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Institutional Investment Manager
Ruggie Capital Group
Ruggie Capital Group (CIK: 0001632549) incorporated in Florida, located at 2100 Lake Eustis Dr., Tavares, FL. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Portfolio Summary: 230 holdings with a total value of $109,259,000.
#
Name
Shares
Value ($)
%
Options
Notes
201 CLAYMORE EXCHANGE TRD FD TR 24,440 556,000 0.51%
202 ALPS ETF TR 32,929 566,000 0.52%
203 VANGUARD INTL EQUITY INDEX F 17,158 679,000 0.62%
204 FIDELITY COMWLTH TR 3,990 739,000 0.68%
205 JPMORGAN CHASE & CO 16,240 742,000 0.68%
206 WISDOMTREE TR 11,280 857,000 0.78%
207 SPDR S&P 500 ETF TR 5,116 1,052,000 0.96%
208 SCHWAB US DIVIDEND EQUITY ETF 29,947 1,196,000 1.09%
209 VANGUARD INDEX FDS 17,917 1,602,000 1.47%
210 POWERSHARES QQQ TRUST 15,845 1,617,000 1.48%
211 SCHWAB US TIPS ETF 31,198 1,692,000 1.55%
212 SELECT SECTOR SPDR TR 26,698 1,926,000 1.76%
213 WISDOMTREE TR 43,063 2,011,000 1.84%
214 VANGUARD INDEX FDS 23,399 2,044,000 1.87%
215 ISHARES TR 34,725 2,109,000 1.93%
216 BERKSHIRE HATHAWAY INC-DEL CL 10 2,220,000 2.03%
217 ISHARES TR 21,150 2,225,000 2.04%
218 ISHARES TR 3,964 2,307,000 2.11%
219 ISHARES TR 57,453 2,443,000 2.24%
220 SELECT SECTOR SPDR TR 62,906 2,594,000 2.37%
221 VANGUARD WORLD FD 20,688 2,598,000 2.38%
222 SPDR S&P 1000 ETF 33,775 2,850,000 2.61%
223 BERKSHIRE HATHAWAY INC DE CL B NEW 20,185 2,972,000 2.72%
224 VANGUARD INDEX FDS 34,502 4,009,000 3.67%
225 DBX ETF TR 164,212 4,427,000 4.05%
226 POWERSHARES ETF TRUST 127,229 6,108,000 5.59%
227 VANGUARD INTL EQUITY INDEX F 119,218 7,154,000 6.55%
228 VANGUARD SPECIALIZED FUNDS 133,878 10,774,000 9.86%
229 SPDR SER TR 167,206 13,020,000 11.92%
230 VANGUARD WHITEHALL FDS 217,208 14,888,000 13.63%
Page 5 of 5

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001632549-15-000001, filed 2015.02.10).

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.