Q4 2019 Holdings
Filed 2020-01-07 | 44 holdings | $140.0K | 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 | $47.9K | 642,608 | 34.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $29.0K | 176,304 | 20.7% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $15.4K | 81,434 | 11.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $12.3K | 68,900 | 8.8% |
| Wisdomtree TR(ELD) | EM LCL DEBT FD | 97717X867 | $4.6K | 129,208 | 3.3% |
| Ishares TR(SMMD) | RUSEL 2500 ETF | 46435G268 | $3.5K | 72,256 | 2.5% |
| Apple Inc(AAPL) | COM | 037833100 | $2.6K | 8,546 | 1.8% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $2.2K | 35,487 | 1.6% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $2.2K | 10,628 | 1.5% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $2.1K | 48,809 | 1.5% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $1.9K | 13,589 | 1.3% |
| Spdr Series Trust(SDY) | S&P DIVID ETF | 78464A763 | $1.4K | 13,362 | 1.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $1.4K | 7,040 | 1.0% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $1.3K | 9,838 | 0.9% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $1.2K | 18,723 | 0.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $975 | 6,132 | 0.7% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $968 | 2,991 | 0.7% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $799 | 5,547 | 0.6% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $558 | 7,640 | 0.4% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $539 | 7,752 | 0.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $497 | 2,787 | 0.4% |
| Ametek Inc New(AME) | COM | 031100100 | $482 | 4,765 | 0.3% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $424 | 2,363 | 0.3% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $403 | 4,399 | 0.3% |
| Procter & Gamble Co(PG) | COM | 742718109 | $393 | 3,204 | 0.3% |
| Aqua America Inc | COM | 03836W103 | $375 | 8,136 | 0.3% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $356 | 5,906 | 0.3% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $350 | 1,892 | 0.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $341 | 179 | 0.2% |
| Chevron Corp New(CVX) | COM | 166764100 | $293 | 2,433 | 0.2% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $278 | 3,000 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $276 | 3,890 | 0.2% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $272 | 2,888 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $254 | 782 | 0.2% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $253 | 1,833 | 0.2% |
| Cambridge Bancorp | COM | 132152109 | $244 | 3,204 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $244 | 1,147 | 0.2% |
| Ishares TR(HDV) | CORE HIGH DV ETF | 46429B663 | $232 | 2,376 | 0.2% |
| International Business Machs(IBM) | COM | 459200101 | $223 | 1,661 | 0.2% |
| Coca Cola Co(KO) | COM | 191216100 | $221 | 4,042 | 0.2% |
| Amgen Inc(AMGN) | COM | 031162100 | $207 | 860 | 0.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $203 | 5,215 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $202 | 3,376 | 0.1% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $201 | 2,390 | 0.1% |