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ETF Holdings

Name Assets
Vanguard Total Bond Market Index Fund $132,259,000
iShares MSCI EAFE Value ETF $103,566,000
SPDR S&P 500 ETF Trust $82,471,000
Vanguard Growth Index Fund $46,539,000
Vanguard Tax-Managed International Fund $43,473,000
iShares MSCI EAFE ETF $40,918,000
Vanguard Value Index Fund $35,261,000
iShares Russell 1000 Value ETF $28,204,000
Vanguard Short-Term Bond Index Fund $26,465,000
Vanguard Total International Stock Index Fund $23,059,000
Vanguard FTSE All-World ex US Index Fund $21,321,000
iShares Russell 2000 ETF $20,610,000
iShares Core MSCI Emerging Markets ETF $13,843,000
iShares TIPS Bond ETF $12,723,000
iShares S&P GSCI Commodity-Indexed Trust $10,183,000
ProShares UltraPro QQQ $9,873,000
Vanguard Short-Term Inflation-Protected Securities Index Fund $9,848,000
VanEck Vectors AMT-Free Short Municipal Index ETF $9,754,000
Vanguard REIT Index Fund $9,702,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $9,662,000
iPath Exchange Traded Notes Bloomberg Commodity Index Total Return Medium-Term Notes Series A $8,842,000
Vanguard Mid-Cap Value Index Fund $8,773,000
WisdomTree Japan Hedged Equity Fund $8,605,000
Vanguard Total World Stock Index Fund $8,557,000
iShares Floating Rate Bond ETF $7,488,000
Vanguard Extended Market Index Fund $7,256,000
iShares MBS ETF $7,066,000
iShares Core US Aggregate Bond ETF $6,275,000
Vanguard Emerging Markets Stock Index Fund $6,174,000
Vanguard Small-Cap Value Index Fund $5,672,000
Energy Select Sector SPDR Fund $5,610,000
UBS Exchange Traded Access Securities (E-TRACS) Alerian MLP Index ETN $5,442,000
iShares Russell 1000 Growth ETF $4,796,000
iShares Russell 2000 Value ETF $4,577,000
iShares Core S&P US Value ETF $4,572,000
VanEck Vectors AMT-Free Intermediate Municipal Index ETF $4,563,000
iShares JPMorgan USD Emerging Markets Bond ETF $4,129,000
iShares Core S&P US Growth ETF $3,955,000
iShares Core S&P Mid-Cap ETF $3,823,000
Vanguard Large-Cap Index Fund $3,565,000
iShares MSCI ACWI ETF $3,359,000
iShares 7-10 Year Treasury Bond ETF $3,312,000
iShares MSCI Switzerland Capped ETF $3,047,000
iShares iBoxx $ High Yield Corporate Bond ETF $3,045,000
Materials Select Sector SPDR Fund $2,866,000
Vanguard High Dividend Yield Index Fund $2,764,000
Vanguard Mid-Cap Growth Index Fund $2,577,000
iShares MSCI EAFE Small-Cap ETF $2,554,000
WisdomTree Europe Hedged Equity Fund $2,201,000
Vanguard Intermediate-Term Bond Index Fund $1,886,000
VanEck Vectors High-Yield Municipal Index ETF $1,882,000
Deutsche X-trackers MSCI EAFE Hedged Equity ETF $1,790,000
Vanguard Small-Cap Index Fund $1,733,000
Vanguard Mid-Cap Index Fund $1,673,000
iShares 1-3 Year Treasury Bond ETF $1,580,000
Vanguard Total Stock Market Index Fund $1,541,000
SPDR Blackstone/GSO Senior Loan ETF $1,540,000
iShares S&P 500 Growth ETF $1,426,000
iShares National Muni Bond ETF $1,416,000
iShares MSCI EAFE Growth ETF $1,339,000
iShares S&P 500 Value ETF $1,331,000
iShares S&P Small-Cap 600 Value ETF $1,208,000
PowerShares Fundamental High Yield Corporate Bond Portfolio $1,038,000
iShares MSCI Japan ETF $744,000
SPDR Dow Jones Global Real Estate ETF $658,000
iShares Gold Trust $615,000
PowerShares DB Commodity Index Tracking Fund $554,000
iShares MSCI ACWI ex US ETF $542,000
Deutsche X-trackers MSCI Europe Hedged Equity ETF $444,000
iShares US Preferred Stock ETF $402,000
Alerian MLP ETF $396,000
SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF $361,000
PowerShares International Dividend Achievers Portfolio $360,000
iShares MSCI Taiwan Capped ETF $257,000
PowerShares Senior Loan Portfolio $245,000



    Last updated on Sept. 8, 2019
      • $21.3B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 25K
      • $839.6K
        Estimated Average Account Balance


    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.


    Current Advisors

    # of advisors


    name start date
    Yi Gu
    October 2018
    Matthew Stephen Garzone
    December 2004
    Curtis Lee Overway
    May 2002
    Mikerson Laurent
    October 2017
    Yousef S Naga
    June 2018

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Aew Capital Management Lp IAR $39,118,319,858
      Alphasimplex Group, LLC IAR $4,568,251,114
      Dnca Finance Scs -- --
      Flexstone Partners Sas -- --
      Gateway Investment Advisers, LLC IAR $11,640,693,539
      H2O Am IAR $7,954,913,293
      Harris Associates Lp IAR $107,374,797,430
      Loomis Sayles Distributors, L.P. Broker-Dealer --
      Loomis, Sayles & Company, L.P. IAR $230,318,184,824
      McDonnell Investment Management, LLC IAR $11,696,846,978
      Mirova -- --
      Mirova Us IAR $808,819,955
      Mv Credit Partners LLP IAR $0
      Natixis Distribution, L.P. Broker-Dealer --
      Natixis Investment Managers Canada Lp -- --
      Naxicap Partners -- --
      Ostrum Asset Management -- --
      Vaughan Nelson Investment Management, L.P. IAR $10,489,157,083



        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Anthony David Loureiro Senior Vice President (Svp) November, 2004 less than 5%
        Kirk Daniel Johnson Senior Vice President (Svp) & Deputy General Counsel December, 2018 less than 5%
        Kevin Hiroshi Maeda Chief Investment Officer (Cio) Active Index Advisors October, 2006 less than 5%
        Curtis Lee Overway President Managed Portfolio Advisors & President Active Index Advisors November, 2006 less than 5%
        David Anthony Vallon Senior Vice President (Svp) & Chief Compliance Officer (Cco) - Advisor April, 2007 less than 5%
        Russell Lloyd Kane Executive Vice President (Evp) & General Counsel July, 2016 less than 5%
        Marilyn Vinton Rosh Senior Vice President & Controller March, 2011 less than 5%
        Stacie Denise Paoletti Senior Vice President (Svp) & Chief Operating Officer (Coo) Managed Portfolio Advisors September, 2010 less than 5%
        David Lawrence Giunta President & Chief Executive Officer (Ceo) January, 2008 less than 5%
        Michael Charles Kardok Senior Vice President (Svp) & Treasurer (Funds) November, 2004 less than 5%
        Beatriz Ana Pinasmith Executive Vice President (Evp), Treasurer & Chief Financial Officer (Cfo) March, 2008 less than 5%
          Source: SEC


          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees
          • Other