0001172661-15-001486.txt : 20150813
0001172661-15-001486.hdr.sgml : 20150813
20150813132550
ACCESSION NUMBER: 0001172661-15-001486
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150630
FILED AS OF DATE: 20150813
DATE AS OF CHANGE: 20150813
EFFECTIVENESS DATE: 20150813
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: 151049870
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
06-30-2015
06-30-2015
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
08-13-2015
0
35
432606
INFORMATION TABLE
2
infotable.xml
DBX ETF TR
XTRAK MSCI EAFE
233051200
218
7614
SH
SOLE
7614
0
0
ISHARES
MSCI PAC JP ETF
464286665
5589
128781
SH
SOLE
128781
0
0
ISHARES
MSCI AC ASIA ETF
464288182
8907
141382
SH
SOLE
141382
0
0
ISHARES
EAFE SML CP ETF
464288273
617
12102
SH
SOLE
12102
0
0
ISHARES
JP MOR EM MK ETF
464288281
1007
9161
SH
SOLE
9161
0
0
ISHARES
EAFE GRWTH ETF
464288885
26157
411991
SH
SOLE
411991
0
0
ISHARES GOLD TRUST
ISHARES
464285105
2226
196325
SH
SOLE
196325
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
4189
87203
SH
SOLE
87203
0
0
ISHARES TR
SELECT DIVID ETF
464287168
469
6240
SH
SOLE
6240
0
0
ISHARES TR
CORE S&P500 ETF
464287200
148342
715866
SH
SOLE
715866
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
683
17237
SH
SOLE
17237
0
0
ISHARES TR
NA NAT RES
464287374
12478
343944
SH
SOLE
343944
0
0
ISHARES TR
7-10 Y TR BD ETF
464287440
26997
257094
SH
SOLE
257094
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
3649
35371
SH
SOLE
35371
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1184
11961
SH
SOLE
11961
0
0
ISHARES TR
RUS 1000 ETF
464287622
1659
14299
SH
SOLE
14299
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
13638
109223
SH
SOLE
109223
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
2715
21898
SH
SOLE
21898
0
0
ISHARES TR
EUROPE ETF
464287861
237
5411
SH
SOLE
5411
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
13461
230897
SH
SOLE
230897
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
2466
80938
SH
SOLE
80938
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
5001
44501
SH
SOLE
44501
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
17142
83276
SH
SOLE
83276
0
0
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
756
9924
SH
SOLE
9924
0
0
UNITED STS COMMODITY INDEX F
COMM IDX FND
911717106
1011
21430
SH
SOLE
21430
0
0
VANGUARD INDEX FDS
REIT ETF
922908553
3974
53202
SH
SOLE
53202
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1454
13490
SH
SOLE
13490
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
50334
470325
SH
SOLE
470325
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
2773
57124
SH
SOLE
57124
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
26558
649646
SH
SOLE
649646
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
42760
1078436
SH
SOLE
1078436
0
0
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
1204
17885
SH
SOLE
17885
0
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
1066
9966
SH
SOLE
9966
0
0
WISDOMTREE TR
JAPN HEDGE EQT
97717W851
365
6378
SH
SOLE
6378
0
0
WISDOMTREE TR
EUROPE HEDGED EQ
97717X701
1320
21432
SH
SOLE
21432
0
0