Q3 2017 Holdings
Filed 2017-10-20 | 34 holdings | $181.5K | 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 | $41.1K | 475,836 | 22.6% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $24.1K | 721,401 | 13.3% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $20.8K | 346,306 | 11.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $19.9K | 153,790 | 11.0% |
| Vanguard Scottsdale FDS(VGIT) | INT-TERM GOV | 92206C706 | $14.5K | 223,846 | 8.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $10.1K | 68,994 | 5.6% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $8.1K | 148,379 | 4.5% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $6.6K | 98,330 | 3.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $5.7K | 40,551 | 3.2% |
| Barnes Group Inc(BUSD) | COM | 067806109 | $5.2K | 73,942 | 2.9% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.5K | 103,502 | 2.5% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $3.6K | 132,781 | 2.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.8K | 64,667 | 1.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $2.8K | 10,896 | 1.5% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $2.0K | 32,790 | 1.1% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $1.7K | 48,607 | 1.0% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $1.3K | 35,119 | 0.7% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $803 | 5,316 | 0.4% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $631 | 3,526 | 0.3% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $457 | 3,929 | 0.3% |
| Spdr Series Trust | BLOOMBERG BRCLYS | 78464A417 | $449 | 12,022 | 0.2% |
| Ishares TR(PFF) | S&P US PFD STK | 464288687 | $443 | 11,422 | 0.2% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $434 | 5,218 | 0.2% |
| Chevron Corp New(CVX) | COM | 166764100 | $422 | 3,591 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $398 | 3,064 | 0.2% |
| Horizons ETF TR I | HRZNS S&P500 COV | 44053G603 | $372 | 7,528 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $351 | 4,285 | 0.2% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $343 | 2,360 | 0.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $317 | 7,068 | 0.2% |
| 3M Co(MMM) | COM | 88579Y101 | $274 | 1,304 | 0.2% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $251 | 3,101 | 0.1% |
| Ishares TR(IDV) | INTL SEL DIV ETF | 464288448 | $232 | 6,881 | 0.1% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $206 | 1,772 | 0.1% |
| Travelers Companies Inc(TRV) | COM | 89417E109 | $201 | 1,640 | 0.1% |