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.
R & A Capital Management, LLC (CIK 1389669) reported $21.9M across 32 reported positions in its SEC 13F filing for 2013-09-30. Largest positions: IWF ($5.5M, 25.06%), IWD ($4.7M, 21.36%), IWM ($2.5M, 11.57%), IWR ($1.5M, 7.05%), VIG ($1.4M, 6.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $5.5M | 25.06% | 70,290 | Hold |
| 2 | IWD | ISHARES TR | $4.7M | 21.36% | 54,351 | Hold |
| 3 | IWM | ISHARES TR | $2.5M | 11.57% | 23,805 | Hold |
| 4 | IWR | ISHARES TR | $1.5M | 7.05% | 11,115 | Hold |
| 5 | VIG | VANGUA | $1.4M | 6.27% | 19,742 | Hold |
| 6 | VTI | VANGUA | $1.3M | 6.03% | 15,099 | Hold |
| 7 | IWB | ISHARES TR | $980,000 | 4.47% | 10,405 | Hold |
| 8 | VB | VANGUA | $652,000 | 2.97% | 6,361 | Hold |
| 9 | VO | VANGUA | $635,000 | 2.90% | 6,193 | Hold |
| 10 | EFAV | ISHARES TR | $514,000 | 2.34% | 8,441 | Hold |
| 11 | TIP | VANGUA | $401,000 | 1.83% | 3,560 | Hold |
| 12 | VEU | VANGUA | $327,000 | 1.49% | 6,726 | Hold |
| 13 | EEM | ISHARES TR | $286,000 | 1.30% | 7,025 | Hold |
| 14 | VDE | VANGUA | $161,000 | 0.73% | 1,350 | Hold |
| 15 | EPP | ISHARES TR | $127,000 | 0.58% | 2,675 | Hold |
| 16 | EFA | ISHARES TR | $128,000 | 0.58% | 2,012 | Hold |
| 17 | EEMV | ISHARES TR | $126,000 | 0.57% | 2,150 | Hold |
| 18 | GMF | ISHARES TR | $120,000 | 0.55% | 1,600 | Hold |
| 19 | EWC | ISHARES TR | $119,000 | 0.54% | 4,210 | Hold |
| 20 | BKF | ISHARES TR | $82,000 | 0.37% | 2,210 | Hold |
| 21 | EWG | ISHARES TR | $78,000 | 0.36% | 2,800 | Hold |
| 22 | VSS | VANGUA | $74,000 | 0.34% | 745 | Hold |
| 23 | EWA | ISHARES TR | $37,000 | 0.17% | 1,475 | Hold |
| 24 | PKW | Powershares | $34,000 | 0.16% | 865 | Hold |
| 25 | PFM | Powershares | $29,000 | 0.13% | 1,560 | Hold |
Source: SEC Form 13F filings · as of 2013-09-30