Q1 2014 Holdings
Filed 2014-05-22 | 16 holdings | $522.0K | 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 | $198.2K | 2,033,241 | 38.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $117.6K | 2,849,075 | 22.5% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $68.5K | 739,929 | 13.1% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $53.1K | 752,366 | 10.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $41.6K | 444,480 | 8.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $24.4K | 305,362 | 4.7% |
| Facebook Inc(META) | CL A | 30303M102 | $5.7K | 94,849 | 1.1% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $3.8K | 47,508 | 0.7% |
| Ishares(IVV) | CORE S&P500 ETF | 464287200 | $2.3K | 12,129 | 0.4% |
| Ishares(IWV) | RUSSELL 3000 ETF | 464287689 | $1.8K | 15,954 | 0.3% |
| Ishares(EFA) | MSCI EAFE ETF | 464287465 | $1.7K | 25,441 | 0.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $804 | 8,285 | 0.2% |
| General Electric Co | COM | 369604103 | $758 | 29,280 | 0.1% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $740 | 13,688 | 0.1% |
| Ishares(IWP) | RUS MD CP GR ETF | 464287481 | $654 | 7,625 | 0.1% |
| Ishares(IWS) | RUS MDCP VAL ETF | 464287473 | $350 | 5,088 | 0.1% |