Q4 2016 Holdings
Filed 2017-02-09 | 70 holdings | $667.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| International Business Machs(IBM) | COM | 459200101 | $1.3K | 7,813 | 0.2% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.3K | 40,341 | 0.2% |
| Intel Corp(INTC) | COM | 458140100 | $1.4K | 37,787 | 0.2% |
| Boeing Co(BA) | COM | 097023105 | $1.4K | 8,964 | 0.2% |
| General Electric Co | COM | 369604103 | $1.5K | 46,210 | 0.2% |
| Bank Amer Corp(BAC) | COM | 060505104 | $1.5K | 66,393 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.5K | 23,792 | 0.2% |
| AT&T Inc(T) | COM | 00206R102 | $1.5K | 35,230 | 0.2% |
| Citigroup Inc(C) | COM NEW | 172967424 | $1.5K | 25,431 | 0.2% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.5K | 17,951 | 0.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $6.0K | 200 | 0.9% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $16.5K | 303,006 | 2.5% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $35.5K | 269,988 | 5.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $36.5K | 283,365 | 5.5% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $53.3K | 622,098 | 8.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $62.0K | 992 | 9.3% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $103.5K | 1,281,006 | 15.5% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $105.6K | 947,693 | 15.8% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $111.7K | 1,201,125 | 16.7% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $118.8K | 2,688,878 | 17.8% |