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Institutional Investment Manager
Live Your Vision, LLC
Live Your Vision, LLC (CIK: 0001484721), located at Five Tower Bridge, West Conshohocken, PA. Institutional holdings reported to the SEC.
Institutional Holdings (2017Q1)
Original 13F HR (0001484721-17-000003) filed in 2017.05.11
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB INTERNATIONAL EQUITY ETF 948,123 28,320 11.09%
2 SCHWAB EMERGING MARKETS EQUITY ETF 826,947 19,822 7.76%
3 SCHWAB US AGGREGATE BOND ETF 435,318 22,545 8.83%
4 POWERSHARES ETF TRUST 413,307 11,312 4.43%
5 WISDOMTREE TR 338,403 12,007 4.70%
6 POWERSHARES ACT MANG COMM FD 273,839 4,554 1.78%
7 SCHWAB U.S. LARGE-CAP VALUE ETF 259,451 12,890 5.05%
8 VANGUARD SCOTTSDALE FDS 159,645 12,730 4.99%
9 JPMORGAN CHASE & CO 152,599 4,929 1.93%
10 SPDR SER TR 148,620 4,567 1.79%
11 ISHARES TR CONSER ALLOC ETF 120,126 4,004 1.57%
12 SPDR SER TR 119,254 5,777 2.26%
13 SCHWAB U.S. REIT ETF 115,684 4,718 1.85%
14 ISHARES TR 107,686 14,163 5.55%
15 WISDOMTREE TR 97,824 9,541 3.74%
16 SCHWAB U.S. LARGE-CAP GROWTH ETF 89,807 5,432 2.13%
17 PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 83,338 4,403 1.72%
18 SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY IND 80,695 2,472 0.97%
19 SPDR MSCI ACWI EX-US 80,678 2,752 1.08%
20 SCHWAB US DIVIDEND EQUITY ETF 78,235 3,488 1.37%
21 DIREXION ALL CAP INSIDER SENTIMENT SHARES 77,537 6,132 2.40%
22 WISDOMTREE TR 75,783 6,285 2.46%
23 PIMCO ETF TR 57,156 5,888 2.31%
24 ISHARES TR 57,070 6,218 2.44%
25 CLAYMORE EXCHANGE TRD FD TR 53,037 1,134 0.44%
26 MERCK & CO INC 50,875 3,233 1.27%
27 ISHARES TR 39,077 1,941 0.76%
28 VANGUARD MUN BD FDS 35,325 1,789 0.70%
29 SCHWAB SHORT-TERM US TREASURY ETF 32,049 1,617 0.63%
30 ISHARES TR 31,566 3,589 1.41%
31 SCHWAB U.S. MID-CAP ETF 31,129 1,473 0.58%
32 PIMCO ETF TR 25,127 1,330 0.52%
33 POWERSHARES ETF TR II 24,928 724 0.28%
34 SCHWAB U.S. LARGE-CAP ETF 23,960 1,348 0.53%
35 DBX ETF TR 19,663 582 0.23%
36 ISHARES TR 16,152 636 0.25%
37 SCHWAB INTERMEDIATE-TERM US TREASURY ETF 14,073 754 0.30%
38 WISDOMTREE TR 12,349 996 0.39%
39 SCHWAB U.S. BROAD MARKET ETF 11,963 683 0.27%
40 VANGUARD INDEX FDS 11,684 965 0.38%
41 POWERSHARES ETF TR II 11,374 214 0.08%
42 SCHWAB US TIPS ETF 10,596 588 0.23%
43 GENERAL ELECTRIC CO 10,355 309 0.12%
44 INVESCO VALUE MUN INCOME TR 10,000 146 0.06%
45 APPLE INC 9,870 1,418 0.56%
46 ISHARES MSCI EAFE SMALL CAP IDX FD 9,788 530 0.21%
47 SCHWAB U.S. SMALL-CAP ETF 9,519 600 0.24%
48 EXXON MOBIL CORP 9,475 777 0.30%
49 POWERSHARES ETF TRUST 8,809 399 0.16%
50 WISDOMTREE TR 8,281 542 0.21%
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