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Institutional Investment Manager
Stratford Consulting, LLC
Stratford Consulting, LLC (CIK: 0001553656) incorporated in Texas, located at 15303 Dallas Parkway, Suite 460, Addison, TX. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Portfolio Summary: 56 holdings with a total value of $222,486,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 VANGUARD SCOTTSDALE FDS 129,376 10,459,000 4.70%
52 VANGUARD INTL EQUITY INDEX F 298,991 10,533,000 4.73%
53 ISHARES MSCI EAFE SMALL CAP IDX FD 290,155 14,003,000 6.29%
54 SPDR SER TR 327,150 27,454,000 12.34%
55 ISHARES TR 366,371 30,097,000 13.53%
56 ISHARES TR 205,048 43,163,000 19.40%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-015700, filed 2016.07.28).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.