Q4 2014 Holdings
Filed 2016-12-01 | 14 holdings | $167.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $43.3K | 229,779 | 25.8% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $43.3K | 525,211 | 25.8% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $18.9K | 391,714 | 11.3% |
| Vanguard World FDS(VDE) | ENERGY ETF | 92204A306 | $15.9K | 142,437 | 9.5% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $13.2K | 248,170 | 7.9% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $11.5K | 43,739 | 6.9% |
| Vanguard Index FDS Small CP ETF(VB) | SMALL CP ETF | 922908751 | $6.0K | 51,343 | 3.6% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $5.9K | 72,267 | 3.5% |
| Vanguard Intl Equity Index FD(VWO) | FTSE EMR MKT ETF | 922042858 | $4.9K | 121,608 | 2.9% |
| Hewlett Packard Co | COM | 428236103 | $2.0K | 49,172 | 1.2% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $1.0K | 12,511 | 0.6% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $963 | 10,418 | 0.6% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $516 | 12,192 | 0.3% |
| General Electric Co | COM | 369604103 | $455 | 17,997 | 0.3% |