Q3 2015 Holdings
Filed 2015-11-12 | 620 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $9.8K | 135,632 | 0.9% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $10.1K | 86,641 | 0.9% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $10.5K | 122,421 | 1.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $12.5K | 115,901 | 1.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $13.3K | 62,923 | 1.2% |
| Procter & Gamble Co(PG) | COM | 742718109 | $14.8K | 191,972 | 1.4% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $16.9K | 212,104 | 1.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $17.3K | 159,344 | 1.6% |
| Ishares TR(IJT) | SP SMCP600GR ETF | 464287887 | $18.4K | 142,206 | 1.7% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $19.2K | 252,577 | 1.8% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $19.8K | 118,609 | 1.8% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $19.9K | 520,947 | 1.8% |
| Chevron Corp New(CVX) | COM | 166764100 | $20.1K | 208,197 | 1.9% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $21.6K | 195,482 | 2.0% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $22.2K | 421,013 | 2.0% |
| Apple Inc(AAPL) | COM | 037833100 | $23.2K | 189,987 | 2.1% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $24.7K | 295,864 | 2.3% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $26.3K | 220,706 | 2.4% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $32.4K | 281,671 | 3.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $37.0K | 175,773 | 3.4% |