Q1 2017 Holdings
Filed 2017-04-19 | 69 holdings | $171.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vcit(VCIT) | Vanguard Intermediate-Term Corporate Bond (ETF) | 92206C870 | $90 | 1,046 | 0.1% |
| Googl(GOOGL) | Google Inc. | 02079K305 | $142 | 168 | 0.1% |
| Bond(BOND) | PIMCO Total Return (ETF) | 72201R775 | $170 | 1,619 | 0.1% |
| IBM(IBM) | International Business Machines Corp. | 459200101 | $173 | 996 | 0.1% |
| Totl(TOTL) | SPDR DoubleLine Total Return Tact ETF | 78467V848 | $208 | 4,267 | 0.1% |
| IHI(IHI) | iShares U.S. Medical Devices (ETF) | 464288810 | $307 | 2,030 | 0.2% |
| CL(CL) | Colgate Palmolive | 194162103 | $401 | 5,482 | 0.2% |
| Brka | Berkshire Hathaway A | 084990175 | $499 | 200 | 0.3% |
| Aapl(AAPL) | Apple | 037833100 | $555 | 3,870 | 0.3% |
| Brkb(BRK/B) | Berkshire Hathaway B | 084670702 | $586 | 3,518 | 0.3% |
| MDT(MDT) | Medtronic Inc. | G5960L103 | $660 | 8,200 | 0.4% |
| Vteb(VTEB) | Vanguard Tax-Exempt Bond ETF | 922907746 | $2.9K | 57,545 | 1.7% |
| Aggp | IQ Enhanced Core Plus Bond US ETF | 45409B479 | $6.8K | 342,867 | 4.0% |
| Vxus(VXUS) | Vanguard Total International Stock ETF | 921909768 | $7.0K | 140,889 | 4.1% |
| VTI(VTI) | Vanguard Total Stock Market (ETF) | 922908769 | $12.0K | 98,643 | 7.0% |
| Schz(SCHZ) | Schwab US Aggregate Bond ETF | 808524839 | $15.6K | 301,458 | 9.1% |
| Schb(SCHB) | Schwab U.S. Broad Market (ETF) | 808524102 | $22.5K | 393,479 | 13.1% |
| Schf(SCHF) | Schwab International Equity (ETF) | 808524805 | $25.2K | 844,387 | 14.7% |
| Abbv(ABBV) | AbbVie Inc. | 00287Y109 | $75.0K | 1,161 | 43.7% |