Latest statistics and disclosures from Paracle Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BND, VO, Vanguard S&p 500 Etf idx fd, RFG, RPG, and represent 49.95% of Paracle Advisors's stock portfolio.
- Added to shares of these 10 stocks: VO, BND, RFG, Lattice Strategies Tr dev mk x us st, Lattice Strategies Tr em strategies, VEA, VWO, Vanguard S&p 500 Etf idx fd, QAI, VIG.
- Started 3 new stock positions in VSS, ISI, IJH.
- Reduced shares in these 10 stocks: , , VNQ, , Vanguard Intl Equity Index F glb ex us etf, MUB, , Powershares Senior Loan Portfo mf, SCHB, MGC.
- Sold out of its positions in JNK, DHS, DLN, Wisdomtree Tr em lcl debt fd.
- Paracle Advisors was a net seller of stock by $3.27M.
- Paracle Advisors has $263.81M in assets under management (AUM), growing by 1.52%.
Companies in the Paracle Advisors portfolio as of June 2017 quarter
Past 13F-HR SEC Filings by Paracle Advisors
- 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