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Institutional Investment Manager
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC (CIK: 0001079935) incorporated in Delaware, located at 2121 Avenue Of The Stars, Los Angeles, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 60 holdings with a total value of $284,337,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 POWERSHARES VRDO TAX-FREE WEEKLY PORTFOLIO 292,307 7,299,000 2.57%
52 VANGUARD INDEX FDS 78,295 7,545,000 2.65%
53 VANGUARD INDEX FDS 88,798 7,720,000 2.72%
54 CLAYMORE EXCHANGE TRD FD TR 406,353 9,310,000 3.27%
55 WISDOMTREE TR 176,321 9,872,000 3.47%
56 SELECT SECTOR SPDR TR 209,557 13,986,000 4.92%
57 SELECT SECTOR SPDR TR 263,899 14,266,000 5.02%
58 SELECT SECTOR SPDR TR 631,273 14,355,000 5.05%
59 GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 1,214,076 27,171,000 9.56%
60 WISDOMTREE TR 454,682 29,454,000 10.36%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-14-005223, filed 2014.07.22).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.