live your vision, llc
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Contact Information
live your vision, llc
FIVE TOWER BRIDGE
WEST CONSHOHOCKEN PA 19428
Business Phone: 610-234-2100 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $167,626,795 [1]Prior Market Value: $193,119,278 New Purchases: 1 stock Additional Purchases: 9 stocks Sold out of: 24 stocks Reduced holdings in: 17 stocks Top 10 Holdings %: 74.92% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio WisdomTree LargeCap Dividend 23.18% iShares S&P 500 Growth Index 10.07% iShares Barclays 1-3 Year Credit Bond 8.89% oShares iBoxx Invest Grade Corp Bond 6.0% WisdomTree Global Equity Income 4.71% Major new positions on 03/31/2013 Stock % of Portfolio WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND 2.33%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio Vanguard Short-Term Bond ETF 0.89% Exxon Mobil Corp. 0.4% Vanguard Intermediate-Term Bond ETF 0.27% Vanguard Total Bond Market ETF 0.2% Express Scripts Inc. 0.18% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-04-30 Form 13F-HR 2013-02-13 Form 13F-HR 2012-11-05 Form 13F-HR/A 2012-09-21 Form 13F-HR 2012-07-20