Q3 2014 Holdings
Filed 2014-11-14 | 7 holdings | $20.1K | 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 | $6.4K | 80,100 | 31.8% |
| Vanguard Dividend Appreciation | EQUITIES | 92190884 | $5.5K | 71,383 | 27.3% |
| iShares JP Morgan USD Emerging Mkt Bd | EQUITIES | 46428828 | $4.0K | 35,600 | 20.0% |
| PowerShares Senior Loan Port | FIXED INCOME | 73936Q76 | $3.2K | 131,965 | 15.9% |
| iShares Core S&P Mid-Cap | EQUITIES | 46428750 | $533 | 3,900 | 2.7% |
| Vanguard Short Term Inflation Prot. Secs. | FIXED INCOME | 92202080 | $286 | 5,800 | 1.4% |
| Vanguard Msci Pacific | EQUITIES | 92204286 | $172 | 2,900 | 0.9% |