News + Filings Holdings
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Stratford Consulting, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
iSHARES TRUST
| IVV | Common | 187,032 | -16,538 | 48,329,000 | -17,473,000 | 22.07 | |
Hist
| 03/31/2020 |
iShares High Dividend ETF JDR
| HDV | common | 302,378 | -75,595 | 21,635,000 | -15,433,000 | 9.88 | |
Hist
| 03/31/2020 |
iSHARES TRUST
| SCZ | Common | 257,341 | -111,892 | 11,537,000 | -11,459,000 | 5.27 | |
Hist
| 03/31/2020 |
SJNK
| SJNK | COMMON STOCK | 36,082 | -398,851 | 850,000 | -10,867,000 | 0.39 | |
Hist
| 03/31/2020 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 156,208 | -29,396 | 8,765,000 | -6,798,000 | 4.00 | |
Hist
| 03/31/2020 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 264,047 | -78,420 | 8,859,000 | -6,371,000 | 4.04 | |
Hist
| 03/31/2020 |
VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 176,149 | -69,197 | 5,873,000 | -4,937,000 | 2.68 | |
Hist
| 03/31/2020 |
JPMORGAN CHASE & Co
| AMJ | Common | 18,523 | -198,883 | 167,000 | -4,575,000 | 0.08 | |
Hist
| 03/31/2020 |
HODGSON DAVID C
| DGS | ETF | 108,203 | -55,512 | 3,574,000 | -4,255,000 | 1.63 | |
Hist
| 03/31/2020 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VNQI | Common | 80,268 | -35,682 | 3,444,000 | -3,407,000 | 1.57 | |
Hist
| 03/31/2020 |
iSHARES TRUST
| IJS | S&P SMLCP VALU | 49,575 | -524 | 4,955,000 | -3,101,000 | 2.26 | |
Hist
| 03/31/2020 |
SPDR SERIES TRUST
| RWR | Common | 51,826 | -13,067 | 3,742,000 | -2,878,000 | 1.71 | |
Hist
| 03/31/2020 |
SCHWAB STRATEGIC TRUST
| SCHH | Common | 88,082 | -28,122 | 2,884,000 | -2,457,000 | 1.32 | |
Hist
| 03/31/2020 |
iSHARES TRUST
| IJH | Common | 12,384 | -5,960 | 1,782,000 | -1,994,000 | 0.81 | |
Hist
| 03/31/2020 |
VANGUARD WHITEHALL FUNDS
| VYM | Common | 65,017 | -452 | 4,600,000 | -1,535,000 | 2.10 | |
Hist
| 03/31/2020 |
iSHARES TRUST
| DVY | DJ SEL DIV INX | 11,864 | -8,950 | 872,000 | -1,327,000 | 0.40 | |
Hist
| 03/31/2020 |
SOUTHWEST AIRLINES CO
| LUV | Common | 44,336 | -1,244 | 1,579,000 | -881,000 | 0.72 | 0.01 |
Hist
| 03/31/2020 |
iSHARES TRUST
| IVE | Common | 301 | -6,678 | 29,000 | -879,000 | 0.01 | |
Hist
| 03/31/2020 |
WisdomTree Trust
| DLS | INTL SMCAP DIV | 31,026 | -1,702 | 1,491,000 | -836,000 | 0.68 | |
Hist
| 03/31/2020 |
iSHARES TRUST
| HYG | Common | 800 | -7,841 | 62,000 | -698,000 | 0.03 | |
Hist
| 03/31/2020 |
VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 125,085 | -3,572 | 9,894,000 | -531,000 | 4.52 | |
Hist
| 03/31/2020 |
PIMCO ETF Trust
| MINT | Common | 8,842 | -3,824 | 875,000 | -412,000 | 0.40 | |
Hist
| 03/31/2020 |
iSHARES TRUST
| EEM | Common | 5,328 | -7,253 | 182,000 | -383,000 | 0.08 | |
Hist
| 03/31/2020 |
iSHARES TRUST
| IFGL | Common | 7,993 | -6,483 | 173,000 | -264,000 | 0.08 | |
Hist
| 03/31/2020 |
JPMORGAN CHASE & CO
| JPM | Common | 983 | -997 | 89,000 | -187,000 | 0.04 | 0.00 |
Hist
| 03/31/2020 |
BlackRock Funds III
| CSJ | Common | 3,299 | -3,501 | 173,000 | -187,000 | 0.08 | |
Hist
| 03/31/2020 |
Apple Inc.
| AAPL | Common | 2,148 | -197 | 546,000 | -143,000 | 0.25 | 0.00 |
Hist
| 03/31/2020 |
WisdomTree Trust
| DRW | Common | 389 | -1,615 | 9,000 | -54,000 | 0.00 | |
Hist
| 03/31/2020 |
ABBOTT LABORATORIES
| ABT | Common | 3,823 | -104 | 302,000 | -39,000 | 0.14 | 0.00 |
Hist
| 03/31/2020 |
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