Q4 2013 Holdings
Filed 2014-02-10 | 16 holdings | $505.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $192.0K | 2,002,010 | 38.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $116.1K | 2,784,734 | 23.0% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $66.1K | 732,454 | 13.1% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $46.5K | 720,232 | 9.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $41.0K | 440,305 | 8.1% |
| Procter & Gamble Co(PG) | COM | 742718109 | $23.4K | 290,017 | 4.6% |
| Facebook Inc(META) | CL A | 30303M102 | $11.1K | 203,233 | 2.2% |
| Ishares(IVV) | CORE S&P500 ETF | 464287200 | $2.4K | 13,135 | 0.5% |
| Ishares(IWV) | RUSSELL 3000 ETF | 464287689 | $1.4K | 12,822 | 0.3% |
| Ishares(EFA) | MSCI EAFE ETF | 464287465 | $1.2K | 17,360 | 0.2% |
| General Electric Co | COM | 369604103 | $1.1K | 37,910 | 0.2% |
| Ishares(IWP) | RUS MD CP GR ETF | 464287481 | $785 | 9,307 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $761 | 7,517 | 0.2% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $611 | 11,211 | 0.1% |
| Ishares(IWS) | RUS MDCP VAL ETF | 464287473 | $348 | 5,296 | 0.1% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $270 | 3,309 | 0.1% |