VECTOR WEALTH MANAGEMENT, LLC

Q4 2016 13F Holdings

  • Location
    minneapolis, MN
  • Num holdings

    80

  • Value ($000)

    $142,471

  • Date Filed
    02/07/2017
  • Form type
    13F-HR
  • CIK
    0001686409
  • 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 Q4 2016 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
$20.37M
14 %

91,125

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
$13.67M
10 %

493,780

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$12.44M
9 %

347,625

A
AMJ

JPMORGAN CHASE & CO

ALERIAN ML ETN
$12.32M
9 %

389,682

F
FEI

FIRST TR MLP & ENERGY INCOME

COM
$7.69M
5 %

476,591

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$6.66M
5 %

122,846

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
$5.92M
4 %

133,985

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
$4.67M
3 %

41,934

A
AAPL

APPLE INC

COM
$4.40M
3 %

37,971

V
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
$4.19M
3 %

43,077

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