Atria Investments, Inc Q3 2017 Filing
Filed October 12, 2017
Portfolio Value
$1.8B
Holdings
787
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (787 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $125.6M |
SPYSPDR S&P 500 ETF TR | $76.2M |
VWOVANGUARD INTL EQUITY INDEX F | $46.4M |
BNDVANGUARD BD INDEX FD INC | $45.4M |
IJRISHARES TR | $44.9M |
IVVISHARES TR | $44.7M |
AQLTISHARES TR | $40.8M |
IJHISHARES TR | $36.2M |
EFAISHARES TR | $32.4M |
USMVISHARES TR | $27.2M |
QQQPOWERSHARES QQQ TRUST | $24.1M |
ITOTISHARES TR | $23.6M |
IVEISHARES TR | $22.6M |
IVWISHARES TR | $20.3M |
AGGISHARES TR | $17.9M |
METAFACEBOOK INC | $17.6M |
AAPLAPPLE INC | $15.9M |
VEAVANGUARD TAX MANAGED INTL FD | $15.8M |
—POWERSHARES ETF TR II | $15.1M |
VPLVANGUARD INTL EQUITY INDEX F | $14.1M |
IEIISHARES TR | $13.7M |
IEMGISHARES INC | $13.5M |
VUGVANGUARD INDEX FDS | $12.9M |
VYMVANGUARD WHITEHALL FDS INC | $12.9M |
VOOVANGUARD INDEX FDS | $12.2M |
VGKVANGUARD INTL EQUITY INDEX F | $12.0M |
MTUMISHARES TR | $11.8M |
SCHGSCHWAB STRATEGIC TR | $11.7M |
BNDXVANGUARD CHARLOTTE FDS | $11.5M |
MSFTMICROSOFT CORP | $11.2M |
HEFAISHARES TR | $10.8M |
EEMVISHARES INC | $9.2M |
HYSPIMCO ETF TR | $8.5M |
DOWDOWDUPONT INC | $8.3M |
TAT&T INC | $8.2M |
HYGISHARES TR | $8.2M |
VTVVANGUARD INDEX FDS | $8.1M |
EEMISHARES TR | $7.9M |
PGPROCTER AND GAMBLE CO | $7.8M |
BSVVANGUARD BD INDEX FD INC | $7.8M |
JNJJOHNSON & JOHNSON | $7.7M |
PFEPFIZER INC | $7.5M |
ANGLVANECK VECTORS ETF TR | $7.3M |
TLTISHARES TR | $7.3M |
EFAVISHARES TR | $7.2M |
SCHVSCHWAB STRATEGIC TR | $7.1M |
AGGYWISDOMTREE TR | $7.0M |
SCHESCHWAB STRATEGIC TR | $6.9M |
ABBVABBVIE INC | $6.9M |
STTSPDR SERIES TRUST | $6.8M |
UPSUNITED PARCEL SERVICE INC | $6.7M |
LQDISHARES TR | $6.6M |
EMBISHARES TR | $6.6M |
SHYISHARES TR | $6.3M |
TOTLSSGA ACTIVE ETF TR | $6.0M |
MOALTRIA GROUP INC | $6.0M |
BACVERIZON COMMUNICATIONS INC | $5.9M |
IGIBISHARES TR | $5.7M |
FEZSPDR INDEX SHS FDS | $5.6M |
CSCOCISCO SYS INC | $5.5M |
CVXCHEVRON CORP NEW | $5.4M |
VXFVANGUARD INDEX FDS | $5.4M |
VXUSVANGUARD STAR FD | $5.3M |
SCHFSCHWAB STRATEGIC TR | $5.3M |
IWFISHARES TR | $5.2M |
GEGENERAL ELECTRIC CO | $5.0M |
VMBSVANGUARD SCOTTSDALE FDS | $5.0M |
KMBKIMBERLY CLARK CORP | $4.9M |
EMREMERSON ELEC CO | $4.9M |
4I1PHILIP MORRIS INTL INC | $4.8M |
VLOVALERO ENERGY CORP NEW | $4.8M |
MDYSPDR S&P MIDCAP 400 ETF TR | $4.7M |
MRKMERCK & CO INC | $4.5M |
BIVVANGUARD BD INDEX FD INC | $4.4M |
QUALISHARES TR | $4.3M |
—RYDEX ETF TRUST | $4.2M |
IWMISHARES TR | $4.2M |
GMGENERAL MTRS CO | $4.2M |
KOCOCA COLA CO | $4.1M |
SCHRSCHWAB STRATEGIC TR | $4.1M |
IWYISHARES | $4.0M |
PMBSPIMCO ETF TR | $4.0M |
ORCLORACLE CORP | $4.0M |
CMCSACOMCAST CORP NEW | $3.9M |
IDOGALPS ETF TR | $3.9M |
—RYDEX ETF TRUST | $3.9M |
CELGCELGENE CORP | $3.8M |
LLYLILLY ELI & CO | $3.8M |
FFORD MTR CO DEL | $3.8M |
—POWERSHARES ETF TR II | $3.6M |
JPMJPMORGAN CHASE & CO | $3.6M |
RTN1USDRAYTHEON CO | $3.6M |
IDUISHARES TR | $3.6M |
FLOTISHARES TR | $3.6M |
DLSWISDOMTREE TR | $3.5M |
BLVVANGUARD BD INDEX FD INC | $3.5M |
IGSBISHARES TR | $3.5M |
PEPPEPSICO INC | $3.5M |
OXYOCCIDENTAL PETE CORP DEL | $3.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.4M |
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