Q3 2018 Holdings
Filed 2018-11-14 | 157 holdings | $329.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Total Stock Mkt(VTI) | COM | 922908769 | $6.7K | 44,522 | 2.0% |
| iShares S&P National Muni Bond(MUB) | COM | 464288414 | $7.9K | 73,022 | 2.4% |
| Spdr DJ Small Cap Growth(SLYG) | COM | 78464A201 | $25.8K | 382,274 | 7.8% |
| iShares S&P MidCap 400 - Barra Growth(IJK) | COM | 464287606 | $31.6K | 135,742 | 9.6% |
| iShares Russell 2000(IWM) | COM | 464287655 | $50.8K | 301,197 | 15.4% |
| Spdr S&P 500 Growth ETF(SPYG) | COM | 78464A409 | $76.5K | 1,999,310 | 23.2% |
| iShares Msci Eafe Index(EFA) | COM | 464287465 | $84.2K | 1,237,877 | 25.5% |