Q1 2018 Holdings
Filed 2018-04-17 | 119 holdings | $7.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $5.8K | 28,625 | 0.1% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $6.0K | 76,885 | 0.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $10.3K | 55,001 | 0.1% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $10.8K | 127,298 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $12.0K | 71,517 | 0.2% |
| Chevron Corp New(CVX) | COM | 166764100 | $12.2K | 106,962 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $12.7K | 169,729 | 0.2% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $13.5K | 203,841 | 0.2% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $13.9K | 168,330 | 0.2% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $14.1K | 232,306 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $14.2K | 111,037 | 0.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $15.7K | 115,479 | 0.2% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $16.3K | 278,485 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $22.0K | 404,215 | 0.3% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $70.7K | 697,127 | 0.9% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $387.0K | 2,052 | 4.9% |
| Conocophillips(COP) | COM | 20825C104 | $526.0K | 8,873 | 6.7% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $2.7M | 63,208 | 34.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $3.8M | 40,592 | 48.7% |