Q3 2013 Holdings
Filed 2013-11-13 | 9 holdings | $17.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| 3M Company(MMM) | CS | 88579Y101 | $13.9K | 116,653 | 78.0% |
| Ishares Trust Russell 2000(IWO) | CS | 464287648 | $1.1K | 8,531 | 6.0% |
| Ishares Msci Eafe Index FU(EFA) | CS | 464287465 | $820 | 12,853 | 4.6% |
| Ishares Russell 2000 Value(IWN) | CS | 464287630 | $796 | 8,690 | 4.5% |
| Berkshire Hathaway Inc-del | CS | 84670108 | $341 | 2 | 1.9% |
| Exxon Mobil Corp(XOM) | CS | 30231G102 | $239 | 2,782 | 1.3% |
| Procter & Gamble Co(PG) | CS | 742718109 | $232 | 3,065 | 1.3% |
| Microsoft Corp(MSFT) | CS | 594918104 | $215 | 6,457 | 1.2% |
| Ishares Trust Russell 3000(IWV) | CS | 464287689 | $207 | 2,040 | 1.2% |