Q4 2018 Holdings
Filed 2019-02-13 | 24 holdings | $39.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard(VCIT) | MF | 92206C870 | $8.2K | 99,600 | 21.0% |
| Ishares(LQD) | MF | 464287242 | $7.8K | 69,300 | 20.0% |
| Vanguard | MF | 922031794 | $3.2K | 316,779 | 8.3% |
| Ishares(IWD) | MF | 464287598 | $3.2K | 29,000 | 8.2% |
| Ishares(IWF) | MF | 464287614 | $3.1K | 23,700 | 7.9% |
| Ishares(IWO) | MF | 464287648 | $2.3K | 13,500 | 5.8% |
| Ishares(IWN) | MF | 464287630 | $2.3K | 21,000 | 5.8% |
| Spdr(SPLB) | MF | 78464A367 | $1.4K | 57,150 | 3.7% |
| Vanguard | MF | 922031810 | $1.2K | 127,155 | 3.0% |
| Wells Fargo Co | PFD | 949746465 | $1.0K | 40,000 | 2.7% |
| Vanguard(VNQ) | MF | 922908553 | $953 | 12,779 | 2.4% |
| Vanguard(VWO) | MF | 922042858 | $929 | 24,360 | 2.4% |
| Ishares(EFA) | MF | 464287465 | $865 | 14,720 | 2.2% |
| Vanguard(VFIAX) | MF | 922908710 | $684 | 2,955 | 1.7% |
| Ishares(EEMS) | MF | 464286475 | $401 | 9,586 | 1.0% |
| U S Bancorp | PFD | 902973866 | $296 | 400 | 0.8% |
| Metlife Inc(METPA) | PFD | 59156R504 | $252 | 12,000 | 0.6% |
| Vanguard | MF | 92206C300 | $233 | 11,606 | 0.6% |
| Ishares(IWM) | MF | 464287655 | $195 | 1,453 | 0.5% |
| JP Morgan Chase & Co | PFD | 46625HHA1 | $177 | 179 | 0.5% |
| Ishares(SCZ) | MF | 464288273 | $164 | 3,175 | 0.4% |
| Vanguard Prime Money Market | MF | 922906300 | $156 | 155,704 | 0.4% |
| Ishares(IVV) | MF | 464287200 | $29 | 115 | 0.1% |
| Vanguard | MF | 921943809 | $9 | 792 | 0.0% |