Q2 2013 Holdings
Filed 2013-08-06 | 28 holdings | $148.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Scottsdale FDS(VONE) | VNG RUS1000IDX | 92206C730 | $69.9K | 950,537 | 47.1% |
| Vanguard Scottsdale FDS(VTWO) | VNG RUS2000IDX | 92206C664 | $20.2K | 259,012 | 13.6% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $15.3K | 429,037 | 10.3% |
| Powershares DB Cmdty IDX TRA | UNIT BEN INT | 73935S105 | $13.4K | 531,924 | 9.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $7.8K | 200,551 | 5.2% |
| HCP Inc | COM | 40414L109 | $6.5K | 143,374 | 4.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $4.5K | 54,716 | 3.1% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $4.5K | 55,502 | 3.0% |
| Proassurance Corp(PRA) | COM | 74267C106 | $924 | 17,706 | 0.6% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $511 | 5,661 | 0.3% |
| AT&T Inc(T) | COM | 00206R102 | $456 | 12,882 | 0.3% |
| General Electric Co | COM | 369604103 | $407 | 17,539 | 0.3% |
| Ishares TR(EEM) | MSCI EMERG MKT | 464287234 | $392 | 10,191 | 0.3% |
| Southern Co(SO) | COM | 842587107 | $356 | 8,068 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $350 | 4,073 | 0.2% |
| Spdr Series Trust | NUVN BRCLY MUNI | 78464A458 | $318 | 13,900 | 0.2% |
| International Business Machs(IBM) | COM | 459200101 | $300 | 1,569 | 0.2% |
| Energen Corp | COM | 29265N108 | $273 | 5,225 | 0.2% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $273 | 6,621 | 0.2% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $270 | 4,125 | 0.2% |
| Wal-Mart Stores Inc(WMT) | COM | 931142103 | $259 | 3,483 | 0.2% |
| Coca Cola Co(KO) | COM | 191216100 | $251 | 6,256 | 0.2% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $250 | 2,887 | 0.2% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $243 | 5,028 | 0.2% |
| Pfizer Inc(PFE) | COM | 717081103 | $207 | 7,389 | 0.1% |
| Regions Finl Corp New(RF) | COM | 7591EP100 | $127 | 13,351 | 0.1% |
| Huntington Bancshares Inc(HBAN) | COM | 446150104 | $90 | 11,424 | 0.1% |
| Rockwell MED Inc | COM | 774374102 | $36 | 10,000 | 0.0% |