Convergent Wealth Advisors

Convergent Wealth Advisors as of June 30, 2013

Portfolio Holdings for Convergent Wealth Advisors

Convergent Wealth Advisors holds 24 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 42.7 $234M 1.5M 160.88
SPDR Gold Trust (GLD) 27.8 $153M 1.3M 119.11
iShares MSCI EAFE Growth Index (EFG) 7.9 $43M 752k 57.30
Vanguard Emerging Markets ETF (VWO) 6.8 $37M 958k 38.79
iShares Russell 2000 Index (IWM) 2.9 $16M 163k 97.00
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 1.6 $8.5M 156k 54.77
Spdr S&p 500 Etf (SPY) 1.5 $8.5M 53k 160.41
iShares MSCI Emerging Markets Indx (EEM) 1.4 $7.8M 203k 38.50
Vanguard REIT ETF (VNQ) 1.2 $6.7M 98k 68.72
iShares MSCI Pacific ex-Japan Idx (EPP) 1.0 $5.5M 129k 43.03
iShares Russell 3000 Index (IWV) 1.0 $5.5M 57k 96.41
Vanguard Europe Pacific ETF (VEA) 1.0 $5.3M 148k 35.60
Market Vectors Gold Miners ETF 0.5 $2.8M 116k 24.49
Vanguard European ETF (VGK) 0.5 $2.5M 53k 48.12
iShares Gold Trust 0.5 $2.4M 204k 11.99
Ishares Inc emrg mrk lc bd (LEMB) 0.3 $1.8M 37k 49.68
Vanguard Pacific ETF (VPL) 0.3 $1.7M 31k 55.84
Alpine Global Premier Properties Fund 0.3 $1.5M 196k 7.56
PowerShares Cleantech Portfolio 0.2 $1.2M 48k 25.31
Powershares Etf Tr Ii s^p500 low vol 0.2 $1.2M 38k 31.12
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $1.0M 24k 44.20
iShares S&P NA Nat. Re. Sc. Idx (IGE) 0.1 $710k 19k 38.28
PowerShares Global Water Portfolio 0.1 $485k 26k 18.80
iShares FTSE/Xinhua China 25 Index (FXI) 0.1 $403k 12k 32.51