smart portfolios, llc
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Contact Information
smart portfolios, llc
17865 BALLINGER WAY NE
SEATTLE WA 98155
Business Phone: 206-686-3644 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $85,459 [1]Prior Market Value: $117,825 New Purchases: 11 stocks Additional Purchases: 9 stocks Sold out of: 12 stocks Reduced holdings in: 11 stocks Top 10 Holdings %: 76.81% [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 iShares Russell Midcap Value Index 10.0% iShares MSCI Australia Index 9.75% iShares Nasdaq Biotechnology 8.98% iShares Barclays Aggregate Bond 8.94% SPDR S&P Retail 8.64% Major new positions on 03/31/2013 Stock % of Portfolio SPDR S&P Retail 8.64% Vanguard Total Bond Market ETF 8.32% SPDR Barclays Capital High Yield Bond 3.75% iShares Russell 2000 Growth Index 1.26% SPDR S&P MidCap 400 1.23%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio iShares Dow Jones US Real Estate 5.65% iShares COMEX Gold Trust 5.62% iShares JPMorgan USD Emerg Markets Bond 5.52% iShares S&P 500 Growth Index 3.15% iShares MSCI Singapore Index 3.11% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-10 Form 13F-HR 2013-02-15 Form 13F-HR/A 2012-12-03 Form 13F-HR 2012-11-15 Form 13F-HR 2012-08-17