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Apex Investment Services, Inc.

Q4 2014 Holdings

Filed 2015-02-03 | 21 holdings | $133.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$23.2K420,35817.4%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$22.0K207,41216.5%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$16.0K200,78512.0%
Vanguard Index FDS(VO)MID CAP ETF922908629$13.2K106,5009.9%
Vanguard Index FDS(VNQ)REIT ETF922908553$11.8K145,4768.8%
Ishares(SCZ)EAFE SML CP ETF464288273$11.0K235,9178.3%
Ishares TR(EFA)MSCI EAFE ETF464287465$10.4K171,7187.8%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$6.7K175,9915.0%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$6.3K158,3674.8%
Ishares TR(IVV)CORE S&P500 ETF464287200$3.5K16,9952.6%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$2.2K47,8211.7%
Ishares TR(IJH)CORE S&P MCP ETF464287507$1.3K8,8551.0%
Ishares TR(FLOT)FLTG RATE BD ETF46429B655$1.2K23,4100.9%
Vanguard Index FDS(VB)SMALL CP ETF922908751$1.0K8,8530.8%
Schwab Strategic TR(SCHC)INTL SCEQT ETF808524888$98133,9880.7%
Ishares TR(IJR)CORE S&P SCP ETF464287804$7746,7850.6%
Chevron Corp New(CVX)COM166764100$4403,9260.3%
Ishares TR(EEM)MSCI EMG MKT ETF464287234$3589,1050.3%
Diageo P L C(DGED)SPON ADR NEW25243Q205$3302,8910.2%
Powershares QQQ TrustUNIT SER 173935A104$3223,1160.2%
Vanguard Intl Equity Index F(VSS)FTSE SMCAP ETF922042718$2072,1670.2%