Q4 2014 Holdings
Filed 2015-02-05 | 30 holdings | $624.7K | 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 | $230.6K | 2,175,288 | 36.9% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $126.9K | 3,350,825 | 20.3% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $79.7K | 784,319 | 12.8% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $63.0K | 778,055 | 10.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $48.0K | 459,506 | 7.7% |
| Procter & Gamble Co(PG) | COM | 742718109 | $30.1K | 330,747 | 4.8% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $22.2K | 277,551 | 3.6% |
| Facebook Inc(META) | CL A | 30303M102 | $6.4K | 81,536 | 1.0% |
| Apple Inc(AAPL) | COM | 037833100 | $4.3K | 38,616 | 0.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $2.5K | 11,994 | 0.4% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $1.8K | 14,536 | 0.3% |
| Coca Cola Co(KO) | COM | 191216100 | $1.1K | 25,652 | 0.2% |
| General Electric Co | COM | 369604103 | $921 | 36,427 | 0.1% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $786 | 14,688 | 0.1% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $759 | 8,136 | 0.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $730 | 11,991 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $660 | 5,916 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $634 | 3,083 | 0.1% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $392 | 5,311 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $373 | 4,038 | 0.1% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $369 | 4,367 | 0.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $327 | 8,175 | 0.1% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $308 | 3,641 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $297 | 2,844 | 0.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $287 | 2,713 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $285 | 6,075 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $276 | 2,887 | 0.0% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $275 | 2,703 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $269 | 1,180 | 0.0% |
| Powershares ETF Trust | FTSE RAFI 1000 | 73935X583 | $258 | 2,825 | 0.0% |