Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Latest statistics and disclosures from Empirical Financial Services's latest quarterly 13F-HR filing:

Empirical Financial Services portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
VCSH Vanguard Short Term Corporate Bond ETF 20.64 +5.00% 914995 79.78 80.19
VCIT Vanguard Intermediate Tm Cpte Bd ETF 12.11 +4.00% 518004 82.70 85.47
Pimco Etf Tr 1-3yr ustreidx 7.34 +5.00% 510501 50.87 0.00
Schwab Strategic Tr us lrg cap etf 7.32 +10.00% 587614 44.08 0.00
Schwab Strategic Tr 0 6.26 +8.00% 419494 52.77 0.00
Barclays Bk Plc Ipspgs Ttl Etn etf 4.90 +8.00% 532333 32.57 0.00
VEA Vanguard Europe Pacific ETF 3.60 +58.00% 305815 41.68 41.19
VNQ Vanguard REIT ETF 3.50 +11.00% 191777 64.56 71.79
VV Vanguard Large-Cap ETF 3.46 -6.00% 144250 84.80 85.10
Ishares Inc core msci emkt 2.59 +91.00% 183840 49.81 0.00
TIP iShares Barclays TIPS Bond Fund 2.42 -8.00% 77750 109.90 113.17
Pimco Etf Tr 0-5 high yield 2.03 67434 106.36 0.00
MUB iShares S&P; Natl AMTFr Mncpl Bd Fd 1.61 +36.00% 55038 103.75 107.70
Spdr Short-term High Yield mf 1.50 +31.00% 171737 30.85 0.00
VTI Vanguard Total Stock Market ETF 1.26 -3.00% 46410 95.93 96.13
BSV Vanguard Short-Term Bond ETF 0.82 -49.00% 36101 79.94 80.20
PVI PowerShares VRDO Tax Free Weekly Por ETF 0.80 +46.00% 112662 24.98 24.97
Schwab Strategic Tr us aggregate b 0.74 +61.00% 52291 50.30 0.00
CSJ iShares Barclays 1-3 Year Cred Bd Fd ETF 0.55 -12.00% 18428 105.44 105.49
Vanguard Intl Equity Index F glb ex us etf 0.55 +69.00% 35614 54.47 0.00
Guggenheim Bulletshar 0.53 +25.00% 84959 21.88 0.00
Spdr Series Trust cmn 0.53 +97.00% 36917 51.06 0.00
Claymore Exchange-traded Fd gugg crp bd 2014 0.52 +24.00% 86157 21.25 0.00
VT Vanguard Total World Stock Idx Fd 0.50 -2.00% 29842 59.41 59.23
SCHF Schwab International Equity ETF 0.50 +15.00% 56152 31.52 31.44
Claymore Exchange-traded Fd gugg crp bd 2016 0.50 +31.00% 79867 22.29 0.00
EFA iShares MSCI EAFE Index Fund 0.47 +11.00% 24541 67.11 66.86
HYD Market Vectors High Yield Muni. Ind 0.45 -7.00% 56804 28.26 29.63
Claymore Exchange-traded Fd gugg crp bd 2017 0.44 +19.00% 68968 22.66 0.00
Claymore Exchange Trd Fd Tr gug bull2019 e 0.43 +20.00% 73069 20.57 0.00
Claymore Exchange Trd Fd Tr gug bull2018 e 0.43 +17.00% 72388 20.93 0.00
AGG iShares Lehman Aggregate Bond 0.41 +11.00% 13565 106.45 108.41
Claymore Exchange Trd Fd Tr gug bull2020 e 0.41 +22.00% 70254 20.54 0.00
SCHE Schwab Emerging Markets Equity ETF 0.40 +13.00% 57336 24.59 24.59
RWR SPDR DJ Wilshire REIT 0.38 +5.00% 18892 71.25 79.55
ITM Market Vectors-Inter. Muni. Index 0.38 60980 22.01 23.04
ITR SPDR Barclay Cp Intr Trm Cr Bd 0.37 +26.00% 39283 33.60 34.14
Spdr Series Trust brcly em locl 0.34 +40.00% 40530 29.76 0.00
Vanguard Malvern Fds strm infproidx 0.34 +43.00% 24645 49.34 0.00
SHM SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd 0.33 +64.00% 47672 24.29 24.31
Wisdomtree Tr em lcl debt fd 0.33 +4.00% 25548 46.03 0.00
Ishares Inc msci frntr 100 0.33 NEW 34198 33.74 0.00
MSFT Microsoft Corporation 0.27 -17.00% 25921 37.42 40.01
WPS iShares S&P; World Ex-US Prop Index 0.25 +5.00% 23329 37.38 37.05
VTV Vanguard Value ETF 0.24 11098 76.41 77.58
LSI LSI Corporation 0.23 73801 11.03 11.07
Claymore Exchange Trd Fd Tr gugg bulsh 2021 0.23 +114.00% 40178 20.01 0.00
SHY iShares Lehman 1-3 Year Treas.Bond 0.20 -2.00% 8373 84.32 84.51
IEI iShares Lehman 3-7 Yr Treasury Bond 0.20 -8.00% 5928 120.11 121.19
EEM iShares MSCI Emerging Markets Indx 0.19 +22.00% 16390 41.79 41.35
SPY SPDR S&P; 500 ETF 0.19 +132.00% 3701 184.81 185.17
GE General Electric Company 0.18 23287 28.04 25.99
MMM 3M Company 0.18 4444 140.19 134.90
VYM Vanguard High Dividend Yield ETF 0.17 -18.00% 9753 62.34 63.00
IWC iShares Russell Microcap Index 0.17 8211 75.14 72.80
RWO SPDR Dow Jones Global Real Estate 0.17 -4.00% 14762 41.53 44.45
Guggenheim Bulletshs Etf equity 0.17 +19.00% 22611 26.80 0.00
Guggenheim Bulletshs Etf equity 0.17 +19.00% 22560 26.68 0.00
PG Procter & Gamble Company 0.16 6832 81.38 81.81
ISHARES TR MSCI Small Cap msci small cap 0.16 10765 51.00 0.00
Claymore Etf gug blt2016 hy 0.16 +20.00% 21195 27.03 0.00
SCPB SPDR Barclays Cptl Shrt Term Corp Bd ETF 0.15 +20.00% 17766 30.68 30.80
Claymore Etf gug blt2017 hy 0.15 +16.00% 19644 27.13 0.00
Claymore Exchange Trd Fd Tr gug blt2018 hy 0.15 +15.00% 19991 26.96 0.00
EWX SPDR S&P; Emerging Markets Small Cap 0.14 +50.00% 10448 46.42 47.65
Spdr Series Trust nuvn s^p vrdo mn 0.14 -19.00% 16313 29.91 0.00
CVX Chevron Corporation 0.13 3797 124.84 121.47
SBUX Starbucks Corporation 0.12 +28.00% 5312 78.31 69.99
DES WisdomTree SmallCap Dividend Fund 0.12 -23.00% 6252 67.82 67.39
TIPZ PIMCO Broad US TIPS Index Fund 0.12 7757 55.05 56.91
BND Vanguard Total Bond Market ETF 0.11 +6.00% 4654 80.15 81.50
AMGN Amgen 0.10 +59.00% 3228 114.00 114.17
QQQQ PowerShares QQQ Trust, Series 1 0.10 NEW 4104 87.96 0.00
BAC Bank of America Corporation 0.09 21066 15.57 15.90
IWM iShares Russell 2000 Index 0.09 NEW 2859 115.42 111.68
PEO Petroleum & Resources Corporation 0.09 11512 27.36 28.39
KO Coca-Cola Company 0.08 6574 41.38 40.46
BA Boeing Company 0.08 -2.00% 2119 136.39 124.82
VWO Vanguard Emerging Markets ETF 0.08 +9.00% 7246 41.13 41.07
ZAGG Zagg 0.08 -13.00% 65022 4.35 4.60
DLS WisdomTree Intl. SmallCap Div Fd. 0.08 -2.00% 4541 62.98 64.17
DWX SPDR S&P; International Dividend 0.08 +17.00% 6303 47.44 49.19
DIS Walt Disney Company 0.07 NEW 3070 76.55 78.58
MUAC iShares 2014 S&P; AMT-Free Mun Ser ETF 0.07 NEW 4720 51.27 51.18
Ishares Tr 2017 s^p amtfr 0.07 NEW 4512 54.96 0.00
Ishares Inc .................... emkts valu idx 0.07 5466 46.83 0.00
JNJ Johnson & Johnson 0.06 -4.00% 2228 91.56 99.32
GILD Gilead Sciences 0.06 NEW 2748 74.96 69.32
LQD iShares IBoxx $ Invest Grade Corp Bd Fd 0.06 NEW 1760 114.20 117.88
CMF iShares S&P; Cal AMTFr Mncpl Bnd Fd 0.06 -17.00% 1981 109.04 114.01
DXJ WisdomTree Japan Total Dividend Fd 0.06 NEW 3936 50.81 46.26
MUAD iShares 2015 S&P; AMT-Free Mun Ser ETF 0.06 NEW 3774 53.26 53.04
OPK Opko Health 0.05 20000 8.45 8.31