Q1 2019 Holdings
Filed 2019-04-22 | 81 holdings | $832.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $191.5K | 3,819,010 | 23.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $136.5K | 872,903 | 16.4% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $131.3K | 1,219,952 | 15.8% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $114.5K | 1,410,391 | 13.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $46.6K | 289,756 | 5.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $46.0K | 573 | 5.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $45.7K | 298,988 | 5.5% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $45.3K | 400,740 | 5.4% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $45.1K | 807,803 | 5.4% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $23.4K | 269,085 | 2.8% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $1.7K | 51,311 | 0.2% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $1.2K | 41,677 | 0.1% |
| Spdr Series Trust(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $999 | 35,007 | 0.1% |
| Spdr Series Trust(SPMD) | PORTFOLIO MD ETF | 78464A847 | $285 | 8,536 | 0.0% |
| Spdr SER TR(SPSM) | PORTFOLIO SM ETF | 78468R853 | $285 | 9,423 | 0.0% |
| Spdr Series Trust(SPIP) | BLOMBRG BRC TIPS | 78464A656 | $284 | 5,101 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $150 | 788 | 0.0% |
| Spdr Series Trust(SPIB) | PORTFOLIO INTRMD | 78464A375 | $143 | 4,174 | 0.0% |
| CDN Imperial BK Comm Toronto(CM) | COM | 136069101 | $121 | 1,536 | 0.0% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $114 | 920 | 0.0% |
| Ishares TR(IBB) | NASDAQ BIOTECH | 464287556 | $91 | 810 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $86 | 831 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $82 | 584 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $66 | 1,413 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $60 | 211 | 0.0% |
| SAP SE(SAP) | SPON ADR | 803054204 | $55 | 480 | 0.0% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $54 | 268 | 0.0% |
| Aqua America Inc | COM | 03836W103 | $52 | 1,437 | 0.0% |
| Ishares S&P Gsci Commodity I(GSG) | UNIT BEN INT | 46428R107 | $51 | 3,185 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $51 | 636 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $50 | 1,000 | 0.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $39 | 362 | 0.0% |
| Jefferies Finl Group Inc(JEF) | COM | 47233W109 | $37 | 1,979 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $33 | 230 | 0.0% |
| SAP SE(SAP) | SHS | D66992104 | $29 | 256 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $28 | 195 | 0.0% |
| Univest Corp PA(UVSP) | COM | 915271100 | $25 | 1,035 | 0.0% |
| Spdr Series Trust(SLYG) | S&P 600 SMCP GRW | 78464A201 | $19 | 317 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $17 | 214 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $16 | 500 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $14 | 8 | 0.0% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $14 | 126 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $13 | 135 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $12 | 186 | 0.0% |
| Wisdomtree TR(DHS) | US HIGH DIVIDEND | 97717W208 | $12 | 167 | 0.0% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $11 | 333 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $10 | 93 | 0.0% |
| General Electric Co | COM | 369604103 | $10 | 1,049 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8 | 71 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $7 | 111 | 0.0% |