XI
| |
Xulu, Inc.13F | |
| Xulu, Inc. | |
| Last update 2015-11-17 | 43 Stocks (3 new) |
| Value $349.00 Mil | Turnover 14 % |
Xulu, Inc. Top Holdings of 2015-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG | iShares Core U.S. Aggregate Bond ETF | 375,613 | 41,160.0 | +11.39% | 11.790 | +1.21% | 0.050 | -2.85% | +2.05% | 119,622.9 | ||
IVV | iShares Core S&P 500 ETF | 162,751 | 31,364.0 | +18.74% | 8.980 | +1.42% | 0.020 | +7.89% | +28.42% | 581,707.1 | ||
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 595,792 | 30,368.0 | +16.68% | 8.700 | +1.24% | 0.650 | -7.88% | -1.43% | 3,288.8 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 814,812 | 26,962.0 | +54.97% | 7.720 | +2.74% | 0.050 | +4.78% | +13.89% | 82,458.7 | ||
IVE | iShares S&P 500 Value ETF | 319,907 | 26,882.0 | +1.97% | 7.700 | +0.15% | 0.200 | +2.51% | +15.57% | 35,972.3 | ||
SCZ | iShares MSCI EAFE Small-Cap ETF | 525,271 | 25,092.0 | +16.70% | 7.190 | +1.03% | 0.270 | -3.97% | +3.77% | 8,676.7 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 297,852 | 22,500.0 | -0.95% | 6.440 | -0.07% | 0.070 | -4.05% | +9.37% | 36,094.6 | ||
VTV | Vanguard Value ETF | 219,721 | 16,864.0 | +39.86% | 4.830 | +1.38% | 0.030 | +2.66% | +19.21% | 124,968.1 | ||
IGOV | iShares S&P/Citigroup International Treasury Bond | 355,334 | 16,177.0 | -6.81% | 4.630 | -0.35% | 0.730 | -5.58% | -4.57% | 538.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 311,804 | 11,113.0 | +26.45% | 3.180 | +0.67% | 0.010 | -2.87% | +6.22% | 135,367.1 |
Xulu, Inc.'s Historical Top Holdings Breakdowns
Xulu, Inc. Total Holding History ($B)
Xulu, Inc.'s Asset Allocation
Xulu, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Xulu, Inc.'s Hypothetical Growth since 2015-09-30
Xulu, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Xulu, Inc.'s Holdings Heat Map
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Xulu, Inc.'s Holdings Bubble Chart
Xulu, Inc. News
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