Filament
Latest statistics and disclosures from Filament's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEU, VTI, VWO, BND, Zillow. These five stock positions account for 76.43% of Filament's total stock portfolio.
- Added to shares of LLY, VTI, VWO, VEU, MSFT, EEM, IBM, DBC, VB.
- Started new stock positions in IBM, LLY, VB, DBC.
- Reduced shares in these stocks: JNJ, IWV, AMZN, BND, GAF.
- As of March 31, 2013, Filament has $183.87M in assets under management (AUM). Assets under management grew from a total value of $165.62M to $183.87M.
- Independent of market fluctuations, Filament was a net buyer by $6.99M worth of stocks in the most recent quarter.
Filament portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| VEU | Vanguard FTSE All-World ex-US ETF | 25.74 | +2.00% | 1021068 | 46.36 | 48.64 |
| VTI | Vanguard Total Stock Market ETF | 24.45 | +3.00% | 555348 | 80.96 | 85.69 |
| VWO | Vanguard Emerging Markets ETF | 10.66 | +5.00% | 456785 | 42.90 | 44.09 |
| BND | Vanguard Total Bond Market ETF | 9.42 | 207062 | 83.64 | 83.33 | |
| Zillow | 6.16 | 207114 | 54.67 | 0.00 | ||
| VEA | Vanguard Europe Pacific ETF | 5.39 | 271945 | 36.43 | 38.87 | |
| EFA | iShares MSCI EAFE Index Fund | 4.75 | 148005 | 58.98 | 62.78 | |
| LLY | Eli Lilly & Co. | 1.58 | NEW | 51280 | 56.79 | 55.93 |
| MSFT | Microsoft Corporation | 1.39 | +33.00% | 89397 | 28.60 | 34.05 |
| EEM | iShares MSCI Emerging Markets Indx | 1.36 | +25.00% | 58259 | 42.77 | 43.37 |
| IWV | iShares Russell 3000 Index | 1.34 | -4.00% | 26425 | 93.47 | 98.64 |
| IWB | iShares Russell 1000 Index | 1.33 | 28080 | 87.22 | 92.28 | |
| EWC | iShares MSCI Canada Index | 1.03 | 66450 | 28.50 | 28.06 | |
| Pimco Total Return Etf totl | 0.88 | 14652 | 109.81 | 0.00 | ||
| JNJ | Johnson & Johnson | 0.69 | -39.00% | 15568 | 81.51 | 87.10 |
| AGG | iShares Lehman Aggregate Bond | 0.63 | 10512 | 110.73 | 110.47 | |
| IEV | iShares S&P; Europe 350 Index | 0.53 | 24365 | 39.73 | 42.45 | |
| IWM | iShares Russell 2000 Index | 0.52 | 10097 | 94.38 | 98.16 | |
| CSCO | Cisco Systems | 0.37 | 32507 | 20.89 | 23.93 | |
| GLD | SPDR Gold Trust | 0.36 | 4310 | 154.52 | 134.19 | |
| VNQ | Vanguard REIT ETF | 0.23 | 5927 | 70.52 | 77.40 | |
| MCHX | Marchex | 0.18 | 77985 | 4.21 | 5.70 | |
| IBM | International Business Machines | 0.13 | NEW | 1157 | 213.48 | 205.65 |
| DBC | PowerShares DB Com Indx Trckng Fund | 0.13 | NEW | 8528 | 27.32 | 26.02 |
| GAF | SPDR S&P; Emerging Middle Est & Afrca ETF | 0.12 | 3288 | 66.91 | 68.37 | |
| Lynas Corporation | 0.12 | 380000 | 0.58 | 0.00 | ||
| AMZN | Amazon | 0.11 | -11.00% | 793 | 266.08 | 267.33 |
| SHV | iShares Lehman Short Treasury Bond | 0.11 | 1910 | 110.47 | 110.24 | |
| OWW | Orbitz Worldwide | 0.08 | 25000 | 5.72 | 7.72 | |
| Barkerville Gold | 0.06 | 100000 | 1.10 | 0.00 | ||
| ISSC | Innovative Solutions & Support | 0.05 | 16870 | 4.92 | 7.90 | |
| UNTD | United Online | 0.03 | 10000 | 6.00 | 6.20 | |
| VB | Vanguard Small-Cap ETF | 0.03 | NEW | 672 | 90.77 | 95.84 |
| Dejour Enterprises | 0.03 | 309300 | 0.20 | 0.00 | ||
| SRCH | Searchlight Minerals | 0.01 | 30000 | 0.47 | 0.34 |
Past 13F-HR SEC Filings for Filament
- Filament 2012 Q4 - filed Feb. 7, 2013
- Filament 2012 Q3 - filed Oct. 24, 2012
- Filament 2012 Q2 - filed Aug. 1, 2012
- Filament 2012 Q1 - filed June 28, 2012
- Filament 2011 Q4 - filed June 22, 2012
