Q1 2015 Holdings
Filed 2015-05-14 | 33 holdings | $110.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $27.5K | 519,248 | 25.0% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $23.4K | 432,623 | 21.3% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $10.4K | 214,704 | 9.5% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $9.9K | 118,601 | 9.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $6.6K | 61,421 | 6.0% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $4.5K | 53,185 | 4.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $3.6K | 19,236 | 3.3% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $3.6K | 42,696 | 3.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $2.7K | 24,062 | 2.4% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $2.2K | 40,935 | 2.0% |
| Vanguard TAX Managed Intl(VEA) | FTSE DEV MKT ETF | 921943858 | $2.0K | 51,449 | 1.9% |
| Vanguard Whitehall FDS in(VWOB) | EMERG MKT BD ETF | 921946885 | $1.4K | 18,203 | 1.3% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $1.3K | 14,980 | 1.1% |
| Vanguard Intl Equity Inde(VWO) | FTSE EMR MKT ETF | 922042858 | $1.2K | 30,369 | 1.1% |
| Ishares(EWC) | MSCI CDA ETF | 464286509 | $1.2K | 45,045 | 1.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $1.0K | 9,198 | 0.9% |
| Vanguard Scottsdale FDS(VMBS) | MORTG-BACK SEC | 92206C771 | $943 | 17,658 | 0.9% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $699 | 3,386 | 0.6% |
| Cabot Microelectronics Co(CCMPEUR) | COM | 12709P103 | $601 | 12,023 | 0.5% |
| Ishares(SCZ) | EAFE SML CP ETF | 464288273 | $549 | 11,098 | 0.5% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $544 | 5,201 | 0.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $515 | 4,206 | 0.5% |
| Pimco ETF TR(STPZ) | 1-5 US TIP IDX | 72201R205 | $506 | 9,759 | 0.5% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $475 | 5,895 | 0.4% |
| Spdr Series Trust | BRC HGH YLD BD | 78464A417 | $449 | 11,445 | 0.4% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $365 | 3,948 | 0.3% |
| Ishares | INTL DEVPPTY ETF | 464288422 | $306 | 8,020 | 0.3% |
| Ishares(MUB) | NAT AMT FREE BD | 464288414 | $273 | 2,471 | 0.2% |
| Cabot Corp(CBT) | COM | 127055101 | $273 | 6,075 | 0.2% |
| Ishares(MBB) | MBS ETF | 464288588 | $250 | 2,270 | 0.2% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $248 | 2,087 | 0.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $236 | 5,885 | 0.2% |
| Spdr Series Trust(WIP) | DB INT GVT ETF | 78464A490 | $215 | 3,941 | 0.2% |