Q4 2016 Holdings
Filed 2017-02-02 | 24 holdings | $153.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $35.0K | 458,580 | 22.8% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $19.7K | 710,982 | 12.8% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $17.5K | 327,688 | 11.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $17.2K | 149,243 | 11.2% |
| Vanguard Scottsdale FDS(VGIT) | INT-TERM GOV | 92206C706 | $13.0K | 203,163 | 8.5% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $8.9K | 67,714 | 5.8% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $6.8K | 147,379 | 4.4% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $6.1K | 99,006 | 4.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.7K | 129,910 | 3.1% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $4.6K | 35,829 | 3.0% |
| Barnes Group Inc(BUSD) | COM | 067806109 | $4.6K | 96,739 | 3.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.9K | 80,931 | 1.9% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $2.8K | 130,687 | 1.8% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $2.6K | 11,493 | 1.7% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $1.8K | 36,620 | 1.2% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $1.3K | 45,901 | 0.9% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $1.1K | 35,752 | 0.7% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $804 | 4,863 | 0.5% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $475 | 5,751 | 0.3% |
| Ishares TR(EMB) | JP MOR EM MK ETF | 464288281 | $321 | 2,912 | 0.2% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $288 | 2,430 | 0.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $266 | 7,601 | 0.2% |
| Chevron Corp New(CVX) | COM | 166764100 | $249 | 2,117 | 0.2% |
| Spdr Series Trust | BLOOMBERG BRCLYS | 78464A417 | $208 | 5,698 | 0.1% |