Xulu, Inc.

Q3 2015 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    56

  • Value ($000)

    $616,549

  • Date Filed
    11/17/2015
  • Form type
    13F-HR
  • CIK
    0001556846
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2015 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
STIP

ISHARES TR

0-5 YR TIPS ETF
$54.21M
9 %

546,091

I
IEMG

ISHARES INC

CORE MSCI EMKT
$52.16M
9 %

1,307,617

A
AGG

ISHARES TR

CORE US AGGBD ET
$41.16M
7 %

375,613

I
IVV

ISHARES TR

CORE S&P500 ETF
$31.36M
5 %

162,751

V
VNQI

VANGUARD INTL EQUITY INDEX F

GLB EX US ETF
$30.37M
5 %

595,792

F
FNDF

SCHWAB STRATEGIC TR

SCHWB FDT INT LG
$29.01M
5 %

1,222,041

I
IEFA

ISHARES TR

CORE MSCI EAFE
$28.33M
5 %

536,387

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$26.96M
4 %

814,812

I
IVE

ISHARES TR

S&P 500 VAL ETF
$26.88M
4 %

319,907

E
EFV

ISHARES TR

EAFE VALUE ETF
$25.48M
4 %

550,422

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