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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 (2016Q3)
Portfolio Summary: 415 holdings with a total value of $212,311,000.
#
Name
Shares
Value ($)
%
Options
Notes
401 VANGUARD INTL EQUITY INDEX F 50,431 1,898,000 0.89%
402 CISCO SYS INC 63,631 2,018,000 0.95%
403 DEPHEID 63,200 3,330,000 1.57%
404 ISHARES TR 75,865 4,183,000 1.97%
405 VANGUARD BD INDEX FDS 62,337 5,039,000 2.37%
406 FACEBOOK INC 41,365 5,306,000 2.50%
407 TABLEAU SOFTWARE INC 98,025 5,418,000 2.55%
408 ROYAL BK CDA MONTREAL QUE 91,472 5,668,000 2.67%
409 PURE STORAGE INC 527,164 7,143,000 3.36%
410 APPLE INC 77,838 8,800,000 4.14%
411 ISHARES TR 86,052 10,688,000 5.03%
412 VANGUARD TAX-MANAGED FDS 364,234 13,626,000 6.42%
413 VANGUARD BD INDEX FDS 264,114 22,223,000 10.47%
414 VANGUARD SPECIALIZED FUNDS 454,295 38,129,000 17.96%
415 VANGUARD INDEX FDS 214,015 42,523,000 20.03%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-085724, filed 2016.11.10).

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.