Q1 2016 Holdings
Filed 2016-05-02 | 10 holdings | $14.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wisdom Tree Large Cap Dividend | EQUITIES | 97717W30 | $4.1K | 55,420 | 28.3% |
| iShares Russell 2000 | EQUITIES | 46428765 | $2.2K | 19,900 | 15.3% |
| Vanguard Short Term Corp Bond | FIXED INCOME | 92206C40 | $2.1K | 26,475 | 14.7% |
| Wisdom Tree Small Cap Dividend | EQUITIES | 97717W60 | $2.1K | 30,630 | 14.6% |
| iShares Russell 1000 Growth | EQUITIES | 46428761 | $1.2K | 12,050 | 8.3% |
| Vanguard Ftse Pacific | EQUITIES | 92204286 | $968 | 17,510 | 6.7% |
| iShares Russell 2000 Growth | EQUITIES | 46428764 | $723 | 5,450 | 5.0% |
| iShares Msci Eafe | EQUITIES | 46428745 | $683 | 11,950 | 4.7% |
| iShares Core S&P Mid-Cap | EQUITIES | 46428750 | $263 | 1,825 | 1.8% |
| Vanguard Short Term Inflation Prot. Secs. | FIXED INCOME | 92202080 | $66 | 1,350 | 0.5% |