Stratford Consulting

Stratford Consulting as of Dec. 31, 2014

Portfolio Holdings for Stratford Consulting

Stratford Consulting holds 51 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) 16.8 $33M 159k 206.87
Ishares High Dividend Equity F (HDV) 14.0 $27M 357k 76.54
SPDR S&P Dividend (SDY) 11.3 $22M 280k 78.80
Vanguard Emerging Markets ETF (VWO) 6.0 $12M 293k 40.02
ISHARES TR MSCI Small Cap msci small cap (SCZ) 6.0 $12M 250k 46.71
Spdr Short-term High Yield mf (SJNK) 4.9 $9.6M 331k 28.91
SPDR DJ Wilshire REIT (RWR) 4.3 $8.4M 92k 90.90
iShares S&P SmallCap 600 Value Idx (IJS) 4.1 $8.0M 68k 117.93
iShares S&P SmallCap 600 Index (IJR) 3.5 $6.7M 59k 114.06
WisdomTree Emerging Mkts Small Cp Div (DGS) 3.2 $6.3M 146k 43.16
Vanguard Europe Pacific ETF (VEA) 3.0 $5.9M 156k 37.88
Jp Morgan Alerian Mlp Index (AMJ) 2.9 $5.6M 122k 45.95
Vanguard Short Term Corporate Bond ETF (VCSH) 2.8 $5.4M 68k 79.63
iShares S&P MidCap 400 Index (IJH) 2.0 $3.8M 26k 144.82
Vanguard Intl Equity Index F glb ex us etf (VNQI) 1.7 $3.4M 64k 53.52
WisdomTree Intl. SmallCap Div (DLS) 1.6 $3.1M 56k 55.53
iShares Dow Jones Select Dividend (DVY) 1.0 $1.9M 24k 79.39
Southwest Airlines (LUV) 1.0 $1.9M 44k 42.31
Vanguard S&p 500 Etf idx (VOO) 0.9 $1.8M 9.5k 188.37
Schwab Strategic Tr us reit etf (SCHH) 0.8 $1.6M 41k 38.96
McDonald's Corporation (MCD) 0.5 $1.0M 11k 93.73
iShares iBoxx $ High Yid Corp Bond (HYG) 0.5 $973k 11k 89.62
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.5 $871k 29k 30.56
Vanguard Malvern Fds strm infproidx (VTIP) 0.5 $871k 18k 48.22
Berkshire Hathaway (BRK.B) 0.4 $829k 5.5k 150.07
iShares S&P 500 Value Index (IVE) 0.4 $796k 8.5k 93.79
iShares MSCI Emerging Markets Indx (EEM) 0.4 $782k 20k 39.31
iShares S&P SmallCap 600 Growth (IJT) 0.4 $774k 6.3k 122.31
iShares Gold Trust 0.3 $637k 56k 11.44
Martin Marietta Materials (MLM) 0.3 $590k 5.3k 110.30
Ishares Inc core msci emkt (IEMG) 0.3 $559k 12k 47.04
Altria (MO) 0.3 $550k 11k 49.28
Bristol Myers Squibb (BMY) 0.3 $504k 8.5k 59.01
Vanguard High Dividend Yield ETF (VYM) 0.2 $490k 7.1k 68.75
ConocoPhillips (COP) 0.2 $439k 6.4k 69.12
Ishares Inc em mkt min vol (EEMV) 0.2 $451k 8.0k 56.69
Intel Corporation (INTC) 0.2 $430k 12k 36.32
PowerShares Dividend Achievers 0.2 $434k 20k 21.70
Kimberly-Clark Corporation (KMB) 0.2 $407k 3.5k 115.59
Abbvie (ABBV) 0.2 $403k 6.2k 65.42
Johnson & Johnson (JNJ) 0.2 $397k 3.8k 104.50
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 0.2 $384k 13k 30.04
Lincoln National Corporation (LNC) 0.2 $362k 6.3k 57.73
At&t (T) 0.2 $324k 9.6k 33.63
Abbott Laboratories (ABT) 0.1 $272k 6.0k 45.01
Magellan Midstream Partners 0.1 $257k 3.1k 82.72
iShares Russell 1000 Growth Index (IWF) 0.1 $246k 2.6k 95.46
Exxon Mobil Corporation (XOM) 0.1 $232k 2.5k 92.54
Procter & Gamble Company (PG) 0.1 $241k 2.6k 91.22
PowerShares Emerging Markets Sovere 0.1 $200k 7.1k 28.21
Western Asset Intm Muni Fd I (SBI) 0.1 $166k 17k 9.75