13F Filings History of Discretionary Management Services, LLC

Latest 13F report
Q3 2016 - 07 Nov 2016
Value $
$29,358
Signature - Title
Thomas C Woolwine - President
Location
Merriam, KS
Summary
This page shows a list of all the recent 13F filings made by Discretionary Management Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Discretionary Management Services, LLC reported 15 stock holdings with total value $29,358 as of Q3 2016. Top holdings included Vanguard Short Term Corp Bond, Wisdom Tree Large Cap Dividend, Wisdom Tree Small Cap Dividend, iShares Russell 2000, and iShares Russell 1000 Growth.

Notify me when Discretionary Management Services, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2016 15 $29,358 +$5,589 -$2,069 +$3,520 Vanguard Short Term Corp Bond, Wisdom Tree Large Cap Dividend, Wisdom Tree Small Cap Dividend, iShares Russell 2000, iShares Russell 1000 Growth 13F-HR 07 Nov 2016, 15:00
Q2 2016 12 $25,254 +$10,694 -$201 +$10,493 Vanguard Short Term Corp Bond, Wisdom Tree Large Cap Dividend, Wisdom Tree Small Cap Dividend, iShares Russell 2000, iShares Russell 1000 Growth 13F-HR 04 Aug 2016, 16:09
Q1 2016 10 $14,399 +$1,662 -$8,040 -$6,378 Wisdom Tree Large Cap Dividend, iShares Russell 2000, Vanguard Short Term Corp Bond, Wisdom Tree Small Cap Dividend, iShares Russell 1000 Growth 13F-HR 02 May 2016, 12:23
Q4 2015 11 $20,599 +$2,494 -$3,943 -$1,449 Vanguard Short Term Corp Bond, iShares Russell 2000, Wisdom Tree Large Cap Dividend, iShares Russell 1000 Growth, Wisdom Tree Small Cap Dividend 13F-HR 09 Feb 2016, 16:27
Q3 2015 13 $21,571 +$3,045 -$11,292 -$8,247 Vanguard Short Term Corp Bond, Wisdom Tree Large Cap Dividend, iShares Russell 2000, iShares Russell 1000 Growth, SPDR's S&P 500 13F-HR 09 Nov 2015, 17:13
Q2 2015 12 $31,304 +$8,463 -$2,902 +$5,561 Vanguard Short Term Corp Bond, iShares Russell 1000 Growth, iShares Russell 2000, Wisdom Tree Large Cap Dividend, iShares JP Morgan USD Emerging Mkt Bd 13F-HR 14 Aug 2015, 13:07
Q1 2015 8 $25,938 +$11,792 -$9,617 +$2,175 Vanguard Short Term Corp Bond, iShares Russell 2000, Wisdom Tree Large Cap Dividend, iShares JP Morgan USD Emerging Mkt Bd, SPDR's S&P 500 13F-HR 14 May 2015, 14:00
Q4 2014 8 $23,482 +$7,852 -$4,635 +$3,217 Vanguard Short Term Corp Bond, SPDR's S&P 500, Vanguard Dividend Appreciation, PowerShares Senior Loan Port, iShares JP Morgan USD Emerging Mkt Bd 13F-HR 12 Feb 2015, 17:37
Q3 2014 7 $20,103 +$3,032 -$8,680 -$5,648 Vanguard Short Term Corp Bond, Vanguard Dividend Appreciation, iShares JP Morgan USD Emerging Mkt Bd, PowerShares Senior Loan Port, iShares Core S&P Mid-Cap 13F-HR 14 Nov 2014, 12:09
Q2 2014 6 $26,206 +$7,958 -$10,849 -$2,891 iShares JP Morgan USD Emerging Mkt Bd, Vanguard Dividend Appreciation, Vanguard Short Term Corp Bond, PowerShares Senior Loan Port, iShares Core S&P Mid-Cap 13F-HR 15 Aug 2014, 10:25
Q1 2014 9 $28,510 +$4,922 -$48,537 -$43,615 Vanguard Dividend Appreciation, Vanguard Short Term Corp Bond, iShares JP Morgan USD Emerging Mkt Bd, Vanguard Interm. Term Corp Bond, PowerShares Senior Loan Port 13F-HR 14 May 2014, 15:27
Q4 2013 16 $71,947 $0 $0 $0 Vanguard Short Term Corp Bond, Vanguard Dividend Appreciation, Vanguard Interm. Term Corp Bond, Vanguard MSCI Pacific, Vanguard FTSE Emerging Markets 13F-HR 14 Feb 2014, 10:47