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Institutional Investment Manager
ROWLAND CARMICHAEL ADVISORS INC /ADV
ROWLAND CARMICHAEL ADVISORS INC /ADV (CIK: 0000825052). Institutional holdings reported to the SEC.
Institutional Holdings (2016Q4)
Original 13F HR (0001398344-20-002491) filed in 2020.02.10
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 25 1 0.00%
2 SCHWAB EMERGING MARKETS EQUITY ETF 32 1 0.00%
3 ISHARES RUSSELL 2000 VALUE ETF 19 2 0.00%
4 ISHARES RUSSELL 2000 GROWTH ETF 13 2 0.00%
5 VANGUARD INTL EQUITY INDEX F 18 2 0.00%
6 SPDR SSGA GLOBAL ALLOCATION ETF 119 4 0.00%
7 PIMCO ETF TR 40 4 0.00%
8 VANGUARD LONG TERM BOND ETF 41 4 0.00%
9 ISHARES TR 59 6 0.00%
10 ISHARES RUSSELL 1000 ETF 55 7 0.00%
11 ROYAL DUTCH SHELL PLC 119 7 0.00%
12 VANGUARD INDEX FDS 84 8 0.00%
13 ISHARES MSCI EAFE SMALL CAP IDX FD 200 10 0.01%
14 PLATINUM GROUP METALS LTD 10,000 14 0.01%
15 ISHARES RUSSELL 3000 ETF 120 16 0.01%
16 ISHARES TR 385 18 0.01%
17 ISHARES TR 400 18 0.01%
18 SPDR SERIES TRUST 420 19 0.01%
19 SPDR SER TR 400 19 0.01%
20 SELECT SECTOR SPDR TR 390 19 0.01%
21 PROSHARES TR 292 20 0.01%
22 ISHARES TR 792 20 0.01%
23 SPDR PORTFOLIO AGGREGATE BOND ETF 343 20 0.01%
24 DBX ETF TRUST MSCI JAPAN CURRENCY 536 20 0.01%
25 ISHARES TR 193 21 0.01%
26 ISHARES TR 400 21 0.01%
27 ALPS ETF TR 523 22 0.01%
28 SCHWAB US DIVIDEND EQUITY ETF 529 23 0.01%
29 VANGUARD INDEX FDS 272 25 0.01%
30 ISHARES TR 380 29 0.02%
31 SPDR SERIES TRUST 752 29 0.02%
32 ISHARES TR 1,118 30 0.02%
33 ISHARES TR 396 33 0.02%
34 ISHARES 20 YEAR TREASURY BOND ETF 282 34 0.02%
35 VANGUARD BD INDEX FDS 425 34 0.02%
36 ISHARES TR 345 38 0.02%
37 SELECT SECTOR SPDR TR 547 38 0.02%
38 ISHARES TR 289 40 0.02%
39 SELECT SECTOR SPDR TR 825 43 0.03%
40 VANGUARD BD INDEX FDS 522 43 0.03%
41 ISHARES TR 900 43 0.03%
42 ISHARES TR 724 44 0.03%
43 VANGUARD INDEX FDS 445 47 0.03%
44 VANGUARD INDEX FDS 425 47 0.03%
45 SPDR SER TR S&P 600 SML CAP 415 50 0.03%
46 DBX ETF TR 1,997 56 0.03%
47 SPDR SER TR 672 57 0.03%
48 ISHARES TR 698 59 0.03%
49 VANGUARD INDEX FDS 462 61 0.04%
50 ISHARES TR 607 71 0.04%
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