Q4 2014 Holdings
Filed 2015-02-24 | 67 holdings | $324.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $46.8K | 939,067 | 14.4% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $33.7K | 421,709 | 10.4% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $29.9K | 375,180 | 9.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $23.0K | 608,074 | 7.1% |
| Ishares(IDV) | INTL SEL DIV ETF | 464288448 | $19.8K | 586,701 | 6.1% |
| Vanguard Specialized Portfol(VIG) | DIV APP ETF | 921908844 | $14.0K | 173,034 | 4.3% |
| Spdr Index SHS FDS(GNR) | GLB NAT RESRCE | 78463X541 | $13.1K | 297,103 | 4.0% |
| Spdr Index SHS FDS(EDIV) | S&P EM MKT DIV | 78463X533 | $11.9K | 349,665 | 3.7% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $11.9K | 296,194 | 3.7% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $10.6K | 219,424 | 3.3% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $10.5K | 129,598 | 3.2% |
| Schwab Strategic TR(FNDB) | SCHWAB FDT US BM | 808524789 | $9.7K | 320,986 | 3.0% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $8.9K | 167,088 | 2.8% |
| Ishares(EMB) | JP MOR EM MK ETF | 464288281 | $8.4K | 76,113 | 2.6% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $5.1K | 175,152 | 1.6% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $4.9K | 93,808 | 1.5% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $4.9K | 61,199 | 1.5% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $4.8K | 94,253 | 1.5% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $4.7K | 162,337 | 1.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $3.0K | 26,246 | 0.9% |
| Ishares TR(IGE) | NA NAT RES | 464287374 | $2.6K | 67,869 | 0.8% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $2.6K | 107,310 | 0.8% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $2.5K | 62,432 | 0.8% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $2.4K | 39,060 | 0.7% |
| Kansas City Southern | COM NEW | 485170302 | $2.2K | 18,362 | 0.7% |
| Ishares(MXI) | GLOBAL MATER ETF | 464288695 | $2.2K | 39,769 | 0.7% |
| Spdr Index SHS FDS(EWX) | S&P EMKTSC ETF | 78463X756 | $2.1K | 47,940 | 0.7% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $2.1K | 53,370 | 0.6% |
| Spdr Index SHS FDS(DWX) | S&P INTL ETF | 78463X772 | $2.0K | 48,509 | 0.6% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $1.9K | 40,857 | 0.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.9K | 9,229 | 0.6% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.8K | 12,084 | 0.5% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.4K | 6,811 | 0.4% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.4K | 11,616 | 0.4% |
| Pimco ETF TR(STPZ) | 1-5 US TIP IDX | 72201R205 | $1.3K | 25,177 | 0.4% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.3K | 12,281 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $1.2K | 10,950 | 0.4% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $1.2K | 10,211 | 0.4% |
| Ishares(DVYE) | EM MKTS DIV ETF | 464286319 | $778 | 18,593 | 0.2% |
| Ishares TR(IWR) | RUS MID-CAP ETF | 464287499 | $777 | 4,652 | 0.2% |
| Great Plains Energy Inc | COM | 391164100 | $718 | 25,282 | 0.2% |
| Procter & Gamble Co(PG) | COM | 742718109 | $660 | 7,244 | 0.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $609 | 5,741 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $605 | 6,547 | 0.2% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $508 | 1,925 | 0.2% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $493 | 4,030 | 0.2% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $461 | 7,136 | 0.1% |
| Plains All Amern Pipeline L(PAA) | UNIT LTD PARTN | 726503105 | $431 | $8,389 | 0.1% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $386 | 4,214 | 0.1% |
| Valspar Corp | COM | 920355104 | $346 | 4,000 | 0.1% |