Xulu

Xulu as of Dec. 31, 2014

Portfolio Holdings for Xulu

Xulu holds 53 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 Inc core msci emkt (IEMG) 8.4 $25M 524k 46.97
Schwab International Equity ETF (SCHF) 8.3 $24M 528k 46.27
Ishares Tr cmn (STIP) 6.9 $20M 205k 98.92
iShares Lehman Aggregate Bond (AGG) 6.5 $19M 175k 109.95
iShares S&P 500 Value Index (IVE) 6.5 $19M 204k 93.76
Vanguard REIT ETF (VNQ) 6.3 $19M 230k 80.98
iShares MSCI EAFE Value Index (EFV) 6.1 $18M 350k 51.10
Vanguard Emerging Markets ETF (VWO) 4.7 $14M 346k 39.99
iShares S&P 500 Index (IVV) 4.3 $13M 61k 206.29
Vanguard Intl Equity Index F glb ex us etf (VNQI) 4.2 $12M 232k 53.56
iShares S&P/Citi Intl Treasury Bond (IGOV) 3.8 $11M 116k 96.45
iShares S&P SmallCap 600 Index (IJR) 3.4 $9.9M 86k 114.12
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 3.0 $8.8M 160k 55.16
Vanguard Value ETF (VTV) 2.8 $8.1M 96k 84.46
ISHARES TR MSCI Small Cap msci small cap (SCZ) 2.6 $7.5M 161k 46.62
Schwab Emerging Markets Equity ETF (SCHE) 2.2 $6.5M 272k 23.89
iShares Barclays TIPS Bond Fund (TIP) 2.0 $5.8M 52k 111.74
Vanguard Total Stock Market ETF (VTI) 1.9 $5.7M 54k 105.81
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 1.9 $5.6M 107k 51.88
SPDR DJ International Real Estate ETF (RWX) 1.6 $4.6M 112k 41.63
Vanguard Europe Pacific ETF (VEA) 1.6 $4.6M 120k 37.93
Vanguard Charlotte Fds intl bd idx etf (BNDX) 1.6 $4.6M 86k 53.10
Vanguard Small-Cap ETF (VB) 1.4 $4.0M 35k 116.39
Sch Fnd Intl Lg Etf (FNDF) 1.0 $3.0M 118k 25.65
Vanguard FTSE All Wld Ex USSml Cap (VSS) 1.0 $2.9M 31k 94.53
Vanguard Malvern Fds strm infproidx (VTIP) 0.7 $2.1M 44k 48.20
Schwab Strategic Tr cmn (SCHV) 0.6 $1.8M 40k 44.16
Schwab Intl Small Cap Equity ETF (SCHC) 0.6 $1.6M 56k 28.96
Schwab U S Broad Market ETF (SCHB) 0.5 $1.4M 27k 49.72
Spdr S&p 500 Etf (SPY) 0.3 $971k 4.7k 205.37
Apple (AAPL) 0.3 $950k 8.6k 110.67
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.3 $925k 7.7k 119.46
Schwab U S Small Cap ETF (SCHA) 0.3 $886k 16k 55.03
Hewlett-Packard Company 0.2 $649k 13k 49.11
Schwab Strategic Tr us aggregate b (SCHZ) 0.2 $641k 12k 52.12
iShares Russell 1000 Value Index (IWD) 0.2 $612k 5.9k 104.58
Schwab Strategic Tr us reit etf (SCHH) 0.2 $631k 16k 38.77
SPDR Nuveen Barclays Capital Municpl Bnd 0.1 $405k 17k 24.19
Microsoft Corporation (MSFT) 0.1 $371k 8.0k 46.57
Vanguard S&p 500 Etf idx (VOO) 0.1 $376k 2.0k 188.57
Exxon Mobil Corporation (XOM) 0.1 $352k 3.8k 92.32
United Technologies Corporation 0.1 $349k 6.8k 51.43
Biogen Idec (BIIB) 0.1 $328k 6.6k 49.75
ArcelorMittal 0.1 $327k 6.6k 49.52
Hemispherx BioPharma 0.1 $323k 6.6k 48.89
iShares S&P 500 Growth Index (IVW) 0.1 $327k 6.6k 49.74
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.1 $315k 5.7k 54.96
Jazz Pharmaceuticals (JAZZ) 0.1 $336k 6.7k 50.43
Schwab Strategic Tr intrm trm (SCHR) 0.1 $263k 5.0k 53.08
International Business Machines (IBM) 0.1 $226k 1.4k 160.28
Vanguard Total Bond Market ETF (BND) 0.1 $230k 2.8k 81.94
General Electric Company 0.1 $208k 8.2k 25.43
Imris (IMRSQ) 0.0 $8.0k 10k 0.80