Q1 2017 Holdings
Filed 2017-05-31 | 252 holdings | $338.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $14.3K | 58,904 | 4.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $11.4K | 165,267 | 3.4% |
| Apple Inc(AAPL) | COM | 037833100 | $10.5K | 68,543 | 3.1% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $10.0K | 113,228 | 3.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $9.1K | 132,769 | 2.7% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $6.4K | 103,736 | 1.9% |
| Spdr Series Trust(SPAB) | BLOMBRG BRC AGRT | 78464A649 | $6.1K | 105,661 | 1.8% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $5.8K | 53,370 | 1.7% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $5.6K | 125,217 | 1.7% |
| Chevron Corp New(CVX) | COM | 166764100 | $5.6K | 52,906 | 1.7% |
| AT&T Inc(T) | COM | 00206R102 | $5.4K | 141,107 | 1.6% |
| Altria Group Inc(MO) | COM | 02209S103 | $5.4K | 73,580 | 1.6% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $5.2K | 29,863 | 1.5% |
| Coca Cola Co(KO) | COM | 191216100 | $5.1K | 114,131 | 1.5% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $5.1K | 101,893 | 1.5% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $5.0K | 39,510 | 1.5% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $5.0K | 60,168 | 1.5% |
| Boeing Co(BA) | COM | 097023105 | $4.7K | 25,637 | 1.4% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $4.7K | 34,326 | 1.4% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $4.6K | 38,649 | 1.3% |
| General Electric Co | COM | 369604103 | $4.4K | 156,924 | 1.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $4.4K | 18,123 | 1.3% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $4.2K | 35,039 | 1.2% |
| Intel Corp(INTC) | COM | 458140100 | $3.8K | 105,942 | 1.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $3.6K | 54,693 | 1.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $3.6K | 21,658 | 1.1% |
| FS Invt Corp(FSICUSD) | COM | 302635107 | $3.6K | 386,396 | 1.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $3.4K | 54,490 | 1.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $3.3K | 31,900 | 1.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.3K | 79,947 | 1.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $3.2K | 101,614 | 0.9% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $3.1K | 58,019 | 0.9% |
| Ishares TR(IEI) | 3-7 YR TR BD ETF | 464288661 | $3.0K | 23,887 | 0.9% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $2.9K | 70,379 | 0.9% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $2.9K | 123,499 | 0.9% |
| HCP Inc | COM | 40414L109 | $2.8K | 88,557 | 0.8% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $2.7K | 29,370 | 0.8% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $2.7K | 72,990 | 0.8% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $2.6K | 25,079 | 0.8% |
| Proshares TR(SMDV) | RUSS 2000 DIVD | 74347B698 | $2.5K | 47,841 | 0.8% |
| Home Depot Inc(HD) | COM | 437076102 | $2.4K | 15,655 | 0.7% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $2.4K | 20,975 | 0.7% |
| Amerigas Partners L P(APU) | UNIT L P INT | 030975106 | $2.3K | 53,009 | 0.7% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $2.3K | 15,275 | 0.7% |
| Facebook Inc(META) | CL A | 30303M102 | $2.2K | 14,852 | 0.7% |
| Goldman Sachs ETF TR(GSLC) | EQUITY ETF | 381430503 | $2.2K | 45,424 | 0.6% |
| Ishares TR(IJT) | SP SMCP600GR ETF | 464287887 | $2.2K | 14,154 | 0.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.9K | 1,967 | 0.6% |
| Ishares TR(IUSG) | CORE S&P US ETF | 464287671 | $1.9K | 38,851 | 0.6% |
| Centurylink Inc(CTLEUR) | COM | 156700106 | $1.9K | 74,376 | 0.5% |