Dark
Light
System
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 (2015Q1)
Portfolio Summary: 14 holdings with a total value of $121,048,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB U.S. BROAD MARKET ETF 739,417 37,326,000 30.84%
2 ISHARES TR 488,168 27,045,000 22.34%
3 WISDOMTREE TR 200,637 11,059,000 9.14%
4 VANGUARD LG-TERM COR BD ETF 108,457 10,205,000 8.43%
5 ISHARES INC MSCI EURZONE ETF 217,702 8,399,000 6.94%
6 SSGA ACTIVE ETF TR BLKSTN GSOSRLN ETF 120,577 5,941,000 4.91%
7 ISHARES TR 38,955 4,741,000 3.92%
8 VANGUARD INTL EQUITY INDEX F 96,454 4,700,000 3.88%
9 Vanguard Total Bond Market 49,051 4,089,000 3.38%
10 VANGUARD SCOTTSDALE FDS 38,183 2,040,000 1.69%
11 ISHARES TR 15,890 1,973,000 1.63%
12 PowerShares FTSE RAFI Emerging 90,173 1,668,000 1.38%
13 VANGUARD INDEX FDS 11,030 1,183,000 0.98%
14 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 7,498 679,000 0.56%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001633903-15-000004, filed 2015.05.04).

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.