Q4 2017 Holdings
Filed 2018-01-08 | 31 holdings | $158.5K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2018-01-10) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI)A | TOTAL STK MKT | 922908769 | $51.6K | 375,960 | 32.6% |
| Ishares TR(EFAV)A | MIN VOL EAFE ETF | 46429B689 | $21.4K | 292,941 | 13.5% |
| Ishares TR(IWV)A | RUSSELL 3000 ETF | 464287689 | $18.6K | 117,843 | 11.8% |
| Vanguard Index FDS(VO)A | MID CAP ETF | 922908629 | $15.6K | 100,821 | 9.8% |
| Ishares TR(IWF)A | RUS 1000 GRW ETF | 464287614 | $13.0K | 96,512 | 8.2% |
| Vanguard Index FDS(VBR)A | SM CP VAL ETF | 922908611 | $8.1K | 61,230 | 5.1% |
| Ishares Inc(EEMV)A | MIN VOL EMRG MKT | 464286533 | $7.1K | 116,755 | 4.5% |
| Vanguard TAX Managed Intl FD(VEA)A | FTSE DEV MKT ETF | 921943858 | $4.6K | 102,091 | 2.9% |
| Ishares TR(IWN)A | RUS 2000 VAL ETF | 464287630 | $3.2K | 25,104 | 2.0% |
| Spdr Series Trust(SDY)A | S&P DIVID ETF | 78464A763 | $1.9K | 20,025 | 1.2% |
| Mcdonalds Corp(MCD)A | COM | 580135101 | $1.8K | 10,612 | 1.2% |
| Vanguard Intl Equity Index F(VT)A | TT WRLD ST ETF | 922042742 | $1.7K | 23,505 | 1.1% |
| Ishares TR(IWS)A | RUS MDCP VAL ETF | 464287473 | $1.6K | 17,479 | 1.0% |
| Ishares TR(ITOT)A | CORE S&P TTL STK | 464287150 | $1.2K | 20,117 | 0.8% |
| Apple Inc(AAPL)A | COM | 037833100 | $1.2K | 6,967 | 0.7% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $798 | 7,280 | 0.4% |
| Vanguard Intl Equity Index F(VWO)A | FTSE EMR MKT ETF | 922042858 | $675 | 14,708 | 0.4% |
| Spdr S&P 500 ETF TR(SPY)A | TR UNIT | 78462F103 | $514 | 1,926 | 0.3% |
| Ishares TR(IEFA)A | CORE MSCI EAFE | 46432F842 | $467 | 7,067 | 0.3% |
| Ametek Inc New(AME)A | COM | 031100100 | $453 | 6,256 | 0.3% |
| Exxon Mobil Corp(XOM)A | COM | 30231G102 | $425 | 5,079 | 0.3% |
| Johnson & Johnson(JNJ)A | COM | 478160104 | $421 | 3,011 | 0.3% |
| Vanguard BD Index FD Inc(BND)A | TOTAL BND MRKT | 921937835 | $397 | 4,868 | 0.3% |
| Ishares TR(IJJ)A | S&P MC 400VL ETF | 464287705 | $340 | 2,121 | 0.2% |
| Vanguard Index FDS(VOE)A | MCAP VL IDXVIP | 922908512 | $321 | 2,874 | 0.2% |
| Aqua America IncA | COM | 03836W103 | $319 | 8,136 | 0.2% |
| Ishares TR(USMV)A | MIN VOL USA ETF | 46429B697 | $313 | 5,925 | 0.2% |
| International Business Machs(IBM)A | COM | 459200101 | $259 | 1,686 | 0.2% |
| Cambridge BancorpA | COM | 132152109 | $258 | 3,204 | 0.2% |
| Ishares TR(IVV)A | CORE S&P500 ETF | 464287200 | $253 | 942 | 0.2% |
| Procter and Gamble Co(PG)A | COM | 742718109 | $226 | 2,456 | 0.1% |
| Amgen Inc(AMGN)A | COM | 031162100 | $200 | 1,151 | 0.1% |
| Pimco ETF TR(BOND) | ACTIVE BD ETF | 72201R775 | $200 | 1,874 | 0.1% |