Q1 2017 Holdings
Filed 2017-05-25 | 31 holdings | $180.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $47.4K | 390,588 | 26.3% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $29.3K | 361,063 | 16.3% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $19.5K | 139,180 | 10.8% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $16.8K | 254,863 | 9.3% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $14.9K | 107,265 | 8.3% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $12.4K | 108,606 | 6.9% |
| Ishares(EEMV) | MIN VOL EMRG MKT | 464286533 | $6.7K | 124,440 | 3.7% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $6.1K | 49,424 | 3.4% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.2K | 106,034 | 2.3% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $3.6K | 30,633 | 2.0% |
| Spdr Series Trust(SDY) | S&P DIVID ETF | 78464A763 | $2.4K | 27,073 | 1.3% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $2.4K | 36,150 | 1.3% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $1.8K | 21,925 | 1.0% |
| Pimco ETF TR(LDUR) | LOW DURTN AC ETF | 72201R718 | $1.7K | 16,910 | 0.9% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.4K | 10,609 | 0.8% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $1.3K | 24,849 | 0.7% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $1.2K | 12,094 | 0.7% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $974 | 8,975 | 0.5% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $946 | 6,372 | 0.5% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $788 | 19,845 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $637 | 4,431 | 0.4% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $547 | 4,389 | 0.3% |
| Amgen Inc(AMGN) | COM | 031162100 | $475 | 2,898 | 0.3% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $459 | 7,914 | 0.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $448 | 1,900 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $400 | 4,883 | 0.2% |
| Ametek Inc New(AME) | COM | 031100100 | $338 | 6,256 | 0.2% |
| International Business Machs(IBM) | COM | 459200101 | $314 | 1,805 | 0.2% |
| Ishares TR(USMV) | MIN VOL USA ETF | 46429B697 | $279 | 5,842 | 0.2% |
| Aqua America Inc | COM | 03836W103 | $262 | 8,136 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $223 | 2,481 | 0.1% |