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Stratford Consulting, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST IVVCommon187,032-16,53848,329,000-17,473,00022.07  Hist 03/31/2020
iShares High Dividend ETF JDR HDVcommon302,378-75,59521,635,000-15,433,0009.88  Hist 03/31/2020
iSHARES TRUST SCZCommon257,341-111,89211,537,000-11,459,0005.27  Hist 03/31/2020
SJNK SJNKCOMMON STOCK36,082-398,851850,000-10,867,0000.39  Hist 03/31/2020
iSHARES TRUST IJRS&P SMLCAP 600156,208-29,3968,765,000-6,798,0004.00  Hist 03/31/2020
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon264,047-78,4208,859,000-6,371,0004.04  Hist 03/31/2020
VANGUARD TAX-MANAGED FUNDS VEAFD176,149-69,1975,873,000-4,937,0002.68  Hist 03/31/2020
JPMORGAN CHASE & Co AMJCommon18,523-198,883167,000-4,575,0000.08  Hist 03/31/2020
HODGSON DAVID C DGSETF108,203-55,5123,574,000-4,255,0001.63  Hist 03/31/2020
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VNQICommon80,268-35,6823,444,000-3,407,0001.57  Hist 03/31/2020
iSHARES TRUST IJSS&P SMLCP VALU49,575-5244,955,000-3,101,0002.26  Hist 03/31/2020
SPDR SERIES TRUST RWRCommon51,826-13,0673,742,000-2,878,0001.71  Hist 03/31/2020
SCHWAB STRATEGIC TRUST SCHHCommon88,082-28,1222,884,000-2,457,0001.32  Hist 03/31/2020
iSHARES TRUST IJHCommon12,384-5,9601,782,000-1,994,0000.81  Hist 03/31/2020
VANGUARD WHITEHALL FUNDS VYMCommon65,017-4524,600,000-1,535,0002.10  Hist 03/31/2020
iSHARES TRUST DVYDJ SEL DIV INX11,864-8,950872,000-1,327,0000.40  Hist 03/31/2020
SOUTHWEST AIRLINES CO LUVCommon44,336-1,2441,579,000-881,0000.720.01 Hist 03/31/2020
iSHARES TRUST IVECommon301-6,67829,000-879,0000.01  Hist 03/31/2020
WisdomTree Trust DLSINTL SMCAP DIV31,026-1,7021,491,000-836,0000.68  Hist 03/31/2020
iSHARES TRUST HYGCommon800-7,84162,000-698,0000.03  Hist 03/31/2020
VANGUARD SCOTTSDALE FUNDS VCSHCommon125,085-3,5729,894,000-531,0004.52  Hist 03/31/2020
PIMCO ETF Trust MINTCommon8,842-3,824875,000-412,0000.40  Hist 03/31/2020
iSHARES TRUST EEMCommon5,328-7,253182,000-383,0000.08  Hist 03/31/2020
iSHARES TRUST IFGLCommon7,993-6,483173,000-264,0000.08  Hist 03/31/2020
JPMORGAN CHASE & CO JPMCommon983-99789,000-187,0000.040.00 Hist 03/31/2020
BlackRock Funds III CSJCommon3,299-3,501173,000-187,0000.08  Hist 03/31/2020
Apple Inc. AAPLCommon2,148-197546,000-143,0000.250.00 Hist 03/31/2020
WisdomTree Trust DRWCommon389-1,6159,000-54,0000.00  Hist 03/31/2020
ABBOTT LABORATORIES ABTCommon3,823-104302,000-39,0000.140.00 Hist 03/31/2020
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