Valmark Advisers, Inc. Diversified Active

CIK: 0001380443 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 5, 2013

Total Value ($000): $2,853,478 (100.0% shares, 0.0% debt)

Holdings (51)

VEU VANGUARD INTL EQUITY INDEX F 12.0%
Value ($000) $341,414 Shares 7,720,806 Est. Cost $44.22 Unrealized
IVW ISHARES TR 10.1%
Value ($000) $289,496 Shares 3,445,965 Est. Cost $84.01 Unrealized
IVE ISHARES TR 9.7%
Value ($000) $276,633 Shares 3,650,956 Est. Cost $75.77 Unrealized
IJH ISHARES TR 9.6%
Value ($000) $273,316 Shares 2,366,373 Est. Cost $115.50 Unrealized
TDTT FLEXSHARES TR 8.5%
Value ($000) $242,313 Shares 9,758,898 Est. Cost $24.83 Unrealized
IJR ISHARES TR 8.1%
Value ($000) $230,202 Shares 2,549,019 Est. Cost $90.31 Unrealized
LQD ISHARES TR 4.9%
Value ($000) $140,436 Shares 1,235,687 Est. Cost $113.65 Unrealized
HYG ISHARES TR 4.2%
Value ($000) $120,610 Shares 1,327,140 Est. Cost $90.88 Unrealized
STPZ PIMCO ETF TR 3.0%
Value ($000) $86,534 Shares 1,643,251 Est. Cost $52.66 Unrealized
RWX SPDR INDEX SHS FDS 2.9%
Value ($000) $82,678 Shares 2,072,125 Est. Cost $39.90 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.8%
Value ($000) $79,656 Shares 2,053,000 Est. Cost $38.80 Unrealized
GNR SPDR INDEX SHS FDS 2.7%
Value ($000) $77,779 Shares 1,728,803 Est. Cost $44.99 Unrealized
ELD WISDOMTREE TR 2.6%
Value ($000) $74,468 Shares 1,550,119 Est. Cost $48.04 Unrealized
IEI ISHARES TR 2.6%
Value ($000) $73,376 Shares 607,723 Est. Cost $120.74 Unrealized
WIP SPDR SERIES TRUST 2.4%
Value ($000) $67,876 Shares 1,179,012 Est. Cost $57.57 Unrealized
RWR SPDR SERIES TRUST 2.3%
Value ($000) $66,527 Shares 875,934 Est. Cost $75.95 Unrealized
SPSB SPDR SERIES TRUST 2.3%
Value ($000) $64,590 Shares 2,111,476 Est. Cost $30.59 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 1.9%
Value ($000) $55,237 Shares 619,042 Est. Cost $89.23 Unrealized
CLAYMORE EXCHANGE TRD FD TR 1.9%
Value ($000) $53,017 Shares 2,443,164 Est. Cost $21.70 Unrealized
POWERSHARES ETF TRUST II 1.6%
Value ($000) $46,157 Shares 1,864,912 Est. Cost $24.75 Unrealized
VDE VANGUARD WORLD FDS 0.6%
Value ($000) $17,243 Shares 153,352 Est. Cost $112.44 Unrealized
VAW VANGUARD WORLD FDS 0.6%
Value ($000) $17,151 Shares 198,213 Est. Cost $86.53 Unrealized
EWZ ISHARES INC 0.5%
Value ($000) $13,751 Shares 313,512 Est. Cost $43.86 Unrealized
EPI WISDOMTREE TRUST 0.5%
Value ($000) $13,624 Shares 840,987 Est. Cost $16.20 Unrealized
GXC SPDR INDEX SHS FDS 0.5%
Value ($000) $13,620 Shares 212,484 Est. Cost $64.10 Unrealized
SHY ISHARES TR 0.3%
Value ($000) $9,803 Shares 116,316 Est. Cost $84.28 Unrealized
HYS PIMCO ETF TR 0.2%
Value ($000) $4,986 Shares 48,565 Est. Cost $102.67 Unrealized
MINT PIMCO ETF TR 0.2%
Value ($000) $4,978 Shares 49,155 Est. Cost $101.27 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $4,273 Shares 24,196 Est. Cost $53.48 Unrealized 0.0%
SPDR SERIES TRUST 0.1%
Value ($000) $2,062 Shares 90,200 Est. Cost $22.86 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $1,672 Shares 15,915 Est. Cost $105.06 Unrealized
SPDR SERIES TRUST 0.0%
Value ($000) $1,341 Shares 56,128 Est. Cost $23.89 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $1,019 Shares 9,098 Est. Cost $112.00 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.0%
Value ($000) $844 Shares 23,712 Est. Cost $35.59 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $676 Shares 10,554 Est. Cost $64.05 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $427 Shares 4,168 Est. Cost $102.45 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $414 Shares 10,550 Est. Cost $39.24 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.0%
Value ($000) $394 Shares 5,952 Est. Cost $66.20 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $299 Shares 755 Est. Cost $13.16 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $291 Shares 7,735 Est. Cost $37.62 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $286 Shares 3,718 Est. Cost $55.00 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $277 Shares 1,449 Est. Cost $118.94 Unrealized 0.0%
FIRST TR BICK INDEX FD 0.0%
Value ($000) $263 Shares 12,489 Est. Cost $21.06 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $257 Shares 2,156 Est. Cost $119.20 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $249 Shares 2,752 Est. Cost $53.69 Unrealized 0.0%
DEM WISDOMTREE TRUST 0.0%
Value ($000) $239 Shares 4,945 Est. Cost $48.33 Unrealized
KINDER MORGAN ENERGY PARTNER 0.0%
Value ($000) $212 Shares 2,483 Est. Cost $85.38 Unrealized
DLN WISDOMTREE TRUST 0.0%
Value ($000) $212 Shares 3,538 Est. Cost $59.92 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $210 Shares 3,160 Est. Cost $66.46 Unrealized
FIRST BUSEY CORP 0.0%
Value ($000) $60 Shares 13,229 Est. Cost $4.54 Unrealized
THERMOGENESIS CORP 0.0%
Value ($000) $30 Shares 21,935 Est. Cost $1.37 Unrealized