Telemus Investment Management, LLC current holdings: USA ETF
Telemus Investment Management, LLC reported $0.05 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 21 positions, in its Form 13F for the quarter ended 2013-06-30; the largest are IWB, DXJ, IWD.
- IWB: Country of operation —; Class COM; Shares 193,980; Value $17,445,000.
- DXJ: Country of operation —; Class COM; Shares 155,884; Value $7,110,000.
- IWD: Country of operation —; Class COM; Shares 62,475; Value $5,235,000.
- SPY: Country of operation —; Class COM; Shares 30,944; Value $4,964,000.
Form 13F-HR as filed (SEC CIK 1388977): quarter ended 2013-06-30, filed 2013-08-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2013-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|
IWB
ISHARES TR RUSSELL 1000 | | COM | 193,980 | $17,445,000 | 2013-06-30 | 2013-08-14 | |
|---|
DXJ
WISDOMTREE TR JAPAN HEDGED EQU | | COM | 155,884 | $7,110,000 | 2013-06-30 | 2013-08-14 | |
|---|
IWD
ISHARES TR INDEX RUSSELL1000VA | | COM | 62,475 | $5,235,000 | 2013-06-30 | 2013-08-14 | |
|---|
SPY
SPDR S&P 500 ETF TR TR UNIT | | COM | 30,944 | $4,964,000 | 2013-06-30 | 2013-08-14 | |
|---|
IWF
ISHARES TR INDEX RUSSELL1000GR | | COM | 62,746 | $4,564,000 | 2013-06-30 | 2013-08-14 | |
|---|
EEM
ISHARES TR MSCI EMERG MKT | | COM | 30,956 | $1,192,000 | 2013-06-30 | 2013-08-14 | |
|---|
IWC
ISHARES RUSSELL MICROCAP INDEX | | COM | 18,375 | $1,134,000 | 2013-06-30 | 2013-08-14 | |
|---|
EFA
ISHARES TR INDEX MSCI EAFE IDX | | COM | 18,992 | $1,088,000 | 2013-06-30 | 2013-08-14 | |
|---|
POWERSHARES EXCHANGE TRADED FD
CUSIP 73935X195 | | COM | 88,520 | $966,000 | 2013-06-30 | 2013-08-14 | |
|---|
IJH
ISHARES TR INDEX S&P MIDCAP 40 | | COM | 5,463 | $631,000 | 2013-06-30 | 2013-08-14 | |
|---|
IWP
ISHARES TR INDEX RUSSELL MCP G | | COM | 8,520 | $611,000 | 2013-06-30 | 2013-08-14 | |
|---|
MDY
SPDR S&P MIDCAP 400 ETF TR UNI | | COM | 2,815 | $591,000 | 2013-06-30 | 2013-08-14 | |
|---|
IWN
ISHARES TR INDEX RUSL 2000 VAL | | COM | 6,801 | $584,000 | 2013-06-30 | 2013-08-14 | |
|---|
SDY
SPDR SERIES TRUST S&P DIVID ET | | COM | 7,517 | $498,000 | 2013-06-30 | 2013-08-14 | |
|---|
IWM
ISHARES TR INDEX RUSSELL 2000 | | COM | 3,031 | $294,000 | 2013-06-30 | 2013-08-14 | |
|---|
ALPS ETF TR ALERIAN MLP ETF
CUSIP 00162Q866 | | COM | 14,000 | $250,000 | 2013-06-30 | 2013-08-14 | |
|---|
VEA
VANGUARD TAX-MANAGED FD EUROPE | | COM | 6,650 | $237,000 | 2013-06-30 | 2013-08-14 | |
|---|
DIA
SPDR DOW JONES INDUSTRIAL AVER | | COM | 980 | $146,000 | 2013-06-30 | 2013-08-14 | |
|---|
VTIP
VANGUARD MALVERN FDS SHORT-TER | | COM | 2,651 | $130,000 | 2013-06-30 | 2013-08-14 | |
|---|
ISHARES TR FTSE NAREIT MTG REI
CUSIP 464288539 | | COM | 10,000 | $127,000 | 2013-06-30 | 2013-08-14 | |
|---|
VNQ
VANGUARD INDEX FDS FORMERLY VA | | COM | 1,663 | $114,000 | 2013-06-30 | 2013-08-14 | |
|---|
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