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