Q1 2018 Holdings
Filed 2018-04-11 | 189 holdings | $294.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $69.0K | 734 | 23.5% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $69.0K | 970 | 23.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $46.1K | 339,693 | 15.7% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $22.0K | 298,097 | 7.5% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $17.3K | 110,514 | 5.9% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $15.3K | 99,321 | 5.2% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $12.2K | 89,579 | 4.1% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $11.0K | 141 | 3.7% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $7.3K | 56,523 | 2.5% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.3K | 96,337 | 1.4% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $2.5K | 20,558 | 0.9% |
| Spdr Series Trust(SDY) | S&P DIVID ETF | 78464A763 | $1.8K | 19,394 | 0.6% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.7K | 10,728 | 0.6% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $1.4K | 19,174 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $1.2K | 7,007 | 0.4% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $1.1K | 18,542 | 0.4% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $790 | 9,136 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $563 | 4,394 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $509 | 1,935 | 0.2% |
| Ametek Inc New(AME) | COM | 031100100 | $475 | 6,256 | 0.2% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $461 | 6,993 | 0.2% |
| Ishares Inc(EEMV) | MIN VOL EMRG MKT | 464286533 | $428 | 6,869 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $408 | 5,470 | 0.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $345 | 7,335 | 0.1% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $328 | 2,121 | 0.1% |
| Ishares TR(USMV) | MIN VOL USA ETF | 46429B697 | $309 | 5,952 | 0.1% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $289 | 3,615 | 0.1% |
| Cambridge Bancorp | COM | 132152109 | $280 | 3,204 | 0.1% |
| Aqua America Inc | COM | 03836W103 | $277 | 8,136 | 0.1% |
| International Business Machs(IBM) | COM | 459200101 | $260 | 1,693 | 0.1% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $253 | 2,311 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $250 | 942 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $225 | 2,833 | 0.1% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $196 | 3,000 | 0.1% |
| Pimco ETF TR(BOND) | ACTIVE BD ETF | 72201R775 | $171 | 1,637 | 0.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $163 | 1,357 | 0.1% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $152 | 1,036 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $143 | 1,257 | 0.0% |
| Fortune Brands Home & SEC in(FBIN) | COM | 34964C106 | $141 | 2,400 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $138 | 133 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $135 | 1,880 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $128 | 2,672 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $127 | 1,151 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $120 | 600 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $119 | 700 | 0.0% |
| Paychex Inc(PAYX) | COM | 704326107 | $119 | 1,925 | 0.0% |
| Eversource Energy(ES) | COM | 30040W108 | $116 | 1,963 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $95 | 1,750 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $88 | 403 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $81 | 1,559 | 0.0% |