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| Name: |
CUMBERLAND ADVISORS INC |
| City: |
VINELAND |
| State: |
NJ |
| Zip: |
083620663 |
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data |
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| Holdings
Found :
16 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SPY |
Standard & Poors Depository... |
1 |
- |
$520.84 |
$43,269,000 |
82,722 |
16.09% |
4,294,000 |
722 |
0.001 |
Closed - End Fund - E... |
|
|
IJR |
iShares Core S&P Small-Cap |
2 |
- |
$108.98 |
$26,882,000 |
243,235 |
10% |
7,005,000 |
59,616 |
0.041 |
Closed - End Fund - E... |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
3 |
- |
$547.09 |
$24,964,000 |
44,867 |
9.28% |
2,678,000 |
943 |
0.107 |
Closed - End Fund - E... |
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XLE |
SPDR Energy Sector |
5 |
- |
$93.83 |
$12,527,000 |
132,682 |
4.66% |
9,159,000 |
92,505 |
0.004 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
6 |
- |
$412.05 |
$11,411,000 |
27,135 |
4.24% |
2,216,000 |
1,355 |
0.002 |
Property & Casualty I... |
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ACWX |
iShares MSCI ACWI ex US Index |
8 |
- |
$54.03 |
$8,617,000 |
161,405 |
3.2% |
1,024,000 |
12,645 |
0.023 |
Closed - End Fund - E... |
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MSFT |
Microsoft Corp |
9 |
- |
$414.74 |
$8,305,000 |
19,740 |
3.09% |
989,000 |
285 |
0 |
Application Software |
|
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IHI |
iShares Dow Jones US Medica... |
11 |
- |
$55.83 |
$6,256,000 |
106,770 |
2.33% |
6,256,000 |
106,770 |
0.079 |
Closed - End Fund - E... |
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XLI |
SPDR Industrial Sector |
13 |
- |
$125.68 |
$4,625,000 |
36,720 |
1.72% |
575,000 |
1,190 |
0.002 |
Closed - End Fund - E... |
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JPM |
JP Morgan Chase & Co |
17 |
- |
$198.77 |
$3,343,000 |
16,690 |
1.24% |
579,000 |
440 |
0.001 |
Domestic Money Center... |
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GOOG |
Alphabet Inc |
19 |
- |
$170.29 |
$3,068,000 |
20,150 |
1.14% |
249,000 |
150 |
0 |
Search Engines & Info... |
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ADBE |
Adobe Systems Inc |
26 |
- |
$482.29 |
$2,478,000 |
4,910 |
0.92% |
-383,000 |
115 |
0.001 |
Application Software |
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EWJ |
iShares MSCI-Japan |
27 |
- |
$67.95 |
$2,437,000 |
34,162 |
0.91% |
335,000 |
1,390 |
0.019 |
Closed - End Fund - E... |
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BSV |
Vanguard Short-Term Bond |
40 |
- |
$76.21 |
$875,000 |
11,410 |
0.33% |
66,000 |
907 |
0.002 |
Closed - End Fund - E... |
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BND |
Vanguard Total Bond Market ETF |
48 |
- |
$71.38 |
$343,000 |
4,725 |
0.13% |
25,000 |
401 |
0.001 |
Closed - End Fund - E... |
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CVX |
Chevron Corp |
55 |
- |
$165.82 |
$203,000 |
1,290 |
0.08% |
203,000 |
1,290 |
0 |
Integrated Oil & Gas |
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