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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 (2015Q4)
Original 13F HR (0001085146-16-002604) filed in 2016.01.14
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 1,069,224 104,752 11.51%
2 SPDR S&P 500 ETF TR 421,710 80,936 8.89%
3 VANGUARD BD INDEX FDS 684,630 55,654 6.12%
4 ISHARES TR 441,705 45,129 4.96%
5 ISHARES TR 255,092 27,718 3.05%
6 ISHARES TR 127,788 24,641 2.71%
7 PIMCO ETF TR 232,834 23,446 2.58%
8 VANGUARD STAR FDS 504,547 21,241 2.33%
9 ISHARES TR 137,375 17,923 1.97%
10 ISHARES TR 285,629 15,690 1.72%
11 ISHARES TR 130,002 12,940 1.42%
12 ISHARES TR 254,174 12,935 1.42%
13 RYDEX ETF TRUST 87,641 10,141 1.11%
14 ISHARES TR 247,038 9,941 1.09%
15 VANGUARD INDEX FDS 95,781 9,563 1.05%
16 VANGUARD WHITEHALL FDS 144,982 9,174 1.01%
17 ISHARES TR 83,102 9,041 0.99%
18 ISHARES TR 99,785 8,438 0.93%
19 ISHARES TR 279,758 8,256 0.91%
20 SCHWAB U.S. BROAD MARKET ETF 168,883 7,777 0.85%
21 FACEBOOK INC 77,664 7,559 0.83%
22 PROCTER AND GAMBLE CO 93,894 7,133 0.78%
23 SPDR S&P MIDCAP 400 ETF TR 29,480 7,011 0.77%
24 POWERSHARES QQQ TRUST 65,699 6,833 0.75%
25 ISHARES TR 171,390 6,657 0.73%
26 APPLE INC 61,720 5,984 0.66%
27 SCHWAB US AGGREGATE BOND ETF 107,966 5,598 0.62%
28 VANGUARD TAX-MANAGED FDS 160,449 5,515 0.61%
29 VANGUARD BD INDEX FDS 66,331 5,299 0.58%
30 ISHARES TR 60,600 5,052 0.56%
31 ISHARES TR 99,662 5,023 0.55%
32 POWERSHARES ETF TR II 279,867 4,839 0.53%
33 VANGUARD WORLD FD 66,299 4,354 0.48%
34 VANGUARD SCOTTSDALE FDS 50,600 4,280 0.47%
35 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 38,915 4,194 0.46%
36 POWERSHARES ETF TRUST II 177,385 3,957 0.43%
37 JOHNSON & JOHNSON 40,264 3,952 0.43%
38 ISHARES 86,633 3,949 0.43%
39 MICROSOFT CORP 74,924 3,921 0.43%
40 SELECT SECTOR SPDR TR 52,450 3,861 0.42%
41 ISHARES TR 39,318 3,616 0.40%
42 WISDOMTREE TR 72,085 3,603 0.40%
43 SCHWAB U.S. MID-CAP ETF 89,907 3,375 0.37%
44 EXXON MOBIL CORP 43,649 3,260 0.36%
45 VANGUARD INTL EQUITY INDEX F 107,878 3,236 0.36%
46 BLACKROCK CORE BD TR 236,571 3,009 0.33%
47 WELLS FARGO & CO NEW 60,576 3,002 0.33%
48 SSGA ACTIVE ETF TR 61,206 2,989 0.33%
49 ISHARES TR 47,220 2,930 0.32%
50 DANAHER CORP DEL 32,904 2,912 0.32%
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