RAND WEALTH, LLC Information

650 CALIFORNIA STREET, SAN FRANCISCO, California, 94108, (415) 500-6700

Report Date: 03/31/2014

Position Statistics

Total Positions 198
New Positions 9
Increased Positions 83
Decreased Positions 64
Positions with Activity 147
Sold Out Positions 2
Total Mkt Value (in $ millions) 605

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

Sector Weighting

Basic Materials 3.24%
Capital Goods 4.71%
Conglomerates
Consumer Cyclical 1.42%
Consumer/Non-Cyclical 6.82%
Energy 7.41%
Financial 44.03%
Healthcare 9.45%
Services 9.68%
Technology 10.88%
Transportation 1.67%
Utilities 0.63%

83 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES RUS 1000 VAL ETF 210 210 New 2,077
FORD MTR CO DEL COM PAR $0.01 206 1 .55 11,794
WISDOMTREE TR EUROPE SMCP DV 198 198 New 3,300


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