Q3 2013 Holdings
Filed 2013-10-16 | 66 holdings | $2.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Southern Co(SO) | COM | 842587107 | $2.4K | 57,238 | 0.1% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $2.4K | 35,601 | 0.1% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $2.8K | 30,726 | 0.1% |
| National Grid PLC | SPON ADR NEW | 636274300 | $2.8K | 47,145 | 0.1% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $3.0K | 44,636 | 0.1% |
| Vanguard World FDS(VPU) | UTILITIES ETF | 92204A876 | $3.2K | 38,804 | 0.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $5.5K | 191,373 | 0.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $8.7K | 103,374 | 0.3% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $9.6K | 136,959 | 0.3% |
| Intel Corp(INTC) | COM | 458140100 | $11.9K | 517,172 | 0.4% |
| AT&T Inc(T) | COM | 00206R102 | $15.2K | 449,122 | 0.5% |
| Merck & Co Inc New(MRK) | COM | 58933Y105 | $15.3K | 320,446 | 0.5% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $16.2K | 346,357 | 0.6% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $25.0K | 1,936,483 | 0.9% |
| DNP Select Income FD(DNP) | COM | 23325P104 | $767.0K | 79,824 | 26.5% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $2.0M | 35,820 | 68.1% |