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Institutional Investment Manager
Burt Wealth Advisors
Burt Wealth Advisors (CIK: 0001612041) incorporated in Maryland, located at 6116 Executive Blvd, North Bethesda, MD. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001612041-16-000013) filed in 2016.07.22
#
Name
Shares
Value ($)
%
Options
Notes
1 SPDR S&P 500 ETF TR 91,468 19,160 21.26%
2 VANGUARD INTL EQUITY INDEX F 360,003 12,682 14.07%
3 ISHARES INC 294,482 7,211 8.00%
4 SCHWAB U.S. SMALL-CAP ETF 129,310 6,986 7.75%
5 VANGUARD CHARLOTTE FDS 57,084 3,179 3.53%
6 UNITEDHEALTH GROUP INC 20,572 2,904 3.22%
7 JOHNSON & JOHNSON 12,483 1,514 1.68%
8 ISHARES 36,912 1,477 1.64%
9 EXXON MOBIL CORP 13,815 1,295 1.44%
10 GENERAL ELECTRIC CO 30,946 974 1.08%
11 PIMCO ETF TR 8,900 955 1.06%
12 INTERNATIONAL BUSINESS MACHS 5,688 863 0.96%
13 NIKE INC 15,126 834 0.93%
14 APPLE COMPUTER INC 8,193 783 0.87%
15 3M CO 4,319 756 0.84%
16 SCHWAB US AGGREGATE BOND ETF 13,673 734 0.81%
17 PIMCO ETF TR 7,092 686 0.76%
18 PROCTER AND GAMBLE CO 7,761 657 0.73%
19 BERKSHIRE HATHAWAY INC DE CL B NEW 4,090 592 0.66%
20 MARRIOTT INTL 8,219 546 0.61%
21 ISHARES TR 5,723 535 0.59%
22 VANGUARD INDEX FDS 4,438 513 0.57%
23 US BANCORP DEL 12,323 496 0.55%
24 WGL HLDGS INC COM 6,872 486 0.54%
25 UNION PAC CORP 5,500 479 0.53%
26 PFIZER INC 12,497 440 0.49%
27 ADVISORSHARES TRUST NEWFLT MULSINC ETF 8,877 432 0.48%
28 AMAZON COM INC 576 412 0.46%
29 BRISTOL MYERS SQUIBB CO 5,429 399 0.44%
30 SPDR SERIES TRUST 4,722 390 0.43%
31 VERIZON COMMUNICATIONS INC 6,719 375 0.42%
32 ISHARES TR 3,660 367 0.41%
33 MICROSOFT CORP 7,116 364 0.40%
34 ISHARES TR 3,675 350 0.39%
35 LILLY ELI & CO 4,430 348 0.39%
36 SPDR S&P MIDCAP 400 ETF TR 1,256 341 0.38%
37 COCA COLA CO 7,529 341 0.38%
38 SPDR SSGA MULTI-ASSET REAL RETURN ETF 13,980 340 0.38%
39 SCHWAB US TIPS ETF 5,911 333 0.37%
40 ISHARES TR 3,955 323 0.36%
41 DISNEY WALT CO 3,271 319 0.35%
42 BB&T Corporation 7,944 282 0.31%
43 CHEVRON CORP NEW 2,598 272 0.30%
44 SCHWAB EMERGING MARKETS EQUITY ETF 12,488 265 0.29%
45 ISHARES TR 4,000 261 0.29%
46 JPMORGAN CHASE & CO 4,148 257 0.29%
47 AT&T INC 5,946 256 0.28%
48 EQUIFAX INC 1,925 247 0.27%
49 CSX CORP 9,068 236 0.26%
50 ABBVIE INC 3,706 229 0.25%
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