Q4 2017 Holdings
Filed 2018-01-29 | 171 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $4.5K | 56,650 | 0.2% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $4.7K | 37,353 | 0.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $5.0K | 36,661 | 0.2% |
| Spdr Series Trust(SPIB) | PORTFOLIO INTRMD | 78464A375 | $5.2K | 151,755 | 0.3% |
| Spdr Series Trust(MDYV) | S&P 400 MDCP VAL | 78464A839 | $5.7K | 55,625 | 0.3% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $5.9K | 109,125 | 0.3% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $6.5K | 190,086 | 0.3% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $6.6K | 120,494 | 0.3% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $7.5K | 76,357 | 0.4% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $7.6K | 146,930 | 0.4% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $8.7K | 135,042 | 0.4% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $10.0K | 181,208 | 0.5% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $10.8K | 99,159 | 0.5% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $13.0K | 183,913 | 0.6% |
| Spdr Series Trust(SLYG) | S&P 600 SMCP GRW | 78464A201 | $25.0K | 109,779 | 1.2% |
| Spdr Series Trust(MDYG) | S&P 400 MDCP GRW | 78464A821 | $25.5K | 163,700 | 1.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $27.3K | 178,921 | 1.3% |
| Ishares TR(USMV) | MIN VOL USA ETF | 46429B697 | $53.7K | 1,017,780 | 2.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $319.0K | 3,304 | 15.7% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $572.0K | 14,934 | 28.1% |
| Conocophillips(COP) | COM | 20825C104 | $767.0K | 13,982 | 37.7% |