Q2 2017 Holdings
Filed 2017-07-28 | 19 holdings | $119.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $28.9K | 362,790 | 24.3% |
| Vanguard Scottsdale FDS(VONV) | VNG RUS1000VAL | 92206C714 | $20.2K | 199,621 | 16.9% |
| Vanguard Scottsdale FDS(VONG) | VNG RUS1000GRW | 92206C680 | $15.3K | 125,042 | 12.8% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $14.1K | 167,942 | 11.8% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $12.8K | 247,128 | 10.7% |
| First TR SML CP Core Alpha F(FYX) | COM SHS | 33734Y109 | $9.3K | 167,268 | 7.8% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $9.1K | 109,175 | 7.6% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $2.9K | 35,332 | 2.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.5K | 6,275 | 1.3% |
| Vanguard Scottsdale FDS(VONE) | VNG RUS1000IDX | 92206C730 | $1.3K | 11,403 | 1.1% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $1.2K | 25,772 | 1.0% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $743 | 3,903 | 0.6% |
| Pepsico Inc(PEP) | COM | 713448108 | $429 | 3,756 | 0.4% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $330 | 1,900 | 0.3% |
| CBS Corp New | CL B | 124857202 | $324 | 5,088 | 0.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $264 | 3,800 | 0.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $255 | 1 | 0.2% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $244 | 3,000 | 0.2% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $204 | 1,608 | 0.2% |