Q4 2017 Holdings
Filed 2018-02-09 | 115 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kimco Rlty Corp(KIM) | COM | 49446R109 | $186 | 10,244 | 0.0% |
| Westpac BKG Corp | SPONSORED ADR | 961214301 | $200 | 8,204 | 0.0% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $204 | 1,200 | 0.0% |
| Capstar Finl Hldgs Inc(CSTRUSD) | COM | 14070T102 | $208 | 10,000 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $223 | 1,464 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $228 | 2,157 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $229 | 4,183 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $230 | 3,266 | 0.0% |
| Federal Realty Invt TR(FRTEUR) | SH BEN INT NEW | 313747206 | $231 | 1,738 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $231 | 3,237 | 0.0% |
| Duke Realty Corp(DREUSD) | COM NEW | 264411505 | $233 | 8,561 | 0.0% |
| SL Green Rlty Corp | COM | 78440X101 | $240 | 2,379 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $241 | 1,722 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $245 | 2,900 | 0.0% |
| Regency Ctrs Corp(REG) | COM | 758849103 | $246 | 3,562 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $247 | 4,076 | 0.0% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $252 | 3,947 | 0.0% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $256 | 2,689 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $259 | 1,100 | 0.0% |
| Extra Space Storage Inc(EXR) | COM | 30225T102 | $265 | 3,030 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $271 | 4,334 | 0.0% |
| Dowdupont Inc | COM | 26078J100 | $288 | 4,041 | 0.0% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $294 | 2,638 | 0.0% |
| Alexandria Real Estate EQ in(ARE) | COM | 015271109 | $296 | 2,267 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $298 | 1 | 0.0% |
| Vornado Rlty TR(VNO) | SH BEN INT | 929042109 | $324 | 4,149 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $325 | 2,615 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $334 | 2,931 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $345 | 2,276 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $359 | 2,300 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $360 | 2,326 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $365 | 1,359 | 0.0% |
| Host Hotels & Resorts Inc(HST) | COM | 44107P104 | $366 | 18,461 | 0.0% |
| Realty Income Corp(O) | COM | 756109104 | $376 | 6,596 | 0.0% |
| Essex Ppty TR Inc(ESS) | COM | 297178105 | $383 | 1,587 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $398 | 3,723 | 0.0% |
| Diageo P L C(DGED) | SPON ADR NEW | 25243Q205 | $415 | 2,842 | 0.0% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $418 | 7,681 | 0.0% |
| Ishares TR(ICF) | COHEN STEER REIT | 464287564 | $431 | 4,258 | 0.0% |
| Cigna Corporation | COM | 125509109 | $443 | 2,183 | 0.0% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $453 | 5,398 | 0.0% |
| Boston Properties Inc(BXP) | COM | 101121101 | $483 | 3,714 | 0.0% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $487 | 5,568 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $517 | 5,625 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $545 | 11,810 | 0.0% |
| Digital Rlty TR Inc(DLR) | COM | 253868103 | $561 | 4,924 | 0.0% |
| Equity Residential(EQR) | SH BEN INT | 29476L107 | $564 | 8,840 | 0.0% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $593 | 12,588 | 0.0% |
| Avalonbay Cmntys Inc(AVB) | COM | 053484101 | $593 | 3,323 | 0.0% |
| Ishares TR(IWC) | MICRO-CAP ETF | 464288869 | $608 | 6,352 | 0.0% |