Q3 2013 Holdings
Filed 2014-01-03 | 15 holdings | $230.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr DOW Jones Indl Avrg ETF(DIA) | UT SER 1 | 78467X109 | $47.3K | 352,788 | 20.6% |
| Vanguard Specialized Portfol(VIG) | DIV APP ETF | 921908844 | $39.7K | 570,694 | 17.3% |
| Ishares(EFA) | MSCI EAFE ETF | 464287465 | $29.3K | 459,379 | 12.7% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $25.1K | 149,471 | 10.9% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $22.9K | 101,230 | 10.0% |
| Spdr Series Trust(SDY) | S&P DIVID ETF | 78464A763 | $17.6K | 255,706 | 7.7% |
| Ishares(IWF) | RUS 1000 GRW ETF | 464287614 | $16.7K | 216,289 | 7.3% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $8.9K | 449,137 | 3.9% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $7.6K | 150,255 | 3.3% |
| Wisdomtree TR(DXJ) | JAPN HEDGE EQT | 97717W851 | $7.6K | 158,412 | 3.3% |
| Ishares(PFF) | U.S. PFD STK ETF | 464288687 | $5.8K | 153,677 | 2.5% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $769 | 8,932 | 0.3% |
| AT&T Inc(T) | COM | 00206R102 | $316 | 9,349 | 0.1% |
| Union PAC Corp(UNP) | COM | 907818108 | $311 | 2,000 | 0.1% |