Q2 2017 Holdings
Filed 2017-07-26 | 240 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $347.0K | 12,500 | 28.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $323.0K | 10,328 | 26.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $218.0K | 3,012 | 18.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $120.0K | 750 | 10.0% |
| Corning Inc(GLW) | COM | 219350105 | $71.0K | 2,350 | 5.9% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $24.9K | 102,853 | 2.1% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $16.0K | 475 | 1.3% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $10.4K | 158,985 | 0.9% |
| Ishares TR(SHY) | 1-3 YR TR BD ETF | 464287457 | $8.6K | 101,855 | 0.7% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $5.3K | 48,191 | 0.4% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $4.0K | 50,509 | 0.3% |
| Ishares TR(IEF) | 7-10YR TR BD ETF | 464287440 | $4.0K | 37,912 | 0.3% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $2.9K | 71,296 | 0.2% |
| Ishares TR(IEI) | 3-7 YR TR BD ETF | 464288661 | $2.8K | 22,268 | 0.2% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $2.6K | 29,920 | 0.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $2.6K | 23,428 | 0.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $2.3K | 13,268 | 0.2% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $1.9K | 23,637 | 0.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $1.9K | 46,467 | 0.2% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $1.8K | 36,744 | 0.1% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $1.7K | 14,565 | 0.1% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $1.6K | 18,594 | 0.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.6K | 22,426 | 0.1% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $1.4K | 17,704 | 0.1% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.4K | 9,622 | 0.1% |
| Reynolds American Inc | COM | 761713106 | $1.2K | 18,436 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.1K | 1,145 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $910 | 6,318 | 0.1% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $733 | 7,168 | 0.1% |
| Altria Group Inc(MO) | COM | 02209S103 | $707 | 9,500 | 0.1% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $703 | 8,996 | 0.1% |
| Celgene Corp(CELG) | COM | 151020104 | $630 | 4,845 | 0.1% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $618 | 2,784 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $546 | 3,555 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $459 | 505 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $455 | 8,218 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $431 | 3,259 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $419 | 3,450 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $372 | 8,320 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $358 | 2,580 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $354 | 3,064 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $351 | 3,845 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $334 | 2,210 | 0.0% |
| Bard C R Inc(BCRUSD) | COM | 067383109 | $333 | 1,052 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $328 | 6,000 | 0.0% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $326 | 1,400 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $321 | 3,017 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $312 | 2,850 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $308 | 1,820 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $305 | 3,775 | 0.0% |