Estate Counselors

Latest statistics and disclosures from Estate Counselors's latest quarterly 13F-HR filing:

Companies in the Estate Counselors portfolio as of March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 9.37 153150 -12% 235.74
iShares Russell 2000 Index (IWM) 8.12 227490 -9% 137.48
Ishares Tr eafe min volat 5.24 305530 +3% 66.00
Financial Select Sector SPDR (XLF) 4.93 800710 -3% 23.73
Vanguard Emerging Markets ETF (VWO) 4.39 425240 -30% 39.72
* Proshares Tr S&p 500 Aristo Added 3.78 258870 +9% 56.21
Vanguard REIT ETF (VNQ) 3.48 162255 -16% 82.59
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 3.23 105370 +30% 117.91
Ishares Tr usa min vo 3.10 250300 47.72
SPDR S&P; MidCap 400 ETF (MDY) 3.06 37780 -38% 312.41
PowerShares QQQ Trust, Series 1 (QQQQ) 2.71 78910 +27% 132.38
PowerShares Hgh Yield Corporate Bnd (PHB) 2.63 538260 -30% 18.81
iShares Barclays TIPS Bond Fund (TIP) 2.60 87465 -25% 114.65
iShares MSCI Emerging Markets Indx (EEM) 2.37 231740 39.39
iShares Russell 1000 Value Index (IWD) 2.37 79480 -25% 114.93
Vanguard High Dividend Yield ETF (VYM) 2.19 108690 +2919% 77.65
SPDR Barclays Capital Convertible SecETF (CWB) 2.17 174030 -12% 48.10
iShares Dow Jones US Real Estate (IYR) 1.87 91640 -9% 78.49
iShares S&P; 500 Value Index (IVE) 1.86 68790 +978% 104.04
Vanguard Europe Pacific ETF (VEA) 1.71 167700 -59% 39.30
iShares iBoxx $ High Yid Corp Bond (HYG) 1.63 71650 -12% 87.77
Vanguard Charlotte Fds intl bd idx etf 1.47 104430 -26% 54.13
Powershares Etf Tr Ii s&p600 lovl pt 1.47 132320 -44% 42.86
Powershares Etf Tr Ii var rate pfd por 1.43 216550 -18% 25.45
Vanguard Long-Term Bond ETF (BLV) 1.41 60400 NEW 90.03
iShares S&P; SmallCap 600 Value Idx (IJS) 1.37 38105 +1497% 138.64
Powershares Senior Loan Portfo mf 1.36 225200 -35% 23.26
iShares Dow Jones US Energy Sector (IYE) 1.20 120000 NEW 38.54
iShares S&P; SmallCap 600 Index (IJR) 1.17 65308 +4% 69.16
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 1.13 40075 -62% 108.95
Ishares Tr cmn 1.12 172400 -8% 25.05
iShares Gold Trust (IAU) 1.11 357000 -6% 12.01
Vanguard Small-Cap ETF (VB) 1.00 28805 +4% 133.28
Consumer Staples Select Sect. SPDR (XLP) 0.90 63670 NEW 54.58
Health Care SPDR (XLV) 0.87 45000 NEW 74.36
iShares NASDAQ Biotechnology Index (IBB) 0.84 11000 -61% 293.27
Materials SPDR (XLB) 0.84 62000 -40% 52.40
Vanguard Mid-Cap ETF (VO) 0.83 22900 +15% 139.26
PowerShares FTSE RAFI US 1500 Small-Mid (PRFZ) 0.76 25220 -69% 116.42
iShares Lehman MBS Bond Fund (MBB) 0.76 27290 -43% 106.56
Technology SPDR (XLK) 0.55 40000 -26% 53.30
Ishares Tr Msci Usa Momentum Factor 0.55 25580 -82% 82.64
Consumer Discretionary SPDR (XLY) 0.54 23570 -40% 87.95
Industrial SPDR (XLI) 0.51 30000 -77% 65.07
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 0.51 18050 +25% 108.98
Ishares Tr 0-5yr invt gr cp 0.38 29000 NEW 50.41
Vanguard Scottsdale Fds vng rus2000idx 0.36 12600 +3% 110.40
Vanguard Star Fd Intl Stk Idxf 0.34 26000 -51% 49.69
Vanguard Short Term Corporate Bond ETF (VCSH) 0.30 14300 -90% 79.72
iShares Russell Midcap Index Fund (IWR) 0.26 5447 +21% 187.26
iShares Russell 2000 Value Index (IWN) 0.24 7900 +3% 118.10
Vanguard Dividend Appreciation ETF (VIG) 0.24 10110 +46% 89.91
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.23 10200 NEW 86.37
Vanguard Long Term Corporate Bond ETF (VCLT) 0.23 9760 +248% 89.86
Nuveen Barclays Shrt Term Muni bdfund 0.23 18340 -15% 48.42
iShares S&P; MidCap 400 Index (IJH) 0.10 2335 +4% 171.31
Powershares Exchange 0.10 9460 NEW 42.28
SPDR S&P; Dividend (SDY) 0.09 4100 +15% 88.05
Powershares Etf Tr Ii s^p500 low vol 0.09 8400 NEW 43.45
PIMCO Broad US TIPS Index Fund (TIPZ) 0.08 5600 NEW 58.21
iShares Dow Jones US Pharm Indx (IHE) 0.07 1800 NEW 151.11
Vanguard Total Stock Market ETF (VTI) 0.06 1910 +4% 121.47
Vanguard European ETF (VGK) 0.06 4400 51.59

Past 13F-HR SEC Filings by Estate Counselors

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