Q1 2014 Holdings
Filed 2019-06-17 | 54 holdings | $56.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $19.3K | 319,743 | 34.4% |
| Powershares ETF Trust II | SENIOR LN PORT | 73936Q769 | $2.5K | 49,221 | 4.4% |
| Ishares(PFF) | U.S. PFD STK ETF | 464288687 | $2.4K | 62,740 | 4.4% |
| Pimco ETF TR(BOND) | TOTL RETN ETF | 72201R775 | $1.6K | 14,670 | 2.8% |
| Ishares(DVY) | SELECT DIVID ETF | 464287168 | $1.6K | 21,237 | 2.8% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $1.5K | 19,200 | 2.7% |
| Diageo P L C(DGED) | SPON ADR NEW | 25243Q205 | $1.5K | 11,737 | 2.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.4K | 7,485 | 2.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.4K | 10,995 | 2.5% |
| Spdr SER TR(SJNK) | SHT TRM HGH YLD | 78468R408 | $1.2K | 39,455 | 2.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.2K | 28,449 | 2.1% |
| Ishares(IWS) | RUS MDCP VAL ETF | 464287473 | $1.1K | 16,371 | 2.0% |
| Spdr Series Trust(SDY) | S&P DIVID ETF | 78464A763 | $976 | 13,266 | 1.7% |
| Merck & Co Inc New(MRK) | COM | 58933Y105 | $915 | 16,117 | 1.6% |
| Hemispherx Biopharma Inc | COM | 42366C103 | $912 | 190,000 | 1.6% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $872 | 18,333 | 1.6% |
| Ishares(TIP) | TIPS BD ETF | 464287176 | $800 | 7,134 | 1.4% |
| Ishares(IWP) | RUS MD CP GR ETF | 464287481 | $651 | 7,586 | 1.2% |
| Apple Inc(AAPL) | COM | 037833100 | $641 | 8,360 | 1.1% |
| Spdr Series Trust(CWB) | BRC CNV SECS ETF | 78464A359 | $602 | 12,450 | 1.1% |
| Church & Dwight Inc(CHD) | COM | 171340102 | $578 | 16,750 | 1.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $572 | 19,824 | 1.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $557 | 6,809 | 1.0% |
| Powershares Global ETF Trust | SOVEREIGN DEBT | 73936T573 | $552 | 19,706 | 1.0% |
| Ishares(HYG) | IBOXX HI YD ETF | 464288513 | $531 | 5,625 | 0.9% |
| Ishares(IWF) | RUS 1000 GRW ETF | 464287614 | $531 | 6,136 | 0.9% |
| Ishares(LQD) | IBOXX INV CP ETF | 464287242 | $497 | 4,250 | 0.9% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $483 | 9,300 | 0.9% |
| Oracle Corp(ORCL) | COM | 68389X105 | $478 | 11,679 | 0.9% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $453 | 9,100 | 0.8% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $452 | 6,399 | 0.8% |
| Claymore Exchange TRD FD TR | GUGG SPINOFF ETF | 18383M605 | $435 | 9,600 | 0.8% |
| Ishares(EWZ) | MSCI BRZ CAP ETF | 464286400 | $433 | 9,610 | 0.8% |
| Wisdomtree TR(EPI) | INDIA ERNGS FD | 97717W422 | $426 | 22,464 | 0.8% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $426 | 4,365 | 0.8% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $423 | 4,978 | 0.8% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $419 | 4,930 | 0.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $398 | 10,605 | 0.7% |
| International Business Machs(IBM) | COM | 459200101 | $395 | 2,051 | 0.7% |
| Intel Corp(INTC) | COM | 458140100 | $387 | 15,012 | 0.7% |
| Ishares(IDV) | INTL SEL DIV ETF | 464288448 | $386 | 10,000 | 0.7% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $371 | 4,574 | 0.7% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $329 | 3,571 | 0.6% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $306 | 8,300 | 0.5% |
| AT&T Inc(T) | COM | 00206R102 | $302 | 8,613 | 0.5% |
| Hershey Co(HSY) | COM | 427866108 | $274 | 2,635 | 0.5% |
| Ishares(IVE) | S&P 500 VAL ETF | 464287408 | $253 | 2,909 | 0.5% |
| General Electric Co | COM | 369604103 | $250 | 9,653 | 0.4% |
| YUM Brands Inc(YUM) | COM | 988498101 | $245 | 4,527 | 0.4% |
| Ishares(IWO) | RUS 2000 GRW ETF | 464287648 | $224 | 1,649 | 0.4% |