Q2 2018 Holdings
Filed 2018-08-09 | 29 holdings | $915.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $727.0K | 16,900 | 79.4% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $55.5K | 222,278 | 6.1% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $50.9K | 642,136 | 5.6% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $22.1K | 408,634 | 2.4% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $17.1K | 312,356 | 1.9% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $14.9K | 41,889 | 1.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $7.0K | 44,832 | 0.8% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $4.9K | 60,029 | 0.5% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $4.5K | 106,332 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $1.6K | 8,416 | 0.2% |
| Intel Corp(INTC) | COM | 458140100 | $1.5K | 30,159 | 0.2% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $910 | 11,638 | 0.1% |
| Ishares TR(AGG) | CORE U S AGGBD ET | 464287226 | $873 | 8,209 | 0.1% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $748 | 15,162 | 0.1% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $740 | 7,330 | 0.1% |
| LPL Finl Hldgs Inc(LPLA) | COM | 50212V100 | $658 | 10,041 | 0.1% |
| Nushares ETF TR(NUBD) | ESG US AGGRGTE | 67092P870 | $615 | 25,312 | 0.1% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $583 | 4,946 | 0.1% |
| HP Inc(HPQ) | COM | 40434L105 | $571 | 25,172 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $530 | 1,939 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $489 | 5,909 | 0.1% |
| Ishares TR(ESGD) | MSCI EAFE ESG OP | 46435G516 | $421 | 6,468 | 0.0% |
| Hewlett Packard Enterprises C(HPE) | COM | 42824C109 | $368 | 25,172 | 0.0% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $306 | 4,096 | 0.0% |
| General Electric Co | COM | 369604103 | $277 | 20,328 | 0.0% |
| Spdr SER TR(SHE) | SSGA GNDER ETF | 78468R747 | $252 | 3,484 | 0.0% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $234 | 3,194 | 0.0% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $225 | 2,500 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $205 | 2,390 | 0.0% |