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.
Tactical Allocation Group LLC (CIK 1388348) reported $62.6M across 21 reported positions in its SEC 13F filing for 2016-06-30. Largest positions: IWF ($11.2M, 17.94%), VCSH ($8.4M, 13.40%), IEF ($6.3M, 10.10%), DBEF ($5.5M, 8.76%), SCZ ($5.4M, 8.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $11.2M | 17.94% | 111,883 | Trimmed |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $8.4M | 13.40% | 103,767 | Trimmed |
| 3 | IEF | ISHARES TR | $6.3M | 10.10% | 55,954 | New |
| 4 | DBEF | DBX ETF TR | $5.5M | 8.76% | 219,476 | Trimmed |
| 5 | SCZ | ISHARES TR | $5.4M | 8.69% | 112,680 | Trimmed |
| 6 | OEF | ISHARES TR | $4.8M | 7.64% | 51,497 | Added |
| 7 | LQD | ISHARES TR | $4.4M | 6.96% | 35,501 | Trimmed |
| 8 | STIP | ISHARES TR | $4.2M | 6.74% | 41,551 | Trimmed |
| 9 | SJNK | SPDR SER TR | $2.9M | 4.61% | 106,823 | Trimmed |
| 10 | RWO | SPDR INDEX SHS FDS DJ WILS | $2.7M | 4.27% | 53,034 | Trimmed |
| 11 | IWD | ISHARES TR | $1.1M | 1.77% | 10,741 | Trimmed |
| 12 | PFF | ISHARES TR | $1.1M | 1.68% | 26,354 | Trimmed |
| 13 | IYR | ISHARES TR | $980,000 | 1.57% | 11,900 | Trimmed |
| 14 | HYG | ISHARES TR | $941,000 | 1.50% | 11,110 | Trimmed |
| 15 | AOM | ISHARES TR | $566,000 | 0.90% | 16,035 | Trimmed |
| 16 | IWO | ISHARES TR | $471,000 | 0.75% | 3,435 | Trimmed |
| 17 | XLG | RYDEX ETF TRUST | $454,000 | 0.73% | 3,077 | Added |
| 18 | CWB | SPDR SERIES TRUST | $400,000 | 0.64% | 9,131 | Trimmed |
| 19 | RWX | SPDR INDEX SHS FDS DJWS | $328,000 | 0.52% | 7,921 | Hold |
| 20 | TLT | ISHARES TR | $271,000 | 0.43% | 1,954 | New |
| 21 | EFG | ISHARES TR | $252,000 | 0.40% | 3,854 | Trimmed |
| 22 | HEZU | ISHARES | $0 | 0.00% | 0 | Exited |
| 23 | HYD | MARKET VECTORS ETF | $0 | 0.00% | 0 | Exited |
| 24 | GSY | CLAYMORE EXCHANGE TRD FD TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2016-06-30