Q1 2014 Holdings
Filed 2014-05-14 | 9 holdings | $28.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation | EQUITIES | 92190884 | $9.7K | 129,473 | 34.2% |
| Vanguard Short Term Corp Bond | FIXED INCOME | 92206C40 | $8.1K | 101,630 | 28.5% |
| iShares JP Morgan USD Emerging Mkt Bd | FIXED INCOME | 46428828 | $4.7K | 42,050 | 16.4% |
| Vanguard Interm. Term Corp Bond | FIXED INCOME | 92206C87 | $2.6K | 30,150 | 9.0% |
| PowerShares Senior Loan Port | FIXED INCOME | 73936Q76 | $1.9K | 77,750 | 6.8% |
| iShares Core S&P Mid-Cap | EQUITIES | 46428750 | $536 | 3,900 | 1.9% |
| iShares Msci Acwi Index Fund | EQUITIES | 46428824 | $473 | 10,150 | 1.7% |
| Vanguard Short Term Inflation Prot. Secs. | FIXED INCOME | 92202080 | $286 | 5,800 | 1.0% |
| Vanguard Msci Pacific | EQUITIES | 92204286 | $171 | 2,900 | 0.6% |