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Tillar-Wenstrup Advisors, LLC files portfolio update

Tillar-Wenstrup Advisors, LLC just filed a portfolio update (also known as a 13-F), dated January 22, 2016. The portfolio holdings are as of December 31, 2015.

Tillar-Wenstrup Advisors, LLC reported adding to its positions of:

  • NAVIENT CORP
  • PowerShares FTSE RAFI US 1500 Small-Mid Portfolio
  • iShares MSCI Europe Financials Sector Index Fund
  • VOYA Financial Inc
  • WisdomTree Trust WisdomTree China Dividend Ex-Financials Fund
  • Southern Company (The)
  • QUALCOMM Incorporated
  • Cerner Corporation
  • United Parcel Service
  • Apple Inc.
  • Novartis AG
  • Walt Disney Company (The)
  • Diageo plc

Positions in the following companies appear to have been reduced:

  • WisdomTree Trust WisdomT ree Emerging Markets Corporate Bond Fu
  • Pfizer
  • Visa Inc.
  • Verisk Analytics
  • Johnson & Johnson
  • Check Point Software Technologies Ltd.
  • Nestle SA ADR
  • Mastercard Incorporated
  • Schlumberger N.V.
  • Pepsico
  • American Express Company
  • Norfolk Souther Corporation
  • International Business Machines Corporation
  • Boeing Company (The)
  • Thermo Fisher Scientific Inc
  • Gilead Sciences

It would appear as though Tillar-Wenstrup Advisors, LLC sold all of its holdings in:

  • Cummins Inc.
  • Vanguard Health Systems
  • Berkshire Hathaway Inc.
  • Vanguard Short Term Government Bond ETF
  • Wal-Mart Stores
  • General Electric Co
  • Gannett Co.

Brand new positions appear to have been established in:

  • APOLLO EDUCATION GROUP INC
  • Potomac Bancshares, Inc.
  • Deutsche Bank AG (London Branch)
  • Verizon Communications Inc.
  • Gamestop Corporation
  • Deutsche Bank Aktiengesellschaft
  • VOIP PAL.com, Inc.
  • Berkshire Hathaway Inc.
  • Vanguard Energy Corporation
  • Western Digital Corporation

Keep in mind, however, that typos are common in public filings, and that CUSIP numbers may not be accurate. Please verify the filing directly for confirmation of the above information.

To see Tillar-Wenstrup Advisors, LLC's latest available portfolio, click here.