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Institutional Investment Manager
MILES CAPITAL, INC.
MILES CAPITAL, INC. (CIK: 0001276151), located at 1415 28th Street, West Des Moines, IA. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q1)
Portfolio Summary: 154 holdings with a total value of $148,792,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 ISHARES TR 121,319 6,935,000 4.66%
152 VANGUARD BD INDEX FDS 106,634 8,830,000 5.93%
153 VANGUARD TAX-MANAGED FDS 382,180 13,712,000 9.22%
154 SPDR SERIES TRUST 651,207 22,304,000 14.99%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000870156-16-000087, filed 2016.05.12).

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.