Q1 2017 Holdings
Filed 2017-04-05 | 22 holdings | $216.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $97.2K | 1,702,724 | 44.9% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $52.1K | 1,325,718 | 24.1% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $15.0K | 276,794 | 6.9% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $12.7K | 319,800 | 5.9% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $12.6K | 157,420 | 5.8% |
| Vanguard Scottsdale FDS(VMBS) | MORTG-BACK SEC | 92206C771 | $7.3K | 139,448 | 3.4% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $6.4K | 76,887 | 3.0% |
| Vanguard BD Index FD Inc(BLV) | LONG TERM BOND | 921937793 | $5.2K | 58,275 | 2.4% |
| Vanguard Short Inflationprot ETF IV | Common | 921931200 | $3.4K | 68,164 | 1.6% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.1K | 8,622 | 0.5% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $541 | 9,614 | 0.2% |
| AT&T Inc(T) | COM | 00206R102 | $457 | 11,000 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $335 | 2,007 | 0.2% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $317 | 3,767 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $317 | 4,808 | 0.1% |
| Proshares TR(NOBL) | S&P 500 DV ARIST | 74348A467 | $300 | 5,340 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $296 | 349 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $275 | 331 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $209 | 4,295 | 0.1% |
| Rydex ETF Trust | GUG S&P500 EQ WT | 78355W106 | $207 | 2,274 | 0.1% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $206 | 3,773 | 0.1% |
| DOW Chem Co | COM | 260543103 | $202 | 3,175 | 0.1% |