Q1 2015 Holdings
Filed 2015-05-13 | 62 holdings | $251.1K | 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 | $47.4K | 938,663 | 18.9% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $34.5K | 428,232 | 13.7% |
| Ishares(IDV) | INTL SEL DIV ETF | 464288448 | $20.4K | 606,145 | 8.1% |
| Vanguard Specialized Port(VIG) | DIV APP ETF | 921908844 | $13.7K | 170,423 | 5.5% |
| Spdr Index SHS FDS(EDIV) | S&P EM MKT DIV | 78463X533 | $13.0K | 389,988 | 5.2% |
| Schwab Strategic TR(FNDB) | SCHWAB FDT US BM | 808524789 | $10.5K | 349,173 | 4.2% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $9.4K | 194,258 | 3.7% |
| Ishares(EMB) | JP MOR EM MK ETF | 464288281 | $9.4K | 83,763 | 3.7% |
| Vanguard TAX Managed Intl(VEA) | FTSE DEV MKT ETF | 921943858 | $7.5K | 187,950 | 3.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $5.9K | 194,347 | 2.3% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $5.7K | 70,868 | 2.3% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $5.5K | 104,622 | 2.2% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $5.5K | 181,679 | 2.2% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $5.4K | 107,293 | 2.2% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $4.1K | 52,773 | 1.6% |
| Spdr Index SHS FDS(DWX) | S&P INTL ETF | 78463X772 | $3.9K | 92,264 | 1.5% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $3.6K | 43,217 | 1.5% |
| Vanguard Intl Equity Inde(VNQI) | GLB EX US ETF | 922042676 | $3.0K | 52,887 | 1.2% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $2.8K | 115,610 | 1.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.7K | 23,202 | 1.1% |
| Spdr Index SHS FDS(EWX) | S&P EMKTSC ETF | 78463X756 | $2.4K | 53,586 | 1.0% |
| Vanguard Intl Equity Inde(VWO) | FTSE EMR MKT ETF | 922042858 | $2.4K | 58,407 | 1.0% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $2.2K | 55,045 | 0.9% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $2.0K | 18,779 | 0.8% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $1.8K | 46,030 | 0.7% |
| Kansas City Southern | COM NEW | 485170302 | $1.8K | 17,463 | 0.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.7K | 8,274 | 0.7% |
| Spdr Index SHS FDS(GNR) | GLB NAT RESRCE | 78463X541 | $1.6K | 38,147 | 0.7% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.6K | 10,675 | 0.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.6K | 7,745 | 0.6% |
| Vanguard Intl Equity Inde(VEU) | ALLWRLD EX US | 922042775 | $1.4K | 28,087 | 0.5% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.3K | 10,711 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $1.3K | 10,506 | 0.5% |
| Ishares TR(IGE) | NA NAT RES | 464287374 | $1.2K | 32,949 | 0.5% |
| Pimco ETF TR(STPZ) | 1-5 US TIP IDX | 72201R205 | $1.2K | 23,516 | 0.5% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $1.1K | 9,413 | 0.4% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $913 | 14,225 | 0.4% |
| Ishares(DVYE) | EM MKTS DIV ETF | 464286319 | $829 | 20,120 | 0.3% |
| Ishares TR(IWR) | RUS MID-CAP ETF | 464287499 | $795 | 4,590 | 0.3% |
| Great Plains Energy Inc | COM | 391164100 | $670 | 25,114 | 0.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $546 | 5,092 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $531 | 6,247 | 0.2% |
| Spdr S&P Midcap 400 ETF T(MDY) | UTSER1 S&PDCRP | 78467Y107 | $451 | 1,625 | 0.2% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $444 | 3,582 | 0.2% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $417 | 4,218 | 0.2% |
| Plains All Amern Pipeline(PAA) | UNIT LTD PARTN | 726503105 | $392 | $8,040 | 0.2% |
| Procter & Gamble Co(PG) | COM | 742718109 | $373 | 4,556 | 0.1% |
| Henry Jack & Assoc Inc(JKHY) | COM | 426281101 | $364 | 5,213 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $346 | 10,592 | 0.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $339 | 3,290 | 0.1% |