Q4 2014 Holdings
Filed 2015-02-20 | 77 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $737 | 12,479 | 0.1% |
| iShares Msci Emrg Mkt(EEM) | ETF | 464287234 | $754 | 19,180 | 0.1% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $885 | 9,571 | 0.1% |
| iShares S&P 500 Value(IVE) | ETF | 464287408 | $899 | 9,586 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $945 | 9,032 | 0.1% |
| Apple Computer Inc(AAPL) | COM | 037833100 | $976 | 8,838 | 0.1% |
| iShares Russell 1000(IWB) | ETF | 464287622 | $1.0K | 8,724 | 0.1% |
| iShares C&S Real Estate(ICF) | ETF | 464287564 | $1.1K | 11,255 | 0.1% |
| iShares S&P 500 Index(IVV) | ETF | 464287200 | $1.3K | 6,105 | 0.1% |
| Vanguard Growth(VUG) | ETF | 922908736 | $2.2K | 20,724 | 0.2% |
| Vanguard Reit(VNQ) | ETF | 922908553 | $2.4K | 29,960 | 0.2% |
| Russell 3000(IWV) | ETF | 464287689 | $3.2K | 26,020 | 0.3% |
| iShares S&P 500 Growth(IVW) | ETF | 464287309 | $3.2K | 29,117 | 0.3% |
| Russell 1000/ Lrg. Growth(IWF) | ETF | 464287614 | $3.6K | 37,805 | 0.3% |
| iShares Msci Index(EFA) | ETF | 464287465 | $4.0K | 66,302 | 0.4% |
| iShares Tr Barclays Bond(SHY) | ETF | 464287457 | $4.4K | 51,879 | 0.4% |
| Russell 1000/ Lrg. Value(IWD) | ETF | 464287598 | $4.9K | 47,284 | 0.4% |
| Vanguard Value(VTV) | ETF | 922908744 | $5.6K | 65,996 | 0.5% |
| Mid Cap S P D R Trust | ETF | 595635103 | $6.8K | 25,911 | 0.6% |
| iShares Aggregate Bond Fd(AGG) | ETF | 464287226 | $7.4K | 66,849 | 0.7% |
| Russell 2000 l Blend(IWM) | ETF | 464287655 | $8.0K | 66,601 | 0.7% |
| Spdr Trust (S&P 500)(SPY) | ETF | 78462F103 | $12.8K | 62,283 | 1.1% |
| Vanguard ST Bond Idx ETF(BSV) | ETF | 921937827 | $12.8K | 160,246 | 1.1% |
| Vanguard Interm Bond Index ETF(BIV) | ETF | 921937819 | $19.6K | 231,491 | 1.7% |
| Vanguard Total Stock Mkt(VTI) | ETF | 922908769 | $39.2K | 370,158 | 3.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $235.0K | 1,656 | 20.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $728.0K | 11,118 | 64.4% |