Convergent Wealth Advisors

Convergent Wealth Advisors as of March 31, 2013

Portfolio Holdings for Convergent Wealth Advisors

Convergent Wealth Advisors holds 22 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 37.2 $208M 1.3M 157.36
SPDR Gold Trust (GLD) 34.3 $192M 1.2M 154.47
iShares MSCI EAFE Growth Index (EFG) 7.9 $44M 749k 58.98
Vanguard Emerging Markets ETF (VWO) 7.2 $40M 937k 42.89
iShares Russell 2000 Index (IWM) 2.3 $13M 137k 94.43
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 1.6 $9.2M 156k 59.08
Vanguard REIT ETF (VNQ) 1.2 $7.0M 99k 70.53
Spdr S&p 500 Etf (SPY) 1.2 $6.9M 44k 156.67
iShares MSCI Pacific ex-Japan Idx (EPP) 1.1 $6.4M 129k 49.70
iShares MSCI Emerging Markets Indx (EEM) 1.1 $6.2M 146k 42.77
Vanguard Europe Pacific ETF (VEA) 1.1 $6.2M 170k 36.43
iShares Russell 3000 Index (IWV) 0.8 $4.2M 45k 93.47
Vanguard European ETF (VGK) 0.7 $4.1M 82k 49.14
Vanguard Pacific ETF (VPL) 0.6 $3.2M 55k 58.04
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.3 $1.8M 17k 107.31
Alpine Global Premier Properties Fund 0.3 $1.6M 195k 8.29
iShares Gold Trust 0.2 $1.3M 82k 15.52
PowerShares Cleantech Portfolio 0.2 $1.2M 48k 25.58
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $1.1M 25k 46.37
iShares S&P NA Nat. Re. Sc. Idx (IGE) 0.1 $752k 19k 40.54
PowerShares Global Water Portfolio 0.1 $495k 26k 19.19
iShares FTSE/Xinhua China 25 Index (FXI) 0.1 $458k 12k 36.94