Q2 2017 Holdings
Filed 2017-07-06 | 33 holdings | $189.4K | 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 | $49.9K | 401,288 | 26.4% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $34.6K | 422,775 | 18.3% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $19.4K | 280,591 | 10.3% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $19.2K | 133,117 | 10.1% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $15.0K | 105,077 | 7.9% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $12.4K | 104,523 | 6.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $7.7K | 62,428 | 4.1% |
| Ishares(EEMV) | MIN VOL EMRG MKT | 464286533 | $6.7K | 120,310 | 3.5% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.5K | 107,841 | 2.4% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $3.3K | 28,063 | 1.8% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $2.5K | 36,383 | 1.3% |
| Spdr Series Trust(SDY) | S&P DIVID ETF | 78464A763 | $1.8K | 20,683 | 1.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.6K | 10,610 | 0.9% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $1.5K | 18,254 | 0.8% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $1.1K | 20,534 | 0.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $961 | 8,771 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $788 | 5,468 | 0.4% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $670 | 16,411 | 0.4% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $665 | 10,920 | 0.4% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $581 | 4,390 | 0.3% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $499 | 3,361 | 0.3% |
| Amgen Inc(AMGN) | COM | 031162100 | $499 | 2,898 | 0.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $461 | 1,908 | 0.2% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $453 | 4,407 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $420 | 5,203 | 0.2% |
| Ametek Inc New(AME) | COM | 031100100 | $379 | 6,256 | 0.2% |
| Ishares TR(USMV) | MIN VOL USA ETF | 46429B697 | $286 | 5,842 | 0.2% |
| International Business Machs(IBM) | COM | 459200101 | $278 | 1,805 | 0.1% |
| Aqua America Inc | COM | 03836W103 | $271 | 8,136 | 0.1% |
| Pimco ETF TR(BOND) | ACTIVE BD ETF | 72201R775 | $259 | 2,446 | 0.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $240 | 3,419 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $229 | 942 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $211 | 2,417 | 0.1% |