0001398344-13-004877.txt : 20131016 0001398344-13-004877.hdr.sgml : 20131016 20131016152638 ACCESSION NUMBER: 0001398344-13-004877 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131016 DATE AS OF CHANGE: 20131016 EFFECTIVENESS DATE: 20131016 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: 131154158 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 09-30-2013 09-30-2013 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 10-16-2013 0 53 164248
INFORMATION TABLE 2 fp0008460_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABORATORIES COM 002824100 200 6037 SH SOLE 0 0 6037 ABBVIE INC COM COM 00287Y109 273 6103 SH SOLE 0 0 6103 ALTRIA GROUP INC COM 02209S103 368 10709 SH SOLE 0 0 10709 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 353 10451 SH SOLE 0 0 10451 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 320 2822 SH SOLE 0 0 2822 BRISTOL MYERS SQUIBB COM 110122108 410 8856 SH SOLE 0 0 8856 CONOCOPHILLIPS COM 20825C104 414 5956 SH SOLE 0 0 5956 GOLDMAN SACHS GROUP CV 0%03281 6 MTNF 3/2 38143UTC5 27 22000 SH SOLE 0 0 22000 GREEN PLAINS RENEWABLE ENERGY REVCON LNKD GPRE NOTE 5.750%11/0 393222AB0 21 16000 SH SOLE 0 0 16000 INTEL COM 458140100 308 13426 SH SOLE 0 0 13426 ISHARES DJ SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 1578 23783 SH SOLE 0 0 23783 ISHARES IBOXX HIGH YIELD CORPORATE BD IBOXX HI YD ETF 464288513 1894 20682 SH SOLE 0 0 20682 ISHARES MSCI EAFE SMALL CAP ETF EAFE SML CP ETF 464288273 6843 141070 SH SOLE 0 0 141070 ISHARES MSCI EMERGING MARKETS ETF MSCI EMG MKT ETF 464287234 906 22230 SH SOLE 0 0 22230 ISHARES MSCI EMERGING MARKETS MINIMUM VOLATILITY ETF EM MK MINVOL ETF 464286533 375 6390 SH SOLE 0 0 6390 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 202 2577 SH SOLE 0 0 2577 ISHARES S&P 500 INDEX ETF CORE S&P500 ETF 464287200 21152 125232 SH SOLE 0 0 125232 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 653 8341 SH SOLE 0 0 8341 ISHARES S&P MIDCAP 400 ETF CORE S&P MCP ETF 464287507 3498 28175 SH SOLE 0 0 28175 ISHARES S&P NORTH AMER NATURAL RESOURCES NA NAT RES 464287374 402 9712 SH SOLE 0 0 9712 ISHARES S&P SMALLCAP 600 ETF CORE S&P SCP ETF 464287804 2086 20902 SH SOLE 0 0 20902 ISHARES S&P SMALLCAP 600 GROWTH ETF SP SMCP600GR ETF 464287887 678 6262 SH SOLE 0 0 6262 ISHARES S&P SMALLCAP 600 VALUE ETF SP SMCP60 0VL ETF 464287879 7475 73127 SH SOLE 0 0 73127 ISHARES TR FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INTL DEV RE ETF 464288489 561 16588 SH SOLE 0 0 16588 ISHARES TR HIGH DIVID EQUITY FD HIGH DIVIDND ETF 46429B663 27951 421709 SH SOLE 0 0 421709 JOHNSON & JOHNSON COM 478160104 320 3687 SH SOLE 0 0 3687 JP MORGAN ALERIAN MLP ETN ALERIAN ML ETN 46625H365 5288 118555 SH SOLE 0 0 118555 KIMBERLY CLARK CORP COM 494368103 313 3291 SH SOLE 0 0 3291 LAM RESEARCH CORP SR NT CONV.5 %16 NOTE 0.500% 5/1 512807AJ7 29 26000 SH SOLE 0 0 26000 LINCOLN NATIONAL CORP IND COM 534187109 259 6174 SH SOLE 0 0 6174 MCDONALDS CORP COM 580135101 1019 10592 SH SOLE 0 0 10592 POWERSHARES DIVIDEND DIV ACHV PRTF 73935X732 344 18574 SH SOLE 0 0 18574 POWERSHARES EMERGING MKTS SOVEREIGN DEBT SOVEREIGN DEBT 73936T573 9199 336465 SH SOLE 0 0 336465 POWERSHARES INTERNATIONAL CORP BOND ETF INTL CORP BOND 73936Q835 1968 67340 SH SOLE 0 0 67340 PROCTER & GAMBLE CO COM 742718109 231 3062 SH SOLE 0 0 3062 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 456 14769 SH SOLE 0 0 14769 SOUTHWEST COM 844741108 780 53597 SH SOLE 0 0 53597 SPDR BARCLAYS CAP INTL CORPORATE BOND ETF BRCLY INTL CRP 78464A151 1948 53953 SH SOLE 0 0 53953 SPDR BARCLAYS CAPITAL SHORT TERM CORP BD BARC SHT TR CP 78464A474 866 28188 SH SOLE 0 0 28188 SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF SHT TRM HGH YLD 78468R408 7691 251820 SH SOLE 0 0 251820 SPDR DJ WILSHIRE REIT (ETF) DJ REIT ETF 78464A607 7356 100864 SH SOLE 0 0 100864 SPDR GOLD ETF GOLD SHS 78463V107 331 2585 SH SOLE 0 0 2585 SPDR SER TR S&P DIVID ETF S&P DIVID ETF 78464A763 15832 229653 SH SOLE 0 0 229653 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 3805 96146 SH SOLE 0 0 96146 VANGUARD FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 15550 387435 SH SOLE 0 0 387435 VANGUARD INTL EQUITYINDEX FDS GLOBAL EX-US REAL ESTATE INDEX FD ETF SHS GLB EX US ETF 922042676 2200 38793 SH SOLE 0 0 38793 VANGUARD S&P 500 ETF S&P 500 ETF SH 922908413 1653 21466 SH SOLE 0 0 21466 VANGUARD SHORT TERM CORP BOND FD ETF SHRT TRM CORP BD 92206C409 3755 47110 SH SOLE 0 0 47110 VANGUARD SHORT TERM INFL-PROTECTED STRM INFPROIDX 922020805 396 8008 SH SOLE 0 0 8008 WESTERN ASSET INTERMEDIATE MUNI FDINC COM 958435109 146 15998 SH SOLE 0 0 15998 WISDOMTREE INTL SMALLCAP DIVIDEND INTL SMCAP DIV 97717W760 3514 58477 SH SOLE 0 0 58477