Orgel Wealth Management, LLC Q1 2017 Filing
Filed April 24, 2017
Portfolio Value
$227.9B
Holdings
27
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IEMGISHARES INC | 1,949,843 | $93.2B | 40.89% | |
| 2 | FLRNSPDR SER TR | 2,036,130 | $62.6B | 27.46% | |
| 3 | HYGISHARES TR | 622,879 | $54.7B | 23.99% | |
| 4 | SCHXSCHWAB STRATEGIC TR | 118,670 | $6.7B | 2.93% | |
| 5 | IVVISHARES TR | 18,733 | $4.4B | 1.95% | |
| 6 | GQ9SPDR GOLD TRUST | 5,188 | $616.0M | 0.27% | |
| 7 | VOOVANGUARD INDEX | 2,181 | $472.0M | 0.21% | |
| 8 | MSFTMICROSOFT CORP | 6,889 | $454.0M | 0.20% | |
| 9 | PEPPEPSICO INC | 3,378 | $378.0M | 0.17% | |
| 10 | AAPLAPPLE INC | 2,501 | $360.0M | 0.16% | |
| 11 | VIGVANGUARD SPECIALIZED PORTFOL | 3,940 | $355.0M | 0.16% | |
| 12 | VLUEISHARES TR | 4,380 | $321.0M | 0.14% | |
| 13 | RYROYAL BK CDA MONTREAL QUE | 4,000 | $292.0M | 0.13% | |
| 14 | VYMVANGUARD WHITEHALL FDS INC | 3,730 | $290.0M | 0.13% | |
| 15 | XOMEXXON MOBIL CORP | 3,234 | $266.0M | 0.12% | |
| 16 | JNJJOHNSON & JOHNSON | 2,105 | $263.0M | 0.12% | |
| 17 | GEGENERAL ELECTRIC CO | 8,723 | $260.0M | 0.11% | |
| 18 | ISTBISHARES TR | 5,093 | $256.0M | 0.11% | |
| 19 | CVXCHEVRON CORP NEW | 2,346 | $252.0M | 0.11% | |
| 20 | ECLECOLAB INC | 1,875 | $236.0M | 0.10% | |
| 21 | AGGISHARES TR | 2,133 | $232.0M | 0.10% | |
| 22 | QUALISHARES TR R | 2,998 | $219.0M | 0.10% | |
| 23 | METAFACEBOOK INC | 1,508 | $215.0M | 0.09% | |
| 24 | WTPIWISDOMTREE TR | 7,480 | $212.0M | 0.09% | |
| 25 | EZMWISDOMTREE TR | 5,860 | $207.0M | 0.09% | |
| 26 | IRTINDEPENDENCE RLTY TR INC | 10,325 | $97.0M | 0.04% | |
| 27 | XXHYBXXNEW AMER HIGH INCOME FD INC | 10,041 | $95.0M | 0.04% |