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Apex Investment Services, Inc.

Q4 2013 Holdings

Filed 2014-01-21 | 21 holdings | $133.3K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2014-01-21) | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$19.3K367,96914.5%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$17.7K221,80913.3%
Ishares(IJH)CORE S&P MCP ETF464287507$13.6K102,00310.2%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$13.5K140,55010.1%
Ishares(FLOT)FLTG RATE BD ETF46429B655$11.3K222,8628.5%
Ishares(SCZ)EAFE SML CP ETF464288273$11.1K218,6748.4%
Vanguard Specialized Portfol(VIG)DIV APP ETF921908844$9.4K124,4117.0%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$9.4K184,4187.0%
Vanguard Index FDS(VNQ)REIT ETF922908553$6.5K101,1504.9%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$5.1K124,8953.9%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$4.1K98,9553.1%
Wisdomtree TR(DEM)EMERG MKTS ETF97717W315$3.4K65,8452.5%
Ishares(IVV)CORE S&P500 ETF464287200$3.2K17,1592.4%
Wisdomtree TR(DGS)EMG MKTS SMCAP97717W281$2.0K44,2981.5%
Vanguard Index FDS(VB)SMALL CP ETF922908751$9989,0790.7%
Ishares(IJR)CORE S&P SCP ETF464287804$7947,2760.6%
Chevron Corp New(CVX)COM166764100$5394,3170.4%
Diageo P L C(DGED)SPON ADR NEW25243Q205$3832,8910.3%
Ishares(EEM)MSCI EMG MKT ETF464287234$3819,1100.3%
Powershares QQQ TrustUNIT SER 173935A104$2843,2320.2%
Vanguard Intl Equity Index F(VSS)FTSE SMCAP ETF922042718$2232,1670.2%