF
338,583
27,039.0
+2.59%
12.360
+0.31%
0.200
+7.85%
+6.32%
20,336.1
 
HDV
iShares Core High Dividend ETF
302,378
21,635.0
-20.00%
9.890
-2.42%
0.330
+5.69%
+7.44%
11,140.4
 
SCZ
iShares MSCI EAFE Small-Cap ETF
257,341
11,537.0
-30.30%
5.270
-2.28%
0.130
+14.66%
+21.34%
10,297.5
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
125,085
9,894.0
-2.78%
4.520
-0.09%
0.020
+1.88%
+3.77%
35,004.9
 
VWO
Vanguard FTSE Emerging Markets ETF
264,047
8,859.0
-22.90%
4.050
-1.14%
0.020
+16.94%
+15.09%
86,951.2
 
IJR
iShares Core S&P Small-Cap ETF
156,208
8,765.0
-15.84%
4.010
-0.81%
0.020
+16.59%
-2.25%
81,337.5
 
DLN
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
154,566
6,255.0
New Holding
2.860
+2.86%
0.150
+11.98%
+8.03%
5,104.9
 
VEA
Vanguard FTSE Developed Markets ETF
176,149
5,873.0
-28.20%
2.690
-1.00%
0.010
+12.49%
+19.94%
157,607.2
 
IJS
iShares S&P Small-Cap 600 Value ETF
99,150
4,955.0
-1.05%
2.270
-0.03%
0.060
+16.80%
-5.00%
6,217.5
 

Stratford Consulting, LLC's Historical Top Holdings Breakdowns

Stratford Consulting, LLC Total Holding History ($B)

To

Stratford Consulting, LLC's Asset Allocation

To

Stratford Consulting, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Stratford Consulting, LLC's Hypothetical Growth since 2020-03-31

Stratford Consulting, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Stratford Consulting, LLC's Holdings Heat Map

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Stratford Consulting, LLC's Holdings Bubble Chart

Stratford Consulting, LLC News

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