Q4 2013 Holdings
Filed 2014-02-14 | 16 holdings | $71.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Short Term Corp Bond | FIXED INCOME | 92206C40 | $27.6K | 346,242 | 38.4% |
| Vanguard Dividend Appreciation | EQUITIES | 92190884 | $13.5K | 179,523 | 18.8% |
| Vanguard Interm. Term Corp Bond | FIXED INCOME | 92206C87 | $13.0K | 157,381 | 18.1% |
| Vanguard Msci Pacific | EQUITIES | 92204286 | $6.8K | 110,750 | 9.4% |
| Vanguard Ftse Emerging Markets | EQUITIES | 92204285 | $4.4K | 107,933 | 6.2% |
| PowerShares Senior Loan Port | FIXED INCOME | 73936Q76 | $1.6K | 64,150 | 2.2% |
| Vanguard Short Term Inflation Prot. Secs. | FIXED INCOME | 92202080 | $1.4K | 29,250 | 2.0% |
| iShares Russell 2000 | EQUITIES | 46428765 | $1.1K | 9,300 | 1.5% |
| iShares Core S&P Mid-Cap | EQUITIES | 46428750 | $522 | 3,900 | 0.7% |
| iShares Msci Acwi Index Fund | EQUITIES | 46428824 | $474 | 10,150 | 0.7% |
| SPDR's S&P 500 | EQUITIES | 78462F10 | $443 | 2,400 | 0.6% |
| iShares Russell 2000 Value | EQUITIES | 46428763 | $438 | 4,400 | 0.6% |
| iShares Msci Eafe Index | EQUITIES | 46428746 | $396 | 5,900 | 0.6% |
| iShares JP Morgan USD Emerging Mkt Bd | FIXED INCOME | 46428828 | $97 | 900 | 0.1% |
| Vanguard Short Term Bond | FIXED INCOME | 92193782 | $68 | 850 | 0.1% |
| Vanguard Ftse All-World ex-US ETF | EQUITIES | 92204277 | $23 | 460 | 0.0% |