0001140361-16-085722.txt : 20161110 0001140361-16-085722.hdr.sgml : 20161110 20161110112159 ACCESSION NUMBER: 0001140361-16-085722 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20161110 DATE AS OF CHANGE: 20161110 EFFECTIVENESS DATE: 20161110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stanford Investment Group, Inc. CENTRAL INDEX KEY: 0001377633 IRS NUMBER: 942749012 STATE OF INCORPORATION: CA FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12391 FILM NUMBER: 161986660 BUSINESS ADDRESS: STREET 1: 2570 W. EL CAMINO REAL, SUITE 520 CITY: MOUNTAIN VIEW STATE: CA ZIP: 94040 BUSINESS PHONE: 650-941-1717 MAIL ADDRESS: STREET 1: 2570 W. EL CAMINO REAL, SUITE 520 CITY: MOUNTAIN VIEW STATE: CA ZIP: 94040 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001377633 XXXXXXXX 06-30-2016 06-30-2016 Stanford Investment Group, Inc.

2570 W. EL CAMINO REAL, SUITE 520 MOUNTAIN VIEW CA 94040

13F HOLDINGS REPORT 028-12391 N Lisa M. Barnea 650-941-1717 Lisa M. Barnea Mountain View CA 11-09-2016 0 362 196063 false INFORMATION TABLE 2 form13fInfoTable.xml ALPS ETF TR ALERIAN MLP 00162Q866 48 3738 SH SOLE 3738 0 0 AT&T INC COM 00206R102 415 9608 SH SOLE 9608 0 0 ABAXIS INC COM 002567105 378 8000 SH SOLE 8000 0 0 ACELRX PHARMACEUTICALS INC COM 00444T100 8 3000 SH SOLE 3000 0 0 ACUITY BRANDS INC COM 00508Y102 30 119 SH SOLE 119 0 0 ADOBE SYS INC COM 00724F101 1321 13791 SH SOLE 13791 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 5 122 SH SOLE 122 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 28 244 SH SOLE 244 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 22 280 SH SOLE 280 0 0 ALPHABET INC CAP STK CL C 02079K107 462 667 SH SOLE 667 0 0 ALPHABET INC CAP STK CL A 02079K305 431 613 SH SOLE 613 0 0 ALTRIA GROUP INC COM 02209S103 65 948 SH SOLE 948 0 0 AMAZON COM INC COM 023135106 170 237 SH SOLE 237 0 0 AMERICAN EXPRESS CO COM 025816109 22 365 SH SOLE 365 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 7 140 SH SOLE 140 0 0 AMERICAN TOWER CORP NEW 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TWITTER INC COM 90184L102 174 10301 SH SOLE 10301 0 0 US BANCORP DEL COM NEW 902973304 15 379 SH SOLE 379 0 0 USD PARTNERS LP COM UT REP LTD 903318103 19 1950 PRN SOLE 1950 0 0 ULTA SALON COSMETCS & FRAG COM 90384S303 49 200 SH SOLE 200 0 0 UNILEVER N V N Y SHS NEW 904784709 3 62 SH SOLE 62 0 0 UNION PAC CORP COM 907818108 26 294 SH SOLE 294 0 0 UNIT CORP COM 909218109 23 1500 SH SOLE 1500 0 0 UNITED SECURITY BANCSHARES COM 911460103 77 11995 SH SOLE 11995 0 0 UNITED STATES OIL FUND LP UNITS 91232N108 3 300 SH SOLE 300 0 0 VANECK VECTORS ETF TR RUSSIA ETF 92189F403 7 400 SH SOLE 400 0 0 VANECK VECTORS ETF TR JP MORGAN MKTS 92189F494 6 300 SH SOLE 300 0 0 VANECK VECTORS ETF TR BIOTECH ETF 92189F726 91 884 SH SOLE 884 0 0 VANGUARD SPECIALIZED PORTFO DIV APP ETF 921908844 36854 442740 SH SOLE 399780 20662 22298 VANGUARD STAR FD VG TL INTL STK F 921909768 34 765 SH SOLE 765 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 61 698 SH SOLE 698 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 4503 55552 SH SOLE 53389 0 2163 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 20947 248477 SH SOLE 228858 762 18857 VANGUARD TAX MANAGED INTL F FTSE DEV MKT ETF 921943858 13310 376400 SH SOLE 298999 60651 16750 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 14 244 SH SOLE 244 0 0 VANGUARD INTL EQUITY INDEX ALLWRLD EX US 922042775 28 650 SH SOLE 650 0 0 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 922042858 1652 46884 SH SOLE 33148 8624 5112 VANGUARD INTL EQUITY INDEX FTSE PACIFIC ETF 922042866 8 150 SH SOLE 150 0 0 VANGUARD INTL EQUITY INDEX FTSE EUROPE ETF 922042874 10 225 SH SOLE 225 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 10 76 SH SOLE 76 0 0 VARIAN MED SYS INC COM 92220P105 33 400 SH SOLE 400 0 0 VENTAS INC COM 92276F100 117 1600 PRN SOLE 1600 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 40709 211807 SH SOLE 191730 10163 9914 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 150 1468 SH SOLE 1468 0 0 VANGUARD INDEX FDS REIT ETF 922908553 225 2535 SH SOLE 2535 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 19 157 SH SOLE 157 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 125 1165 SH SOLE 1165 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 88 1037 SH SOLE 1037 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 10 89 SH SOLE 89 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 197 1841 SH SOLE 1841 0 0 VERISIGN INC COM 92343E102 1 12 SH SOLE 12 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 108 1937 SH SOLE 1937 0 0 VISA INC COM CL A 92826C839 281 3789 SH SOLE 3789 0 0 VODAFONE GROUP PLC NEW SPNSR ADR 92857W308 14 460 SH SOLE 460 0 0 WAL-MART STORES INC COM 931142103 32 432 SH SOLE 432 0 0 WASTE MGMT INC DEL COM 94106L109 60 900 SH SOLE 700 0 200 WATERS CORP COM 941848103 42 300 SH SOLE 300 0 0 WELLS FARGO & CO NEW COM 949746101 555 11725 SH SOLE 11725 0 0 WESTERN REFNG INC COM 959319104 3 133 SH SOLE 133 0 0 WESTPAC BKG CORP SPONSORED ADR 961214301 15 700 SH SOLE 700 0 0 WHIRLPOOL CORP COM 963320106 15 88 SH SOLE 88 0 0 WHOLE FOODS MKT INC COM 966837106 91 2856 SH SOLE 2856 0 0 WILLIAMS COS INC DEL COM 969457100 77 3565 SH SOLE 3565 0 0 WILLIAMS SONOMA INC COM 969904101 24 460 SH SOLE 460 0 0 WINMARK CORP COM 974250102 20 200 SH SOLE 200 0 0 WISDOMTREE TR SMALLCAP DIVID 97717W604 72 1000 SH SOLE 1000 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 187 3700 SH SOLE 3700 0 0 WORKDAY INC CL A 98138H101 7 100 SH SOLE 100 0 0 WYNN RESORTS LTD COM 983134107 9 100 SH SOLE 100 0 0 YAHOO INC COM 984332106 74 1983 SH SOLE 1983 0 0 ZENDESK INC COM 98936J101 37 1402 SH SOLE 1402 0 0 ZOES KITCHEN INC COM 98979J109 19 525 SH SOLE 525 0 0 EATON CORP PLC SHS G29183103 10 160 SH SOLE 160 0 0 MEDTRONIC PLC SHS G5960L103 35 400 SH SOLE 400 0 0 PERRIGO CO PLC SHS G97822103 2 19 SH SOLE 19 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 5 53 SH SOLE 53 0 0 NXP SEMICONDUCTORS N V COM N6596X109 25 324 SH SOLE 324 0 0 TEEKAY LNG PARTNERS L P PRTNRSP UNITS Y8564M105 16 1450 PRN SOLE 1450 0 0