Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
National Planning Corp (CIK 1492262) reported $726,353 across 46 reported positions in its SEC 13F filing for 2017-12-31. Largest positions: VEA ($64,273, 8.85%), VTV ($60,624, 8.35%), VUG ($52,630, 7.25%), BNDX ($35,379, 4.87%), EMLP ($30,700, 4.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX MANAGED INTL FD | $64,273 | 8.85% | 1,435 | Trimmed |
| 2 | VTV | VANGUARD INDEX FDS | $60,624 | 8.35% | 570 | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $52,630 | 7.25% | 374 | Trimmed |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $35,379 | 4.87% | 650 | Trimmed |
| 5 | EMLP | FIRST TR EXCHANGE TRADED FD | $30,700 | 4.23% | 1,250 | Trimmed |
| 6 | SPY | SPDR S&P 500 ETF TR | $30,422 | 4.19% | 114 | Trimmed |
| 7 | HYG | ISHARES TR | $29,336 | 4.04% | 336 | Trimmed |
| 8 | EMHY | ISHARES INC | $29,164 | 4.02% | 584 | New |
| 9 | BSV | VANGUARD BD INDEX FD INC | $25,129 | 3.46% | 317 | Trimmed |
| 10 | MTUM | ISHARES TR | $24,653 | 3.39% | 239 | Trimmed |
| 11 | MBB | ISHARES TR | $24,512 | 3.37% | 230 | Trimmed |
| 12 | IVV | ISHARES TR | $21,286 | 2.93% | 79 | Trimmed |
| 13 | EFA | ISHARES TR | $20,882 | 2.87% | 297 | Trimmed |
| 14 | DIA | SPDR DOW JONES INDL AVRG ETF | $20,285 | 2.79% | 82 | Trimmed |
| 15 | IVW | ISHARES TR | $17,423 | 2.40% | 114 | Trimmed |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $16,697 | 2.30% | 363 | Trimmed |
| 17 | VB | VANGUARD INDEX FDS | $16,640 | 2.29% | 112 | Trimmed |
| 18 | VMBS | VANGUARD SCOTTSDALE FDS | $13,830 | 1.90% | 263 | Trimmed |
| 19 | BIV | VANGUARD BD INDEX FD INC | $13,458 | 1.85% | 160 | Trimmed |
| 20 | CBOE | CBOE GLOBAL MARKETS INC | $12,459 | 1.72% | 100 | New |
| 21 | VXUS | VANGUARD STAR FD | $12,385 | 1.71% | 218 | Trimmed |
| 22 | EEM | ISHARES TR | $12,063 | 1.66% | 256 | Trimmed |
| 23 | BLV | VANGUARD BD INDEX FD INC | $11,559 | 1.59% | 121 | Trimmed |
| 24 | MDY | SPDR S&P MIDCAP 400 ETF TR | $10,708 | 1.47% | 31 | Trimmed |
| 25 | IJS | ISHARES TR | $10,596 | 1.46% | 69 | New |
Source: SEC Form 13F filings · as of 2017-12-31