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.
Spruce Investment Advisors LLC (CIK 1542179) reported $48.5M across 23 reported positions in its SEC 13F filing for 2017-12-31. Largest positions: VWO ($7.7M, 15.86%), EMGF ($5.3M, 11.00%), ISCF ($3.6M, 7.34%), IEFA ($2.9M, 6.00%), BKF ($2.4M, 5.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VWO | VANGUARD INTL EQUITY INDEX F | $7.7M | 15.86% | 167,595 | Hold |
| 2 | EMGF | ISHARES INC | $5.3M | 11.00% | 107,870 | Trimmed |
| 3 | ISCF | ISHARES TR | $3.6M | 7.34% | 109,699 | Added |
| 4 | IEFA | ISHARES TR | $2.9M | 6.00% | 44,043 | Trimmed |
| 5 | BKF | ISHARES INC | $2.4M | 5.03% | 54,842 | Trimmed |
| 6 | IMTM | ISHARES TR | $2.4M | 4.91% | 78,043 | Trimmed |
| 7 | MTUM | ISHARES TR | $2.4M | 4.89% | 23,018 | Trimmed |
| 8 | IDV | ISHARES TR | $2.4M | 4.86% | 69,740 | Trimmed |
| 9 | VLUE | ISHARES TR | $2.4M | 4.86% | 28,167 | Trimmed |
| 10 | IVLU | ISHARES TR | $2.3M | 4.81% | 88,218 | Trimmed |
| 11 | XLK | SELECT SECTOR SPDR TR | $2.2M | 4.45% | 33,724 | Trimmed |
| 12 | VPU | VANGUARD WORLD FDS | $2.1M | 4.37% | 18,171 | Trimmed |
| 13 | VFH | VANGUARD WORLD FDS | $2.1M | 4.28% | 29,631 | Trimmed |
| 14 | DBEU | DBX ETF TR | $1.6M | 3.32% | 56,697 | Trimmed |
| 15 | IHF | ISHARES TR | $1.2M | 2.42% | 7,475 | Trimmed |
| 16 | XLV | SELECT SECTOR SPDR TR | $956,000 | 1.97% | 11,568 | Trimmed |
| 17 | VCR | VANGUARD WORLD FDS | $790,000 | 1.63% | 5,068 | Trimmed |
| 18 | XLP | SELECT SECTOR SPDR TR | $747,000 | 1.54% | 13,138 | Trimmed |
| 19 | XLI | SELECT SECTOR SPDR TR | $740,000 | 1.53% | 9,778 | Trimmed |
| 20 | VOX | VANGUARD WORLD FDS | $730,000 | 1.51% | 8,011 | Trimmed |
| 21 | XLB | SELECT SECTOR SPDR TR | $729,000 | 1.50% | 12,037 | Trimmed |
| 22 | VNQ | VANGUARD INDEX FDS | $617,000 | 1.27% | 7,432 | Trimmed |
| 23 | XLF | SELECT SECTOR SPDR TR | $315,000 | 0.65% | 11,271 | Trimmed |
| 24 | IYH | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 25 | IYF | ISHARES TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2017-12-31