Q2 2017 Holdings
Filed 2017-08-08 | 208 holdings | $475.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $247.0K | 3,402 | 52.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $18.6K | 106,874 | 3.9% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $14.9K | 67,180 | 3.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $14.8K | 60,583 | 3.1% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $11.5K | 105,802 | 2.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $7.9K | 112,836 | 1.7% |
| Ishares TR(ILCB) | MRNGSTR LG-CP ET | 464287127 | $6.3K | 42,970 | 1.3% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $5.5K | 68,529 | 1.2% |
| Alps ETF TR(SDOG) | SECTR DIV DOGS | 00162Q858 | $5.2K | 122,774 | 1.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $4.9K | 47,676 | 1.0% |
| Ishares TR(IMCB) | MRGSTR MD CP ETF | 464288208 | $4.7K | 27,969 | 1.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $4.2K | 35,374 | 0.9% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.5K | 85,163 | 0.7% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $3.2K | 39,769 | 0.7% |
| Apple Inc(AAPL) | COM | 037833100 | $3.1K | 21,590 | 0.7% |
| Alps ETF TR(RIGS) | RIVRFRNT STR INC | 00162Q783 | $3.1K | 121,951 | 0.7% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $3.0K | 21,080 | 0.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.6K | 10,615 | 0.5% |
| AT&T Inc(T) | COM | 00206R102 | $2.5K | 68,398 | 0.5% |
| Vanguard Specialized Portfol(VIG) | DIV APP ETF | 921908844 | $2.5K | 26,495 | 0.5% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $2.4K | 22,052 | 0.5% |
| Powershares ETF Trust | RUSSELL 200 WTH | 73935X450 | $2.3K | 48,555 | 0.5% |
| Altria Group Inc(MO) | COM | 02209S103 | $2.3K | 31,444 | 0.5% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $2.2K | 25,499 | 0.5% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.2K | 16,708 | 0.5% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $2.0K | 23,093 | 0.4% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $2.0K | 14,371 | 0.4% |
| Vanguard Scottsdale FDS(VONG) | VNG RUS1000GRW | 92206C680 | $2.0K | 16,145 | 0.4% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.9K | 23,954 | 0.4% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.9K | 45,851 | 0.4% |
| Facebook Inc(META) | CL A | 30303M102 | $1.9K | 12,182 | 0.4% |
| General Electric Co | COM | 369604103 | $1.7K | 63,327 | 0.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.6K | 11,750 | 0.3% |
| Legg Mason ETF Investment TR(LVHD) | LOW DIVI ETF | 52468L406 | $1.6K | 52,402 | 0.3% |
| Vanguard Scottsdale FDS(VONV) | VNG RUS1000VAL | 92206C714 | $1.5K | 14,856 | 0.3% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $1.4K | 33,469 | 0.3% |
| Ishares TR(EMB) | JP MOR EM MK ETF | 464288281 | $1.4K | 12,588 | 0.3% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $1.4K | 50,704 | 0.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.3K | 10,176 | 0.3% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $1.3K | 22,665 | 0.3% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $1.2K | 8,334 | 0.2% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $1.1K | 9,748 | 0.2% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $1.1K | 11,188 | 0.2% |
| Wal-Mart Stores Inc(WMT) | COM | 931142103 | $1.1K | 15,512 | 0.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.1K | 17,294 | 0.2% |
| Ishares TR(IEF) | 7-10YR TR BD ETF | 464287440 | $1.1K | 10,261 | 0.2% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.1K | 11,612 | 0.2% |
| First TR Value Line Divid in(FVD) | SHS | 33734H106 | $1.1K | 36,837 | 0.2% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $1.0K | 8,758 | 0.2% |
| Scana Corp New | COM | 80589M102 | $1.0K | 15,762 | 0.2% |