Q1 2017 Holdings
Filed 2017-05-02 | 34 holdings | $145.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $18.6K | 133,036 | 12.8% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $15.4K | 65,035 | 10.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $15.3K | 140,997 | 10.5% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $13.4K | 101,770 | 9.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $10.7K | 62,696 | 7.4% |
| Vanguard Index FDS(VIG) | DIV APP ETF | 921908844 | $10.0K | 111,391 | 6.9% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $9.3K | 112,599 | 6.4% |
| Vanguard Index FDS(VYM) | HIGH DIV YLD | 921946406 | $8.9K | 114,555 | 6.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $8.4K | 73,576 | 5.8% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $8.2K | 71,615 | 5.7% |
| Ishares TR(OEF) | S&P 100 ETF | 464287101 | $6.7K | 64,071 | 4.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $5.9K | 48,891 | 4.1% |
| Vanguard Index FDS(VHT) | HEALTH CAR ETF | 92204A504 | $3.6K | 26,387 | 2.5% |
| Quest Diagnostics(DGX) | COM | 74834L100 | $1.6K | 16,564 | 1.1% |
| Eli Lilly(LLY) | COM | 532457108 | $1.1K | 12,716 | 0.7% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $918 | 6,591 | 0.6% |
| Exxon Mobil(XOM) | COM | 30231G102 | $813 | 9,917 | 0.6% |
| Claymore Exchange TRD FD TR | GUG BUL 2019 HY | 18383M373 | $766 | 31,259 | 0.5% |
| Merck(MRK) | COM | 58933Y105 | $685 | 10,776 | 0.5% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $595 | 6,240 | 0.4% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $544 | 4,079 | 0.4% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $502 | 6,194 | 0.3% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $411 | 7,710 | 0.3% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $391 | 6,010 | 0.3% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $387 | 16,310 | 0.3% |
| AT&T(T) | COM | 00206R102 | $307 | 7,393 | 0.2% |
| JPMorgan Chase(JPM) | COM | 46625H100 | $269 | 3,060 | 0.2% |
| Celgene(CELG) | COM | 151020104 | $255 | 2,048 | 0.2% |
| Apple(AAPL) | COM | 037833100 | $249 | 1,735 | 0.2% |
| General Electric | COM | 369604103 | $248 | 8,319 | 0.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $248 | 3,580 | 0.2% |
| Relx PLC | COM | N7364X107 | $246 | 13,303 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $226 | 1,815 | 0.2% |
| Spdr Series Trust(XBI) | S&P BIOTECH | 78464A870 | $219 | 3,160 | 0.2% |