Stratford Consulting, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Stratford Consulting, LLC 13F Holdings
CIK 0001553656 · Addison, TX
As of Mar 31, 2020, Stratford Consulting, LLC reported
90 positions worth $219.0K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 187,032 | $48.3K | 22.07% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 338,583 | $27.0K | 12.34% |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | — | 302,378 | $21.6K | 9.88% |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | — | 257,341 |
|
1.5K5.27% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 125,085 | $9.9K | 4.52% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 264,047 | $8.9K | 4.04% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 156,208 | $8.8K | 4.00% |
| WISDOMTREE US LARGECAP DIVIDEND FUND | DLN | — | 77,283 | $6.3K | 2.86% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 176,149 | $5.9K | 2.68% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | — | 49,575 | $5.0K | 2.26% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 65,017 | $4.6K | 2.10% |
| SPDR S&P 500 ETF TRUST | SPY | — | 15,034 | $3.9K | 1.77% |
| STATE STREET(R) SPDR(R) DOW JONES(R) REIT ETF | RWR | — | 51,826 | $3.7K | 1.71% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 53,371 | $3.7K | 1.70% |
| WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | DGS | — | 108,203 | $3.6K | 1.63% |
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND | VNQI | — | 80,268 | $3.4K | 1.57% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 122,619 | $3.2K | 1.45% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 58,263 | $3.0K | 1.37% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 122,332 | $3.0K | 1.36% |
| SCHWAB US REIT ETF | SCHH | — | 88,082 | $2.9K | 1.32% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 61,673 | $2.5K | 1.14% |
| NORWOOD FINANCIAL CORP | NWFL | — | 92,032 | $2.5K | 1.12% |
| VANGUARD 500 INDEX FUND | VOO | — | 9,268 | $2.2K | 1.00% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 12,384 |
.8K | 0.81% |
| SPDR INDEX SHS FDS | — | — | 53,041 |
.8K | 0.80% |