VECTOR WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0001686409
As of Dec 31, 2016, VECTOR WEALTH MANAGEMENT, LLC reported 80 positions worth
CIK 0001686409
As of Dec 31, 2016, VECTOR WEALTH MANAGEMENT, LLC reported 80 positions worth
42.5K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 91,125 | $20.4K | 14.30% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 493,780 | 3.7K | 9.59% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 347,625 | 2.4K | 8.73% |
| JP MORGAN CHASE & CO | AMJ | — | 389,682 | 2.3K | 8.65% |
| FIRST TR MLP & ENERGY INCOM | FEI | — | 476,591 | $7.7K | 5.40% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 122,846 | $6.7K | 4.67% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 133,985 | $5.9K | 4.15% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 41,934 | $4.7K | 3.28% |
| APPLE INC | AAPL | Technology | 37,971 | $4.4K | 3.09% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 43,077 | $4.2K | 2.94% |
| 3M CO | MMM | Industrials | 23,349 | $4.2K | 2.93% |
| KAYNE ANDERSON ENERGY INFRST | — | — | 210,485 | $4.1K | 2.89% |
| CLAYMORE EXCHANGE TRD FD TR | BSCH | — | 165,315 | $3.7K | 2.62% |
| CLAYMORE EXCHANGE TRD FD TR | BSCI | — | 107,737 | $2.3K | 1.60% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 23,213 | .9K | 1.32% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 49,458 | .7K | 1.22% |
| LENNOX INTERNATIONAL INC | LII | Basic Materials | 10,015 | .5K | 1.08% |
| HONEYWELL INTERNATIONAL INC | HON | Industrials | 11,576 | .3K | 0.94% |
| MICROSOFT CORP | MSFT | Technology | 20,097 | .2K | 0.88% |
| ISHARES CORE S&P 500 ETF | IVV | — | 4,855 | .1K | 0.77% |
| EXXON MOBIL CORP | XOM | Energy | 11,503 | .0K | 0.73% |
| WELLS FARGO & COMPANY | WFC | Financial Services | 18,564 | .0K | 0.72% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 11,283 | $896.0 | 0.63% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | — | 5,745 | $804.0 | 0.56% |
| GE AEROSPACE | — | — | 25,029 | $791.0 | 0.56% |