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Institutional Investment Manager
Atria Investments, Inc
Atria Investments, Inc (CIK: 0001535865) incorporated in North Carolina, located at 2825 South Blvd, Charlotte, NC. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Original 13F HR (0001085146-15-001553) filed in 2015.08.03
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 1,070,458 114,560 13.45%
2 VANGUARD BD INDEX FDS 654,085 53,151 6.24%
3 SPDR S&P 500 ETF TR 231,788 47,714 5.60%
4 VANGUARD STAR FDS 477,914 24,053 2.82%
5 ISHARES TR 212,695 23,137 2.72%
6 VANGUARD INDEX FDS 215,666 23,087 2.71%
7 VANGUARD WHITEHALL FDS 338,192 22,767 2.67%
8 ISHARES TR 373,820 21,794 2.56%
9 RYDEX ETF TRUST 144,759 19,152 2.25%
10 ISHARES TR 79,501 16,474 1.93%
11 ISHARES TR 254,236 16,141 1.89%
12 ISHARES TR 100,356 15,051 1.77%
13 ISHARES TR 363,546 14,658 1.72%
14 ISHARES 249,974 14,419 1.69%
15 PIMCO ETF TR 123,508 12,493 1.47%
16 ISHARES TR 87,420 10,305 1.21%
17 ISHARES TR 102,992 9,728 1.14%
18 ISHARES TR 83,555 7,705 0.90%
19 PROCTER AND GAMBLE CO 92,346 7,225 0.85%
20 ISHARES TR 61,584 7,012 0.82%
21 ISHARES TR 164,490 6,443 0.76%
22 ISHARES TR 40,246 6,388 0.75%
23 VANGUARD INTL EQUITY INDEX F 153,182 6,262 0.74%
24 FACEBOOK INC 66,230 5,680 0.67%
25 SCHWAB U.S. BROAD MARKET ETF 107,436 5,396 0.63%
26 SCHWAB US DIVIDEND EQUITY ETF 140,248 5,370 0.63%
27 SCHWAB US AGGREGATE BOND ETF 102,297 5,292 0.62%
28 APPLE INC 42,145 5,286 0.62%
29 SCHWAB U.S. REIT ETF 140,549 5,105 0.60%
30 ISHARES INC 104,570 5,024 0.59%
31 VANGUARD SCOTTSDALE FDS 57,152 4,875 0.57%
32 POWERSHARES ETF TR II 255,997 4,777 0.56%
33 ISHARES TR 38,550 4,171 0.49%
34 SCHWAB U.S. MID-CAP ETF 94,241 4,018 0.47%
35 WISDOMTREE TR 62,626 3,857 0.45%
36 JOHNSON & JOHNSON 39,440 3,844 0.45%
37 ISHARES TR 42,619 3,617 0.42%
38 ISHARES TR 21,239 3,600 0.42%
39 ISHARES TR 27,212 3,565 0.42%
40 BLACKROCK CORE BD TR 278,532 3,529 0.41%
41 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 32,406 3,528 0.41%
42 POWERSHARES QQQ TRUST 32,184 3,446 0.40%
43 EXXON MOBIL CORP 38,276 3,185 0.37%
44 DANAHER CORP DEL 36,978 3,165 0.37%
45 SPDR SER TR 64,659 3,076 0.36%
46 RYDEX ETF TRUST 34,155 2,726 0.32%
47 GILEAD SCIENCES INC 22,845 2,675 0.31%
48 ISHARES MSCI EAFE SMALL CAP IDX FD 52,185 2,662 0.31%
49 SCHWAB STRATEGIC TR 88,207 2,615 0.31%
50 ABBOTT LABS 51,967 2,551 0.30%
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