Q2 2013 Holdings
Filed 2013-07-22 | 24 holdings | $114.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $15.5K | 186,047 | 13.5% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $14.6K | 332,104 | 12.7% |
| Vanguard Specialized Portfol(VIG) | DIV APP ETF | 921908844 | $11.2K | 168,587 | 9.7% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $10.7K | 92,645 | 9.3% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $9.7K | 219,822 | 8.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $9.0K | 108,763 | 7.8% |
| Ishares TR(SCZ) | MSCI SMALL CAP | 464288273 | $8.6K | 206,231 | 7.5% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $7.4K | 107,658 | 6.4% |
| Ishares TR(TIP) | BARCLYS TIPS BD | 464287176 | $7.1K | 63,292 | 6.2% |
| Wisdomtree Trust(DEM) | EMERG MKTS ETF | 97717W315 | $6.2K | 128,387 | 5.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $3.2K | 19,689 | 2.8% |
| Wisdomtree Trust(DGS) | EMG MKTS SMCAP | 97717W281 | $2.3K | 49,436 | 2.0% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $1.7K | 20,494 | 1.4% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.4K | 39,318 | 1.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.2K | 12,317 | 1.0% |
| Ishares TR(ICF) | COHEN&ST RLTY | 464287564 | $1.1K | 13,863 | 1.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $861 | 9,191 | 0.7% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $756 | 9,556 | 0.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $662 | 7,325 | 0.6% |
| Chevron Corp New(CVX) | COM | 166764100 | $536 | 4,526 | 0.5% |
| Ishares TR(EEM) | MSCI EMERG MKT | 464287234 | $351 | 9,110 | 0.3% |
| Diageo P L C(DGED) | SPON ADR NEW | 25243Q205 | $332 | 2,891 | 0.3% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $242 | 2,707 | 0.2% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $230 | 3,232 | 0.2% |