Financial Consulate

Financial Consulate as of March 31, 2015

Portfolio Holdings for Financial Consulate

Financial Consulate holds 56 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
WisdomTree Global Equity Income (DEW) 11.5 $14M 308k 44.33
Schwab Strategic Tr intrm trm (SCHR) 7.3 $8.7M 160k 54.36
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd 5.8 $6.9M 283k 24.32
Schwab U S Broad Market ETF (SCHB) 5.6 $6.6M 132k 50.48
iShares Silver Trust (SLV) 5.5 $6.5M 410k 15.93
Sch Us Mid-cap Etf etf (SCHM) 5.2 $6.1M 142k 43.15
McCormick & Company, Incorporated (MKC) 5.1 $6.1M 79k 77.12
Harris & Harris 4.0 $4.8M 1.6M 3.08
Brady Corporation (BRC) 4.0 $4.7M 166k 28.29
iShares S&P Global Clean Energy Index (ICLN) 3.6 $4.3M 361k 11.86
Allegheny Technologies Incorporated (ATI) 3.4 $4.1M 136k 30.01
iShares S&P 500 Index (IVV) 2.9 $3.4M 17k 207.80
Honda Motor (HMC) 2.9 $3.4M 104k 32.76
Itron (ITRI) 2.8 $3.4M 92k 36.51
Market Vectors-RVE Hrd Ast Prducrs 2.8 $3.3M 99k 33.03
Peabody Energy Corporation 2.5 $2.9M 592k 4.92
Campbell Soup Company (CPB) 2.3 $2.7M 58k 46.55
Hewlett-Packard Company 2.2 $2.6M 83k 31.16
Apple (AAPL) 1.7 $2.0M 16k 124.41
Schwab International Equity ETF (SCHF) 1.7 $2.0M 66k 30.23
Schwab Strategic Tr us reit etf (SCHH) 1.6 $1.9M 48k 40.56
SPDR Dow Jones Global Real Estate (RWO) 1.5 $1.8M 35k 49.68
iShares S&P MidCap 400 Index (IJH) 0.9 $1.1M 7.1k 151.96
Schwab Strategic Tr us aggregate b (SCHZ) 0.8 $976k 18k 52.92
PNC Financial Services (PNC) 0.8 $954k 10k 93.23
McDonald's Corporation (MCD) 0.8 $929k 9.5k 97.48
Ishares Tr cmn (GOVT) 0.7 $865k 34k 25.53
Federal Realty Inv. Trust 0.6 $761k 5.2k 147.14
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.6 $672k 6.1k 110.64
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 0.6 $661k 10k 65.41
Sch Fnd Intl Lg Etf (FNDF) 0.5 $588k 22k 26.60
Schwab Strategic Tr sht tm us tres (SCHO) 0.5 $583k 12k 50.75
Vanguard Total Stock Market ETF (VTI) 0.5 $569k 5.3k 107.24
Under Armour (UAA) 0.4 $512k 6.3k 80.71
iShares Lehman Aggregate Bond (AGG) 0.4 $511k 4.6k 111.33
Kimberly-Clark Corporation (KMB) 0.4 $499k 4.7k 107.20
Verizon Communications (VZ) 0.4 $491k 10k 48.60
M&T Bank Corporation (MTB) 0.4 $470k 3.7k 127.10
At&t (T) 0.4 $476k 15k 32.68
Schlumberger (SLB) 0.4 $453k 5.4k 83.46
Acnb Corp (ACNB) 0.3 $406k 20k 20.10
Exxon Mobil Corporation (XOM) 0.3 $394k 4.6k 84.93
Schwab Strategic Tr 0 (SCHP) 0.3 $391k 7.1k 54.97
SPDR DJ Wilshire Small Cap Value (SLYV) 0.3 $374k 3.5k 107.10
Walgreen Boots Alliance (WBA) 0.3 $365k 4.3k 84.79
General Electric Company 0.3 $346k 14k 24.85
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 0.3 $312k 10k 31.08
Duke Energy (DUK) 0.2 $272k 3.5k 76.86
JPMorgan Chase & Co. (JPM) 0.2 $259k 4.3k 60.56
iShares S&P 1500 Index Fund (ITOT) 0.2 $248k 2.6k 94.76
Vanguard Sht Term Govt Bond ETF (VGSH) 0.2 $251k 4.1k 61.16
Exelon Corporation (EXC) 0.2 $239k 7.1k 33.54
Vanguard REIT ETF (VNQ) 0.2 $233k 2.8k 84.30
Berkshire Hathaway (BRK.A) 0.2 $218k 100.00 2180.00
Procter & Gamble Company (PG) 0.2 $200k 2.4k 81.77
iShares Barclays TIPS Bond Fund (TIP) 0.2 $204k 1.8k 113.33