Q4 2017 Holdings
Filed 2018-02-09 | 23 holdings | $42.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares(LQD) | MF | 464287242 | $8.4K | 69,300 | 19.9% |
| Vanguard(VCIT) | MF | 92206C870 | $6.1K | 69,850 | 14.4% |
| Ishares(IWD) | MF | 464287598 | $3.6K | 29,000 | 8.5% |
| Ishares(IWF) | MF | 464287614 | $3.6K | 26,500 | 8.4% |
| Ishares(IVV) | MF | 464287200 | $3.0K | 11,115 | 7.1% |
| Vanguard | MF | 922031794 | $2.8K | 270,520 | 6.7% |
| Ishares(IWN) | MF | 464287630 | $2.6K | 21,000 | 6.2% |
| Ishares(IWO) | MF | 464287648 | $2.5K | 13,500 | 5.9% |
| Spdr(SPLB) | MF | 78464A367 | $1.6K | 57,150 | 3.9% |
| Wells Fargo Co | PFD | 949746465 | $1.1K | 40,000 | 2.7% |
| Vanguard(VWO) | MF | 922042858 | $1.1K | 24,360 | 2.6% |
| Vanguard | MF | 922031810 | $1.1K | 109,444 | 2.5% |
| Vanguard(VNQ) | MF | 922908553 | $1.1K | 12,779 | 2.5% |
| Ishares(EFA) | MF | 464287465 | $1.0K | 14,720 | 2.4% |
| Vanguard(VFIAX) | MF | 922908710 | $637 | 2,582 | 1.5% |
| U S Bancorp | PFD | 902973866 | $350 | 400 | 0.8% |
| Metlife Inc(METPA) | PFD | 59156R504 | $297 | 12,000 | 0.7% |
| Bank of America | PFD | 060505831 | $259 | 10,000 | 0.6% |
| JP Morgan Chase & Co | PFD | 46625HHA1 | $253 | 250 | 0.6% |
| Vanguard | MF | 92206C300 | $229 | 11,410 | 0.5% |
| Ishares(IWM) | MF | 464287655 | $221 | 1,453 | 0.5% |
| Ishares(SCZ) | MF | 464288273 | $205 | 3,175 | 0.5% |
| Vanguard | MF | 922906300 | $153 | 153,135 | 0.4% |