Q1 2017 Holdings
Filed 2017-05-04 | 26 holdings | $155.4K | 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 | $62.1K | 1,198,256 | 39.9% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $32.7K | 604,452 | 21.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $15.4K | 70,995 | 9.9% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $8.8K | 108,228 | 5.6% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $7.5K | 151,791 | 4.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $6.1K | 50,251 | 3.9% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $5.2K | 63,339 | 3.4% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $3.4K | 60,858 | 2.2% |
| Vanguard TAX Managed INT(VEA) | FTSE DEV MKT ETF | 921943858 | $3.0K | 77,183 | 2.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $2.0K | 21,458 | 1.3% |
| Vanguard Intl Equity IND(VWO) | FTSE EMR MKT ETF | 922042858 | $1.4K | 35,829 | 0.9% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.2K | 10,722 | 0.7% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $909 | 3,855 | 0.6% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $893 | 7,340 | 0.6% |
| Cabot Microelectronics C(CCMPEUR) | COM | 12709P103 | $746 | 9,734 | 0.5% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $681 | 5,942 | 0.4% |
| Vanguard Scottsdale FDS(VTHR) | VNG RUS3000IDX | 92206C599 | $489 | 4,500 | 0.3% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $451 | 4,447 | 0.3% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $412 | 4,780 | 0.3% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $365 | 7,628 | 0.2% |
| Cabot Corp(CBT) | COM | 127055101 | $314 | 5,241 | 0.2% |
| Vanguard Scottsdale FDS(VMBS) | MORTG-BACK SEC | 92206C771 | $301 | 5,735 | 0.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $283 | 2,121 | 0.2% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $267 | 2,450 | 0.2% |
| Vanguard Intl Equity IND(VNQI) | GLB EX US ETF | 922042676 | $248 | 4,660 | 0.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $228 | 3,294 | 0.1% |