LBA Wealth Management, LLC
Q1 2017 13F Holdings
- Locationjacksonville, FL
- Num holdings
449
- Value ($000)
$189,970
- Date Filed05/09/2017
- Form type13F-HR
- CIK0001600566
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2017 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | $20.20M | 11 % | 249,183 | ||
MDY SPDR S&P MIDCAP 400 ETF | UTSER1 S&PDCRP | 78467Y107 | $20.13M | 11 % | 64,445 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $13.54M | 7 % | 169,832 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $13.49M | 7 % | 78,805 | ||
VWO VANGUARD INTL EQUITY IND | FTSE EMR MKT ETF | 922042858 | $8.14M | 4 % | 205,011 | ||
IGSB ISHARES TR | 1-3 YR CR BD ETF | 464288646 | $6.99M | 4 % | 66,445 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $6.90M | 4 % | 119,017 | ||
KRE SPDR SER TR | NUVEEN BLMBRG SR | 78468R739 | $6.27M | 3 % | 129,372 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $5.26M | 3 % | 48,507 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $4.51M | 2 % | 72,479 |
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