Q1 2017 Holdings
Filed 2019-05-15 | 104 holdings | $244.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR Core S&P TTL STK(ITOT) | Exchange Traded Fund | 464287150 | $14.6K | 270,097 | 6.0% |
| Vanguard Index FDS S&P 500 ETF SHS(VOO) | Exchange Traded Fund | 922908363 | $14.5K | 66,972 | 5.9% |
| Ishares TR Core US Aggbd ET(AGG) | Exchange Traded Fund | 464287226 | $8.6K | 79,625 | 3.5% |
| Vanguard Scottsdale FDS Shrt TRM Corp BD(VCSH) | Exchange Traded Fund | 92206C409 | $8.2K | 103,368 | 3.4% |
| Vanguard Index FDS Total STK MKT(VTI) | Exchange Traded Fund | 922908769 | $8.2K | 67,282 | 3.3% |
| Vanguard Index FDS Mid Cap ETF(VO) | Exchange Traded Fund | 922908629 | $7.1K | 50,782 | 2.9% |
| Ishares TR RUS Mid Cap ETF(IWR) | Exchange Traded Fund | 464287499 | $6.9K | 36,860 | 2.8% |
| Ishares TR S&P 500 VAL ETF(IVE) | Exchange Traded Fund | 464287408 | $6.8K | 65,317 | 2.8% |
| Ishares TR S&P 500 Grwt ETF(IVW) | Exchange Traded Fund | 464287309 | $6.5K | 49,312 | 2.7% |
| Ishares TR RUS 1000 GRW ETF(IWF) | Exchange Traded Fund | 464287614 | $6.2K | 54,668 | 2.5% |
| Ishares TR Tips BD ETF(TIP) | Exchange Traded Fund | 464287176 | $5.9K | 51,268 | 2.4% |
| Ishares TR Core S&P SCP ETF(IJR) | Exchange Traded Fund | 464287804 | $5.7K | 81,852 | 2.3% |
| Ishares Inc Core Msci Emkt(IEMG) | Exchange Traded Fund | 46434G103 | $5.0K | 105,317 | 2.1% |
| Ishares TR Iboxx HI YD ETF(HYG) | Exchange Traded Fund | 464288513 | $4.9K | 55,316 | 2.0% |
| Ishares TR Core S&p500 ETF(IVV) | Exchange Traded Fund | 464287200 | $4.7K | 19,978 | 1.9% |
| Ishares TR 1-3 YR CR BD ETF(IGSB) | Exchange Traded Fund | 464288646 | $4.4K | 41,419 | 1.8% |
| Vanguard Index FDS Value ETF(VTV) | Exchange Traded Fund | 922908744 | $4.2K | 44,296 | 1.7% |
| Vanguard Index FDS REIT ETF(VNQ) | Exchange Traded Fund | 922908553 | $4.1K | 49,725 | 1.7% |
| Vanguard Index FDS SM CP VAL ETF(VBR) | Exchange Traded Fund | 922908611 | $3.8K | 30,565 | 1.5% |
| Vanguard Index FDS Growth ETF(VUG) | Exchange Traded Fund | 922908736 | $3.7K | 30,510 | 1.5% |
| Ishares TR U.S. Finls ETF(IYF) | Exchange Traded Fund | 464287788 | $3.7K | 35,472 | 1.5% |
| Spdr Index SHS FDS S&P Wrld EX US(SPDW) | Exchange Traded Fund | 78463X889 | $3.5K | 127,397 | 1.4% |
| Spdr S&P Midcap 400 ETF TR Utser1 S&pdcrp(MDY) | Exchange Traded Fund | 78467Y107 | $3.5K | 11,163 | 1.4% |
| Spdr S&P 500 ETF TR TR Unit(SPY) | Exchange Traded Fund | 78462F103 | $3.5K | 14,690 | 1.4% |
| Ishares Gold Trust Ishares(IAUUSD) | Exchange Traded Fund | 464285105 | $3.4K | 285,394 | 1.4% |
| Ishares TR U.S. AER&DEF ETF(ITA) | Exchange Traded Fund | 464288760 | $3.2K | 21,576 | 1.3% |
| Ishares TR Core S&P MCP ETF(IJH) | Exchange Traded Fund | 464287507 | $3.1K | 18,297 | 1.3% |
| Schwab Strategic TR Intl Eqty ETF(SCHF) | Exchange Traded Fund | 808524805 | $3.1K | 103,413 | 1.3% |
| Vanguard BD Index FD Inc Intermed Term(BIV) | Exchange Traded Fund | 921937819 | $2.6K | 31,598 | 1.1% |
| Vanguard BD Index FD Inc Short TRM Bond(BSV) | Exchange Traded Fund | 921937827 | $2.6K | 32,427 | 1.1% |
| Vanguard BD Index FD Inc Long Term Bond(BLV) | Exchange Traded Fund | 921937793 | $2.6K | 28,611 | 1.1% |
| Ishares TR Core Msci Eafe(IEFA) | Exchange Traded Fund | 46432F842 | $2.6K | 44,355 | 1.1% |
| Spdr SER TR Nuveen Blmbrg SR(SHM) | Exchange Traded Fund | 78468R739 | $2.3K | 46,965 | 0.9% |
| Ishares TR SP Smcp600vl ETF(IJS) | Exchange Traded Fund | 464287879 | $2.3K | 16,361 | 0.9% |
| Ishares TR N Amer Tech ETF(IGM) | Exchange Traded Fund | 464287549 | $2.2K | 16,191 | 0.9% |
| Ishares TR Shrt NAT MUN ETF(SUB) | Exchange Traded Fund | 464288158 | $2.2K | 21,163 | 0.9% |
| Vanguard Intl Equity Index F Ftse EMR MKT ETF(VWO) | Exchange Traded Fund | 922042858 | $2.2K | 55,927 | 0.9% |
| Ishares TR RUS Mdcp VAL ETF(IWS) | Exchange Traded Fund | 464287473 | $2.2K | 26,181 | 0.9% |
| Select Sector Spdr TR SBI Healthcare(XLV) | Exchange Traded Fund | 81369Y209 | $2.1K | 28,753 | 0.9% |
| Schwab Strategic TR US REIT ETF(SCHH) | Exchange Traded Fund | 808524847 | $2.0K | 49,285 | 0.8% |
| Select Sector Spdr TR SBI Int-Finl(XLF) | Exchange Traded Fund | 81369Y605 | $2.0K | 83,136 | 0.8% |
| Select Sector Spdr TR SBI Cons Stpls(XLP) | Exchange Traded Fund | 81369Y308 | $1.7K | 31,804 | 0.7% |
| Spdr Series Trust Blombrg BRC Agrt(SPAB) | Exchange Traded Fund | 78464A649 | $1.7K | 29,535 | 0.7% |
| Ishares TR Russell 2000 ETF(IWM) | Exchange Traded Fund | 464287655 | $1.7K | 12,112 | 0.7% |
| Ishares TR S&P MC 400GR ETF(IJK) | Exchange Traded Fund | 464287606 | $1.7K | 8,712 | 0.7% |
| Ishares TR Msci Eafe ETF(EFA) | Exchange Traded Fund | 464287465 | $1.6K | 26,225 | 0.7% |
| Ishares TR U.S. Inds ETF(IYJ) | Exchange Traded Fund | 464287754 | $1.6K | 12,852 | 0.7% |
| Vaneck Vectors ETF TR Agribusiness ETF(MOO) | Exchange Traded Fund | 92189F700 | $1.6K | 29,629 | 0.6% |
| Ishares TR National MUN ETF(MUB) | Exchange Traded Fund | 464288414 | $1.6K | 14,444 | 0.6% |
| Vanguard BD Index FD Inc Total BND Mrkt(BND) | Exchange Traded Fund | 921937835 | $1.6K | 19,376 | 0.6% |