Q3 2013 Holdings
Filed 2013-11-12 | 6 holdings | $137.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $57.1K | 339,813 | 41.5% |
| Ishares TR(IVE) | S&P 500 VALUE | 464287408 | $23.9K | 305,327 | 17.4% |
| Ishares TR(EFV) | MSCI VAL IDX | 464288877 | $23.3K | 428,343 | 16.9% |
| Ishares TR(EFA) | MSCI EAFE INDEX | 464287465 | $18.8K | 293,980 | 13.6% |
| Blackstone Group L P(BXUSD) | COM UNIT LTD | 09253U108 | $9.3K | 371,699 | 6.7% |
| Vanguard Intl Equity Index F(VWO) | MSCI EMR MKT ETF | 922042858 | $5.4K | 134,226 | 3.9% |