Convergent Wealth Advisors

Convergent Wealth Advisors as of March 31, 2014

Portfolio Holdings for Convergent Wealth Advisors

Convergent Wealth Advisors holds 26 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 44.2 $277M 1.5M 188.14
SPDR Gold Trust (GLD) 15.9 $100M 808k 123.61
Vanguard Emerging Markets ETF (VWO) 7.8 $49M 1.2M 40.58
iShares Gold Trust 6.2 $39M 3.1M 12.44
iShares MSCI EAFE Growth Index (EFG) 5.5 $35M 514k 67.20
Vanguard Europe Pacific ETF (VEA) 4.1 $26M 628k 41.27
iShares Russell 2000 Index (IWM) 3.8 $24M 206k 116.34
Vanguard Total Stock Market ETF (VTI) 2.7 $17M 175k 97.47
Spdr S&p 500 Etf (SPY) 1.9 $12M 63k 187.02
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 1.9 $12M 197k 59.09
iShares MSCI Emerging Markets Indx (EEM) 1.6 $10M 244k 41.01
iShares MSCI Pacific ex-Japan Idx (EPP) 1.0 $6.2M 129k 48.09
Vanguard REIT ETF (VNQ) 0.9 $5.4M 76k 70.61
iShares Russell 1000 Index (IWB) 0.7 $4.3M 42k 104.78
iShares Russell 3000 Index (IWV) 0.3 $2.0M 17k 112.33
Vanguard Pacific ETF (VPL) 0.3 $1.8M 31k 59.06
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $1.2M 25k 50.33
iShares S&P MidCap 400 Index (IJH) 0.2 $1.2M 8.8k 137.52
Vanguard Dividend Appreciation ETF (VIG) 0.2 $1.1M 15k 75.23
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.2 $1.1M 11k 101.75
Vanguard European ETF (VGK) 0.1 $896k 15k 58.95
Proshares Ultrashort 20+y Tr etf (TBT) 0.1 $862k 13k 67.53
iShares S&P NA Nat. Re. Sc. Idx (IGE) 0.1 $600k 14k 44.32
iShares FTSE/Xinhua China 25 Index (FXI) 0.1 $444k 12k 35.82
iShares Dow Jones Select Dividend (DVY) 0.1 $359k 4.9k 73.37
iShares Russell 2000 Value Index (IWN) 0.1 $316k 3.1k 100.77