Q4 2017 Holdings
Filed 2019-05-15 | 114 holdings | $263.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR Core US Aggbd ET(AGG) | Exchange Traded Fund | 464287226 | $16.0K | 146,750 | 6.1% |
| Ishares TR Core S&P TTL STK(ITOT) | Exchange Traded Fund | 464287150 | $14.5K | 236,821 | 5.5% |
| Vanguard Index FDS S&P 500 ETF SHS(VOO) | Exchange Traded Fund | 922908363 | $13.1K | 53,489 | 5.0% |
| Vanguard Index FDS Total STK MKT(VTI) | Exchange Traded Fund | 922908769 | $9.8K | 71,561 | 3.7% |
| Ishares TR S&P 500 VAL ETF(IVE) | Exchange Traded Fund | 464287408 | $9.8K | 85,621 | 3.7% |
| Ishares TR S&P 500 Grwt ETF(IVW) | Exchange Traded Fund | 464287309 | $9.1K | 59,645 | 3.5% |
| Ishares TR RUS 1000 GRW ETF(IWF) | Exchange Traded Fund | 464287614 | $7.5K | 55,790 | 2.8% |
| Ishares TR RUS Mid Cap ETF(IWR) | Exchange Traded Fund | 464287499 | $6.9K | 33,108 | 2.6% |
| Ishares TR Core S&p500 ETF(IVV) | Exchange Traded Fund | 464287200 | $6.5K | 24,067 | 2.5% |
| Vanguard Index FDS Value ETF(VTV) | Exchange Traded Fund | 922908744 | $5.8K | 54,620 | 2.2% |
| Vanguard Index FDS Growth ETF(VUG) | Exchange Traded Fund | 922908736 | $5.0K | 35,787 | 1.9% |
| Spdr S&P 500 ETF TR TR Unit(SPY) | Exchange Traded Fund | 78462F103 | $4.9K | 18,196 | 1.8% |
| Ishares TR Core S&P SCP ETF(IJR) | Exchange Traded Fund | 464287804 | $4.8K | 61,854 | 1.8% |
| Ishares TR Iboxx HI YD ETF(HYG) | Exchange Traded Fund | 464288513 | $4.7K | 54,020 | 1.8% |
| Ishares TR Core Msci Eafe(IEFA) | Exchange Traded Fund | 46432F842 | $4.7K | 71,105 | 1.8% |
| Vanguard Index FDS SM CP VAL ETF(VBR) | Exchange Traded Fund | 922908611 | $4.6K | 34,650 | 1.7% |
| Ishares TR MIN VOL Eafe ETF(EFAV) | Exchange Traded Fund | 46429B689 | $4.4K | 60,500 | 1.7% |
| Ishares TR Tips BD ETF(TIP) | Exchange Traded Fund | 464287176 | $4.2K | 37,249 | 1.6% |
| Ishares TR 1 3 YR CR BD ETF(IGSB) | Exchange Traded Fund | 464288646 | $4.2K | 40,613 | 1.6% |
| Schwab Strategic TR US Aggregate B(SCHZ) | Exchange Traded Fund | 808524839 | $3.7K | 71,571 | 1.4% |
| Ishares TR Core S&P MCP ETF(IJH) | Exchange Traded Fund | 464287507 | $3.6K | 19,111 | 1.4% |
| Ishares Inc Core Msci Emkt(IEMG) | Exchange Traded Fund | 46434G103 | $3.3K | 58,045 | 1.3% |
| Vanguard BD Index FD Inc Long Term Bond(BLV) | Exchange Traded Fund | 921937793 | $3.1K | 32,921 | 1.2% |
| Vanguard BD Index FD Inc Short TRM Bond(BSV) | Exchange Traded Fund | 921937827 | $3.0K | 38,298 | 1.1% |
| Select Sector Spdr TR SBI Int-Finl(XLF) | Exchange Traded Fund | 81369Y605 | $2.8K | 100,027 | 1.1% |
| Ishares Gold Trust Ishares(IAUUSD) | Exchange Traded Fund | 464285105 | $2.8K | 222,330 | 1.1% |
| Ishares TR RUS Mdcp VAL ETF(IWS) | Exchange Traded Fund | 464287473 | $2.8K | 31,071 | 1.0% |
| Ishares TR US AER DEF ETF(ITA) | Exchange Traded Fund | 464288760 | $2.7K | 14,478 | 1.0% |
| Spdr S&P Midcap 400 ETF TR Utser1 S&pdcrp(MDY) | Exchange Traded Fund | 78467Y107 | $2.7K | 7,728 | 1.0% |
| Schwab Strategic TR US REIT ETF(SCHH) | Exchange Traded Fund | 808524847 | $2.6K | 61,910 | 1.0% |
| Schwab Strategic TR Schwb FDT INT LG(FNDF) | Exchange Traded Fund | 808524755 | $2.5K | 82,886 | 1.0% |
| Vanguard Scottsdale FDS Shrt TRM Corp BD(VCSH) | Exchange Traded Fund | 92206C409 | $2.5K | 31,675 | 1.0% |
| Vanguard Index FDS REIT ETF(VNQ) | Exchange Traded Fund | 922908553 | $2.5K | 30,025 | 0.9% |
| Select Sector Spdr TR SBI Cons Stpls(XLP) | Exchange Traded Fund | 81369Y308 | $2.3K | 41,217 | 0.9% |
| Spdr Index SHS FDS Portfolio EMG MK(SPEM) | Exchange Traded Fund | 78463X509 | $2.3K | 61,298 | 0.9% |
| Vanguard Intl Equity Index F TT Wrld ST ETF(VT) | Exchange Traded Fund | 922042742 | $2.3K | 31,408 | 0.9% |
| Select Sector Spdr TR SBI Healthcare(XLV) | Exchange Traded Fund | 81369Y209 | $2.2K | 27,207 | 0.9% |
| Schwab Strategic TR US LRG Cap ETF(SCHX) | Exchange Traded Fund | 808524201 | $2.2K | 34,894 | 0.8% |
| Vanguard Intl Equity Index F Ftse EMR MKT ETF(VWO) | Exchange Traded Fund | 922042858 | $2.2K | 48,290 | 0.8% |
| Ishares TR JPMorgan USD EMG(EMB) | Exchange Traded Fund | 464288281 | $2.2K | 18,829 | 0.8% |
| Ishares TR SP Smcp600vl ETF(IJS) | Exchange Traded Fund | 464287879 | $2.2K | 14,088 | 0.8% |
| Vanguard Index FDS Mcap VL Idxvip(VOE) | Exchange Traded Fund | 922908512 | $2.0K | 18,289 | 0.8% |
| Ishares TR Msci Eafe ETF(EFA) | Exchange Traded Fund | 464287465 | $2.0K | 28,068 | 0.7% |
| Spdr Series Trust Portfolio Agrgte(SPAB) | Exchange Traded Fund | 78464A649 | $1.9K | 67,728 | 0.7% |
| Ishares TR U.S. Finls ETF(IYF) | Exchange Traded Fund | 464287788 | $1.9K | 16,272 | 0.7% |
| Ishares TR S&P MC 400GR ETF(IJK) | Exchange Traded Fund | 464287606 | $1.9K | 8,968 | 0.7% |
| Vanguard Index FDS Mid Cap ETF(VO) | Exchange Traded Fund | 922908629 | $1.9K | 12,222 | 0.7% |
| Vanguard Index FDS Mcap GR Idxvip(VOT) | Exchange Traded Fund | 922908538 | $1.9K | 14,636 | 0.7% |
| Ishares TR U.S. FIN SVC ETF(IYG) | Exchange Traded Fund | 464287770 | $1.9K | 14,207 | 0.7% |
| Vanguard BD Index FD Inc Total BND Mrkt(BND) | Exchange Traded Fund | 921937835 | $1.8K | 22,175 | 0.7% |