Q4 2015 Holdings
Filed 2016-02-04 | 65 holdings | $252.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Altria Group Inc(MO) | COM | 02209S103 | $3.8K | 63,789 | 1.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.1K | 78,187 | 1.6% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $4.2K | 37,041 | 1.7% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $4.8K | 43,978 | 1.9% |
| Blackstone Group L P(BXUSD) | COM UNIT LTD | 09253U108 | $4.9K | 194,439 | 1.9% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $5.4K | 28,088 | 2.2% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $6.0K | 71,424 | 2.4% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $6.4K | 67,845 | 2.5% |
| Ishares TR(IGSB) | 1-3 YR CR BD ETF | 464288646 | $7.2K | 68,551 | 2.8% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $7.8K | 77,147 | 3.1% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $8.4K | 79,641 | 3.3% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $10.7K | 134,833 | 4.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $10.7K | 108,553 | 4.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $38.0K | 195,250 | 15.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $41.0K | 518,300 | 16.2% |