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Institutional Investment Manager
RAND WEALTH, LLC
RAND WEALTH, LLC (CIK: 0001540141) incorporated in Delaware, located at One South Street, Baltimore, MD. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q3)
Original 13F HR (0001540141-14-000010) filed in 2014.10.31
#
Name
Shares
Value ($)
%
Options
Notes
201 VANGUARD WORLD FDS 388,859 18,055 2.62%
202 VANGUARD BD INDEX FDS 441,065 35,316 5.12%
203 VANGUARD INTL EQUITY INDEX F 479,955 23,633 3.42%
204 GENERAL ELECTRIC CO 522,297 13,381 1.94%
205 SPDR SERIES TRUST 615,477 18,889 2.74%
206 ALPS ETF TR 728,536 13,966 2.02%
207 SPDR SER TR 867,197 25,955 3.76%
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