Q3 2018 Holdings
Filed 2018-11-13 | 121 holdings | $3.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wisdomtree TR(DXJ) | JAPN HEDGE EQT | 97717W851 | $4.4K | 75,588 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.1K | 2,558 | 0.2% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $5.1K | 107,723 | 0.2% |
| American Express Co(AXP) | COM | 025816109 | $6.4K | 60,352 | 0.2% |
| Invesco DB Commdy Indx Trck(DBC) | UNIT | 46138B103 | $7.4K | 412,685 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $7.7K | 34,174 | 0.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $8.4K | 103,501 | 0.3% |
| Wisdomtree TR(DEM) | EMER MKT HIGH FD | 97717W315 | $9.1K | 207,910 | 0.3% |
| Vanguard Intl Equity Index F(VPL) | FTSE PACIFIC ETF | 922042866 | $12.1K | 170,025 | 0.4% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $12.3K | 109,322 | 0.4% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $12.4K | 123,831 | 0.4% |
| Vanguard Intl Equity Index F(VGK) | FTSE EUROPE ETF | 922042874 | $15.5K | 275,790 | 0.5% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $16.5K | 313,872 | 0.5% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $19.1K | 110,640 | 0.6% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $28.6K | 244,132 | 0.9% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $29.4K | 290,907 | 0.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $35.6K | 237,724 | 1.1% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $223.0K | 2,000 | 7.2% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $427.0K | 5,599 | 13.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $938.0K | 5,692 | 30.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.2M | 24,816 | 38.8% |