Q2 2016 Holdings
Filed 2016-08-09 | 666 holdings | $3.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Procter & Gamble Co(PG) | COM | 742718109 | $15.4K | 177,155 | 0.4% |
| Chevron Corp New(CVX) | COM | 166764100 | $17.5K | 175,639 | 0.5% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $18.1K | 224,195 | 0.5% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $18.8K | 168,561 | 0.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $20.2K | 182,987 | 0.5% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $21.2K | 251,235 | 0.6% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $21.8K | 182,542 | 0.6% |
| Apple Inc(AAPL) | COM | 037833100 | $21.9K | 209,979 | 0.6% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $23.3K | 419,327 | 0.6% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $26.0K | 300,344 | 0.7% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $28.7K | 787,832 | 0.8% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $32.4K | 369,553 | 0.9% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $38.0K | 338,734 | 1.0% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $41.9K | 149,791 | 1.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $43.3K | 201,111 | 1.2% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $2.4M | 29,803 | 64.9% |