Q1 2019 Holdings
Filed 2019-04-05 | 38 holdings | $141.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $49.7K | 690,780 | 35.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $32.0K | 221,078 | 22.6% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $15.7K | 93,917 | 11.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $12.8K | 84,743 | 9.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $5.1K | 124,987 | 3.6% |
| Ishares TR(SMMD) | RUSEL 2500 ETF | 46435G268 | $3.6K | 81,091 | 2.5% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $3.2K | 24,609 | 2.2% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $2.9K | 51,067 | 2.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $2.0K | 10,616 | 1.4% |
| Spdr Series Trust(SDY) | S&P DIVID ETF | 78464A763 | $1.4K | 14,296 | 1.0% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $1.3K | 10,916 | 0.9% |
| Apple Inc(AAPL) | COM | 037833100 | $1.3K | 6,837 | 0.9% |
| Ishares TR(USMV) | MIN VOL USA ETF | 46429B697 | $1.0K | 17,089 | 0.7% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $999 | 15,407 | 0.7% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $610 | 9,479 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $572 | 2,025 | 0.4% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $562 | 4,023 | 0.4% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $559 | 3,556 | 0.4% |
| Ametek Inc New(AME) | COM | 031100100 | $519 | 6,256 | 0.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $507 | 3,156 | 0.4% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $416 | 5,149 | 0.3% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $383 | 6,310 | 0.3% |
| Ishares Inc(EEMV) | MIN VOL EMRG MKT | 464286533 | $351 | 5,927 | 0.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $311 | 2,854 | 0.2% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $304 | 3,497 | 0.2% |
| Aqua America Inc | COM | 03836W103 | $296 | 8,136 | 0.2% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $273 | 3,281 | 0.2% |
| Procter and Gamble Co(PG) | COM | 742718109 | $271 | 2,605 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $268 | 942 | 0.2% |
| Cambridge Bancorp | COM | 132152109 | $265 | 3,204 | 0.2% |
| Vanguard Intl Equity Index F(VPL) | FTSE PACIFIC ETF | 922042866 | $265 | 4,023 | 0.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $260 | 6,121 | 0.2% |
| Pfizer Inc(PFE) | COM | 717081103 | $256 | 6,018 | 0.2% |
| International Business Machs(IBM) | COM | 459200101 | $244 | 1,729 | 0.2% |
| Paychex Inc(PAYX) | COM | 704326107 | $237 | 2,955 | 0.2% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $236 | 2,191 | 0.2% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $231 | 3,162 | 0.2% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $222 | 3,000 | 0.2% |