Q4 2018 Holdings
Filed 2019-02-11 | 27 holdings | $474.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $314.0K | 7,262 | 66.2% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $38.8K | 396,552 | 8.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $35.6K | 265,041 | 7.5% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $25.1K | 675,908 | 5.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $14.0K | 368,482 | 3.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $9.8K | 217,748 | 2.1% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $8.1K | 61,301 | 1.7% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $7.9K | 119,979 | 1.7% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $4.7K | 74,566 | 1.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $3.2K | 20,859 | 0.7% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $3.1K | 41,214 | 0.6% |
| Apple Inc(AAPL) | COM | 037833100 | $2.0K | 12,590 | 0.4% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $1.6K | 19,343 | 0.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $995 | 7,546 | 0.2% |
| Spdr Series Trust | BLOOMBERG BRCLYS | 78464A417 | $969 | 28,842 | 0.2% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $681 | 5,103 | 0.1% |
| Vanguard Scottsdale FDS(VMBS) | MORTG-BACK SEC | 92206C771 | $539 | 10,475 | 0.1% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $504 | 4,621 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $427 | 3,912 | 0.1% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $415 | 5,127 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $346 | 3,411 | 0.1% |
| Synopsys Inc(SNPS) | COM | 871607107 | $341 | 4,048 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $281 | 271 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $267 | 2,414 | 0.1% |
| Invesco Exchng Traded FD TR(SPLV) | S&P500 LOW VOL | 46138E354 | $241 | 5,159 | 0.1% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $231 | 2,360 | 0.0% |
| Ford MTR Co del(F) | COM PAR $0.01 | 345370860 | $122 | 16,011 | 0.0% |