Q3 2018 Holdings
Filed 2018-10-05 | 265 holdings | $3.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Intl Equity ETF(SCHF) | OTHER | 808524805 | $8.0K | 238,616 | 0.3% |
| Schwab US Aggregate Bond ETF(SCHZ) | OTHER | 808524839 | $10.0K | 199,113 | 0.3% |
| Vanguard Ftse Emerging Markets(VWO) | OTHER | 922042858 | $13.6K | 332,708 | 0.5% |
| Ishares Short-Term Corporate B(IGSB) | OTHER | 464288646 | $15.6K | 300,399 | 0.5% |
| Schwab Short Term US Treasury(SCHO) | OTHER | 808524862 | $16.9K | 341,353 | 0.6% |
| Ishares Intermediate Term Corp(IGIB) | OTHER | 464288638 | $22.8K | 429,971 | 0.8% |
| Schwab Strategic TR(SCHX) | OTHER | 808524201 | $25.1K | 361,366 | 0.8% |
| Ishares 3-7 Year Treasury Bond(IEI) | OTHER | 464288661 | $27.3K | 229,685 | 0.9% |
| Ishares Core S&P Mid-Cap ETF(IJH) | OTHER | 464287507 | $32.9K | 163,394 | 1.1% |
| Ishares Core S&P Small-Cap ETF(IJR) | OTHER | 464287804 | $35.8K | 410,209 | 1.2% |
| Ishares Core Msci Eafe ETF(IEFA) | OTHER | 46432F842 | $37.8K | 590,099 | 1.3% |
| Ishares Core S&P 500 ETF(IVV) | OTHER | 464287200 | $69.9K | 238,846 | 2.4% |
| Abbvie Inc(ABBV) | COMMON STOCK | 00287Y109 | $650.0K | 6,880 | 21.9% |
| Conocophillips(COP) | COMMON STOCK | 20825C104 | $703.0K | 9,074 | 23.7% |
| Cisco Systems Inc(CSCO) | COMMON STOCK | 17275R102 | $1.1M | 22,055 | 36.2% |