Q2 2017 Holdings
Filed 2017-08-07 | 67 holdings | $2.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $2.8K | 6,727 | 0.1% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $2.9K | 51,795 | 0.1% |
| Monsanto Co New | COM | 61166W101 | $2.9K | 24,868 | 0.1% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $3.2K | 24,930 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.2K | 34,400 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $3.6K | 3,995 | 0.1% |
| Allergan PLC | SHS | G0177J108 | $3.7K | 15,273 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $3.7K | 33,010 | 0.1% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $3.8K | 88,905 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $4.3K | 29,818 | 0.2% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $5.0K | 77,829 | 0.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $6.5K | 45,401 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $10.8K | 44,454 | 0.4% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $11.7K | 286,399 | 0.4% |
| Ishares TR(IGSB) | 1-3 YR CR BD ETF | 464288646 | $26.1K | 248,111 | 1.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $29.6K | 716,722 | 1.1% |
| Biogen Inc(BIIB) | COM | 09062X103 | $2.5M | 9,251 | 93.0% |