Q1 2015 Holdings
Filed 2016-12-01 | 14 holdings | $170.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $45.7K | 547,754 | 26.8% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $42.7K | 225,628 | 25.0% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $19.7K | 390,528 | 11.5% |
| Vanguard World FDS(VDE) | ENERGY ETF | 92204A306 | $15.3K | 140,226 | 9.0% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $14.4K | 265,669 | 8.4% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $11.5K | 41,367 | 6.7% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $6.1K | 49,686 | 3.6% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $5.8K | 69,081 | 3.4% |
| Vanguard Intl Equity Index FD(VWO) | FTSE EMR MKT ETF | 922042858 | $4.9K | 118,688 | 2.8% |
| Hewlett Packard Co | COM | 428236103 | $1.5K | 49,172 | 0.9% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $1.3K | 15,582 | 0.7% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $886 | 10,418 | 0.5% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $513 | 12,192 | 0.3% |
| General Electric Co | COM | 369604103 | $447 | 18,000 | 0.3% |