0001398344-14-000233.txt : 20140113 0001398344-14-000233.hdr.sgml : 20140113 20140113165206 ACCESSION NUMBER: 0001398344-14-000233 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140113 DATE AS OF CHANGE: 20140113 EFFECTIVENESS DATE: 20140113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stratford Consulting, LLC CENTRAL INDEX KEY: 0001553656 IRS NUMBER: 208908839 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15087 FILM NUMBER: 14524874 BUSINESS ADDRESS: STREET 1: 15303 DALLAS PARKWAY, SUITE 460 CITY: ADDISON STATE: TX ZIP: 75001 BUSINESS PHONE: 972-960-3780 MAIL ADDRESS: STREET 1: 15303 DALLAS PARKWAY, SUITE 460 CITY: ADDISON STATE: TX ZIP: 75001 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001553656 XXXXXXXX 12-31-2013 12-31-2013 false Stratford Consulting, LLC
15303 Dallas Parkway, Suite 460 Addison TX 75001
13F HOLDINGS REPORT 028-15087 N
Scott Stratton Director of Financial Planning 972-960-3784 /s/ Scott Stratton Addison TX 01-10-2014 0 55 175504
INFORMATION TABLE 2 fp0009105_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABORATORIES COM 002824100 232 6050 SH SOLE 0 0 6050 ABBVIE INC COM COM 00287Y109 324 6132 SH SOLE 0 0 6132 ALTRIA GROUP INC COM 02209S103 415 10800 SH SOLE 0 0 10800 APOLLO INVESTMENTS CORP SR NT CV 5.75%16 NOTE 5.750% 1/1 03761UAE6 23 22000 SH SOLE 0 0 22000 AT&T INC COM COM 00206R102 370 10536 SH SOLE 0 0 10536 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 335 2822 SH SOLE 0 0 2822 BRISTOL MYERS SQUIBB COM 110122108 453 8529 SH SOLE 0 0 8529 CONOCOPHILLIPS COM 20825C104 424 5997 SH SOLE 0 0 5997 EXXON MOBIL CORP COM 30231G102 251 2484 SH SOLE 0 0 2484 GOLDMAN SACHS GROUP CV 0%03281 6 MTNF 3/2 38143UTC5 32 22000 SH SOLE 0 0 22000 GREEN PLAINS RENEWABLE ENERGY REVCON LNKD GPRE NOTE 5.750%11/0 393222AB0 23 16000 SH SOLE 0 0 16000 INTEL COM 458140100 350 13494 SH SOLE 0 0 13494 ISHARES CORE S&P MID CAP ETF CORE S&P MCP ETF 464287507 3777 28230 SH SOLE 0 0 28230 ISHARES DJ SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 1705 23891 SH SOLE 0 0 23891 ISHARES GOLD TRUST ETF ISHARES 464285105 651 55700 SH SOLE 0 0 55700 ISHARES IBOXX HIGH YIELD CORPORATE BD IBOXX HI YD ETF 464288513 1144 12322 SH SOLE 0 0 12322 ISHARES MSCI EAFE SMALL CAP ETF EAFE SML CP ETF 464288273 7383 144824 SH SOLE 0 0 144824 ISHARES MSCI EMERGING MARKETS ETF MSCI EMG MKT ETF 464287234 935 22363 SH SOLE 0 0 22363 ISHARES MSCI EMERGING MARKETS MINIMUM VOLATILITY ETF EM MK MINVOL ETF 464286533 433 7427 SH SOLE 0 0 7427 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 221 2577 SH SOLE 0 0 2577 ISHARES S&P 500 INDEX ETF CORE S&P500 ETF 464287200 23777 128072 SH SOLE 0 0 128072 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 717 8388 SH SOLE 0 0 8388 ISHARES S&P NORTH AMER NATURAL RESOURCES NA NAT RES 464287374 422 9731 SH SOLE 0 0 9731 ISHARES S&P SMALLCAP 600 ETF CORE S&P SCP ETF 464287804 2574 23582 SH SOLE 0 0 23582 ISHARES S&P SMALLCAP 600 GROWTH ETF SP SMCP600GR ETF 464287887 745 6278 SH SOLE 0 0 6278 ISHARES S&P SMALLCAP 600 VALUE ETF SP SMCP60 0VL ETF 464287879 7898 70988 SH SOLE 0 0 70988 ISHARES TR FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INTL DEV RE ETF 464288489 555 17995 SH SOLE 0 0 17995 ISHARES TR HIGH DIVID EQUITY FD HIGH DIVIDND ETF 46429B663 31138 443243 SH SOLE 0 0 443243 JOHNSON & JOHNSON COM 478160104 340 3707 SH SOLE 0 0 3707 JP MORGAN ALERIAN MLP ETN ALERIAN ML ETN 46625H365 5543 119600 SH SOLE 0 0 119600 KIMBERLY CLARK CORP COM 494368103 346 3312 SH SOLE 0 0 3312 LAM RESEARCH CORP SR NT CONV.5 %16 NOTE 0.500% 5/1 512807AJ7 30 26000 SH SOLE 0 0 26000 LINCOLN NATIONAL CORP IND COM 534187109 320 6190 SH SOLE 0 0 6190 MCDONALDS CORP COM 580135101 1036 10679 SH SOLE 0 0 10679 POWERSHARES DIVIDEND DIV ACHV PRTF 73935X732 372 18668 SH SOLE 0 0 18668 POWERSHARES EMERGING MKTS SOVEREIGN DEBT SOVEREIGN DEBT 73936T573 4530 167786 SH SOLE 0 0 167786 POWERSHARES INTERNATIONAL CORP BOND ETF INTL CORP BOND 73936Q835 1031 34942 SH SOLE 0 0 34942 PROCTER & GAMBLE CO COM 742718109 251 3077 SH SOLE 0 0 3077 PROSPECT CAPITAL CORPORATION S R NT CV 5.5%16 NOTE 5.500% 8/1 74348TAD4 25 24000 SH SOLE 0 0 24000 SCH US REIT ETF US REIT ETF 808524847 516 17061 SH SOLE 0 0 17061 SOUTHWEST COM 844741108 948 50317 SH SOLE 0 0 50317 SPDR BARCLAYS CAP INTL CORPORATE BOND ETF BRCLY INTL CRP 78464A151 1031 28137 SH SOLE 0 0 28137 SPDR BARCLAYS CAPITAL SHORT TERM CORP BD BARC SHT TR CP 78464A474 618 20136 SH SOLE 0 0 20136 SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF SHT TRM HGH YLD 78468R408 8681 281407 SH SOLE 0 0 281407 SPDR DJ WILSHIRE REIT (ETF) DJ REIT ETF 78464A607 7171 100619 SH SOLE 0 0 100619 SPDR GOLD ETF GOLD SHS 78463V107 210 1809 SH SOLE 0 0 1809 SPDR SER TR S&P DIVID ETF S&P DIVID ETF 78464A763 17394 239515 SH SOLE 0 0 239515 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 4202 100816 SH SOLE 0 0 100816 VANGUARD FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 16905 410910 SH SOLE 0 0 410910 VANGUARD INTL EQUITYINDEX FDS GLOBAL EX-US REAL ESTATE INDEX FD ETF SHS GLB EX US ETF 922042676 2552 46834 SH SOLE 0 0 46834 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 1859 10991 SH SOLE 0 0 10991 VANGUARD SHORT TERM CORP BOND FD ETF SHRT TRM CORP BD 92206C409 7985 100082 SH SOLE 0 0 100082 VANGUARD SHORT TERM INFL-PROTECTED STRM INFPROIDX 922020805 630 12769 SH SOLE 0 0 12769 WESTERN ASSET INTERMEDIATE MUNI FDINC COM 958435109 147 16210 SH SOLE 0 0 16210 WISDOMTREE INTL SMALLCAP DIVIDEND INTL SMCAP DIV 97717W760 3526 55958 SH SOLE 0 0 55958