0001172661-15-002051.txt : 20151116
0001172661-15-002051.hdr.sgml : 20151116
20151116111119
ACCESSION NUMBER: 0001172661-15-002051
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150930
FILED AS OF DATE: 20151116
DATE AS OF CHANGE: 20151116
EFFECTIVENESS DATE: 20151116
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Convergent Wealth Advisors
CENTRAL INDEX KEY: 0001491296
IRS NUMBER: 412234477
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13933
FILM NUMBER: 151232530
BUSINESS ADDRESS:
STREET 1: 12505 PARK POTOMAC AVE
STREET 2: SUITE 400
CITY: POTOMAC
STATE: MD
ZIP: 20854
BUSINESS PHONE: 301-770-6300
MAIL ADDRESS:
STREET 1: 12505 PARK POTOMAC AVE
STREET 2: SUITE 400
CITY: POTOMAC
STATE: MD
ZIP: 20854
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001491296
XXXXXXXX
09-30-2015
09-30-2015
false
Convergent Wealth Advisors
12505 Park Potomac Ave
Suite 400
Potomac
MD
20854
13F HOLDINGS REPORT
028-13933
N
David Elliott
Chief Financial Officer and Chief Compliance Officer
301-998-0322
/s/ David Elliott
Potomac
MD
11-16-2015
0
35
442030
INFORMATION TABLE
2
infotable.xml
ISHARES
MSCI PAC JP ETF
464286665
4721
128781
SH
SOLE
128781
0
0
ISHARES
MSCI GERMANY ETF
464286806
952
38461
SH
SOLE
38461
0
0
ISHARES GOLD TRUST
ISHARES
464285105
1685
156297
SH
SOLE
156297
0
0
ISHARES INC
CORE MSCI EMKT
46434g103
12252
307138
SH
SOLE
307138
0
0
ISHARES TR
SELECT DIVID ETF
464287168
457
6284
SH
SOLE
6284
0
0
ISHARES TR
CORE S&P500 ETF
464287200
159857
829521
SH
SOLE
829521
0
0
ISHARES TR
NA NAT RES
464287374
8128
279859
SH
SOLE
279859
0
0
ISHARES TR
7-10 Y TR BD ETF
464287440
22569
209229
SH
SOLE
209229
0
0
ISHARES TR
MSCI EAFE ETF
464287465
23684
413139
SH
SOLE
413139
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
952
10239
SH
SOLE
10239
0
0
ISHARES TR
RUS 1000 ETF
464287622
1531
14299
SH
SOLE
14299
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
10452
95710
SH
SOLE
95710
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
1823
16004
SH
SOLE
16004
0
0
ISHARES TR
EUROPE ETF
464287861
215
5411
SH
SOLE
5411
0
0
ISHARES TR
MSCI AC ASIA ETF
464288182
7458
141382
SH
SOLE
141382
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
20122
381025
SH
SOLE
381025
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
771
28156
SH
SOLE
28156
0
0
SELECT SECTOR SPDR TR
SBI MATERIALS
81369y100
923
23117
SH
SOLE
23117
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
4870
73534
SH
SOLE
73534
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
3267
69229
SH
SOLE
69229
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
4184
56344
SH
SOLE
56344
0
0
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
5415
238964
SH
SOLE
238964
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
3200
64139
SH
SOLE
64139
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
6945
175830
SH
SOLE
175830
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
2850
26668
SH
SOLE
26668
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
10792
56319
SH
SOLE
56319
0
0
UNITED STS COMMODITY INDEX F
COMM IDX FND
911717106
896
21430
SH
SOLE
21430
0
0
VANGUARD INDEX FDS
REIT ETF
922908553
3651
48328
SH
SOLE
48328
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
53514
542078
SH
SOLE
542078
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1744
40921
SH
SOLE
40921
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
23923
722982
SH
SOLE
722982
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
34590
970536
SH
SOLE
970536
0
0
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
1980
31611
SH
SOLE
31611
0
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
486
5733
SH
SOLE
5733
0
0
WISDOMTREE TR
EUROPE HEDGED EQ
97717X701
1171
21434
SH
SOLE
21434
0
0