Mader & Shannon Wealth Management as of March 31, 2017
Portfolio Holdings for Mader & Shannon Wealth Management
Mader & Shannon Wealth Management holds 12 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard S&p 500 Etf idx (VOO) | 23.1 | $32M | 149k | 216.35 | |
iShares Russell 1000 Index (IWB) | 22.9 | $32M | 243k | 131.25 | |
Vanguard Large-Cap ETF (VV) | 17.5 | $24M | 225k | 108.09 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 11.3 | $16M | 361k | 43.62 | |
Spdr S&p 500 Etf (SPY) | 10.1 | $14M | 60k | 235.74 | |
iShares Russell 3000 Index (IWV) | 5.7 | $8.0M | 57k | 139.90 | |
Financial Select Sector SPDR (XLF) | 5.5 | $7.6M | 320k | 23.73 | |
Discover Financial Services (DFS) | 0.8 | $1.1M | 17k | 68.37 | |
Intel Corporation (INTC) | 0.8 | $1.1M | 31k | 36.04 | |
Swift Transportation Company | 0.8 | $1.1M | 55k | 20.53 | |
General Electric Company | 0.8 | $1.1M | 38k | 29.78 | |
CVS Caremark Corporation (CVS) | 0.8 | $1.1M | 14k | 78.48 |