Q4 2016 Holdings
Filed 2017-02-13 | 127 holdings | $126.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Powershares ETF Trust | HI YLD EQ DVDN | 73935X302 | $1.0K | 59,989 | 0.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.0K | 6,233 | 0.8% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $1.0K | 13,007 | 0.8% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.1K | 12,031 | 0.8% |
| Spdr Series Trust(KIE) | S&P INS ETF | 78464A789 | $1.1K | 13,100 | 0.9% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.2K | 11,266 | 0.9% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.3K | 15,604 | 1.0% |
| Apple Inc(AAPL) | COM | 037833100 | $1.5K | 12,805 | 1.2% |
| Spdr Series Trust(XAR) | AEROSPACE DEF | 78464A631 | $1.6K | 26,025 | 1.3% |
| Proshares TR(REGL) | MDCP 400 DIVID | 74347B680 | $1.7K | 33,850 | 1.4% |
| Select Sector Spdr TR(XLE) | SBI INT-ENERGY | 81369Y506 | $1.8K | 23,820 | 1.4% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $2.2K | 13,626 | 1.7% |
| Priceline GRP Inc | COM NEW | 741503403 | $2.4K | 1,665 | 1.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.6K | 3,506 | 2.1% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $2.7K | 62,468 | 2.2% |
| Morgan Stanley(MS) | COM NEW | 617446448 | $3.0K | 70,662 | 2.4% |
| Metlife Inc(MET) | COM | 59156R108 | $3.8K | 70,411 | 3.0% |
| Spdr DOW Jones Indl Avrg ETF(DIA) | UT SER 1 | 78467X109 | $3.9K | 19,567 | 3.1% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $4.0K | 49,268 | 3.1% |
| Boeing Co(BA) | COM | 097023105 | $4.2K | 26,745 | 3.3% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $4.5K | 52,154 | 3.6% |
| Facebook Inc(META) | CL A | 30303M102 | $4.7K | 41,010 | 3.8% |
| Marathon Pete Corp(MPC) | COM | 56585A102 | $4.8K | 94,417 | 3.8% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $5.5K | 89,831 | 4.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $5.5K | 24,785 | 4.4% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $5.7K | 105,012 | 4.5% |
| Altria Group Inc(MO) | COM | 02209S103 | $6.4K | 94,982 | 5.1% |