Q2 2015 Holdings
Filed 2015-08-14 | 12 holdings | $31.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Short Term Corp Bond | EQUITIES | 92206C40 | $11.5K | 144,250 | 36.7% |
| iShares Russell 1000 Growth | EQUITIES | 46428761 | $6.3K | 63,800 | 20.2% |
| iShares Russell 2000 | EQUITIES | 46428765 | $3.9K | 31,385 | 12.5% |
| Wisdom Tree Large Cap Dividend | EQUITIES | 97717W30 | $3.7K | 51,670 | 12.0% |
| iShares JP Morgan USD Emerging Mkt Bd | FIXED INCOME | 46428828 | $3.0K | 27,100 | 9.5% |
| Wisdom Tree Small Cap Dividend | FIXED INCOME | 97717W60 | $711 | 10,100 | 2.3% |
| Vanguard Ftse Pacific | EQUITIES | 92204286 | $561 | 9,200 | 1.8% |
| iShares Msci Eafe | EQUITIES | 46428745 | $460 | 7,250 | 1.5% |
| iShares Core S&P Mid-Cap | EQUITIES | 46428750 | $427 | 2,850 | 1.4% |
| Vanguard Short Term Inflation Prot. Secs. | FIXED INCOME | 92202080 | $341 | 7,000 | 1.1% |
| iShares Russell 2000 Growth | EQUITIES | 46428764 | $278 | 1,800 | 0.9% |
| SPDR's S&P 500 | FIXED INCOME | 78462F10 | $86 | 420 | 0.3% |