StratiFi, LLC

Q2 2017 13F Combination Report, Stock Holdings

Signature - Title
Heidi Johnson - Chief Compliance Officer
Location
San Francisco
Holdings as of
30 Jun 2017
Value $
$459,692
Num holdings
8
Filing time
14 Aug 2017, 17:15:09 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included .
Previous filing
Q1 2017 - 15 May 2017
Next filing
Q3 2017 - 14 Nov 2017
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings

StratiFi, LLC didn't report any stock holdings as of Q2 2017.

Filing 2017 Q2 compared to 2017 Q1 by default. Changes are calculated vs the previous SEC filing.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Heidi Johnson Chief Compliance Officer San Francisco, California 14 Aug 2017

List of Other Managers Reporting for StratiFi, LLC:

Name Holdings Value Location File Number
Cavalier Investments, LLC $244,956,545 Alpharetta, GA 028-17041

Other Included Managers (3):

Num Name Location File Number
1 Fort Point Capital Partners LLC San Francisco, CA
2 Smith & Howard Wealth Management, LLC Atlanta, GA 028-14923
3 LPL Financial LLC San Diego, CA 028-12526