Q4 2018 Holdings
Filed 2019-01-31 | 111 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $1.6K | 12,203 | 0.1% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $1.7K | 31,744 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.7K | 17,580 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $2.0K | 28,799 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $2.0K | 12,856 | 0.1% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $2.2K | 36,000 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $2.3K | 31,500 | 0.1% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $2.7K | 41,560 | 0.2% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $2.7K | 24,533 | 0.2% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $3.6K | 15,556 | 0.2% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $4.0K | 37,597 | 0.2% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $4.2K | 32,424 | 0.2% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $4.3K | 29,389 | 0.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $4.7K | 28,438 | 0.3% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $6.5K | 175,364 | 0.4% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $6.7K | 50,088 | 0.4% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $7.7K | 182,755 | 0.4% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $10.6K | 179,758 | 0.6% |
| Spdr Index SHS FDS(RWO) | DJ GLB RL ES ETF | 78463X749 | $10.9K | 245,906 | 0.6% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $27.1K | 195,151 | 1.6% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $36.4K | 797,812 | 2.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $40.4K | 582,086 | 2.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $50.9K | 203,847 | 3.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $649.0K | 7,037 | 37.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $793.0K | 18,304 | 46.2% |