Q1 2017 Holdings
Filed 2017-05-01 | 64 holdings | $3.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index FD(VWO) | FTSE EMER MKT ETF | 922042858 | $14.1K | 355,320 | 0.4% |
| Ishares TR(IGIB) | INTERM CR BD ETF | 464288638 | $15.5K | 142,605 | 0.4% |
| Ishares TR(ICF) | COHEN&STEER REIT | 464287564 | $17.1K | 171,725 | 0.4% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $17.1K | 160,809 | 0.4% |
| SSgA Active ETF TR(TOTL) | SPDR TR TACTIC | 78467V848 | $20.0K | 410,220 | 0.5% |
| Spdr Series TR | BLOOMBERG BARCLAYS | 78464A417 | $21.0K | 568,461 | 0.5% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $24.6K | 355,088 | 0.6% |
| Vanguard TAX MGD Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $31.4K | 799,444 | 0.8% |
| Ishares(AGG) | CORE US AGGBD ETF | 464287226 | $48.2K | 443,961 | 1.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $50.1K | 292,613 | 1.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $96.7K | 410,115 | 2.4% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $841.0K | 10,820 | 21.3% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $1.2M | 34,975 | 29.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.5M | 22,811 | 37.6% |