RAND WEALTH ,LLC 13F Holdings
CIK 02814636 · SAN FRANCISCO, CA
As of Sep 30, 2018, RAND WEALTH ,LLC reported 230 positions worth $886.3K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 514,681 | $54.3K | 6.13% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 1,109,226 | $33.5K | 3.78% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 325,452 | $25.4K | 2.87% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 121,166 | $24.5K | 2.77% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 208,898 | $23.4K | 2.64% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 404,517 | $21.1K | 2.38% |
| VANGUARD FINANCIALS INDEX FUND | VFH | — | 287,326 |