Q2 2014 Holdings
Filed 2014-08-08 | 194 holdings | $295.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Powershares Preferred Portfolio | ETF - FIXED INCOME | 73936T565 | $7.4K | 509,845 | 2.5% |
| Exxon Mobil Corp COM(XOM) | COMMON STOCK | 30231G102 | $9.3K | 94,103 | 3.1% |
| I Shrs Tips Bond ETF(TIP) | ETF - FIXED INCOME | 464287176 | $10.8K | 93,746 | 3.6% |
| I Shares Select Dividend ETF(DVY) | ETF - EQUITY LARGE CAP | 464287168 | $13.0K | 176,884 | 4.4% |
| Vanguard Intermediate Term Bond Index ETF(BIV) | ETF - FIXED INCOME | 921937819 | $30.1K | 356,981 | 10.2% |
| Vanguard Total Stock Market ETF(VTI) | ETF - EQUITY LARGE CAP | 922908769 | $36.8K | 369,006 | 12.4% |
| Vanguard Short Term Corp BD ETF #3145(VCSH) | ETF - FIXED INCOME | 92206C409 | $50.4K | 629,313 | 17.0% |