Convergent Wealth Advisors

13F Portfolio Filings

Most recent 13F
Q3 2015
Location
Potomac, MD
CIK
0001491296
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2015 35 442,030 IVV, VTI, VEA, VWO 13F-HR 11/16/2015 000117266115002051
Q2 2015 35 432,606 IVV, VTI, VEA, IEF 13F-HR 8/13/2015 000117266115001486
Q1 2015 47 666,487 IVV, VTI, IEFA, VEA 13F-HR 5/13/2015 000117266115001055
Q4 2014 29 806,888 IVV, VTI, IGE, IEF 13F-HR 2/10/2015 000117266115000330
Q3 2014 32 728,487 IVV, GLD, VTI, IEF 13F-HR 11/12/2014 000117266114001704
Q2 2014 31 697,233 IVV, GLD, VWO, IEF 13F-HR 8/8/2014 000117266114001322
Q1 2014 26 627,658 IVV, GLD, VWO, IAU 13F-HR 5/14/2014 000117266114000990
Q4 2013 35 608,116 IVV, GLD, VWO, EFG 13F-HR 2/10/2014 000117266114000300