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Holdings

ETF Holdings

Name Assets
Consumer Staples Select Sector SPDR Fund $6,075,000
Financial Select Sector SPDR Fund $5,586,000
Vanguard Mid-Cap Index Fund $5,571,000
Industrial Select Sector SPDR Fund $5,551,000
iShares US Telecommunications ETF $5,388,000
Utilities Select Sector SPDR Fund $5,321,000
iShares US Technology ETF $5,274,000
Consumer Discretionary Select Sector SPDR Fund $5,234,000
Materials Select Sector SPDR Fund $5,200,000
Energy Select Sector SPDR Fund $5,095,000
Health Care Select Sector SPDR Fund $5,051,000
iShares Core High Dividend ETF $2,313,000
iShares MSCI EAFE ETF $2,071,000
iShares Morningstar Large-Cap Growth ETF $2,032,000
Vanguard Total Stock Market Index Fund $1,919,000
Powershares S&P 500 Low Volatility Portfolio $1,719,000
Vanguard 500 Index Fund $1,572,000
iShares Core S&P 500 ETF $1,192,000
Vanguard Short-Term Bond Index Fund $937,000
iShares Core MSCI Emerging Markets ETF $849,000
Vanguard Tax-Managed International Fund $794,000
ProShares UltraPro QQQ $793,000
Vanguard Total International Bond Index Fund $779,000
iShares MBS ETF $713,000
Vanguard REIT Index Fund $682,000
PowerShares FTSE RAFI US 1000 Portfolio $642,000
SPDR S&P 500 ETF Trust $641,000
iShares US Real Estate ETF $527,000
Vanguard Intermediate-Term Bond Index Fund $471,000
JPMorgan Alerian MLP Index Exchange Traded Notes $451,000
Vanguard Dividend Appreciation Index Fund $444,000
Vanguard Extended Market Index Fund $389,000
iShares JPMorgan USD Emerging Markets Bond ETF $345,000
Vanguard Mortgage-Backed Securities Index Fund $339,000
PowerShares Senior Loan Portfolio $314,000
SPDR S&P MidCap 400 ETF $308,000
iShares US Preferred Stock ETF $306,000
iShares MSCI Emerging Markets ETF $282,000
iShares Russell Mid-Cap ETF $281,000
United States Oil Fund, LP $258,000
First Trust Large Cap Core AlphaDEX Fund $237,000
Vanguard Long-Term Bond Index Fund $233,000
iShares US Healthcare ETF $217,000
Vanguard Emerging Markets Stock Index Fund $179,000
Vanguard Mega Cap Growth Index Fund $178,000
iPath Exchange Traded Notes S&P GSCI Crude Oil Total Return Index Medium-Term Notes Series A $164,000
Vanguard High Dividend Yield Index Fund $140,000
iShares Core S&P Small-Cap ETF $137,000
iShares Core S&P Mid-Cap ETF $132,000
Vanguard FTSE All-World ex-US Small-Cap Index Fund $132,000
iShares Floating Rate Bond ETF $131,000
iShares US Industrials ETF $123,000
iShares Russell 1000 Value ETF $116,000
Vanguard Financials Index Fund $113,000
iShares Russell 2000 ETF $108,000
Vanguard European Stock Index Fund $104,000
SPDR Gold Shares $99,000
Vanguard Energy Index Fund $96,000
Vanguard Growth Index Fund $94,000
Vanguard Consumer Discretionary Index Fund $85,000
iShares US Utilities ETF $84,000
Vanguard Materials Index Fund $84,000
Vanguard Telecommunication Services Index Fund $83,000
iShares Select Dividend ETF $83,000
Vanguard Information Technology Index Fund $83,000
iShares Core US Aggregate Bond ETF $82,000
iShares S&P 500 Growth ETF $80,000
iShares Core MSCI EAFE ETF $78,000
iShares Russell 1000 Growth ETF $73,000
iShares 1-3 Year Treasury Bond ETF $72,000
Guggenheim Multi-Asset Income ETF $69,000
iShares Russell Mid-Cap Growth ETF $69,000
iShares Russell 2000 Growth ETF $69,000
iShares US Energy ETF $64,000
Vanguard Value Index Fund $64,000
Vanguard Small-Cap Index Fund $57,000
iShares US Healthcare Providers ETF $57,000
ProShares Ultra Financials $56,000
iShares MSCI Eurozone ETF $53,000
SPDR S&P Insurance ETF $50,000
ProShares Ultra S&P500 $50,000
iShares S&P 500 Value ETF $49,000
iShares Core S&P US Growth ETF $46,000
iShares Russell 2000 Value ETF $44,000
iShares Micro-Cap ETF $42,000
PowerShares S&P International Developed Momentum Portfolio $40,000
SPDR S&P Dividend ETF $37,000
iShares MSCI All Country Asia ex Japan ETF $37,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $37,000
WisdomTree MidCap Dividend Fund $33,000
Schwab US Mid-Cap ETF $31,000
iShares MSCI Japan ETF $30,000
Vanguard Mid-Cap Growth Index Fund $30,000
iShares S&P Mid-Cap 400 Value ETF $29,000
iShares International Select Dividend ETF $29,000
iShares S&P 100 ETF $28,000
iShares S&P Small-Cap 600 Value ETF $27,000
iShares Gold Trust $26,000
Vanguard Total Bond Market Index Fund $24,000
iShares Nasdaq Biotechnology ETF $23,000
SPDR Dow Jones Industrial Average ETF Trust $19,000
iShares S&P Mid-Cap 400 Growth ETF $18,000
WisdomTree Europe SmallCap Dividend Fund $17,000
PowerShares Dynamic Biotechnology & Genome Portfolio $15,000
Global X SuperDividend US ETF $14,000
Guggenheim S&P 500 Top 50 ETF $14,000
First Trust Dow Jones Global Select Dividend Index Fund $13,000
Vanguard Small-Cap Growth Index Fund $12,000
Vanguard Total World Stock Index Fund $12,000
iShares iBoxx $ High Yield Corporate Bond ETF $11,000
iShares US Consumer Services ETF $11,000
iShares Russell 3000 ETF $11,000
First Trust NYSE Arca Biotechnology Index Fund $11,000
iShares MSCI Pacific ex Japan ETF $11,000
iShares MSCI South Korea Capped ETF $10,000
iShares Global Consumer Discretionary ETF $9,000
PowerShares National AMT-Free Municipal Bond Portfolio $8,000
iShares North American Natural Resources ETF $8,000
iShares US Consumer Goods ETF $8,000
iShares Cohen & Steers REIT ETF $8,000
Vanguard Mega Cap Index Fund $7,000
Vanguard Health Care Index Fund $7,000
iShares TIPS Bond ETF $6,000
iShares Silver Trust $6,000
VanEck Vectors AMT-Free Long Municipal Index ETF $6,000
Alerian MLP ETF $3,000
iShares MSCI France ETF $3,000
WisdomTree Emerging Markets High Dividend Fund $3,000
iShares MSCI Emerging Markets Asia ETF $3,000

    Assets

    Assets

    Last updated on Dec. 19, 2019
      • $462.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $283.0K
        Estimated Average Account Balance

    Services

    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.

    Advisors

    Current Advisors

    # of advisors

    24

    name start date
    George Thomas Clarke
    October 2011
    Alexander G Weiss
    April 2010
    Jeffrey Michael Krueger
    January 2019
    Jeffrey Marc Alexander
    July 2015
    Benjamin Neil Haas
    April 2013

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      U.S. Insurance Brokers, LLC -- --

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        George Thomas Clarke Chief Financial Officer December, 2005 less than 5%
        John Paul Napolitano Chief Compliance Officer January, 2011 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees