Q3 2014 Holdings
Filed 2014-10-27 | 197 holdings | $5.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Exxon Mobil Corp COM(XOM) | COMMON STOCK | 30231G102 | $8.7K | 92,456 | 0.2% |
| I Shrs Tips Bond ETF(TIP) | ETF - FIXED INCOME | 464287176 | $10.6K | 94,541 | 0.2% |
| I Shares Select Dividend ETF(DVY) | ETF - EQUITY LARGE CAP | 464287168 | $13.1K | 177,089 | 0.3% |
| Vanguard Intermediate Term Bond Index ETF(BIV) | ETF - FIXED INCOME | 921937819 | $31.1K | 368,696 | 0.6% |
| Vanguard Total Stock Market ETF(VTI) | ETF - EQUITY LARGE CAP | 922908769 | $36.8K | 363,796 | 0.7% |
| Vanguard Short Term Corp BD ETF #3145(VCSH) | ETF - FIXED INCOME | 92206C409 | $52.3K | 654,261 | 1.1% |
| Abbvie Inc(ABBV) | COMMON STOCK | 00287Y109 | $1.0M | 17,619 | 20.5% |
| Corning Inc COM(GLW) | COMMON STOCK | 219350105 | $1.3M | 67,221 | 26.2% |
| Conocophillips COM(COP) | COMMON STOCK | 20825C104 | $2.4M | 30,749 | 47.4% |