Q3 2017 Holdings
Filed 2017-11-14 | 31 holdings | $10.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | Stock | 037833100 | $749 | 4,857 | 7.2% |
| Vanguard Ftse Emerging Mkts(VWO) | ETF | 922042858 | $606 | 13,914 | 5.8% |
| Visa Inc(V) | Stock | 92826C839 | $603 | 5,733 | 5.8% |
| iShares Russell Mid Cap Value(IWS) | ETF | 464287473 | $535 | 6,293 | 5.1% |
| iShares Russell 1000 Lg Value(IWD) | ETF | 464287598 | $520 | 4,386 | 5.0% |
| iShares Core S&P 500(IVV) | ETF | 464287200 | $438 | 1,734 | 4.2% |
| UBS E Tracs Alerian MLP | ETN | 902641646 | $424 | 16,865 | 4.1% |
| Vanguard Total Stock Market(VTI) | ETF | 922908769 | $412 | 3,183 | 4.0% |
| Celgene Corp(CELG) | Stock | 151020104 | $401 | 2,748 | 3.8% |
| Berkshire Hathaway B(BRK/B) | Stock | 084670702 | $396 | 2,158 | 3.8% |
| iShares Russell Mid Cap Growth(IWP) | ETF | 464287481 | $351 | 3,101 | 3.4% |
| Starbucks Corp(SBUX) | Stock | 855244109 | $350 | 6,515 | 3.4% |
| Cognizant Tech Solu(CTSH) | Stock | 192446102 | $343 | 4,729 | 3.3% |
| Alphabet Inc.(GOOGL) | Stock | 02079K305 | $320 | 329 | 3.1% |
| Facebook Inc CL(META) | Stock | 30303M102 | $311 | 1,820 | 3.0% |
| Amazon.Com Inc(AMZN) | Stock | 023135106 | $304 | 316 | 2.9% |
| Priceline Group | Stock | 741503403 | $273 | 149 | 2.6% |
| Intuitive Surgical(ISRG) | Stock | 46120E602 | $271 | 259 | 2.6% |
| Cme Group Inc(CME) | Stock | 12572Q105 | $246 | 1,816 | 2.4% |
| Illumina Inc(ILMN) | Stock | 452327109 | $239 | 1,200 | 2.3% |
| Equinix Inc(EQIX) | Stock | 29444U700 | $233 | 523 | 2.2% |
| Paypal Holdings Inco(PYPL) | Stock | 70450Y103 | $232 | 3,629 | 2.2% |
| S & P Global Inc(SPGI) | Stock | 78409V104 | $225 | 1,439 | 2.2% |
| American Tower Corp(AMT) | Stock | 03027X100 | $221 | 1,611 | 2.1% |
| Allergan PLC F | Stock | G0177J108 | $220 | 1,074 | 2.1% |
| iShares Core S&P Small(IJR) | ETF | 464287804 | $212 | 2,856 | 2.0% |
| Spdr Dow Jones REIT ETF(RWR) | ETF | 78464A607 | $211 | 2,279 | 2.0% |
| iShares Russell 1000 Lg Growth(IWF) | ETF | 464287614 | $209 | 1,672 | 2.0% |
| Nike Inc(NKE) | Stock | 654106103 | $206 | 3,960 | 2.0% |
| Nvidia Corp(NVDA) | Stock | 67066G104 | $205 | 1,148 | 2.0% |
| Alerian MLP ETF(AMLPUSD) | ETF | 00162Q866 | $161 | 14,330 | 1.5% |