Convergent Wealth Advisors
CIK 1491296
13F portfolio (2015-Q3)
$442M
Positions
35
As reported on this filer's Form 13F for 2015-Q3, filed 2015-11-16. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | IVV | ISHARES TR |
| 2 | VTI | VANGUARD INDEX FDS |
| 3 | VEA | VANGUARD TAX-MANAGED FDS |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F |
| 5 | EFA | ISHARES TR |
Top holdings — weights and history with Pro
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