Latest statistics and disclosures from Paracle Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BND, Vanguard S&p 500 Etf idx fd, VO, RFG, RPG, and represent 48.34% of Paracle Advisors's stock portfolio.
- Added to shares of these 10 stocks: Wisdomtree Tr em lcl debt fd, DLN, QAI, Vanguard S&p 500 Etf idx fd, RFG, Lattice Strategies Tr dev mk x us st, Lattice Strategies Tr em strategies, VO, DHS, BND.
- Started 5 new stock positions in Wisdomtree Tr em lcl debt fd, Ishares Tr s^p aggr all, DLN, DHS, Lattice Strategies Tr us eqt strat.
- Reduced shares in these 10 stocks: VNQ, VUG, ISI, Vanguard Intl Equity Index F glb ex us etf, , MGC, VV, Spdr Index Shs Fds em qual mix, VTI, IWB.
- Sold out of its positions in ISI, Powershares Senior Loan Portfo mf.
- Paracle Advisors was a net buyer of stock by $17.93M.
- Paracle Advisors has $290.98M in assets under management (AUM), growing by 10.30%.
Companies in the Paracle Advisors portfolio as of September 2017 quarter
Past 13F-HR SEC Filings by Paracle Advisors
- Paracle Advisors 2017 Q2 filed Aug. 2, 2017
- Paracle Advisors 2017 Q1 filed May 3, 2017
- Paracle Advisors 2016 Q4 filed Feb. 3, 2017
- Paracle Advisors 2016 Q3 filed Oct. 31, 2016
- Paracle Advisors 2016 Q2 filed Aug. 1, 2016
- Paracle Advisors 2016 Q1 filed May 4, 2016
- Paracle Advisors 2015 Q4 filed Feb. 8, 2016
- Paracle Advisors 2015 Q3 filed Nov. 9, 2015
- Paracle Advisors 2014 Q3 filed Aug. 11, 2015
- Paracle Advisors 2014 Q4 filed Aug. 11, 2015
- Paracle Advisors 2015 Q1 filed Aug. 11, 2015
- Paracle Advisors 2015 Q2 filed Aug. 11, 2015