Q4 2016 Holdings
Filed 2017-02-06 | 26 holdings | $144.5K | 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 | $56.1K | 1,090,185 | 38.8% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $30.7K | 564,855 | 21.2% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $13.9K | 67,733 | 9.6% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $8.7K | 108,043 | 6.0% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $7.3K | 148,506 | 5.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $6.0K | 51,721 | 4.1% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $5.0K | 60,755 | 3.5% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $3.0K | 55,371 | 2.1% |
| Vanguard TAX Managed Intl(VEA) | FTSE DEV MKT ETF | 921943858 | $2.8K | 77,420 | 2.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $2.1K | 23,012 | 1.5% |
| Vanguard Intl Equity Inde(VWO) | FTSE EMR MKT ETF | 922042858 | $1.3K | 37,096 | 0.9% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $946 | 8,756 | 0.7% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $863 | 3,861 | 0.6% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $818 | 7,340 | 0.6% |
| Cabot Microelectronics Co(CCMPEUR) | COM | 12709P103 | $743 | 11,767 | 0.5% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $679 | 5,998 | 0.5% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $548 | 5,980 | 0.4% |
| Vanguard Scottsdale FDS(VTHR) | VNG RUS3000IDX | 92206C599 | $465 | 4,500 | 0.3% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $448 | 4,447 | 0.3% |
| Cabot Corp(CBT) | COM | 127055101 | $356 | 7,042 | 0.2% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $324 | 7,628 | 0.2% |
| Vanguard Scottsdale FDS(VMBS) | MORTG-BACK SEC | 92206C771 | $300 | 5,735 | 0.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $274 | 2,121 | 0.2% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $265 | 2,449 | 0.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $226 | 1,647 | 0.2% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $215 | 1,535 | 0.1% |