0001644329-17-000002.txt : 20170426
0001644329-17-000002.hdr.sgml : 20170426
20170426121845
ACCESSION NUMBER: 0001644329-17-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170426
DATE AS OF CHANGE: 20170426
EFFECTIVENESS DATE: 20170426
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Wela Strategies, LLC
CENTRAL INDEX KEY: 0001644329
IRS NUMBER: 262823937
STATE OF INCORPORATION: GA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18011
FILM NUMBER: 17783195
BUSINESS ADDRESS:
STREET 1: 200 SANDY SPRINGS PLACE, SUITE 400
CITY: ATLANTA
STATE: GA
ZIP: 30328
BUSINESS PHONE: 404-531-0018
MAIL ADDRESS:
STREET 1: 200 SANDY SPRINGS PLACE, SUITE 400
CITY: ATLANTA
STATE: GA
ZIP: 30328
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001644329
XXXXXXXX
03-31-2017
03-31-2017
Wela Strategies, LLC
200 SANDY SPRINGS PLACE, SUITE 400
ATLANTA
GA
30328
13F HOLDINGS REPORT
028-18011
N
Matt Reiner
CEO
404-531-0018
Matt Reiner
Atlanta
GA
04-26-2017
0
31
101996
false
INFORMATION TABLE
2
aci_13f.xml
BLACKROCK ENHANCED EQT DIV TR COM
COM
09251A104
911
106538
SH
SOLE
106538
0
0
BLACKSTONE GSO STRATEGIC CR FD COM SHS BEN IN
COM SHS BEN IN
09257R101
858
54143
SH
SOLE
54143
0
0
SPDR BARCLAYS 1-3 MTH T-BILL ETF
BLMBRG BR 1 3 MT
78464A680
222
4852
SH
SOLE
4852
0
0
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
INTERMED TERM
921937819
1591
19027
SH
SOLE
19027
0
0
VANGUARD LONG-TERM BOND INDEX FUND
LONG TERM BOND
921937793
1067
11847
SH
SOLE
11847
0
0
BLACKROCK LTD DURATION INC TR COM SHS
COM SHS
09249W101
837
53774
SH
SOLE
53774
0
0
VANGUARD TOTAL BOND MARKET INDEX FUND
TOTAL BND MKT
921937835
4211
51927
SH
SOLE
51927
0
0
VANGUARD SHORT-TERM BOND INDEX FUND
SHORT TRM BOND
921937827
7914
99270
SH
SOLE
99270
0
0
BLACKROCK CR ALLCTN INC TR COM
COM
092508100
921
69969
SH
SOLE
69969
0
0
SPDR MSCI ACWI EX-US ETF
MSCI ACWI EXUS
78463X848
429
12569
SH
SOLE
12569
0
0
BLACKROCK DEBT STRAT FD INC COM NEW
COM
09255R202
885
76860
SH
SOLE
76860
0
0
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
8516
136722
SH
SOLE
136722
0
0
ISHARES IBOXX $ HIGH YIELD CORP
IBOXX HI YD ETF
464288513
642
7314
SH
SOLE
7314
0
0
ISHARES S&P MIDCAP FUND
CORE S&P MCP ETF
464287507
5289
30889
SH
SOLE
30889
0
0
ISHARES S&P SMALL-CAP FUND
CORE S&P SCP ETF
464287804
4987
72116
SH
SOLE
72116
0
0
SPDR BARCLAYS INERMEDIATE TERM
BRCLYS INTER ETF
78464A672
381
6369
SH
SOLE
6369
0
0
ISHARES CORE S&P 500 ETF
CORE S&P500 ETF
464287200
20888
21436
SH
SOLE
21436
0
0
ISHARES IBOXX $ INVESTMENT GRADE CORP
IBOXX INV CP ETF
464287242
575
4876
SH
SOLE
4876
0
0
UBS E-TRACS ALERIAN MLP INFRASTRUCTURE ETN
ALERIAN INFRST
902641646
2313
79250
SH
SOLE
79250
0
0
POWERSHARES PREFERRED PORTFOLIO
AGG PFD PORT
73936T565
1463
98693
SH
SOLE
98693
0
0
POWERSHARES INTERNATIONAL DIVIDEND ACHIEVERS PORTFOLIO
INTL DIV ACHV
73935X716
878
58369
SH
SOLE
58369
0
0
SPDR BLOOMBERG BARCLAYS SHORT TERM CORPORATE BOND ETF
BARC SHT TR CP
78464A474
9021
294699
SH
SOLE
294699
0
0
SPDR S&P DIVIDEND ETF
S&P DIVID EFT
78464A763
2830
32103
SH
SOLE
32103
0
0
ISHARES 1-3 YEAR TREASURY BOND ETF
1-3 YR TR BD ETF
464287457
5883
69604
SH
SOLE
69604
0
0
SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF
SHT TRM HGH YLD
78468R408
8875
317417
SH
SOLE
317417
0
0
VANGUARD REIT ETF
FTSE EMR MKT ETF
922908553
756
9153
SH
SOLE
9153
0
0
VANGUARD FTSE EMERGING MARKETS ETF
FTSE EMR MKT ETF
922042858
3547
89291
SH
SOLE
89291
0
0
VANGUARD EXTENDED MARKET INDEX FUND
EXTEND MKT ETF
922908652
355
3558
SH
SOLE
3558
0
0
FINANCIAL SELECT SECTOR SPDR FUND
SBI INT-FINL
81369Y605
1632
68773
SH
SOLE
68773
0
0
INDUSTRIAL SELECT SECTOR SPDR FUND
SBI INT-INDS
81369Y704
1618
24868
SH
SOLE
24868
0
0
TECHNOLOGY SELECT SECTOR SPDR FUND
TECHNOLOGY
81369Y803
1701
31903
SH
SOLE
31903
0
0