Q4 2013 Holdings
Filed 2014-02-06 | 20 holdings | $413.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares(AGG) | CORE TOTUSBD ETF | 464287226 | $76.7K | 720,293 | 18.6% |
| Wisdomtree TR(DLS) | INTL SMCAP DIV | 97717W760 | $46.7K | 740,502 | 11.3% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $39.7K | 496,246 | 9.6% |
| Ishares(IVE) | S&P 500 VAL ETF | 464287408 | $38.8K | 453,651 | 9.4% |
| Ishares(SHY) | 1-3 YR TR BD ETF | 464287457 | $34.6K | 409,742 | 8.4% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $32.8K | 337,225 | 7.9% |
| Ishares(EFV) | EAFE VALUE ETF | 464288877 | $31.1K | 543,143 | 7.5% |
| Ishares(IVV) | CORE S&P500 ETF | 464287200 | $18.8K | 101,038 | 4.5% |
| Ishares(IWC) | MICRO-CAP ETF | 464288869 | $18.3K | 243,350 | 4.4% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $18.3K | 166,130 | 4.4% |
| Ishares(EFA) | MSCI EAFE ETF | 464287465 | $17.0K | 253,529 | 4.1% |
| Ishares(SCZ) | EAFE SML CP ETF | 464288273 | $10.7K | 208,911 | 2.6% |
| Wisdomtree TR(DGS) | EMG MKTS SMCAP | 97717W281 | $10.3K | 223,627 | 2.5% |
| Ishares(EEM) | MSCI EMG MKT ETF | 464287234 | $9.3K | 223,032 | 2.3% |
| Ishares(ITOT) | CORE S&P TTL STK | 464287150 | $4.2K | 50,130 | 1.0% |
| Ishares(HYG) | IBOXX HI YD ETF | 464288513 | $1.6K | 16,811 | 0.4% |
| Spdr Series Trust(SPIP) | BARCLYS TIPS ETF | 78464A656 | $1.3K | 23,813 | 0.3% |
| Ishares(AOR) | GRWT ALLOCAT ETF | 464289867 | $1.2K | 32,251 | 0.3% |
| Ishares(AOA) | AGGRES ALLOC ETF | 464289859 | $1.1K | 24,310 | 0.3% |
| Ishares(AOM) | MODERT ALLOC ETF | 464289875 | $917 | 26,720 | 0.2% |