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Wela Strategies

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

Central Index Key (CIK): 0001700437

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Positions held by Wela Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wela Strategies

Wela Strategies holds 32 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
iShares S&P 500 Index (IVV)	20.9	$23M	94k	243.42	View chart
iShares MSCI EAFE Index Fund (EFA)	8.7	$9.5M	24k	403.35	View chart
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)	8.6	$9.4M	306k	30.64	View chart
Spdr Short-term High Yield mf (SJNK)	8.5	$9.2M	305k	30.19	View chart
Vanguard Short-Term Bond ETF (BSV)	7.2	$7.8M	98k	79.85	View chart
iShares Lehman 1-3 Year Treas.Bond (SHY)	5.6	$6.1M	72k	84.49	View chart
iShares S&P MidCap 400 Index (IJH)	5.3	$5.8M	33k	173.95	View chart
iShares S&P SmallCap 600 Index (IJR)	5.1	$5.5M	79k	70.11	View chart
Vanguard Total Bond Market ETF (BND)	4.3	$4.7M	58k	81.83	View chart
Vanguard Emerging Markets ETF (VWO)	3.9	$4.2M	103k	40.83	View chart
SPDR S&P Dividend (SDY)	2.6	$2.8M	32k	88.88	View chart
Ubs Ag Jersey Brh Alerian Infrst	2.1	$2.3M	86k	26.66	View chart
Technology SPDR (XLK)	1.8	$2.0M	37k	54.71	View chart
Financial Select Sector SPDR (XLF)	1.8	$2.0M	80k	24.67	View chart
Energy Select Sector SPDR (XLE)	1.6	$1.8M	28k	64.94	View chart
Vanguard Intermediate-Term Bond ETF (BIV)	1.4	$1.6M	19k	84.53	View chart
PowerShares Preferred Portfolio	1.4	$1.5M	102k	15.11	View chart
Vanguard Long-Term Bond ETF (BLV)	1.0	$1.1M	12k	93.15	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.9	$955k	109k	8.80	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.9	$947k	70k	13.46	View chart
PowerShares Intl. Dividend Achiev.	0.8	$895k	58k	15.38	View chart
Blackstone Gso Strategic (BGB)	0.8	$893k	56k	15.92	View chart
BlackRock Debt Strategies Fund	0.8	$878k	76k	11.54	View chart
BlackRock Ltd. Duration Income Trust (BLW)	0.8	$875k	55k	15.78	View chart
Vanguard REIT ETF (VNQ)	0.7	$738k	8.9k	83.25	View chart
iShares iBoxx $ High Yid Corp Bond (HYG)	0.5	$575k	6.5k	88.43	View chart
iShares IBoxx $ Invest Grade Corp Bd (LQD)	0.5	$538k	4.5k	120.49	View chart
SPDR MSCI ACWI ex-US (CWI)	0.5	$490k	14k	35.66	View chart
Vanguard Extended Market ETF (VXF)	0.4	$405k	4.0k	102.40	View chart
SPDR Barclays Capital Inter Term (SPTI)	0.3	$359k	6.0k	59.96	View chart
SPDR Barclays Capital 1-3 Month T-	0.2	$233k	5.1k	45.71	View chart
Home Depot (HD)	0.2	$217k	1.4k	153.14	View chart

Past Filings by Wela Strategies

SEC 13F filings are viewable for Wela Strategies going back to 2017

Wela Strategies 2017 Q2 filed July 17, 2017

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