HedgeMind.com >  Institutional Portfolios >  KWMG LLC >  2018-03-31
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KWMG LLC

Time Period2018-03-31

Total Holdings111

Total Value ($x1000)339,635
Activities
New4

Increased72

Unchanged5

Decreased30

Sold Out4

Top 10 Stock Holdingstotal 43.82%
TIP6.75

IVW5.95

VEA5.74

BSV5.66

IVE5.27

 
BND5.07

DVY2.45

VWO2.37

VOT2.34

VOE2.22

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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TIP
6.75%
TIPS BD ETF
IVW
5.95%
S&P 500 GRWT ETF
VEA
5.74%
FTSE DEV MKT ETF
BSV
5.66%
SHORT TRM BOND
IVE
5.27%
S&P 500 VAL ETF
BND
5.07%
TOTAL BND MRKT
DVY
2.45%
SELECT DIVID ETF
VWO
2.37%
FTSE EMR MKT ETF
VOT
2.34%
MCAP GR IDXVIP
VOE
2.22%
MCAP VL IDXVIP
HYG
1.81%
IBOXX HI YD ETF
CSJ
1.8%
1-3 YR CR BD ETF
VTI
1.67%
TOTAL STK MKT
VCSH
1.62%
SHRT TRM CORP BD
VNQ
1.62%
REIT ETF
RJI
1.61%
ROG TTL ETN 22
BLV
1.32%
LONG TERM BOND
IVV
1.22%
CORE S&P500 ETF
SHV
1.1%
SHRT TRS BD ETF
IJR
1.02%
CORE S&P SCP ETF
VO
1.01%
MID CAP ETF
IBND
0.97%
BRCLY INTL CRP
MUB
0.88%
NAT AMT FREE BD
VBK
0.81%
SML CP GRW ETF
KSS
0.8%
COM
XL
0.79%
COM
RTN
0.78%
COM NEW
VBR
0.77%
SM CP VAL ETF
STX
0.76%
SHS
VLO
0.76%
COM
JNJ
0.74%
COM
MSI
0.72%
COM NEW
VXUS
0.71%
VG TL INTL STK F
AAL
0.68%
COM
AFL
0.68%
COM
ROST
0.67%
COM
BA
0.67%
COM
HD
0.67%
COM
AON
0.66%
SHS CL A
ATR
0.66%
COM
LYB
0.65%
SHS - A -
SHM
0.65%
NUVN BR SHT MUNI
TRV
0.64%
COM
SAFM
0.64%
COM
HRB
0.63%
COM
DAL
0.63%
COM NEW
PEG
0.63%
COM
PB
0.62%
COM
TJX
0.61%
COM
CNI
0.6%
COM
BIL
0.6%
SPDR BLOOMBERG
JWN
0.59%
COM
PFE
0.59%
COM
ABBV
0.58%
COM
AIZ
0.57%
COM
AES
0.57%
COM
AGG
0.57%
CORE TOTUSBD ETF
CSL
0.56%
COM
ADM
0.56%
COM
CAG
0.56%
COM
T
0.56%
COM
KMB
0.55%
COM
KR
0.55%
COM
IBM
0.54%
COM
SCG
0.54%
COM
GLW
0.54%
COM
HOMB
0.52%
COM
STIP
0.52%
0-5 YR TIPS ETF
IJH
0.52%
CORE S&P MCP ETF
PCG
0.51%
COM
EIX
0.51%
COM
CAH
0.5%
COM
GILD
0.47%
COM
CVS
0.44%
COM
JNK
0.44%
BRC HGH YLD BD
CTL
0.42%
COM
IYR
0.4%
U.S. REAL ES ETF
DBEF
0.39%
XTRAK MSCI EAFE
DOL
0.34%
INTL LRGCAP DV
UMBF
0.34%
COM
KHC
0.32%
COM
PDCO
0.31%
COM
QQQ
0.31%
UNIT SER 1
VGT
0.29%
INF TECH ETF
PZA
0.24%
INSUR NATL MUN
VEU
0.23%
ALLWRLD EX US
HYMB
0.21%
NUV HGHYLD MUN
IAU
0.18%
ISHARES
SUB
0.17%
SHT NTLAMTFR ETF
VT
0.16%
TT WRLD ST ETF
IWM
0.15%
RUSSELL 2000 ETF
VUG
0.14%
GROWTH ETF
AAPL
0.14%
COM
DEM
0.13%
EMERG MKTS ETF
HON
0.13%
COM
PG
0.12%
COM
SEE
0.11%
COM
ANDV
0.11%
COM
MPC
0.11%
COM
PM
0.11%
COM
HYD
0.1%
HIGH YLD MUN ETF
AET
0.1%
COM
SPY
0.1%
TR UNIT
CBSH
0.09%
COM
WBA
0.08%
COM
KO
0.08%
COM
PHB
0.08%
FDM HG YLD RAFI
MO
0.07%
COM
SJNK
0.07%
SHT TRM HGH YLD
FUL
0.07%
COM
S
0.02%
COM SER 1
SDY
0.85%
S&P DIVID ETF
NOC
0.71%
COM
ITM
0.13%
AMT FREE INT ETF
QCOM
0.09%
COM