Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Madison Scottsdale, LC (CIK 1388007) reported $109.1M across 24 reported positions in its SEC 13F filing for 2013-12-31. Largest positions: SPY ($32.1M, 29.41%), IJR ($25.6M, 23.49%), IJH ($23.9M, 21.93%), SDY ($18.9M, 17.33%), VEU ($3.7M, 3.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TRUST | $32.1M | 29.41% | 173,708 | Added |
| 2 | IJR | ISHARES CORE S&P SMALL-CAP E | $25.6M | 23.49% | 234,634 | Added |
| 3 | IJH | ISHARES CORE S&P MIDCAP ETF | $23.9M | 21.93% | 178,756 | Added |
| 4 | SDY | SPDR S&P DIVIDEND ETF | $18.9M | 17.33% | 260,319 | Added |
| 5 | VEU | VANGUARD FTSE ALL-WORLD EX-U | $3.7M | 3.36% | 72,294 | Added |
| 6 | VOO | VANGUARD S&P 500 ETF | $1.6M | 1.49% | 9,600 | New |
| 7 | PRF | POWERSHARES FTSE RAFI US 1K | $1.1M | 0.97% | 12,751 | Hold |
| 8 | IWS | ISHARES RUSSELL MID-CAP VALU | $495,000 | 0.45% | 7,539 | Hold |
| 9 | EFA | ISHARES MSCI EAFE ETF | $272,000 | 0.25% | 4,062 | Hold |
| 10 | T | AT&T INC | $229,000 | 0.21% | 6,500 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $183,000 | 0.17% | 2,000 | Trimmed |
| 12 | XOM | EXXON MOBIL CORP | $152,000 | 0.14% | 1,500 | Hold |
| 13 | MMM | 3M CO | $140,000 | 0.13% | 1,000 | Trimmed |
| 14 | WFC | WELLS FARGO & CO | $91,000 | 0.08% | 2,000 | Trimmed |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC-CL B | $89,000 | 0.08% | 750 | Hold |
| 16 | SLB | SCHLUMBERGER LTD | $90,000 | 0.08% | 1,000 | Hold |
| 17 | PFE | PFIZER INC | $92,000 | 0.08% | 3,000 | Hold |
| 18 | KO | COCA-COLA CO/THE | $83,000 | 0.08% | 2,000 | Hold |
| 19 | GE | GENERAL ELECTRIC CO | $70,000 | 0.06% | 2,500 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $56,000 | 0.05% | 1,500 | Trimmed |
| 21 | TWX | TIME WARNER INC | $58,000 | 0.05% | 833 | Hold |
| 22 | EWU | ISHARES MSCI UNITED KINGDOM | $52,000 | 0.05% | 2,500 | New |
| 23 | INTC | INTEL CORP | $39,000 | 0.04% | 1,500 | Trimmed |
| 24 | VWO | VANGUARD FTSE EMERGING MARKE | $15,000 | 0.01% | 375 | Hold |
| 25 | AFL | AFLAC INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2013-12-31