Q1 2018 Holdings
Filed 2018-05-08 | 74 holdings | $4.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $2.7K | 24,560 | 0.1% |
| Bank Amer Corp(BAC) | COM | 060505104 | $2.8K | 92,177 | 0.1% |
| Monsanto Co New | COM | 61166W101 | $2.8K | 24,336 | 0.1% |
| Allergan PLC | SHS | G0177J108 | $2.9K | 17,057 | 0.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $3.2K | 36,057 | 0.1% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $3.2K | 50,995 | 0.1% |
| Fedex Corp(FDX) | COM | 31428X106 | $3.3K | 13,569 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $3.3K | 43,375 | 0.1% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $3.5K | 6,509 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $4.0K | 33,558 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.0K | 3,915 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $4.3K | 38,060 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $4.3K | 25,828 | 0.1% |
| Ishares TR(IGIB) | INTRMD CR BD ETF | 464288638 | $4.5K | 41,659 | 0.1% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $4.7K | 90,590 | 0.1% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $6.8K | 98,708 | 0.2% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $6.9K | 117,802 | 0.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $8.8K | 56,778 | 0.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $9.3K | 197,474 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $15.0K | 56,435 | 0.3% |
| Ishares TR(IGSB) | 1 3 YR CR BD ETF | 464288646 | $26.1K | 251,670 | 0.6% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $29.8K | 674,368 | 0.7% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.8M | 9,780 | 40.6% |
| Biogen Inc(BIIB) | COM | 09062X103 | $2.5M | 9,066 | 54.7% |