Q1 2017 Holdings
Filed 2017-05-02 | 66 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lowes COS Inc(LOW) | COM | 548661107 | $3.0K | 36,110 | 0.1% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $3.0K | 24,920 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.1K | 34,480 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $3.2K | 27,613 | 0.1% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $3.2K | 78,286 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $3.3K | 3,995 | 0.1% |
| Allergan PLC | SHS | G0177J108 | $3.7K | 15,293 | 0.2% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $3.9K | 34,987 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $4.2K | 29,280 | 0.2% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $4.5K | 71,969 | 0.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $5.9K | 42,093 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $9.7K | 40,999 | 0.4% |
| Vanguard Intl Equity IND(VWO) | FTSE EMR MKT ETF | 922042858 | $10.4K | 262,529 | 0.4% |
| Vanguard TAX Managed INT(VEA) | FTSE DEV MKT ETF | 921943858 | $24.4K | 621,388 | 1.0% |
| Ishares TR(IGSB) | 1-3 YR CR BD ETF | 464288646 | $25.5K | 242,721 | 1.1% |
| Biogen Inc(BIIB) | COM | 09062X103 | $2.2M | 8,176 | 92.8% |