Q3 2017 Holdings
Filed 2017-11-14 | 105 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Small Cap Value(VBR) | ET | 922908611 | $10.9K | 85,062 | 0.6% |
| Ishares Russell Midcap Value Index Fund(IWS) | ET | 464287473 | $14.1K | 165,644 | 0.8% |
| Darden Restaurants(DRI) | SK | 237194105 | $259.0K | 3,282 | 14.1% |
| Cisco Systems Inc(CSCO) | SK | 17275R102 | $427.0K | 12,708 | 23.3% |
| Abbvie Inc(ABBV) | SK | 00287Y109 | $882.0K | 9,927 | 48.1% |