Q2 2018 Holdings
Filed 2018-08-03 | 31 holdings | $393.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $306.0K | 1,056 | 77.8% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $29.4K | 108,556 | 7.5% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $21.4K | 422,337 | 5.4% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $7.9K | 184,910 | 2.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $6.0K | 141,319 | 1.5% |
| Ishares TR(HEFA) | HDG MSCI EAFE | 46434V803 | $5.5K | 184,990 | 1.4% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $3.5K | 41,340 | 0.9% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $3.3K | 124,991 | 0.8% |
| Ishares TR(CRBN) | MSCI LW CRB TG | 46434V464 | $2.3K | 19,961 | 0.6% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $617 | 6,113 | 0.2% |
| Spdr SER TR(SHE) | SSGA GNDER ETF | 78468R747 | $576 | 7,960 | 0.1% |
| Ishares TR(ESGD) | MSCI EAFE ESG OP | 46435G516 | $532 | 8,170 | 0.1% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $524 | 10,105 | 0.1% |
| Ishares Inc(ESGE) | MSCI EM ESG OPZ | 46434G863 | $516 | 15,335 | 0.1% |
| Aetna Inc New | COM | 00817Y108 | $427 | 2,328 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $407 | 3,070 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $377 | 1,381 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $363 | 1,860 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $340 | 3,445 | 0.1% |
| 3M Co(MMM) | COM | 88579Y101 | $337 | 1,712 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $320 | 2,940 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $297 | 1,605 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $271 | 240 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $271 | 2,586 | 0.1% |
| Electronic Arts Inc(EA) | COM | 285512109 | $271 | 1,923 | 0.1% |
| Danaher Corp del(DHR) | COM | 235851102 | $260 | 2,630 | 0.1% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $258 | 4,647 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $257 | 2,117 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $215 | 2,696 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $210 | 4,232 | 0.1% |
| General Electric Co | COM | 369604103 | $167 | 12,284 | 0.0% |