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Insights

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Holdings

ETF Holdings

Name Assets
SPDR S&P 500 ETF Trust $780,124,000
iShares MSCI EAFE ETF $271,018,000
SPDR EURO STOXX 50 ETF $111,898,000
iShares MSCI Eurozone ETF $89,536,000
WisdomTree Japan Hedged Equity Fund $74,045,000
Deutsche X-trackers MSCI Japan Hedged Equity ETF $72,388,000
iShares 20+ Year Treasury Bond ETF $68,218,000
PowerShares Senior Loan Portfolio $67,872,000
Vanguard Emerging Markets Stock Index Fund $64,874,000
WisdomTree Europe Hedged Equity Fund $54,589,000
iShares iBoxx $ High Yield Corporate Bond ETF $46,815,000
iShares Core S&P Mid-Cap ETF $32,649,000
SPDR Bloomberg Barclays High Yield Bond ETF $25,075,000
SPDR Bloomberg Barclays Short Term High Yield Bond ETF $15,827,000
Vanguard Tax-Managed International Fund $15,766,000
Financial Select Sector SPDR Fund $12,164,000
iShares MSCI Emerging Markets ETF $10,117,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $4,254,000
SPDR Gold Shares $4,192,000
iShares S&P 500 Value ETF $3,382,000
iShares Russell 2000 Value ETF $3,141,000
Vanguard Total Bond Market Index Fund $2,574,000
iShares Select Dividend ETF $2,219,000
iShares US Preferred Stock ETF $2,092,000
Vanguard European Stock Index Fund $2,091,000
Vanguard Dividend Appreciation Index Fund $1,406,000
Vanguard Short-Term Corporate Bond Index Fund $1,280,000
iShares MSCI Canada ETF $1,221,000
iShares S&P 500 Growth ETF $898,000
iShares Russell 2000 Growth ETF $623,000
SPDR Dow Jones Industrial Average ETF Trust $592,000
Health Care Select Sector SPDR Fund $542,000
Vanguard Total Stock Market Index Fund $526,000
Vanguard High Dividend Yield Index Fund $485,000
iShares US Real Estate ETF $416,000
Vanguard Short-Term Bond Index Fund $374,000
iShares Core S&P Small-Cap ETF $369,000
WisdomTree Emerging Markets High Dividend Fund $360,000
PowerShares Emerging Markets Sovereign Debt Portfolio $351,000
Vanguard Pacific Stock Index Fund $269,000
Consumer Discretionary Select Sector SPDR Fund $255,000
iShares MSCI BRIC ETF $231,000
Vanguard FTSE All-World ex US Index Fund $211,000
iShares Edge MSCI Min Vol EAFE ETF $206,000

    Assets

    Assets

    Last updated on Feb. 6, 2017
      • $10.9B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 50
        Accounts
      • $218.4M
        Estimated Average Account Balance

    Services

    Firm Services

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

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    0

    There are no advisors from this firm to display at this time.

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Epoch Investment Partners, Inc. IAR $41,918,194,823
    Td Ameritrade Clearing, Inc. Broker-Dealer --
    Td Asset Management IAR $10,917,712,408
    Td Bank N.A -- --
    Td Private Client Wealth LLC Dual Registrant $1,789,276,578
    Td Securities -- --
    Td Waterhouse Institutional Services -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Michele Randy Teichner Officer April, 2010 less than 5%
      Peter Scott Mottek Director December, 2014 less than 5%
      Rodney Michael Thorfinnson Chief Administrative Officer, Chief Risk Officer And Director December, 2010 less than 5%
      Paul Robert Walsh Chief Compliance Officer October, 2015 less than 5%
      Glenn S Davis Director June, 2015 less than 5%
      Stephen Maxwell Sieger Chief Financial Officer & Director April, 2015 less than 5%
      Bruce Cooper Chief Executive Officer & Director October, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees