Q4 2016 Holdings
Filed 2017-02-08 | 11 holdings | $916.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $252.1K | 1,227,967 | 27.5% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $171.1K | 2,964,331 | 18.7% |
| Ishares TR(IEF) | 7-10 Y TR BD ETF | 464287440 | $154.2K | 1,470,848 | 16.8% |
| Wisdomtree TR(DXJ) | JAPN HEDGE EQT | 97717W851 | $104.2K | 2,102,603 | 11.4% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $78.4K | 3,080,766 | 8.5% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $56.7K | 1,619,485 | 6.2% |
| Capital BK Finl Corp | CL A COM | 139794101 | $30.6K | 778,885 | 3.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $29.6K | 132,527 | 3.2% |
| Ishares TR(CRBN) | MSCI LW CRB TG | 46434V464 | $25.4K | 263,151 | 2.8% |
| Liberty Global PLC | LILAC SHS CL A | G5480U138 | $8.0K | 366,061 | 0.9% |
| Lumos Networks Corp | COM | 550283105 | $6.6K | 421,066 | 0.7% |