Q2 2017 Holdings
Filed 2017-08-02 | 71 holdings | $191.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vcit(VCIT) | Vanguard Intermediate-Term Corporate Bond (ETF) | 92206C870 | $91 | 1,046 | 0.0% |
| IBM(IBM) | International Business Machines Corp. | 459200101 | $153 | 996 | 0.1% |
| Googl(GOOGL) | Google Inc. | 02079K305 | $156 | 168 | 0.1% |
| Bond(BOND) | PIMCO Total Return (ETF) | 72201R775 | $171 | 1,619 | 0.1% |
| Totl(TOTL) | SPDR DoubleLine Total Return Tact ETF | 78467V848 | $209 | 4,267 | 0.1% |
| IHI(IHI) | iShares U.S. Medical Devices (ETF) | 464288810 | $338 | 2,030 | 0.2% |
| CL(CL) | Colgate Palmolive | 194162103 | $406 | 5,482 | 0.2% |
| VWO(VWO) | Vanguard FTSE Emerging Markets (ETF) | 922042858 | $410 | 10,053 | 0.2% |
| Brka | Berkshire Hathaway A | 084990175 | $509 | 200 | 0.3% |
| Aapl(AAPL) | Apple | 037833100 | $543 | 3,771 | 0.3% |
| Brkb(BRK/B) | Berkshire Hathaway B | 084670702 | $595 | 3,518 | 0.3% |
| MDT(MDT) | Medtronic Inc. | G5960L103 | $727 | 8,200 | 0.4% |
| Vteb(VTEB) | Vanguard Tax-Exempt Bond ETF | 922907746 | $2.4K | 47,459 | 1.3% |
| VT(VT) | Vanguard Total World Stock Index (ETF) | 922042742 | $5.3K | 78,288 | 2.8% |
| Aggp | IQ Enhanced Core Plus Bond US ETF | 45409B479 | $7.1K | 354,276 | 3.7% |
| Vxus(VXUS) | Vanguard Total International Stock ETF | 921909768 | $7.1K | 137,474 | 3.7% |
| VTI(VTI) | Vanguard Total Stock Market (ETF) | 922908769 | $12.4K | 99,970 | 6.5% |
| Schz(SCHZ) | Schwab US Aggregate Bond ETF | 808524839 | $16.5K | 315,078 | 8.6% |
| Schb(SCHB) | Schwab U.S. Broad Market (ETF) | 808524102 | $24.9K | 426,491 | 13.0% |
| Schf(SCHF) | Schwab International Equity (ETF) | 808524805 | $27.0K | 849,437 | 14.1% |
| Abbv(ABBV) | AbbVie Inc. | 00287Y109 | $84.0K | 1,161 | 43.8% |