Q4 2017 Holdings
Filed 2018-01-17 | 463 holdings | $951.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $438.0K | 6,687 | 46.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $47.3K | 331,620 | 5.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $38.0K | 812,652 | 4.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $19.9K | 77,783 | 2.1% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $12.6K | 76,726 | 1.3% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $12.1K | 75,292 | 1.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.2K | 103,133 | 1.0% |
| Apple Inc(AAPL) | COM | 037833100 | $9.2K | 51,726 | 1.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $8.9K | 58,468 | 0.9% |
| Wisdomtree TR(HEDJ) | EUROPE HEDGED EQ | 97717X701 | $7.8K | 119,192 | 0.8% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $7.1K | 97,081 | 0.7% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $6.1K | 41,996 | 0.6% |
| Vanguard Admiral FDS Inc(VOOG) | 500 GRTH IDX F | 921932505 | $5.9K | 41,380 | 0.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.7K | 4,347 | 0.6% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $5.5K | 49,761 | 0.6% |
| Procter and Gamble Co(PG) | COM | 742718109 | $4.8K | 53,414 | 0.5% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $4.7K | 30,138 | 0.5% |
| US Bancorp del(USB) | COM NEW | 902973304 | $4.6K | 81,208 | 0.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $4.4K | 105,844 | 0.5% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $4.1K | 31,104 | 0.4% |
| Ebay Inc(EBAY) | COM | 278642103 | $4.0K | 106,233 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $3.8K | 13,435 | 0.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $3.7K | 13,168 | 0.4% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $3.6K | 30,907 | 0.4% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.6K | 73,588 | 0.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $3.2K | 15,407 | 0.3% |
| Pfizer Inc(PFE) | COM | 717081103 | $3.2K | 87,818 | 0.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.1K | 2,784 | 0.3% |
| Oracle Corp(ORCL) | COM | 68389X105 | $3.1K | 62,306 | 0.3% |
| Facebook Inc(META) | CL A | 30303M102 | $3.0K | 16,954 | 0.3% |
| Ishares TR(IBB) | NASDAQ BIOTECH | 464287556 | $3.0K | 26,511 | 0.3% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $2.9K | 25,895 | 0.3% |
| DBX ETF TR(DBEF) | XTRACK MSCI EAFE | 233051200 | $2.8K | 84,330 | 0.3% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $2.6K | 23,511 | 0.3% |
| Pepsico Inc(PEP) | COM | 713448108 | $2.6K | 22,456 | 0.3% |
| Home Depot Inc(HD) | COM | 437076102 | $2.4K | 12,267 | 0.3% |
| 3M Co(MMM) | COM | 88579Y101 | $2.4K | 9,750 | 0.3% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $2.4K | 45,080 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $2.3K | 26,613 | 0.2% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $2.2K | 16,553 | 0.2% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $2.2K | 9,813 | 0.2% |
| Wal-Mart Stores Inc(WMT) | COM | 931142103 | $2.2K | 21,526 | 0.2% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $2.1K | 15,123 | 0.2% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $2.1K | 18,749 | 0.2% |
| Fedex Corp(FDX) | COM | 31428X106 | $2.1K | 7,544 | 0.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $2.1K | 13,899 | 0.2% |
| General Electric Co | COM | 369604103 | $2.0K | 107,796 | 0.2% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $2.0K | 14,792 | 0.2% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $2.0K | 34,268 | 0.2% |
| Victory Portfolios II(CDC) | SHS US EQ INCM | 92647N824 | $2.0K | 42,088 | 0.2% |