Juncture Wealth Strategies

Latest statistics and disclosures from Juncture Wealth Strategies's latest quarterly 13F-HR filing:

Companies in the Juncture Wealth Strategies portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Total World Stock Idx Fd (VT) 7.72 194439 +43% 70.72
Technology SPDR (XLK) 5.25 158274 -2% 59.10
Vanguard FTSE All-World ex-US ETF (VEU) 5.15 174103 NEW 52.71
Schwab Strategic Tr sht tm us tres 5.12 181006 50.40
Financial Select Sector SPDR (XLF) 5.07 349523 -4% 25.86
iShares Barclays 10-20 Yr Tresry Bd (TLH) 4.13 53893 136.44
iShares Lehman 7-10 Yr Treas. Bond (IEF) 3.84 64158 106.52
Schwab Strategic Tr intrm trm 3.64 120151 -3% 53.92
SPDR S&P; Metals and Mining (XME) 3.45 190962 +6% 32.18
iShares Russell Microcap Index (IWC) 2.79 52531 -13% 94.46
iShares MSCI ACWI Index Fund (ACWI) 2.65 68679 -3% 68.81
Vanguard Mid-Cap Growth ETF (VOT) 2.47 36151 -5% 121.74
Schwab U S Broad Market ETF (SCHB) 2.29 66996 +10% 60.91
Proshares Tr Ii Vix Strmfut Et etfeqty 2.05 112063 NEW 32.53
Sch Us Mid-cap Etf etf 1.86 66300 -13% 50.11
First Trust DJ Internet Index Fund (FDN) 1.78 30972 -3% 102.35
Vaneck Vectors Gold Miners mutual 1.76 136623 -10% 22.96
SPDR S&P; Oil & Gas Equipt & Servs. (XES) 1.41 151720 NEW 16.58
iShares S&P; NA Tec. Semi. Idx. Fd. (SOXX) 1.37 15348 158.59
Proshares Tr short s&p 500 ne 1.37 75920 +5% 32.17
Spdr S&p Emerging Mkts Dividen inx 1.36 79320 +11% 30.46
First Trust Amex Biotech Index Fnd (FBT) 1.30 18719 -7% 123.94
Proshares Tr short qqq 1.21 56570 +15% 38.15
PowerShares S&P; 500 BuyWrite Portfol ETF (PBP) 1.20 95831 +5% 22.24
SPDR S&P; Oil & Gas Explore & Prod. (XOP) 1.19 62268 -46% 34.09
Proshares Tr Short Russell2000 1.19 48468 -12% 43.70
PowerShares Listed Private Eq. (PSP) 1.18 166154 +44% 12.67
Schwab Strategic Tr us dividend eq 1.16 44163 46.80
ProShares Short Dow30 (DOG) 1.12 120230 +3% 16.55
iShares MSCI BRIC Index Fund (BKF) 1.00 41682 +150% 42.90
ABIOMED (ABMD) 0.93 9774 -8% 168.61
iShares S&P; Global Technology Sect. (IXN) 0.92 11518 -34% 142.39
iShares Lehman Aggregate Bond (AGG) 0.90 14627 +13% 109.59
Omnicell (OMCL) 0.79 27500 -8% 51.05
ISHARES TR MSCI Small Cap msci small cap 0.76 21859 NEW 61.99
iShares Lehman MBS Bond Fund (MBB) 0.74 12289 +23% 107.09
Vanguard High Dividend Yield ETF (VYM) 0.68 14908 +6% 81.10
SPDR Barclays Capital High Yield B (JNK) 0.68 32274 +20% 37.31
Southern Company (SO) 0.67 24238 -2% 49.14
salesforce (CRM) 0.65 12443 -6% 93.39
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.61 10291 +14% 105.33
Global X Fds glb x lithium 0.61 29183 -4% 37.42
Energy Select Sector SPDR (XLE) 0.60 15696 -7% 68.49
Materials SPDR (XLB) 0.58 18212 +7% 56.78
Supernus Pharmaceuticals 0.58 25958 -29% 39.99
Vanguard Short Term Corporate Bond ETF (VCSH) 0.56 12347 +20% 80.10
Cirrus Logic (CRUS) 0.55 18361 -8% 53.32
8x8 (EGHT) 0.55 72688 -4% 13.50
Vanguard Short-Term Bond ETF (BSV) 0.51 11303 +25% 79.80
Inphi Corporation (IPHI) 0.51 22716 -7% 39.71
Cisco Systems (CSCO) 0.49 26138 -5% 33.63
Skyworks Solutions (SWKS) 0.49 8519 +2% 101.89
iShares Silver Trust (SLV) 0.49 55054 15.75
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 0.46 12668 +8% 64.65
iShares S&P; Global Financials Sect. (IXG) 0.43 11543 -34% 66.71
Kimberly-Clark Corporation (KMB) 0.40 6000 -10% 117.67
Darden Restaurants (DRI) 0.40 9100 -9% 78.79
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.39 5974 +16% 116.34
Fortinet (FTNT) 0.36 17821 35.86
MaxLinear (MXL) 0.35 26593 -4% 23.77
Axon Enterprise 0.35 27485 -5% 22.67
ConocoPhillips (COP) 0.34 12000 -8% 50.08
iShares Barclays TIPS Bond Fund (TIP) 0.34 5261 +19% 113.67
iShares FTSE/Xinhua China 25 Index (FXI) 0.33 13455 -4% 44.07
Vodafone Group New Adr F 0.32 20300 +14% 28.47
Seagate Technology Com Stk 0.29 15800 33.16
Eli Lilly & Co. (LLY) 0.28 5807 +20% 85.59
Gigamon 0.25 10608 42.14
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.24 4043 -17% 105.86
Grubhub 0.23 7696 -18% 52.62
Hubspot 0.23 4888 -12% 84.08
American Electric Power Company (AEP) 0.22 5500 -31% 70.18
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.20 4241 -19% 84.41
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.20 4087 +17% 88.08
TOTAL S.A. (TOT) 0.17 5600 -59% 53.57
Novartis AG (NVS) 0.16 3400 NEW 85.88
iShares Gold Trust (IAU) 0.16 22995 +15% 12.31
GlaxoSmithKline (GSK) 0.15 6700 40.60
iShares S&P; MidCap 400 Index (IJH) 0.15 1519 +6% 179.07
iShares S&P; SmallCap 600 Index (IJR) 0.15 3689 +10% 74.27
Nuveen Barclays Shrt Term Muni bdfund 0.15 5622 +26% 48.56
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.14 2195 -36% 110.71
NetScout Systems (NTCT) 0.12 6479 +3% 32.41
Mellanox Technologies Ltd 0.12 4699 NEW 47.24

Past 13F-HR SEC Filings by Juncture Wealth Strategies

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