Q4 2016 Holdings
Filed 2017-01-19 | 16 holdings | $173.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500ETF SHS | 922908363 | $52.7K | 255,085 | 30.5% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $47.8K | 591,627 | 27.6% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $20.4K | 440,492 | 11.8% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $15.5K | 285,799 | 8.9% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $14.7K | 48,509 | 8.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $7.1K | 54,846 | 4.1% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $4.8K | 57,905 | 2.8% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $4.6K | 127,983 | 2.7% |
| Intel Corp(INTC) | COM | 458140100 | $1.5K | 39,859 | 0.8% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $924 | 11,633 | 0.5% |
| General Electric Co | COM | 369604103 | $795 | 25,090 | 0.5% |
| Hewlett Packard Enterprise C(HPE) | COM | 42824C109 | $654 | 28,172 | 0.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $516 | 16,900 | 0.3% |
| HP Inc(HPQ) | COM | 40434L105 | $418 | 28,172 | 0.2% |
| LPL Finl Hldgs Inc(LPLA) | COM | 50212V100 | $356 | 10,000 | 0.2% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $263 | 12,192 | 0.2% |