Convergent Wealth Advisors

Convergent Wealth Advisors as of Dec. 31, 2014

Portfolio Holdings for Convergent Wealth Advisors

Convergent Wealth Advisors holds 29 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 29.7 $240M 1.2M 206.87
Vanguard Total Stock Market ETF (VTI) 14.1 $114M 1.1M 106.00
iShares S&P NA Nat. Re. Sc. Idx (IGE) 6.6 $53M 1.4M 38.32
iShares Lehman 7-10 Yr Treas. Bond (IEF) 6.2 $50M 469k 105.99
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 6.0 $48M 871k 55.32
SPDR Gold Trust (GLD) 5.8 $47M 415k 113.58
Vanguard Emerging Markets ETF (VWO) 5.4 $43M 1.1M 40.02
Ishares Inc core msci emkt (IEMG) 5.2 $42M 883k 47.03
Vanguard Europe Pacific ETF (VEA) 4.0 $32M 851k 37.88
iShares MSCI EAFE Growth Index (EFG) 3.6 $29M 476k 60.84
iShares Russell 2000 Index (IWM) 2.9 $24M 198k 119.62
iShares Gold Trust 2.1 $17M 1.5M 11.44
Spdr S&p 500 Etf (SPY) 1.8 $15M 71k 205.54
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 1.4 $11M 184k 60.93
iShares MSCI Emerging Markets Indx (EEM) 0.9 $7.6M 194k 39.29
Vanguard REIT ETF (VNQ) 0.7 $6.0M 74k 81.00
iShares S&P GSCI Commodity-Indexed (GSG) 0.7 $5.7M 266k 21.58
iShares MSCI Pacific ex-Japan Idx (EPP) 0.7 $5.6M 129k 43.95
Ishares High Dividend Equity F (HDV) 0.5 $4.0M 52k 76.54
iShares Russell 1000 Index (IWB) 0.3 $2.7M 23k 114.62
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $2.1M 45k 46.86
Vanguard Mid-Cap ETF (VO) 0.2 $1.8M 15k 123.59
iShares Russell 3000 Index (IWV) 0.2 $1.5M 12k 122.27
Vanguard Small-Cap Value ETF (VBR) 0.2 $1.5M 14k 105.75
Vanguard Energy ETF (VDE) 0.1 $1.1M 10k 111.58
Wisdomtree Asia Local Debt etf us 0.1 $886k 19k 46.90
Financial Select Sector SPDR (XLF) 0.1 $760k 31k 24.72
First Tr Exchange-traded Fd no amer energy (EMLP) 0.1 $734k 26k 28.14
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.1 $565k 12k 46.69