Q4 2017 Holdings
Filed 2018-01-23 | 15 holdings | $116.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $24.8K | 283,306 | 21.2% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $14.5K | 162,420 | 12.4% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $14.2K | 118,064 | 12.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $14.0K | 99,540 | 12.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $11.8K | 111,090 | 10.1% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $10.1K | 152,942 | 8.7% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $7.9K | 59,830 | 6.8% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $5.2K | 41,195 | 4.4% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $4.5K | 28,256 | 3.9% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $3.9K | 20,729 | 3.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.9K | 63,694 | 2.5% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.0K | 36,732 | 0.9% |
| Erie Indty Co(ERIE) | CL A | 29530P102 | $897 | 7,360 | 0.8% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $539 | 15,825 | 0.5% |
| General Electric Co | COM | 369604103 | $192 | 10,983 | 0.2% |