Q4 2014 Holdings
Filed 2015-01-22 | 16 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.4M | 21,609 | 90.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $59.7K | 290,603 | 3.8% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $51.7K | 469,658 | 3.3% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $27.7K | 454,863 | 1.8% |
| Western Alliance Bancorp(WAL) | COM | 957638109 | $3.5K | 124,542 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $2.8K | 30,465 | 0.2% |
| Ishares(MUB) | NAT AMT FREE BD | 464288414 | $1.4K | 12,831 | 0.1% |
| Union PAC Corp(UNP) | COM | 907818108 | $1.1K | 9,573 | 0.1% |
| International Game Technolog | COM | 459902102 | $1.1K | 62,504 | 0.1% |
| Abbott Labs(ABT) | COM | 002824100 | $973 | 21,609 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $919 | 8,194 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $871 | 4,210 | 0.1% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $511 | 40,000 | 0.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $499 | 13,169 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $261 | 7,781 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $225 | 2,151 | 0.0% |