Q4 2017 Holdings
Filed 2018-02-09 | 96 holdings | $711.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $612.0K | 15,991 | 86.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $10.1K | 37,664 | 1.4% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $7.8K | 150,701 | 1.1% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $5.6K | 63,616 | 0.8% |
| Ishares TR(IGSB) | 1 3 YR CR BD ETF | 464288646 | $5.5K | 52,630 | 0.8% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $4.1K | 40,412 | 0.6% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $3.2K | 16,652 | 0.4% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.6K | 40,976 | 0.4% |
| Ishares TR(GVI) | INTRM GOV CR ETF | 464288612 | $2.5K | 23,029 | 0.4% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $2.5K | 22,492 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.1K | 15,145 | 0.3% |
| Ishares TR(IGIB) | INTRMD CR BD ETF | 464288638 | $1.7K | 15,900 | 0.2% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $1.7K | 10,184 | 0.2% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $1.7K | 31,453 | 0.2% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $1.6K | 18,545 | 0.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.4K | 31,906 | 0.2% |
| 3M Co(MMM) | COM | 88579Y101 | $1.4K | 6,034 | 0.2% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.3K | 11,886 | 0.2% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.1K | 5,004 | 0.2% |
| Ishares TR(IYF) | U.S. FINLS ETF | 464287788 | $1.1K | 9,210 | 0.2% |
| Vanguard World FDS(VHT) | HEALTH CAR ETF | 92204A504 | $1.1K | 6,907 | 0.1% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.0K | 37,522 | 0.1% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $987 | 11,075 | 0.1% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $981 | 15,204 | 0.1% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $974 | 7,745 | 0.1% |
| General Dynamics Corp(GD) | COM | 369550108 | $959 | 4,714 | 0.1% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $955 | 6,263 | 0.1% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $936 | 13,416 | 0.1% |
| Powershares Global ETF FD | S&P 500 BUYWRT | 73936G308 | $909 | 42,400 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $884 | 7,368 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $799 | 9,556 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $792 | 4,178 | 0.1% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $789 | 6,621 | 0.1% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $778 | 6,100 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $761 | 12,168 | 0.1% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $754 | 5,204 | 0.1% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $743 | 21,800 | 0.1% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $729 | 6,978 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $710 | 674 | 0.1% |
| Oracle Corp(ORCL) | COM | 68389X105 | $701 | 14,835 | 0.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $676 | 8,804 | 0.1% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $673 | 12,138 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $669 | 3,952 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $665 | 3,357 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $663 | 5,815 | 0.1% |
| Vanguard World FDS(VCR) | CONSUM DIS ETF | 92204A108 | $659 | 4,225 | 0.1% |
| Vanguard World FDS(VDC) | CONSUM STP ETF | 92204A207 | $644 | 4,413 | 0.1% |
| Clorox Co del(CLX) | COM | 189054109 | $624 | 4,192 | 0.1% |
| Aqua America Inc | COM | 03836W103 | $592 | 15,100 | 0.1% |
| Ecolab Inc(ECL) | COM | 278865100 | $574 | 4,276 | 0.1% |