Q4 2017 Holdings
Filed 2018-02-09 | 31 holdings | $143.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $21.0K | 132,788 | 14.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $16.4K | 61,085 | 11.5% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $15.2K | 102,045 | 10.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $14.9K | 136,034 | 10.4% |
| Vanguard Index FDS(VIG) | DIV APP ETF | 921908844 | $11.4K | 111,939 | 8.0% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $9.8K | 185,220 | 6.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $9.5K | 69,183 | 6.6% |
| Ishares TR(OEF) | S&P 100 ETF | 464287101 | $7.7K | 64,833 | 5.4% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $6.8K | 90,142 | 4.8% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $5.7K | 50,398 | 4.0% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $5.2K | 168,764 | 3.6% |
| Vanguard Index FDS(VHT) | HEALTH CAR ETF | 92204A504 | $3.9K | 25,517 | 2.8% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $2.8K | 59,511 | 2.0% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $2.7K | 27,125 | 1.9% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $1.8K | 17,052 | 1.3% |
| Quest Diagnostics(DGX) | COM | 74834L100 | $1.6K | 16,564 | 1.1% |
| Eli Lilly(LLY) | COM | 532457108 | $1.1K | 12,716 | 0.8% |
| Exxon Mobil(XOM) | COM | 30231G102 | $763 | 9,117 | 0.5% |
| Claymore Exchange TRD FD TR | GUG BUL 2019 HY | 18383M373 | $729 | 29,894 | 0.5% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $643 | 7,882 | 0.4% |
| Merck(MRK) | COM | 58933Y105 | $598 | 10,620 | 0.4% |
| Apple(AAPL) | COM | 037833100 | $370 | 2,189 | 0.3% |
| JPMorgan Chase(JPM) | COM | 46625H100 | $327 | 3,060 | 0.2% |
| Spdr Series Trust(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $315 | 10,969 | 0.2% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $276 | 9,906 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $257 | 1,841 | 0.2% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $247 | 3,855 | 0.2% |
| AT&T(T) | COM | 00206R102 | $246 | 6,334 | 0.2% |
| Relx PLC | COM | N7364X107 | $242 | 10,516 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $236 | 1,191 | 0.2% |
| Celgene(CELG) | COM | 151020104 | $214 | 2,048 | 0.1% |