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

Holdings

ETF Holdings

Name Assets
iShares Intermediate Credit Bond ETF $7,982,000
PowerShares Dynamic Large Cap Value Portfolio $5,536,000
iShares Core S&P Mid-Cap ETF $4,994,000
Schwab US Large-Cap Growth ETF $4,578,000
iShares MSCI Switzerland Capped ETF $4,273,000
ProShares S&P 500 Dividend Aristocrats ETF $3,910,000
iShares S&P Mid-Cap 400 Growth ETF $3,083,000
Vanguard REIT Index Fund $2,919,000
Vanguard Total Bond Market Index Fund $2,853,000
PowerShares International Dividend Achievers Portfolio $2,831,000
SPDR S&P Regional Banking ETF $1,963,000
Vanguard Dividend Appreciation Index Fund $1,916,000
iShares TIPS Bond ETF $1,846,000
iShares Core S&P 500 ETF $1,596,000
Vanguard Intermediate-Term Bond Index Fund $1,460,000
VanEck Vectors AMT-Free Intermediate Municipal Index ETF $972,000
Vanguard Energy Index Fund $830,000
PIMCO Total Return Active Exchange-Traded Fund $560,000
iShares Nasdaq Biotechnology ETF $468,000
iShares MSCI USA ESG Select ETF $382,000
Vanguard Short-Term Bond Index Fund $373,000
Vanguard Utilities Index Fund $368,000
VanEck Vectors AMT-Free Short Municipal Index ETF $366,000
iShares 1-3 Year Credit Bond ETF $330,000
SPDR S&P 500 ETF Trust $229,000
iShares S&P 500 Growth ETF $195,000
WisdomTree MidCap Dividend Fund $183,000
Guggenheim BulletShares 2017 Corporate Bond ETF $180,000
Guggenheim BulletShares 2018 Corporate Bond ETF $160,000
iShares Select Dividend ETF $92,000
iShares MSCI EAFE ETF $59,000
Guggenheim BulletShares 2019 Corporate Bond ETF $51,000
Guggenheim BulletShares 2020 Corporate Bond ETF $50,000
iShares US Home Construction ETF $46,000
Guggenheim S&P Global Water Index ETF $38,000
VanEck Vectors Gold Miners ETF $38,000
PowerShares S&P SmallCap Consumer Staples Portfolio $37,000
Guggenheim BulletShares 2016 Corporate Bond ETF $33,000
iShares Core S&P Total US Stock Market ETF $28,000
iShares Edge MSCI Min Vol USA ETF $27,000
Schwab US Mid-Cap ETF $26,000
iShares Global Telecom ETF $26,000
Alerian MLP ETF $25,000
First Trust Large Cap Core AlphaDEX Fund $23,000
iShares S&P Mid-Cap 400 Value ETF $21,000
PowerShares Preferred Portfolio $21,000
VanEck Vectors Junior Gold Miners ETF $20,000
SPDR Wells Fargo Preferred Stock ETF $19,000
Vanguard Consumer Staples Index Fund $18,000
iShares Russell 1000 Growth ETF $18,000
Schwab US Dividend Equity ETF $18,000
Financial Select Sector SPDR Fund $17,000
SPDR DoubleLine Total Return Tactical ETF $16,000
SPDR Barclays Aggregate Bond ETF $16,000
SPDR Barclays Aggregate Bond ETF $16,000
Health Care Select Sector SPDR Fund $16,000
Vanguard Intermediate-Term Corporate Bond Index Fund $15,000
Guggenheim Solar ETF $14,000
Consumer Staples Select Sector SPDR Fund $14,000
Industrial Select Sector SPDR Fund $13,000
Vanguard High Dividend Yield Index Fund $13,000
iShares Russell 1000 Value ETF $13,000
ProShares UltraPro QQQ $12,000
PowerShares Fundamental High Yield Corporate Bond Portfolio $12,000
Guggenheim Enhanced Short Duration ETF $11,000
iShares US Real Estate ETF $11,000
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund $11,000
SPDR Barclays Short Term High Yield Bond ETF $11,000
iShares Core US Aggregate Bond ETF $11,000
iShares Russell 2000 Growth ETF $10,000
PowerShares DWA Utilities Momentum Portfolio $9,000
JPMorgan Alerian MLP Index Exchange Traded Notes $9,000
SPDR Blackstone/GSO Senior Loan ETF $9,000
Global X MLP ETF $9,000
PowerShares S&P 500 BuyWrite Portfolio $8,000
SPDR S&P MidCap 400 ETF $7,000
Consumer Discretionary Select Sector SPDR Fund $7,000
Technology Select Sector SPDR Fund $7,000
Guggenheim S&P 500 Equal Weight ETF $6,000
iShares Global Healthcare ETF $5,000
iShares Short Maturity Bond ETF $5,000
First Trust Dow Jones Internet Index Fund $3,000
iShares Core MSCI Total International Stock ETF $3,000
Fidelity MSCI Consumer Staples Index ETF $3,000
Schwab US Large-Cap ETF $3,000
Fidelity MSCI Health Care Index ETF $2,000

    Assets

    Assets

    Last updated on March 30, 2016
      • $342.3M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 277
        Accounts
      • $1.2M
        Estimated Average Account Balance

    Services

    Firm Services

    • Financial Planning

    • Pension Consulting

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    5

    name start date
    Marilyn Janet Spencer
    March 2009
    Daniele Marie Donahoe
    July 2010
    Mary Appleton Cosby Rinehart
    May 2003
    Andrew David Savant
    May 2012
    Sandra Bradley Carlson
    November 2013

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Daniele Marie Donahoe Ceo And Chief Investment Officer November, 2015 50% to 75%
      Mary Appleton Cosby Rinehart Owner/Chairman November, 2015 25% to 50%
      Sandra Bradley Carlson President & Chief Compliance Officer November, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets