Q3 2017 Holdings
Filed 2017-11-08 | 294 holdings | $10.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Svb Finl Group(SIVBEUR) | COM | 78486Q101 | $1.2K | 6,490 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $1.2K | 23,447 | 0.0% |
| ChevronTexaco Corp(CVX) | COM | 166764100 | $1.2K | 10,439 | 0.0% |
| Schwab US Broad Market(SCHB) | US BRD MKT ETF | 808524102 | $1.3K | 21,545 | 0.0% |
| iShares S&P Smallcap 600 Index(IJR) | CORE S&P SCP ETF | 464287804 | $1.3K | 17,748 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $1.3K | 20,953 | 0.0% |
| Berkshire Hathaway Inc Del Cl A Frmly Co(BRK/A) | CL A | 084670108 | $1.4K | 5 | 0.0% |
| Time Warner Inc | COM NEW | 887317303 | $1.4K | 13,423 | 0.0% |
| Vanguard Short-Term Bond(BSV) | SHORT TRM BOND | 921937827 | $1.4K | 17,311 | 0.0% |
| Spdr Ser Tr S&P Divid Etf(SDY) | S&P DIVID ETF | 78464A763 | $1.4K | 15,247 | 0.0% |
| Pfizer Incorporated(PFE) | COM | 717081103 | $1.4K | 39,047 | 0.0% |
| iShares Barclays Aggregate Bond(AGG) | CORE US AGGBD ET | 464287226 | $1.4K | 13,179 | 0.0% |
| Walt Disney Company(DIS) | COM DISNEY | 254687106 | $1.4K | 19,439 | 0.0% |
| Vanguard Small Cap Value(VBR) | SM CP VAL ETF | 922908611 | $1.5K | 11,352 | 0.0% |
| Vanguard Developed Markets Index(VEA) | FTSE DEV MKT ETF | 921943858 | $1.5K | 33,575 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.5K | 14,246 | 0.0% |
| 3M Company(MMM) | COM | 88579Y101 | $1.5K | 7,228 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $1.6K | 61,611 | 0.0% |
| International Business Machines(IBM) | COM | 459200101 | $1.6K | 10,827 | 0.0% |
| iShares S&P Midcap 400 Index(IJH) | CORE S&P MCP ETF | 464287507 | $1.6K | 8,786 | 0.0% |
| Alphabet Inc Class C(GOOG) | CAP STK CL C | 02079K107 | $1.6K | 1,648 | 0.0% |
| Ishares Msci Acwi Etf(ACWI) | MSCI ACWI ETF | 464288257 | $1.6K | 23,132 | 0.0% |
| Vanguard Intl Equity Index Fdsftse All W(VSS) | FTSE SMCAP ETF | 922042718 | $1.6K | 14,045 | 0.0% |
| Alphabet Inc Class A(GOOGL) | CAP STK CL A | 02079K305 | $1.6K | 1,671 | 0.0% |
| Vanguard Value(VTV) | VALUE ETF | 922908744 | $1.6K | 16,321 | 0.0% |
| US Bancorp(USB) | COM NEW | 902973304 | $1.6K | 30,517 | 0.0% |
| Tesla Motors Inc(TSLA) | COM | 88160R101 | $1.6K | 4,801 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $1.7K | 6,529 | 0.0% |
| Merck(MRK) | COM | 58933Y105 | $1.7K | 26,249 | 0.0% |
| iShares Russell 1000 Value Index(IWD) | RUS 1000 VAL ETF | 464287598 | $1.7K | 14,243 | 0.0% |
| Oracle Corporation(ORCL) | COM | 68389X105 | $1.8K | 36,274 | 0.0% |
| iShares Russell Midcap Value Index(IWS) | RUS MDCP VAL ETF | 464287473 | $1.8K | 20,785 | 0.0% |
| Accenture Plc Cls A Usd0.0000225(ACN) | SHS CLASS A | G1151C101 | $1.8K | 13,276 | 0.0% |
| Vanguard Total Bd Mkt(BND) | TOTAL BND MRKT | 921937835 | $1.8K | 22,237 | 0.0% |
| New Relic Inc Com Isin us64829b1008 Sed(NEWREUR) | COM | 64829B100 | $1.8K | 36,872 | 0.0% |
| iShares Russell Midcap Growth Index(IWP) | RUS MD CP GR ETF | 464287481 | $1.9K | 16,673 | 0.0% |
| Terex Corp New(TEX) | COM | 880779103 | $2.0K | 44,136 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $2.1K | 13,029 | 0.0% |
| Vanguard Small Cap(VB) | SMALL CP ETF | 922908751 | $2.1K | 15,206 | 0.0% |
| iShares Barclays Tips Bond(TIP) | TIPS BD ETF | 464287176 | $2.2K | 19,407 | 0.0% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $2.2K | 26,924 | 0.0% |
| JP Morgan Chase & Co(JPM) | COM | 46625H100 | $2.3K | 23,706 | 0.0% |
| Vanguard Mid Cap(VO) | MID CAP ETF | 922908629 | $2.4K | 16,267 | 0.0% |
| Netflix.com(NFLX) | COM | 64110L106 | $2.4K | 13,280 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $2.4K | 12,357 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.5K | 18,901 | 0.0% |
| Comcast Corp New Cl A(CMCSA) | CL A | 20030N101 | $2.7K | 71,146 | 0.0% |
| Wells Fargo(WFC) | COM | 949746101 | $2.9K | 52,025 | 0.0% |
| General Electric Company | COM | 369604103 | $2.9K | 121,698 | 0.0% |
| iShares Russell 2000 Growth Index(IWO) | RUS 2000 GRW ETF | 464287648 | $3.1K | 17,107 | 0.0% |