Xulu, Inc. 13F Holdings · last filed Q3 2015
Xulu, Inc. reported 56 securities worth $616.55M in its SEC 13F filing for Q3 2015 (period ended 2015-09-30). Top holdings: STIP (8.79%), IEMG (8.46%), AGG (6.68%). Among its top 25 positions this quarter: 22 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | STIP | ISHARES TR | $54.2M | 8.79% | 546,091 | Added |
| 2 | IEMG | ISHARES INC | $52.2M | 8.46% | 1.3M | Added |
| 3 | AGG | ISHARES TR | $41.2M | 6.68% | 375,613 | Added |
| 4 | IVV | ISHARES TR | $31.4M | 5.09% | 162,751 | Added |
| 5 | VNQI | VANGUARD INTL EQUITY INDEX F | $30.4M | 4.93% | 595,792 | Added |
| 6 | FNDF | SCHWAB STRATEGIC TR | $29.0M | 4.71% | 1.2M | Added |
| 7 | IEFA | ISHARES TR | $28.3M | 4.59% | 536,387 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $27.0M | 4.37% | 814,812 | Added |
| 9 | IVE | ISHARES TR | $26.9M | 4.36% | 319,907 | Added |
| 10 | EFV | ISHARES TR | $25.5M | 4.13% | 550,422 | Added |
| 11 | SCZ | ISHARES TR | $25.1M | 4.07% | 525,271 | Added |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | $24.5M | 3.97% | 462,616 | Added |
| 13 | VNQ | VANGUARD INDEX FDS | $22.5M | 3.65% | 297,852 | Trimmed |
| 14 | SCHV | SCHWAB STRATEGIC TR | $19.5M | 3.17% | 490,357 | Added |
| 15 | SCHE | SCHWAB STRATEGIC TR | $17.8M | 2.89% | 879,722 | Added |
| 16 | VTV | VANGUARD INDEX FDS | $16.9M | 2.74% | 219,721 | Added |
| 17 | IGOV | ISHARES TR | $16.2M | 2.62% | 177,667 | Trimmed |
| 18 | SCHH | SCHWAB STRATEGIC TR | $15.6M | 2.53% | 419,007 | Added |
| 19 | VEA | VANGUARD TAX MANAGED INTL FD | $11.1M | 1.80% | 311,804 | Added |
| 20 | VTI | VANGUARD INDEX FDS | $10.2M | 1.66% | 103,711 | Added |
| 21 | VTIP | VANGUARD MALVERN FDS | $10.2M | 1.65% | 210,888 | Trimmed |
| 22 | IJR | ISHARES TR | $9.8M | 1.59% | 91,819 | Added |
| 23 | SCHF | SCHWAB STRATEGIC TR | $9.2M | 1.49% | 335,387 | Added |
| 24 | SCHB | SCHWAB STRATEGIC TR | $9.1M | 1.47% | 195,129 | Added |
| 25 | SCHZ | SCHWAB STRATEGIC TR | $7.4M | 1.20% | 141,369 | Added |
Source: SEC Form 13F filings · as of 2015-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR