Estate Counselors

Estate Counselors as of March 31, 2019

Portfolio Holdings for Estate Counselors

Estate Counselors holds 64 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Bond Market ETF (BND) 8.2 $48M 588k 81.18
Spdr S&p 500 Etf (SPY) 6.6 $39M 136k 282.48
iShares S&P Natl AMTFr Mncpl Bd (MUB) 4.6 $27M 243k 111.19
iShares Barclays TIPS Bond Fund (TIP) 4.2 $25M 218k 113.07
iShares Dow Jones US Real Estate (IYR) 3.7 $21M 245k 87.04
Vanguard Total Stock Market ETF (VTI) 3.6 $21M 146k 144.71
SPDR S&P MidCap 400 ETF (MDY) 3.4 $20M 58k 345.40
Mkt Vectors Short H/y Mun Inde ef (SHYD) 3.1 $18M 729k 24.70
iShares NASDAQ Biotechnology Index (IBB) 2.9 $17M 153k 111.80
iShares Russell 2000 Index (IWM) 2.9 $17M 112k 153.09
Vanguard Charlotte Fds intl bd idx etf (BNDX) 2.9 $17M 299k 55.77
Vanguard Short Term Corporate Bond ETF (VCSH) 2.8 $17M 207k 79.76
Ishares Tr eafe min volat (EFAV) 2.5 $15M 202k 72.00
iShares Dow Jones US Energy Sector (IYE) 2.5 $14M 398k 36.03
Ishares Tr aaa a rated cp (QLTA) 2.2 $13M 250k 52.16
iShares IBoxx $ Invest Grade Corp Bd (LQD) 2.2 $13M 108k 119.06
iShares Lehman MBS Bond Fund (MBB) 2.1 $12M 117k 106.36
Invesco S&p 500 Low Volatility Etf (SPLV) 2.1 $12M 231k 52.64
Vanguard High Dividend Yield ETF (VYM) 2.0 $12M 135k 85.66
Invesco Qqq Trust Series 1 (QQQ) 2.0 $11M 64k 179.66
Utilities SPDR (XLU) 1.9 $11M 196k 58.17
Consumer Staples Select Sect. SPDR (XLP) 1.9 $11M 198k 56.11
Fidelity msci utils index (FUTY) 1.9 $11M 288k 38.30
Vanguard Telecommunication Services ETF (VOX) 1.8 $11M 129k 83.52
Proshares Tr S&p 500 Aristo (NOBL) 1.8 $11M 157k 67.78
iShares Russell 1000 Value Index (IWD) 1.6 $9.5M 77k 123.49
Vanguard Emerging Markets ETF (VWO) 1.6 $9.3M 219k 42.50
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 1.5 $8.9M 180k 49.67
Vanguard Short-Term Bond ETF (BSV) 1.5 $8.6M 108k 79.59
iShares Lehman 3-7 Yr Treasury Bond (IEI) 1.4 $8.4M 68k 123.19
Vanguard REIT ETF (VNQ) 1.2 $7.2M 83k 86.90
Ishares Tr cmn (GOVT) 1.2 $7.2M 287k 25.24
Technology SPDR (XLK) 1.2 $7.0M 94k 74.00
Consumer Discretionary SPDR (XLY) 1.1 $6.7M 59k 113.85
Vanguard Europe Pacific ETF (VEA) 1.1 $6.6M 162k 40.87
Health Care SPDR (XLV) 1.1 $6.5M 71k 91.75
iShares MSCI Emerging Markets Indx (EEM) 1.1 $6.4M 149k 42.92
Invesco S&p Smallcap Low Volatility Etf (XSLV) 1.0 $5.9M 125k 46.94
Ishares Tr usa min vo (USMV) 0.6 $3.7M 63k 58.80
iShares S&P SmallCap 600 Index (IJR) 0.6 $3.5M 45k 77.15
Vanguard Mid-Cap ETF (VO) 0.5 $3.2M 20k 160.74
Vanguard Small-Cap ETF (VB) 0.5 $3.1M 21k 152.82
Energy Select Sector SPDR (XLE) 0.5 $2.9M 44k 66.11
iShares Lehman Aggregate Bond (AGG) 0.5 $2.8M 25k 109.05
Ishares Tr fctsl msci int (INTF) 0.5 $2.8M 105k 26.33
iShares Gold Trust 0.5 $2.7M 218k 12.38
Ishares Inc core msci emkt (IEMG) 0.4 $2.6M 50k 51.72
Doubleline Total Etf etf (TOTL) 0.4 $2.4M 49k 48.35
Ishares Inc em mkt min vol (EEMV) 0.3 $1.7M 28k 59.29
Invesco S&p 500 Equal Weight Etf (RSP) 0.3 $1.6M 16k 104.43
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 0.3 $1.5M 24k 64.48
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.2 $1.2M 14k 86.86
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.2 $1.2M 23k 52.37
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.2 $1.2M 23k 52.15
Proshares Invt Grade Etf etf/closed end (IGHG) 0.2 $1.2M 16k 74.12
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.1 $571k 11k 51.91
iShares Russell 2000 Value Index (IWN) 0.1 $402k 3.4k 120.00
Vanguard S&p 500 Etf idx (VOO) 0.1 $415k 1.6k 259.38
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.1 $418k 8.6k 48.44
Schwab Intl Small Cap Equity ETF (SCHC) 0.1 $335k 10k 32.24
Powershares Dwa Technical Leaders Portfolio dwa momentum (PDP) 0.1 $337k 6.0k 56.64
iShares S&P 500 Value Index (IVE) 0.0 $254k 2.3k 112.89
Vanguard Dividend Appreciation ETF (VIG) 0.0 $208k 1.9k 109.47
Spdr Series Trust cmn (HYMB) 0.0 $227k 4.0k 57.47