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Institutional Investment Manager
Annex Advisory Services, LLC
Annex Advisory Services, LLC (CIK: 0001542287) incorporated in Wisconsin, located at 17950 W. Corporate Drive, Brookfield, WI. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q4)
Original 13F HR (0001062993-17-000822) filed in 2017.02.14
#
Name
Shares
Value ($)
%
Options
Notes
101 VANGUARD TAX-MANAGED FDS 251,588 9,193 2.23%
102 VANGUARD INDEX FDS 156,744 20,214 4.91%
103 ISHARES TR 174,147 23,949 5.82%
104 SELECT SECTOR SPDR TR 388,195 26,762 6.50%
105 VANGUARD BD INDEX FDS 351,629 27,937 6.78%
106 SELECT SECTOR SPDR TR 353,003 28,734 6.98%
107 VANGUARD WORLD FD 262,268 31,866 7.74%
108 RYDEX ETF TRUST 376,397 32,611 7.92%
109 VANGUARD CHARLOTTE FDS 931,584 50,576 12.28%
110 VANGUARD INDEX FDS 568,733 65,586 15.93%
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