Q2 2017 Holdings
Filed 2017-08-07 | 28 holdings | $124.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $20.0K | 138,933 | 16.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $16.1K | 66,262 | 12.9% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $16.0K | 145,654 | 12.8% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $14.2K | 104,658 | 11.3% |
| Vanguard Index FDS(VIG) | DIV APP ETF | 921908844 | $10.6K | 114,277 | 8.5% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $9.8K | 188,899 | 7.9% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $9.0K | 79,542 | 7.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $8.8K | 70,468 | 7.0% |
| Ishares TR(OEF) | S&P 100 ETF | 464287101 | $7.2K | 67,713 | 5.8% |
| Vanguard Index FDS(VHT) | HEALTH CAR ETF | 92204A504 | $3.9K | 26,387 | 3.1% |
| Quest Diagnostics(DGX) | COM | 74834L100 | $1.8K | 16,564 | 1.5% |
| Eli Lilly(LLY) | COM | 532457108 | $1.0K | 12,716 | 0.8% |
| Exxon Mobil(XOM) | COM | 30231G102 | $767 | 9,506 | 0.6% |
| Claymore Exchange TRD FD TR | GUG BUL 2019 HY | 18383M373 | $755 | 30,601 | 0.6% |
| Merck(MRK) | COM | 58933Y105 | $691 | 10,776 | 0.6% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $664 | 8,116 | 0.5% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $422 | 7,710 | 0.3% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $409 | 6,010 | 0.3% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $402 | 16,310 | 0.3% |
| JPMorgan Chase(JPM) | COM | 46625H100 | $280 | 3,060 | 0.2% |
| Relx PLC | COM | N7364X107 | $274 | 13,303 | 0.2% |
| Celgene(CELG) | COM | 151020104 | $266 | 2,048 | 0.2% |
| Apple(AAPL) | COM | 037833100 | $250 | 1,737 | 0.2% |
| Spdr Series Trust(XBI) | S&P BIOTECH | 78464A870 | $245 | 3,172 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $244 | 1,841 | 0.2% |
| AT&T(T) | COM | 00206R102 | $239 | 6,334 | 0.2% |
| General Electric | COM | 369604103 | $218 | 8,077 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $202 | 1,191 | 0.2% |