Q2 2015 Holdings
Filed 2015-07-24 | 21 holdings | $141.8K | 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 | $22.4K | 209,326 | 15.8% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $19.1K | 480,450 | 13.4% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $17.4K | 303,005 | 12.3% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $16.3K | 205,283 | 11.5% |
| Ishares(SCZ) | EAFE SML CP ETF | 464288273 | $13.9K | 272,018 | 9.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $13.7K | 107,344 | 9.6% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $8.9K | 118,809 | 6.3% |
| Spdr Series Trust(KRE) | S&P REGL BKG | 78464A698 | $8.1K | 182,665 | 5.7% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $7.0K | 170,073 | 4.9% |
| Barnes Group Inc(BUSD) | COM | 067806109 | $4.7K | 120,995 | 3.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $3.2K | 15,395 | 2.2% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $2.3K | 47,821 | 1.6% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.1K | 7,209 | 0.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $955 | 7,863 | 0.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $799 | 6,781 | 0.6% |
| Ishares TR(FLOT) | FLTG RATE BD ETF | 46429B655 | $632 | 12,473 | 0.4% |
| Chevron Corp New(CVX) | COM | 166764100 | $379 | 3,926 | 0.3% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $361 | 9,101 | 0.3% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $310 | 2,897 | 0.2% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $221 | 2,167 | 0.2% |
| Vanguard World FDS(VDE) | ENERGY ETF | 92204A306 | $218 | 2,040 | 0.2% |