Q3 2017 Holdings
Filed 2017-11-06 | 14 holdings | $130.5K | 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 | $30.8K | 386,319 | 23.6% |
| Vanguard Scottsdale FDS(VONV) | VNG RUS1000VAL | 92206C714 | $22.9K | 219,167 | 17.5% |
| Vanguard Scottsdale FDS(VONG) | VNG RUS1000GRW | 92206C680 | $17.7K | 136,144 | 13.6% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $15.0K | 177,851 | 11.5% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $14.6K | 267,536 | 11.2% |
| First TR SML CP Core Alpha F(FYX) | COM SHS | 33734Y109 | $11.0K | 185,530 | 8.4% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $10.2K | 119,097 | 7.8% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $3.4K | 41,140 | 2.6% |
| Vanguard Scottsdale FDS(VONE) | VNG RUS1000IDX | 92206C730 | $1.6K | 13,517 | 1.2% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $1.5K | 30,588 | 1.1% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $910 | 4,562 | 0.7% |
| Pepsico Inc(PEP) | COM | 713448108 | $408 | 3,709 | 0.3% |
| CBS Corp New | CL B | 124857202 | $307 | 5,287 | 0.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $281 | 1 | 0.2% |