Wolf Group Capital Advisors historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 16 quarters from 2013-12-31 to 2025-03-31, Wolf Group Capital Advisors opened 61 positions, added to 100, reduced 86 and sold out of 51.
- Q1 2025: Stock VTV; Country of operation —; Class VALUE ETF; Shares before 27,359.
- Q1 2025: Stock FTGC; Country of operation —; Class FST TR GLB FD; Shares before 259,430.
- Q1 2025: Stock VEU; Country of operation —; Class ALLWRLD EX US; Shares before 53,957.
- Q1 2025: Stock CMDY; Country of operation —; Class BLOOMBERG ROLL; Shares before 10,167.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1579111), 16 quarters: Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-18); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-09); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-02); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-25); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-12); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-29); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-20); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-08); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2025 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 27,359 | 52,168 | +24,809 | $3,887,739 | $9,011,537 | +$5,123,798 | 2025-04-18 |
|---|
| Q1 2025 | FTGC
FIRST TR EXCHANGE TRAD FD VI | | FST TR GLB FD | 259,430 | 396,177 | +136,747 | $5,907,224 | $10,110,441 | +$4,203,217 | 2025-04-18 |
|---|
| Q1 2025 | VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 53,957 | 105,618 | +51,661 | $2,935,803 | $6,406,832 | +$3,471,029 | 2025-04-18 |
|---|
| Q1 2025 | CMDY
ISHARES U S ETF TR | | BLOOMBERG ROLL | 10,167 | 56,902 | +46,735 | $503,368 | $2,952,667 | +$2,449,299 | 2025-04-18 |
|---|
| Q1 2025 | AGG
ISHARES TR | | CORE US AGGBD ET | 13,238 | 36,695 | +23,457 | $1,296,662 | $3,629,903 | +$2,333,241 | 2025-04-18 |
|---|
| Q1 2025 | IJH
ISHARES TR | | CORE S&P MCP ETF | 7,917 | 74,381 | +66,464 | $2,070,200 | $4,340,140 | +$2,269,940 | 2025-04-18 |
|---|
| Q1 2025 | XLG
INVESCO EXCHANGE TRADED FD T | | S&P 500 TOP 50 | 35,642 | 318,090 | +282,448 | $12,465,236 | $14,638,523 | +$2,173,287 | 2025-04-18 |
|---|
| Q1 2025 | VONG
VANGUARD SCOTTSDALE FDS | | VNG RUS1000GRW | 5,207 | 25,362 | +20,155 | $368,447 | $2,353,390 | +$1,984,943 | 2025-04-18 |
|---|
| Q1 2025 | HAWX
ISHARES TR | | MSCI ACWI EXUS | 351,099 | 354,093 | +2,994 | $9,992,290 | $11,841,179 | +$1,848,889 | 2025-04-18 |
|---|
| Q1 2025 | VLUE
ISHARES TR | | MSCI USA VALUE | 93,507 | 98,279 | +4,772 | $8,770,032 | $10,481,552 | +$1,711,520 | 2025-04-18 |
|---|
| Q1 2025 | RDVY
FIRST TR EXCHANGE TRADED FD | | RISNG DIVD ACHIV | 79,659 | 91,026 | +11,367 | $3,751,986 | $5,328,710 | +$1,576,724 | 2025-04-18 |
|---|
| Q1 2025 | VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 1,810 | 5,612 | +3,802 | $299,374 | $1,045,459 | +$746,085 | 2025-04-18 |
|---|
| Q1 2025 | EMB
ISHARES TR | | JPMORGAN USD EMG | 10,932 | 18,288 | +7,356 | $946,102 | $1,656,787 | +$710,685 | 2025-04-18 |
|---|
| Q1 2025 | BOND
PIMCO ETF TR | | ACTIVE BD ETF | 6,654 | 13,646 | +6,992 | $609,704 | $1,261,858 | +$652,154 | 2025-04-18 |
|---|
| Q1 2025 | GSLC
GOLDMAN SACHS ETF TR | | ACTIVEBETA US LG | 11,473 | 13,360 | +1,887 | $1,001,651 | $1,470,697 | +$469,046 | 2025-04-18 |
|---|
| Q1 2025 | BBHY
J P MORGAN EXCHANGE TRADED F | | BETABUILDERS USD | 31,318 | 40,185 | +8,867 | $1,397,132 | $1,850,556 | +$453,424 | 2025-04-18 |
|---|
| Q1 2025 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 3,035 | 4,632 | +1,597 | $527,665 | $956,431 | +$428,766 | 2025-04-18 |
|---|
| Q1 2025 | IJR
ISHARES TR | | CORE S&P SCP ETF | 18,593 | 21,509 | +2,916 | $1,852,879 | $2,249,248 | +$396,369 | 2025-04-18 |
|---|
| Q1 2025 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 1,025 | 1,344 | +319 | $417,462 | $691,150 | +$273,688 | 2025-04-18 |
|---|
| Q1 2025 | IWP
ISHARES TR | | RUS MD CP GR ETF | 8,440 | 8,987 | +547 | $815,557 | $1,055,883 | +$240,326 | 2025-04-18 |
|---|
| Q1 2025 | IDNA
ISHARES TR | | GENOMICS IMMUN | 14,596 | 17,111 | +2,515 | $340,871 | $350,604 | +$9,733 | 2025-04-18 |
|---|
| Q3 2024 | IWY
ISHARES TR | | RUS TP200 GR ETF | 34,638 | 38,283 | +3,645 | $7,430,749 | $6,070,283 | -$1,360,466 | 2024-11-01 |
|---|
| Q3 2024 | VLUE
ISHARES TR | | MSCI USA VALUE | 89,709 | 93,507 | +3,798 | $9,281,325 | $8,770,032 | -$511,293 | 2024-11-01 |
|---|
| Q3 2024 | EFA
ISHARES TR | | MSCI EAFE ETF | 25,831 | 34,660 | +8,829 | $2,023,342 | $2,512,850 | +$489,508 | 2024-11-01 |
|---|
| Q3 2024 | JPEM
J P MORGAN EXCHANGE TRADED F | | DIV RTN EM EQT | 33,382 | 42,050 | +8,668 | $1,805,318 | $2,123,142 | +$317,824 | 2024-11-01 |
|---|
| Q3 2024 | IMCG
ISHARES TR | | MRGSTR MD CP GRW | 71,148 | 74,142 | +2,994 | $4,820,314 | $4,518,248 | -$302,066 | 2024-11-01 |
|---|
| Q3 2024 | ACWI
ISHARES TR | | MSCI ACWI ETF | 17,715 | 23,859 | +6,144 | $1,991,166 | $2,289,119 | +$297,953 | 2024-11-01 |
|---|
| Q3 2024 | GSLC
GOLDMAN SACHS ETF TR | | ACTIVEBETA US LG | 11,072 | 11,473 | +401 | $1,184,194 | $1,001,651 | -$182,543 | 2024-11-01 |
|---|
| Q3 2024 | EZU
ISHARES INC | | MSCI EURZONE ETF | 9,408 | 12,587 | +3,179 | $459,346 | $576,736 | +$117,390 | 2024-11-01 |
|---|
| Q3 2024 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 2,839 | 3,035 | +196 | $642,267 | $527,665 | -$114,602 | 2024-11-01 |
|---|
| Q3 2024 | IWB
ISHARES TR | | RUS 1000 ETF | 2,940 | 4,040 | +1,100 | $874,768 | $984,896 | +$110,128 | 2024-11-01 |
|---|
| Q3 2024 | SPYV
SPDR SER TR | | PRTFLO S&P500 VL | 6,524 | 9,465 | +2,941 | $318,026 | $408,909 | +$90,883 | 2024-11-01 |
|---|
| Q3 2024 | VPL
VANGUARD INTL EQUITY INDEX F | | FTSE PACIFIC ETF | 3,364 | 4,844 | +1,480 | $249,542 | $337,724 | +$88,182 | 2024-11-01 |
|---|
| Q3 2024 | VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 1,261 | 1,810 | +549 | $230,158 | $299,374 | +$69,216 | 2024-11-01 |
|---|
| Q3 2024 | WINN
HARBOR ETF TRUST | | LONG TERM GROWER | 15,702 | 17,998 | +2,296 | $397,104 | $333,685 | -$63,419 | 2024-11-01 |
|---|
| Q3 2024 | FNDF
SCHWAB STRATEGIC TR | | FUNDAMENTAL INTL | 103,313 | 110,183 | +6,870 | $3,619,054 | $3,557,832 | -$61,222 | 2024-11-01 |
|---|
| Q3 2024 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 2,123 | 2,663 | +540 | $794,023 | $753,537 | -$40,486 | 2024-11-01 |
|---|
| Q3 2024 | IWP
ISHARES TR | | RUS MD CP GR ETF | 7,664 | 8,440 | +776 | $845,722 | $815,557 | -$30,165 | 2024-11-01 |
|---|
| Q3 2024 | WCLD
WISDOMTREE TR | | CLOUD COMPUTNG | 11,737 | 11,875 | +138 | $370,772 | $376,438 | +$5,666 | 2024-11-01 |
|---|
| Q3 2024 | VTWG
VANGUARD SCOTTSDALE FDS | | VNG RUS2000GRW | 4,277 | 4,656 | +379 | $817,121 | $821,598 | +$4,477 | 2024-11-01 |
|---|
| Q2 2024 | FTGC
FIRST TR EXCHANGE TRAD FD VI | | FST TR GLB FD | 259,430 | 365,773 | +106,343 | $5,907,224 | $8,745,632 | +$2,838,408 | 2024-07-30 |
|---|
| Q2 2024 | XLG
INVESCO EXCHANGE TRADED FD T | | S&P 500 TOP 50 | 35,642 | 327,482 | +291,840 | $12,465,236 | $14,982,314 | +$2,517,078 | 2024-07-30 |
|---|
| Q2 2024 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 27,359 | 37,616 | +10,257 | $3,887,739 | $6,034,092 | +$2,146,353 | 2024-07-30 |
|---|
| Q2 2024 | VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 53,957 | 82,609 | +28,652 | $2,935,803 | $4,844,237 | +$1,908,434 | 2024-07-30 |
|---|
| Q2 2024 | CMDY
ISHARES U S ETF TR | | BLOOMBERG ROLL | 10,167 | 45,569 | +35,402 | $503,368 | $2,250,460 | +$1,747,092 | 2024-07-30 |
|---|
| Q2 2024 | HAWX
ISHARES TR | | MSCI ACWI EXUS | 351,099 | 360,613 | +9,514 | $9,992,290 | $11,644,247 | +$1,651,957 | 2024-07-30 |
|---|
| Q2 2024 | IJH
ISHARES TR | | CORE S&P MCP ETF | 7,917 | 61,007 | +53,090 | $2,070,200 | $3,570,141 | +$1,499,941 | 2024-07-30 |
|---|
| Q2 2024 | VONG
VANGUARD SCOTTSDALE FDS | | VNG RUS1000GRW | 5,207 | 19,876 | +14,669 | $368,447 | $1,864,646 | +$1,496,199 | 2024-07-30 |
|---|
| Q2 2024 | IJR
ISHARES TR | | CORE S&P SCP ETF | 18,593 | 31,346 | +12,753 | $1,852,879 | $3,343,411 | +$1,490,532 | 2024-07-30 |
|---|
| Q2 2024 | AGG
ISHARES TR | | CORE US AGGBD ET | 13,238 | 27,229 | +13,991 | $1,296,662 | $2,643,142 | +$1,346,480 | 2024-07-30 |
|---|
| Q2 2024 | RDVY
FIRST TR EXCHANGE-TRADED FD | | RISNG DIVD ACHIV | 79,659 | 86,080 | +6,421 | $3,751,986 | $4,712,903 | +$960,917 | 2024-07-30 |
|---|
| Q2 2024 | ISHARES TR
CUSIP 46434VBG4 | United States | IBONDS DEC24 ETF | 156,219 | 187,373 | +31,154 | $3,846,112 | $4,708,704 | +$862,592 | 2024-07-30 |
|---|
| Q2 2024 | EMB
ISHARES TR | | JPMORGAN USD EMG | 10,932 | 13,365 | +2,433 | $946,102 | $1,182,555 | +$236,453 | 2024-07-30 |
|---|
| Q2 2024 | BBHY
J P MORGAN EXCHANGE TRADED F | | BETABUILDERS USD | 31,318 | 33,858 | +2,540 | $1,397,132 | $1,548,702 | +$151,570 | 2024-07-30 |
|---|
| Q2 2024 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 1,025 | 1,045 | +20 | $417,462 | $522,636 | +$105,174 | 2024-07-30 |
|---|
| Q2 2024 | BOND
PIMCO ETF TR | | ACTIVE BD ETF | 6,654 | 7,461 | +807 | $609,704 | $679,623 | +$69,919 | 2024-07-30 |
|---|
| Q2 2024 | IDNA
ISHARES TR | | GENOMICS IMMUN | 14,596 | 17,459 | +2,863 | $340,871 | $403,652 | +$62,781 | 2024-07-30 |
|---|
| Q2 2024 | DRIV
GLOBAL X FDS | | AUTONMOUS EV ETF | 23,524 | 23,692 | +168 | $612,565 | $556,525 | -$56,040 | 2024-07-30 |
|---|
| Q2 2024 | HERO
GLOBAL X FDS | | VDEO GAM ESPRT | 17,954 | 18,358 | +404 | $367,877 | $393,045 | +$25,168 | 2024-07-30 |
|---|
| Q3 2016 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 2,706 | 5,037 | +2,331 | $230,000 | $438,000 | +$208,000 | 2016-11-09 |
|---|
| Q3 2016 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 5,957 | 6,122 | +165 | $639,000 | $687,000 | +$48,000 | 2016-11-09 |
|---|
| Q3 2016 | ISHARES TR
CUSIP 46434VAA8 | | IBONDS DEC18 ETF | 10,736 | 11,161 | +425 | $272,000 | $282,000 | +$10,000 | 2016-11-09 |
|---|
| Q2 2016 | RYDEX ETF TRUST
CUSIP 78355W205 | | GUGGENHM S&P 500 | 8,806 | 17,282 | +8,476 | $1,280,000 | $2,552,000 | +$1,272,000 | 2016-08-02 |
|---|
| Q2 2016 | IJH
ISHARES TR | | CORE S&P MCP ETF | 1,601 | 1,866 | +265 | $231,000 | $279,000 | +$48,000 | 2016-08-02 |
|---|
| Q2 2016 | IVV
ISHARES TR | | CORE S&P500 ETF | 1,143 | 1,174 | +31 | $236,000 | $247,000 | +$11,000 | 2016-08-02 |
|---|
| Q3 2015 | VEA
VANGUARD TAX MANAGED INTL FD | | FTSE DEV MKT ETF | 17,620 | 18,445 | +825 | $699,000 | $657,000 | -$42,000 | 2015-11-06 |
|---|
| Q3 2015 | VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 5,730 | 6,890 | +1,160 | $278,000 | $294,000 | +$16,000 | 2015-11-06 |
|---|
| Q3 2015 | IVV
ISHARES TR | | CORE S&P500 ETF | 1,871 | 2,114 | +243 | $281,000 | $289,000 | +$8,000 | 2015-11-06 |
|---|
| Q3 2015 | IJR
ISHARES TR | | CORE S&P SCP ETF | 1,810 | 2,052 | +242 | $213,000 | $219,000 | +$6,000 | 2015-11-06 |
|---|
| Q2 2015 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 8,915 | 16,960 | +8,045 | $933,000 | $1,816,000 | +$883,000 | 2015-08-13 |
|---|
| Q2 2015 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 164,237 | 181,354 | +17,117 | $6,712,000 | $7,414,000 | +$702,000 | 2015-08-13 |
|---|
| Q2 2015 | VEA
VANGUARD TAX MANAGED INTL FD | | FTSE DEV MKT ETF | 14,325 | 17,620 | +3,295 | $571,000 | $699,000 | +$128,000 | 2015-08-13 |
|---|
| Q2 2015 | VBK
VANGUARD INDEX FDS | | SML CP GRW ETF | 2,355 | 3,130 | +775 | $310,000 | $420,000 | +$110,000 | 2015-08-13 |
|---|
| Q2 2015 | VOT
VANGUARD INDEX FDS | | MCAP GR IDXVIP | 6,725 | 7,830 | +1,105 | $726,000 | $834,000 | +$108,000 | 2015-08-13 |
|---|
| Q2 2015 | IVV
ISHARES TR | | CORE S&P500 ETF | 1,045 | 1,871 | +826 | $217,000 | $281,000 | +$64,000 | 2015-08-13 |
|---|
| Q1 2015 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 159,682 | 164,237 | +4,555 | $6,390,000 | $6,712,000 | +$322,000 | 2015-05-12 |
|---|
| Q1 2015 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 6,555 | 8,915 | +2,360 | $684,000 | $933,000 | +$249,000 | 2015-05-12 |
|---|
| Q1 2015 | VOT
VANGUARD INDEX FDS | | MCAP GR IDXVIP | 5,785 | 6,725 | +940 | $588,000 | $726,000 | +$138,000 | 2015-05-12 |
|---|
| Q1 2015 | IEMG
ISHARES INC | | CORE MSCI EMKT | 6,033 | 8,633 | +2,600 | $284,000 | $417,000 | +$133,000 | 2015-05-12 |
|---|
| Q1 2015 | VBK
VANGUARD INDEX FDS | | SML CP GRW ETF | 1,820 | 2,355 | +535 | $229,000 | $310,000 | +$81,000 | 2015-05-12 |
|---|
| Q1 2015 | VEA
VANGUARD TAX MANAGED INTL FD | | FTSE DEV MKT ETF | 13,605 | 14,325 | +720 | $515,000 | $571,000 | +$56,000 | 2015-05-12 |
|---|
| Q4 2014 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 159,343 | 159,682 | +339 | $6,646,000 | $6,390,000 | -$256,000 | 2015-01-29 |
|---|
| Q4 2014 | VEA
VANGUARD TAX MANAGED INTL FD | | FTSE DEV MKT ETF | 13,198 | 13,605 | +407 | $525,000 | $515,000 | -$10,000 | 2015-01-29 |
|---|
| Q3 2014 | VEA
VANGUARD TAX MANAGED INTL FD | | FTSE DEV MKT ETF | 12,655 | 13,198 | +543 | $539,000 | $525,000 | -$14,000 | 2014-10-20 |
|---|
| Q3 2014 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 6,480 | 6,555 | +75 | $641,000 | $653,000 | +$12,000 | 2014-10-20 |
|---|
| Q3 2014 | IJH
ISHARES TR | | CORE S&P MCP ETF | 1,672 | 1,782 | +110 | $239,000 | $244,000 | +$5,000 | 2014-10-20 |
|---|
| Q3 2014 | VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 4,737 | 4,993 | +256 | $248,000 | $246,000 | -$2,000 | 2014-10-20 |
|---|
| Q2 2014 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 146,910 | 160,101 | +13,191 | $5,962,000 | $6,905,000 | +$943,000 | 2014-08-08 |
|---|
| Q2 2014 | IVV
ISHARES | | CORE S&P500 ETF | 1,716 | 2,236 | +520 | $323,000 | $440,000 | +$117,000 | 2014-08-08 |
|---|
| Q2 2014 | VOT
VANGUARD INDEX FDS | | MCAP GR IDXVIP | 5,325 | 5,910 | +585 | $493,000 | $570,000 | +$77,000 | 2014-08-08 |
|---|
| Q2 2014 | VEA
VANGUARD TAX MANAGED INTL FD | | FTSE DEV MKT ETF | 11,230 | 12,655 | +1,425 | $463,000 | $539,000 | +$76,000 | 2014-08-08 |
|---|
| Q2 2014 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 6,100 | 6,480 | +380 | $570,000 | $641,000 | +$71,000 | 2014-08-08 |
|---|
| Q2 2014 | BSV
VANGUARD BD INDEX FD INC | | SHORT TRM BOND | 4,690 | 4,875 | +185 | $376,000 | $392,000 | +$16,000 | 2014-08-08 |
|---|
| Q1 2014 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 129,802 | 146,910 | +17,108 | $5,340,000 | $5,962,000 | +$622,000 | 2014-04-29 |
|---|
| Q1 2014 | VOT
VANGUARD INDEX FDS | | MCAP GR IDXVIP | 4,140 | 5,325 | +1,185 | $374,000 | $493,000 | +$119,000 | 2014-04-29 |
|---|
| Q1 2014 | VEA
VANGUARD TAX MANAGED INTL FD | | FTSE DEV MKT ETF | 8,380 | 11,230 | +2,850 | $349,000 | $463,000 | +$114,000 | 2014-04-29 |
|---|
| Q1 2014 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 4,910 | 6,100 | +1,190 | $457,000 | $570,000 | +$113,000 | 2014-04-29 |
|---|
| Q1 2014 | IVV
ISHARES | | CORE S&P500 ETF | 1,292 | 1,716 | +424 | $240,000 | $323,000 | +$83,000 | 2014-04-29 |
|---|
| Q1 2014 | BSV
VANGUARD BD INDEX FD INC | | SHORT TRM BOND | 3,965 | 4,690 | +725 | $317,000 | $376,000 | +$59,000 | 2014-04-29 |
|---|
| Q1 2014 | EEM
ISHARES | | MSCI EMG MKT ETF | 7,937 | 8,194 | +257 | $332,000 | $336,000 | +$4,000 | 2014-04-29 |
|---|