Stratford Consulting

Stratford Consulting as of March 31, 2014

Portfolio Holdings for Stratford Consulting

Stratford Consulting holds 54 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) 15.6 $29M 152k 188.14
Ishares High Dividend Equity F (HDV) 15.1 $28M 388k 71.44
SPDR S&P Dividend (SDY) 10.1 $19M 252k 73.58
Vanguard Emerging Markets ETF (VWO) 6.7 $12M 304k 40.58
ISHARES TR MSCI Small Cap msci small cap (SCZ) 5.9 $11M 209k 52.20
Spdr Short-term High Yield mf (SJNK) 4.9 $9.0M 292k 30.97
iShares S&P SmallCap 600 Value Idx (IJS) 4.4 $8.0M 71k 113.45
SPDR DJ Wilshire REIT (RWR) 4.2 $7.7M 99k 78.03
Vanguard Short Term Corporate Bond ETF (VCSH) 4.1 $7.5M 94k 79.98
WisdomTree Emerging Mkts Small Cp Div (DGS) 3.2 $5.8M 125k 46.61
Jp Morgan Alerian Mlp Index 3.1 $5.7M 122k 46.54
Vanguard Europe Pacific ETF (VEA) 3.1 $5.7M 137k 41.27
iShares S&P SmallCap 600 Index (IJR) 2.6 $4.9M 44k 110.14
iShares S&P MidCap 400 Index (IJH) 2.1 $3.8M 28k 137.46
WisdomTree Intl. SmallCap Div (DLS) 2.0 $3.7M 56k 65.04
Vanguard Intl Equity Index F glb ex us etf (VNQI) 1.8 $3.4M 62k 54.08
iShares Dow Jones Select Dividend (DVY) 1.0 $1.8M 24k 73.33
Vanguard S&p 500 Etf idx (VOO) 0.8 $1.5M 9.0k 171.36
Southwest Airlines (LUV) 0.7 $1.2M 51k 23.62
iShares iBoxx $ High Yid Corp Bond (HYG) 0.6 $1.1M 12k 94.35
McDonald's Corporation (MCD) 0.6 $1.1M 11k 98.00
Vanguard Malvern Fds strm infproidx (VTIP) 0.5 $942k 19k 49.31
iShares MSCI Emerging Markets Indx (EEM) 0.5 $885k 22k 41.00
iShares S&P SmallCap 600 Growth (IJT) 0.4 $748k 6.3k 118.98
iShares S&P 500 Value Index (IVE) 0.4 $733k 8.4k 86.94
Schwab Strategic Tr us reit etf (SCHH) 0.4 $716k 22k 33.13
iShares Gold Trust 0.4 $693k 56k 12.44
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.3 $603k 20k 30.77
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.3 $505k 10k 50.59
Ishares Inc core msci emkt (IEMG) 0.3 $474k 9.7k 49.06
Bristol Myers Squibb (BMY) 0.2 $437k 8.4k 51.99
ConocoPhillips (COP) 0.2 $437k 6.2k 70.28
Magellan Midstream Partners 0.2 $423k 6.1k 69.69
iShares S&P NA Nat. Re. Sc. Idx (IGE) 0.2 $416k 9.4k 44.34
PowerShares Dividend Achievers 0.2 $428k 21k 20.12
Altria (MO) 0.2 $407k 11k 37.39
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 0.2 $390k 13k 30.03
Johnson & Johnson (JNJ) 0.2 $366k 3.7k 98.10
Kimberly-Clark Corporation (KMB) 0.2 $367k 3.3k 110.24
Berkshire Hathaway (BRK.B) 0.2 $353k 2.8k 125.09
Ishares Inc em mkt min vol (EEMV) 0.2 $357k 6.2k 57.15
At&t (T) 0.2 $324k 9.2k 35.04
Lincoln National Corporation (LNC) 0.2 $315k 6.2k 50.72
Abbvie (ABBV) 0.2 $317k 6.2k 51.46
Intel Corporation (INTC) 0.2 $302k 12k 25.81
PowerShares Emerging Markets Sovere 0.1 $269k 9.6k 28.02
Exxon Mobil Corporation (XOM) 0.1 $243k 2.5k 97.63
Abbott Laboratories (ABT) 0.1 $234k 6.1k 38.56
SPDR Gold Trust (GLD) 0.1 $243k 2.0k 123.66
Enterprise Products Partners (EPD) 0.1 $230k 3.3k 69.28
iShares Russell 1000 Growth Index (IWF) 0.1 $223k 2.6k 86.53
Procter & Gamble Company (PG) 0.1 $209k 2.6k 80.60
Vanguard High Dividend Yield ETF (VYM) 0.1 $206k 3.3k 63.00
Western Asset Intm Muni Fd I (SBI) 0.1 $156k 16k 9.50