Q2 2017 Holdings
Filed 2017-07-17 | 382 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Verizon Communications Inc(VZ) | Equities | 92343V104 | $835 | 18,562 | 0.1% |
| Schwab International Small-Cap Equity ETF(SCHC) | ETF | 808524888 | $837 | 24,932 | 0.1% |
| Procter & Gamble Co(PG) | Equities | 742718109 | $837 | 9,745 | 0.1% |
| iShares Muni Bond ETF 12/2/2022 | ETF | 46435G755 | $860 | 33,022 | 0.1% |
| Alphabet Inc C(GOOG) | Equities | 02079K107 | $877 | 960 | 0.1% |
| Chevron Corp(CVX) | Equities | 166764100 | $877 | 8,401 | 0.1% |
| American Express Co(AXP) | Equities | 025816109 | $891 | 10,623 | 0.1% |
| Oracle Corp(ORCL) | Equities | 68389X105 | $897 | 17,762 | 0.1% |
| Cisco Systems Inc(CSCO) | Equities | 17275R102 | $924 | 29,991 | 0.1% |
| At&T Inc(T) | Equities | 00206R102 | $926 | 24,614 | 0.1% |
| Pfizer Inc(PFE) | Equities | 717081103 | $926 | 27,687 | 0.1% |
| Pepsico Inc(PEP) | Equities | 713448108 | $954 | 8,301 | 0.1% |
| United Technologies Corp(UTXZ) | Equities | 913017109 | $966 | 7,915 | 0.1% |
| General Electric Co | Equities | 369604103 | $987 | 36,397 | 0.1% |
| Bank of America Corporation(BAC) | Equities | 060505104 | $990 | 41,278 | 0.1% |
| Visa Inc Class A(V) | Equities | 92826C839 | $990 | 10,562 | 0.1% |
| Exxon Mobil Corp(XOM) | Equities | 30231G102 | $1.0K | 12,636 | 0.1% |
| iShares Select Dividend ETF(DVY) | ETF | 464287168 | $1.0K | 11,126 | 0.1% |
| iShares Muni Bond ETF 09/2/2017 | ETF | 464289271 | $1.0K | 38,050 | 0.1% |
| iShares Emerging Markets Dividend ETF(DVYE) | ETF | 464286319 | $1.1K | 26,330 | 0.1% |
| iShares Core Dividend Growth ETF(DGRO) | ETF | 46434V621 | $1.1K | 33,920 | 0.1% |
| Berkshire Hathaway Inc B(BRK/B) | Equities | 084670702 | $1.1K | 6,424 | 0.1% |
| Facebook Inc A(META) | Equities | 30303M102 | $1.1K | 7,325 | 0.1% |
| iShares Muni Bond ETF 09/2/2018 | Equities | 46429B580 | $1.1K | 44,208 | 0.1% |
| Comcast Corp Class A(CMCSA) | Equities | 20030N101 | $1.1K | 29,159 | 0.1% |
| Merck & Co Inc(MRK) | Equities | 58933Y105 | $1.2K | 18,313 | 0.1% |
| Intel Corp(INTC) | Equities | 458140100 | $1.2K | 34,736 | 0.1% |
| iShares Muni Bond ETF 09/2/2019 | Equities | 46429B564 | $1.2K | 46,373 | 0.1% |
| E.I. du Pont de Nemours & Co | Equities | 263534109 | $1.2K | 14,781 | 0.1% |
| BulletShares Corporate Bond ETF 12/31/2025 | ETF | 18383M191 | $1.2K | 57,977 | 0.1% |
| iShares S&P Small-Cap 600 Value ETF(IJS) | ETF | 464287879 | $1.3K | 9,571 | 0.1% |
| iShares Core S&P 500 ETF(IVV) | ETF | 464287200 | $1.4K | 5,701 | 0.1% |
| The Home Depot Inc(HD) | Equities | 437076102 | $1.5K | 9,637 | 0.1% |
| 3M Co(MMM) | Equities | 88579Y101 | $1.5K | 7,131 | 0.1% |
| UnitedHealth Group Inc(UNH) | Equities | 91324P102 | $1.5K | 8,074 | 0.1% |
| Walt Disney Co(DIS) | Equities | 254687106 | $1.5K | 14,156 | 0.1% |
| Spdr S&P 600 Small Cap Value ETF(SLYV) | ETF | 78464A300 | $1.5K | 12,669 | 0.1% |
| Coca-Cola Co(KO) | Equities | 191216100 | $1.5K | 34,740 | 0.1% |
| Spdr S&P 400 Mid Cap Value ETF(MDYV) | ETF | 78464A839 | $1.6K | 16,279 | 0.1% |
| Johnson & Johnson(JNJ) | Equities | 478160104 | $1.6K | 11,822 | 0.1% |
| McDonald's Corp(MCD) | Equities | 580135101 | $1.7K | 10,880 | 0.1% |
| iShares Core 1-5 Year USD Bond ETF(ISTB) | ETF | 46432F859 | $1.7K | 34,630 | 0.1% |
| Boeing Co(BA) | Equities | 097023105 | $1.7K | 8,767 | 0.1% |
| Apple Inc(AAPL) | Equities | 037833100 | $1.8K | 12,290 | 0.1% |
| iShares Muni Bond ETF 12/2/2021 | ETF | 46435G789 | $1.8K | 68,573 | 0.1% |
| iShares Core U.S. Aggregate Bond ETF(AGG) | ETF | 464287226 | $1.8K | 16,655 | 0.1% |
| Microsoft Corp(MSFT) | Equities | 594918104 | $1.9K | 27,186 | 0.1% |
| Amazon.com Inc(AMZN) | Equities | 023135106 | $2.2K | 2,247 | 0.2% |
| iShares Muni Bond ETF 09/2/2020 | ETF | 46434V571 | $2.2K | 86,747 | 0.2% |
| Vanguard Growth Index Fund ETF Shares(VUG) | ETF | 922908736 | $2.2K | 17,700 | 0.2% |