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Institutional Investment Manager
AGILIS PARTNERS LLC
AGILIS PARTNERS LLC (CIK: 0001633903) incorporated in Delaware, located at 130 Turner St., Waltham, MA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q4)
Original 13F HR (0001633903-15-000001) filed in 2015.02.13
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB U.S. BROAD MARKET ETF 690,261 34,389 31.11%
2 ISHARES TR 415,666 22,143 20.03%
3 WISDOMTREE TR 206,118 11,464 10.37%
4 PowerShares FTSE RAFI Emerging 483,059 8,999 8.14%
5 VANGUARD SCOTTSDALE FDS 87,006 8,041 7.28%
6 SSGA ACTIVE ETF TR 124,127 6,051 5.47%
7 WISDOMTREE TR 94,971 4,675 4.23%
8 VANGUARD INTL EQUITY INDEX F 96,454 4,520 4.09%
9 ISHARES TR 37,629 4,493 4.07%
10 VANGUARD MORTG-BACK SEC ETF 38,183 2,024 1.83%
11 ISHARES TR 15,890 1,944 1.76%
12 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 19,918 1,785 1.61%