Q4 2017 Holdings
Filed 2018-01-12 | 76 holdings | $824.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $529.0K | 5,474 | 64.1% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $38.0K | 357,100 | 4.6% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $34.0K | 252,581 | 4.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $33.5K | 238,460 | 4.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $33.5K | 476,372 | 4.1% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $22.7K | 270,498 | 2.7% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $19.7K | 187,814 | 2.4% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $13.3K | 107,214 | 1.6% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $12.2K | 79,690 | 1.5% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $8.1K | 180,919 | 1.0% |
| Vanguard MUN BD FD Inc(VTEB) | TAX EXEMPT BD | 922907746 | $7.8K | 150,314 | 0.9% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $6.1K | 110,974 | 0.7% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $5.2K | 109,425 | 0.6% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $5.2K | 43,205 | 0.6% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $4.0K | 86,436 | 0.5% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $3.7K | 28,106 | 0.5% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $3.6K | 21,017 | 0.4% |
| PPG Inds Inc(PPG) | COM | 693506107 | $3.5K | 30,055 | 0.4% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $3.5K | 30,707 | 0.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.0K | 21,816 | 0.4% |
| Bryn Mawr BK Corp(BMTCUSD) | COM | 117665109 | $2.6K | 59,168 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $2.4K | 13,901 | 0.3% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.6K | 10,174 | 0.2% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.5K | 42,688 | 0.2% |
| Campbell Soup Co(CPB) | COM | 134429109 | $1.5K | 30,511 | 0.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $1.5K | 31,051 | 0.2% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $1.5K | 11,536 | 0.2% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $1.3K | 8,365 | 0.2% |
| Aqua America Inc | COM | 03836W103 | $1.3K | 32,058 | 0.2% |
| Vanguard World FDS(VDE) | ENERGY ETF | 92204A306 | $1.1K | 11,595 | 0.1% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $909 | 8,205 | 0.1% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $898 | 11,901 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $876 | 10,246 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $780 | 5,585 | 0.1% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $762 | 6,214 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $719 | 687 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $719 | 8,600 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $680 | 646 | 0.1% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $680 | 4,427 | 0.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $595 | 3,420 | 0.1% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $572 | 6,892 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $527 | 4,207 | 0.1% |
| CSX Corp(CSX) | COM | 126408103 | $510 | 9,277 | 0.1% |
| Altria Group Inc(MO) | COM | 02209S103 | $451 | 6,321 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $445 | 4,142 | 0.1% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $436 | 7,757 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $427 | 3,742 | 0.1% |
| Wsfs Finl Corp(WSFS) | COM | 929328102 | $416 | 8,692 | 0.1% |
| Coca Cola Co(KO) | COM | 191216100 | $410 | 8,940 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $393 | 1,331 | 0.0% |