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Institutional Investment Manager
Stanford Investment Group, Inc.
Stanford Investment Group, Inc. (CIK: 0001377633) incorporated in California, located at 2570 W. El Camino Real, Suite 520, Mountain View, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Portfolio Summary: 349 holdings with a total value of $119,349,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 114,326 21,539,000 18.05%
2 VANGUARD SPECIALIZED PORT 265,261 21,529,000 18.04%
3 APPLE INC 95,233 10,512,000 8.81%
4 VANGUARD BD INDEX FD INC 85,949 6,872,000 5.76%
5 CITY NATL CORP 78,300 6,327,000 5.30%
6 ISHARES TR 35,913 4,296,000 3.60%
7 ISHARES TR 93,412 3,580,000 3.00%
8 VANGUARD BOND INDEX FUND 41,941 3,455,000 2.89%
9 ISHARES TR 58,142 3,216,000 2.69%
10 FACEBOOK INC 40,362 3,149,000 2.64%
11 VANGUARD INTL EQUITY INDEX F 49,249 1,971,000 1.65%
12 CISCO SYS INC 69,348 1,929,000 1.62%
13 VANGUARD TAX MANAGED INTL FD 35,673 1,351,000 1.13%
14 JOHNSON & JOHNSON 12,725 1,331,000 1.12%
15 ADOBE SYSTEMS INC 15,661 1,139,000 0.95%
16 GENERAL ELECTRIC COMPANY 39,015 986,000 0.83%
17 ORACLE CORP 18,490 831,000 0.70%
18 DEPHEID 14,950 809,000 0.68%
19 Microsoft Corporation 14,819 688,000 0.58%
20 IRONWOOD PHARMACEUTICALS INC 43,678 669,000 0.56%
21 TWITTER INC 16,677 598,000 0.50%
22 WELLS FARGO & CO NEW 10,762 590,000 0.49%
23 INTERNATIONAL BUSINESS MACHS 3,623 581,000 0.49%
24 BERKSHIRE HATHAWAY INC DEL 3,552 533,000 0.45%
25 ISHARES TR 3,246 470,000 0.39%
26 PEPSICO INC 4,930 466,000 0.39%
27 ABAXIS, INC 8,000 455,000 0.38%
28 DISNEY WALT CO 4,600 433,000 0.36%
29 3M CO 2,503 411,000 0.34%
30 Powershs Exch Trad Fd Tr 4,160 380,000 0.32%
31 TESLA INC 1,355 301,000 0.25%
32 GOOGLE INC 547 290,000 0.24%
33 ISHARES TR 2,491 284,000 0.24%
34 NETAPP INC 6,730 279,000 0.23%
35 TABLEAU SOFTWARE INC 3,246 275,000 0.23%
36 VISA INC 1,017 267,000 0.22%
37 POWERSHS QQQ TRUST 2,559 264,000 0.22%
38 CHEVRON CORPORATION 2,341 263,000 0.22%
39 GILEAD SCIENCES INC 2,786 263,000 0.22%
40 SPDR S&P 500 ETF TR 1,275 262,000 0.22%
41 GOOGLE INC 494 260,000 0.22%
42 EXXON MOBIL CORPORATION 2,685 248,000 0.21%
43 Hewlett Packard 5,556 223,000 0.19%
44 ISHARES 1,332 219,000 0.18%
45 RYDEX ETF TRUST 2,404 218,000 0.18%
46 ISHARES TR 1,401 212,000 0.18%
47 JPMORGAN CHASE & CO 3,331 208,000 0.17%
48 RYDEX ETF TRUST 1,433 204,000 0.17%
49 FLAMEL TECHNOLOGIES SA SPONSORED ADR 11,790 202,000 0.17%
50 Market Vectors Biotech 1,675 193,000 0.16%
Page 1 of 7

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-087128, filed 2016.11.18).

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.