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 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