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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 (2016Q4)
Portfolio Summary: 17 holdings with a total value of $146,319,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB U.S. BROAD MARKET ETF 887,928 48,108,000 32.88%
2 VANGUARD BD INDEX FDS 335,031 27,067,000 18.50%
3 ISHARES TR 466,612 23,559,000 16.10%
4 VANGUARD INDEX FDS 61,679 7,113,000 4.86%
5 WISDOMTREE TR 106,826 5,292,000 3.62%
6 ISHARES TR 37,447 5,150,000 3.52%
7 ISHARES TR CUR HD EURZN ETF 188,066 5,003,000 3.42%
8 ISHARES 73,864 4,336,000 2.96%
9 VANGUARD LG-TERM COR BD ETF 44,404 3,968,000 2.71%
10 ISHARES TR 30,383 3,560,000 2.43%
11 VANGUARD INTL EQUITY INDEX F 76,401 3,375,000 2.31%
12 ISHARES TR 29,088 3,052,000 2.09%
13 SSGA ACTIVE ETF TR BLKSTN GSOSRLN ETF 57,859 2,748,000 1.88%
14 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 19,472 2,107,000 1.44%
15 PowerShares FTSE RAFI Emerging 55,880 1,014,000 0.69%
16 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 6,576 569,000 0.39%
17 ISHARES TR 5,926 298,000 0.20%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001633903-17-000002, filed 2017.01.20).

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.