Q3 2017 Holdings
Filed 2017-11-06 | 70 holdings | $4.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $2.8K | 43,540 | 0.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $2.9K | 35,805 | 0.1% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $2.9K | 24,940 | 0.1% |
| Monsanto Co New | COM | 61166W101 | $3.0K | 24,646 | 0.1% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $3.0K | 6,693 | 0.1% |
| Allergan PLC | SHS | G0177J108 | $3.1K | 14,988 | 0.1% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $3.3K | 51,185 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.6K | 34,265 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $3.8K | 3,990 | 0.1% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $3.9K | 88,770 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $3.9K | 34,720 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $4.2K | 27,323 | 0.1% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $5.6K | 83,015 | 0.1% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $6.6K | 44,572 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $12.4K | 49,064 | 0.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $12.5K | 287,754 | 0.3% |
| Ishares TR(IGSB) | 1 3 YR CR BD ETF | 464288646 | $27.7K | 263,028 | 0.6% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $31.9K | 734,533 | 0.7% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.6M | 9,875 | 34.4% |
| Biogen Inc(BIIB) | COM | 09062X103 | $2.9M | 9,251 | 61.4% |