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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 (2015Q3)
Portfolio Summary: 12 holdings with a total value of $108,349,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB U.S. BROAD MARKET ETF 786,841 36,494,000 33.68%
2 ISHARES TR 483,221 23,601,000 21.78%
3 WISDOMTREE TR 213,310 10,380,000 9.58%
4 VANGUARD LG-TERM COR BD ETF 95,560 8,221,000 7.59%
5 SSGA ACTIVE ETF TR BLKSTN GSOSRLN ETF 118,583 5,664,000 5.23%
6 ISHARES INC MSCI EURZONE ETF 155,105 5,326,000 4.92%
7 ISHARES TR CUR HD EURZN ETF 214,430 5,318,000 4.91%
8 VANGUARD BD INDEX FDS 50,243 4,116,000 3.80%
9 VANGUARD INTL EQUITY INDEX F 96,454 4,112,000 3.80%
10 ISHARES TR 28,039 3,255,000 3.00%
11 PowerShares FTSE RAFI Emerging 86,000 1,237,000 1.14%
12 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 7,498 625,000 0.58%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001633903-15-000006, filed 2015.10.21).

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.