LIVE YOUR VISION, LLC Information

FIVE TOWER BRIDGE, WEST CONSHOHOCKEN, Pennsylvania, 19428, (610) 234-2100

Report Date: 03/31/2014

Position Statistics

Total Positions 43
New Positions 3
Increased Positions 22
Decreased Positions 17
Positions with Activity 39
Sold Out Positions 2
Total Mkt Value (in $ millions) 196

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.16%
Energy 0.5%
Financial 97.33%
Healthcare 1.72%
Services 0.28%
Technology
Transportation
Utilities

43 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WISDOMTREE TR LARGECAP DIVID 30,318 -8,390 (21.68) 425,034
SCHWAB STRATEGIC TR INTL EQTY ETF 24,813 19,455 363.11 755,116
ISHARES TR S&P 500 GRWT ETF 21,527 -23 (0.11) 202,572
ISHARES 1-3 YR CR BD ETF 13,001 -259 (1.95) 123,303
ISHARES TR FLTG RATE BD ETF 11,591 -319 (2.68) 228,214
PIMCO ETF TR 0-5 HIGH YIELD 9,813 260 2.72 92,639
WISDOMTREE TR MIDCAP DIVI FD 9,150 122 1.35 113,473
VANGUARD INDEX FDS REIT ETF 7,971 38 .48 104,838
POWERSHARES ETF TRUST DYNA BUYBK ACH 7,370 7,370 New 163,698
ISHARES TR 1-3 YR TR BD ETF 7,268 -53 (0.73) 86,025
WISDOMTREE TR EMERG MKTS ETF 7,129 -761 (9.65) 134,845
PIMCO ETF TR 1-5 US TIP IDX 6,680 -24 (0.36) 124,985
SCHWAB STRATEGIC TR US DIVIDEND EQ 4,208 509 13.75 108,668
SCHWAB STRATEGIC TR US LRG CAP ETF 3,681 294 8.70 77,933
SCHWAB STRATEGIC TR US LCAP GR ETF 3,620 865 31.37 73,839
WISDOMTREE TR EM LCL DEBT FD 3,519 -137 (3.76) 73,747
MERCK & CO INC NEW COM 3,126 -8 (0.26) 53,757
SCHWAB STRATEGIC TR SHT TM US TRES 2,387 484 25.46 47,210
SCHWAB STRATEGIC TR US LCAP VA ETF 2,039 363 21.69 47,282
SPDR SERIES TRUST NUVN BR SHT MUNI 1,990 279 16.31 81,601


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