13F-HR 1 lyv13f4q2009.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 TYPE: 13F-HR PERIOD 12/31/2009 Attached Documents Page (2) FORM 13F FORM 13F COVER PAGE Form 13F FORM 13F COVER PAGE Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one): [ ] is a restatement. [ ] adds new holdings entries. Report Type: [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 TITLE OF VALUE SHRS OR PUT INVESTMENT OTHER vOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT CALL DISCRETION MANAGERS --------------------------------------------------------------------------------------------------------------------------------- ALLSTATE CORPORATION COM 20002101 457.002 15539 SOLE NONE SOLE CLAYMORE EX TRD FD S&P GLBL WTR COM 18383Q507 1572.151 89940 SOLE NONE SOLE DISCOVER FINANCIAL SVCS COM 254709108 104.424 8008 SOLE NONE SOLE GOLDMAN SACHS GROUP INC COM 38141G104 246.480 1600 SOLE NONE SOLE ISHARES IBOXX INVESTOP $CORP BD COM 464287242 7447.894 71816 SOLE NONE SOLE ISHARES S&P 500 GROWTH IDX FD COM 464287309 17651.966 316684 SOLE NONE SOLE ISHARES S&P MIDCP 400 GRWTH IDX COM 464287606 2154.555 28458 SOLE NONE SOLE ISHARES S&P SM CAP GROWTH 600 COM 464287887 2134.983 38832 SOLE NONE SOLE ISHARES TR BRCLYS BD 1-3 YR CRD COM 464288646 4076.060 39159 SOLE NONE SOLE ISHARES TR BRCLYS BD 1-3 YR TRS COM 464287457 4663.265 55846 SOLE NONE SOLE ISHARES TR BRCLYS BD 3-7 YR TRS COM 464288661 487.500 4368 SOLE NONE SOLE ISHARES TR BRCLYS AGGREG BD COM 464287226 21890.539 210490 SOLE NONE SOLE ISHARES TR BRCLYS TIPS COM 464287176 8472.966 81463 SOLE NONE SOLE ISHARES TR IBOXX $ HI YLD CORP COM 464288513 4260.361 50750 SOLE NONE SOLE MEDCOHEALTH SOLUTIONS COM 58405U102 541.916 8632 SOLE NONE SOLE MEDTRONIC INC COM 585055106 172.245 4072 SOLE NONE SOLE MERCK & CO INC NEW COM 58933Y105 1318.552 35752 SOLE NONE SOLE MORGAN STANLEY COM 617446448 195.589 7212 SOLE NONE SOLE SPDR S&P 500 TR EXP 1.22.18 COM 78462F103 196.904 1821 SOLE NONE SOLE SPDR GOLD TRUST SPDR COM 78463V107 6112.516 57057 SOLE NONE SOLE VANGUARD BOND IX INT COM 921937819 565.049 7064 SOLE NONE SOLE VANGUARD BOND IX SHORTTERM BD COM 921937827 578.786 7224 SOLE NONE SOLE VANGUARD BOND IX TTL BD MKT COM 921937835 1308.170 16534 SOLE NONE SOLE VANGUARD PACIFIC COM 922042866 3646.009 71659 SOLE NONE SOLE VANGUARD REIT COM 922908553 3318.398 79946 SOLE NONE SOLE WISDOMTREE DRYFUS EMG CURR FD COM 97717W133 2186.414 100710 SOLE NONE SOLE WISDOMTREE EMG MKTS EQ INC FD COM 97717W315 5807.647 119770 SOLE NONE SOLE WISDOMTREE GLBL EQ INC FD COM 97717W877 11662.658 303636 SOLE NONE SOLE WISDOMTREE INVESTMENTS COM 97717P104 73.500 35000 SOLE NONE SOLE WISDOMTREE LARGECAP DIV COM 97717W307 17698.011 442395 SOLE NONE SOLE WISDOMTREE MIDCAP DIV COM 97717W505 2184.095 52497 SOLE NONE SOLE WISDOMTREE SMALLCAP DIV COM 97717W604 2148.103 56994 SOLE NONE SOLE TOTAL $135334.708