Q4 2016 Holdings
Filed 2017-02-15 | 458 holdings | $231.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Peoples United Finl Inc(PBCTEUR) | Common | 712704105 | $4.6M | 239,380 | 2.0% |
| WisdomTree Emerg Mk SmCap ETF(DGS) | ETF | 97717W281 | $4.8M | 122,357 | 2.1% |
| Verizon Communications Inc.(VZ) | Common | 92343V104 | $5.1M | 95,055 | 2.2% |
| The Charles Schwab Corp.(SCHW) | Common | 808513105 | $5.1M | 129,051 | 2.2% |
| General Electric Co. | Common | 369604103 | $5.7M | 179,323 | 2.4% |
| Schwab Int'l Equity ETF(SCHF) | ETF | 808524805 | $6.9M | 249,257 | 3.0% |
| Vanguard Total Bond Mkt ETF(BND) | ETF | 921937835 | $8.9M | 110,529 | 3.9% |
| Schwab U.S. Broad Mkt ETF(SCHB) | ETF | 808524102 | $17.2M | 318,235 | 7.4% |