Q1 2014 Holdings
Filed 2014-04-23 | 163 holdings | $9.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Toronto-Dominion Bank(TD) | com | 891160509 | $8.9K | 190,369 | 0.1% |
| Exxon Mobil Corporation(XOM) | com | 30231G102 | $9.0K | 92,521 | 0.1% |
| iShares Barclays Intermediate Credi(IGIB) | iShares | 464288638 | $9.2K | 84,283 | 0.1% |
| Wal-Mart Stores Inc(WMT) | com | 931142103 | $9.4K | 122,967 | 0.1% |
| United Technologies Corp(UTXZ) | com | 913017109 | $9.4K | 80,559 | 0.1% |
| iShares Msci Eafe Min Volatility ET(EFAV) | iShares | 46429B689 | $9.7K | 154,180 | 0.1% |
| Oracle Corporation(ORCL) | com | 68389X105 | $9.9K | 242,518 | 0.1% |
| Chevron Corp(CVX) | com | 166764100 | $10.3K | 86,831 | 0.1% |
| WisdomTree Emerg Mkts Eq Inc ETF(DEM) | ETF | 97717W315 | $11.7K | 239,194 | 0.1% |
| DTF Tax free Income Inc.(DTF) | com | 23334J107 | $334.0K | 22,567 | 3.5% |
| ConocoPhillips(COP) | com | 20825C104 | $1.8M | 25,026 | 18.3% |
| AbbVie Inc.(ABBV) | com | 00287Y109 | $3.4M | 65,546 | 34.9% |
| Cisco Systems Inc(CSCO) | com | 17275R102 | $3.8M | 168,557 | 39.2% |