Windhaven Investment Management, Inc.

13F Portfolio Filings

Most recent 13F
Q1 2018
Location
Boston, MA
CIK
0001507640
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2018 28 7,791,718 VEA, VWO, VTI, TIP 13F-HR 5/11/2018 000095012318004885
Q4 2017 26 7,902,872 VEA, VWO, VTI, VCIT 13F-HR 2/12/2018 000095012318001378
Q3 2017 25 7,873,571 VEA, VWO, VTI, EMB 13F-HR 11/9/2017 000095012317009929
Q2 2017 25 7,803,708 VWO, VEA, VTI, EMB 13F-HR 8/11/2017 000095012317007355
Q1 2017 23 8,277,465 VWO, VEA, VTI, IWM 13F-HR 5/10/2017 000095012317004339
Q4 2016 29 8,765,597 VWO, VTI, HYG, EMB 13F-HR 2/10/2017 000095012317001396
Q3 2016 28 10,032,275 IAU, VIG, EMB, VNQI 13F-HR 11/10/2016 000095012316021660
Q2 2016 27 10,453,402 IAU, BND, EMB, VIG 13F-HR 8/10/2016 000095012316019192
Q1 2016 30 10,863,631 SPSB, BND, IEF, VIG 13F-HR 5/11/2016 000095012316016626
Q4 2015 40 11,518,933 QQQ, SPSB, BND, IEF 13F-HR 2/12/2016 000095012316014351
Q3 2015 40 12,335,485 QQQ, BND, SPSB, IEF RESTATEMENT 5/18/2016 000095012316017716
Q2 2015 42 14,479,136 QQQ, BND, SPSB, VNQI RESTATEMENT 5/18/2016 000095012316017718
Q1 2015 44 15,228,966 QQQ, BND, SPSB, VNQ RESTATEMENT 5/18/2016 000095012316017715
Q4 2014 48 15,728,657 QQQ, BND, VIG, SPY RESTATEMENT 5/18/2016 000095012316017712
Q3 2014 41 17,133,911 QQQ, BND, VIG, SPY 13F-HR 11/14/2014 000095012314012217
Q2 2014 44 18,232,094 BND, VIG, QQQ, SPY 13F-HR 8/14/2014 000095012314009008
Q1 2014 40 17,867,010 BND, SPY, EWG, QQQ RESTATEMENT 5/20/2014 000095012314006455
Q4 2013 44 16,424,366 VIG, EWG, BND, QQQ 13F-HR 2/14/2014 000095012314002359
Additional filings from Windhaven Investment Management, Inc. that have since been restated