Q1 2017 Holdings
Filed 2017-05-11 | 1309 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dow Chemical Co | COMMON STOCK | 260543103 | $114.2K | 1,797,585 | 0.0% |
| Citigroup Inc(C) | COMMON STOCK | 172967424 | $116.2K | 1,943,245 | 0.0% |
| Ishares Currency Hedged Msci Eafe Etf(HEFA) | ETF | 46434V803 | $121.4K | 4,412,000 | 0.0% |
| Schlumberger Ltd(SLB) | COMMON STOCK | 806857108 | $126.5K | 1,619,360 | 0.0% |
| United Technologies Corp(UTXZ) | COMMON STOCK | 913017109 | $127.4K | 1,135,449 | 0.0% |
| Wal-mart Stores Inc(WMT) | COMMON STOCK | 931142103 | $129.1K | 1,791,006 | 0.0% |
| Honeywell International Inc(HON) | COMMON STOCK | 438516106 | $129.7K | 1,038,566 | 0.0% |
| Coca-cola Co(KO) | COMMON STOCK | 191216100 | $133.6K | 3,147,672 | 0.0% |
| Comcast Corp(CMCSA) | COMMON STOCK | 20030N101 | $137.3K | 3,652,337 | 0.0% |
| Altria Group Inc(MO) | COMMON STOCK | 02209S103 | $137.7K | 1,928,246 | 0.0% |
| United Parcel Service Inc(UPS) | COMMON STOCK | 911312106 | $138.8K | 1,293,554 | 0.0% |
| Amgen Inc(AMGN) | COMMON STOCK | 031162100 | $142.2K | 866,964 | 0.0% |
| Vanguard Total Bond Market Etf(BND) | ETF | 921937835 | $143.1K | 1,764,983 | 0.0% |
| Chevron Corp(CVX) | COMMON STOCK | 166764100 | $145.8K | 1,357,753 | 0.0% |
| Powershares Ftse Rafi US 1000 Portfolio | ETF | 73935X583 | $146.4K | 1,429,130 | 0.0% |
| Pepsico Inc(PEP) | COMMON STOCK | 713448108 | $151.8K | 1,356,763 | 0.0% |
| Intel Corp(INTC) | COMMON STOCK | 458140100 | $153.0K | 4,241,871 | 0.0% |
| Ishares Msci Eafe Minimum Volatility ETF(EFAV) | ETF | 46429B689 | $153.6K | 2,327,240 | 0.0% |
| Wells Fargo & Co(WFC) | COMMON STOCK | 949746101 | $155.9K | 2,801,215 | 0.0% |
| Texas Instruments Inc(TXN) | COMMON STOCK | 882508104 | $158.4K | 1,965,658 | 0.0% |
| Vanguard Intermediate-term Corporate Bond Etf(VCIT) | ETF | 92206C870 | $159.9K | 1,851,429 | 0.0% |
| Occidental Petroleum Corp(OXY) | COMMON STOCK | 674599105 | $162.7K | 2,567,235 | 0.0% |
| Verizon Communications Inc(VZ) | COMMON STOCK | 92343V104 | $163.4K | 3,352,652 | 0.0% |
| Philip Morris International Inc(PM) | COMMON STOCK | 718172109 | $163.6K | 1,448,808 | 0.0% |
| Vanguard Mid-cap Etf(VO) | ETF | 922908629 | $164.0K | 1,177,837 | 0.0% |
| Unitedhealth Group Inc(UNH) | COMMON STOCK | 91324P102 | $176.3K | 1,074,815 | 0.0% |
| Home Depot Inc(HD) | COMMON STOCK | 437076102 | $177.9K | 1,211,509 | 0.0% |
| Exxon Mobil Corp(XOM) | COMMON STOCK | 30231G102 | $183.8K | 2,241,655 | 0.0% |
| Truecar Inc(5TC) | COMMON STOCK | 89785L107 | $188.2K | 12,175,333 | 0.0% |
| At&t Inc(T) | COMMON STOCK | 00206R102 | $190.2K | 4,577,450 | 0.0% |
| Ishares Core Msci Emerging Markets Etf(IEMG) | ETF | 46434G103 | $190.4K | 3,983,529 | 0.0% |
| Medtronic Inc(MDT) | COMMON STOCK | G5960L103 | $205.9K | 2,555,897 | 0.0% |
| General Electric Co | COMMON STOCK | 369604103 | $208.3K | 6,988,299 | 0.0% |
| Qualcomm Inc(QCOM) | COMMON STOCK | 747525103 | $212.3K | 3,701,630 | 0.0% |
| Pfizer Inc(PFE) | COMMON STOCK | 717081103 | $217.8K | 6,367,778 | 0.0% |
| Vanguard Short-term Bond Etf(BSV) | ETF | 921937827 | $218.7K | 2,743,339 | 0.0% |
| Ally Financial Inc(ALLY) | COMMON STOCK | 02005N100 | $219.0K | 10,748 | 0.0% |
| Goldman Sachs Activebeta U.s. Large Cap Equity Etf(GSLC) | ETF | 381430503 | $221.0K | 4,725,110 | 0.0% |
| Bank Of America Corp(BAC) | COMMON STOCK | 060505104 | $226.1K | 9,586,447 | 0.0% |
| Schwab Fundamental International Large Company Index(FNDF) | ETF | 808524755 | $228.6K | 8,528,748 | 0.0% |
| Alphabet Inc(GOOG) | COMMON STOCK | 02079K107 | $233.6K | 281,625 | 0.0% |
| Merck & Co Inc(MRK) | COMMON STOCK | 58933Y105 | $234.4K | 3,688,910 | 0.0% |
| Vanguard Short-term Corporate Bond Etf(VCSH) | ETF | 92206C409 | $235.7K | 2,955,496 | 0.0% |
| Procter & Gamble Co(PG) | COMMON STOCK | 742718109 | $248.0K | 2,760,430 | 0.0% |
| Ishares Russell 1000 Etf(IWB) | ETF | 464287622 | $262.8K | 2,002,599 | 0.0% |
| Ishares Russell 2000 Etf(IWM) | ETF | 464287655 | $279.0K | 2,029,548 | 0.0% |
| Oracle Corp(ORCL) | COMMON STOCK | 68389X105 | $282.3K | 6,328,242 | 0.0% |
| Visa Inc(V) | COMMON STOCK | 92826C839 | $288.0K | 3,240,436 | 0.0% |
| Jpmorgan Chase & Co(JPM) | COMMON STOCK | 46625H100 | $295.5K | 3,363,572 | 0.0% |
| Alphabet Inc(GOOGL) | COMMON STOCK | 02079K305 | $306.0K | 360,978 | 0.0% |