Q4 2016 Holdings
Filed 2017-01-18 | 70 holdings | $644.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $418.0K | 6,675 | 64.8% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $29.5K | 317,151 | 4.6% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $26.8K | 255,465 | 4.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $26.7K | 239,644 | 4.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $23.9K | 414,365 | 3.7% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $19.5K | 234,485 | 3.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $12.7K | 113,262 | 2.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $10.6K | 86,789 | 1.6% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $7.1K | 67,916 | 1.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $6.9K | 189,957 | 1.1% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $5.4K | 114,589 | 0.8% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $4.3K | 45,533 | 0.7% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $3.7K | 30,246 | 0.6% |
| Vanguard MUN BD FD Inc(VTEB) | TAX EXEMPT BD | 922907746 | $3.5K | 68,973 | 0.5% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $3.4K | 33,527 | 0.5% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.3K | 92,212 | 0.5% |
| PPG Inds Inc COM(PPG) | COM | 693506107 | $2.9K | 30,170 | 0.4% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $2.6K | 21,114 | 0.4% |
| Bryn Mawr BK Corp(BMTCUSD) | COM | 117665109 | $2.5K | 59,168 | 0.4% |
| Pfizer Inc(PFE) | COM | 717081103 | $2.4K | 74,956 | 0.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.4K | 20,919 | 0.4% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $1.5K | 43,367 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $1.5K | 12,855 | 0.2% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $1.4K | 11,943 | 0.2% |
| Aqua America Inc | COM | 03836W103 | $1.4K | 46,972 | 0.2% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $1.4K | 10,412 | 0.2% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.3K | 9,880 | 0.2% |
| Campbell Soup Co(CPB) | COM | 134429109 | $1.2K | 20,367 | 0.2% |
| Vanguard World FDS(VDE) | ENERGY ETF | 92204A306 | $1.2K | 11,441 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $832 | 9,219 | 0.1% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $784 | 5,602 | 0.1% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $779 | 11,901 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $709 | 6,150 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $664 | 10,689 | 0.1% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $650 | 6,354 | 0.1% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $624 | 10,596 | 0.1% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $617 | 5,705 | 0.1% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $572 | 6,935 | 0.1% |
| General Electric Co | COM | 369604103 | $559 | 17,675 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $528 | 4,483 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $522 | 676 | 0.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $494 | 3,381 | 0.1% |
| Altria Group Inc(MO) | COM | 02209S103 | $489 | 7,237 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $485 | 612 | 0.1% |
| Glaxosmithkline PLC | SPONSORED ADR | 37733W105 | $436 | 11,313 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $428 | 4,110 | 0.1% |
| Coca Cola Co(KO) | COM | 191216100 | $393 | 9,473 | 0.1% |
| CSX Corp(CSX) | COM | 126408103 | $333 | 9,277 | 0.1% |
| International Business Machs(IBM) | COM | 459200101 | $321 | 1,932 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $310 | 1,377 | 0.0% |