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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 (2016Q1)
Portfolio Summary: 16 holdings with a total value of $149,350,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB U.S. BROAD MARKET ETF 1,126,907 55,534,000 37.18%
2 ISHARES TR 522,659 25,840,000 17.30%
3 VANGUARD BD INDEX FDS 158,840 13,153,000 8.81%
4 ISHARES TR CUR HD EURZN ETF 321,564 7,830,000 5.24%
5 WISDOMTREE TR 171,871 7,512,000 5.03%
6 VANGUARD LG-TERM COR BD ETF 66,374 5,937,000 3.98%
7 SSGA ACTIVE ETF TR BLKSTN GSOSRLN ETF 115,224 5,356,000 3.59%
8 ISHARES INC MSCI EURZONE ETF 154,321 5,307,000 3.55%
9 iShares MSCI Japan ETF 444,772 5,075,000 3.40%
10 ISHARES 65,606 3,889,000 2.60%
11 ISHARES TR 32,566 3,433,000 2.30%
12 VANGUARD INTL EQUITY INDEX F 76,401 3,297,000 2.21%
13 ISHARES TR 26,936 3,201,000 2.14%
14 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 18,544 2,034,000 1.36%
15 PowerShares FTSE RAFI Emerging 86,000 1,340,000 0.90%
16 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 7,498 612,000 0.41%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001633903-16-000010, filed 2016.04.19).

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.