Convergent Wealth Advisors

Convergent Wealth Advisors as of Dec. 31, 2010

Portfolio Holdings for Convergent Wealth Advisors

Convergent Wealth Advisors holds 17 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 33.6 $146M 1.2M 126.25
SPDR Gold Trust (GLD) 32.4 $140M 1.0M 138.72
iShares Russell 1000 Growth Index (IWF) 11.2 $48M 846k 57.26
iShares MSCI EAFE Growth Index (EFG) 8.6 $37M 637k 58.22
iShares Lehman Aggregate Bond (AGG) 3.5 $15M 143k 105.75
Vanguard Emerging Markets ETF (VWO) 3.2 $14M 291k 48.15
iShares MSCI Emerging Markets Indx (EEM) 1.7 $7.6M 159k 47.64
iShares MSCI Pacific ex-Japan Idx (EPP) 1.4 $6.1M 129k 46.98
iShares Silver Trust (SLV) 1.3 $5.6M 185k 30.18
iShares Russell 3000 Index (IWV) 1.2 $5.4M 72k 74.94
iShares Russell 2000 Index (IWM) 1.1 $4.9M 63k 78.25
iShares Russell 2000 Value Index (IWN) 0.5 $2.0M 28k 71.09
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $577k 12k 47.75
Vanguard REIT ETF (VNQ) 0.1 $357k 6.5k 55.35
Market Vectors Gold Miners ETF 0.1 $307k 5.0k 61.40
Vanguard Total Stock Market ETF (VTI) 0.1 $266k 4.1k 64.86
iShares Barclays TIPS Bond Fund (TIP) 0.1 $275k 2.6k 107.38