Q2 2013 Holdings
Filed 2013-08-30 | 60 holdings | $211.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(EFV) | MSCI VAL IDX | 464288877 | $5.8K | 119,213 | 2.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $6.7K | 99,394 | 3.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $6.9K | 176,717 | 3.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $7.1K | 75,868 | 3.4% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $8.1K | 97,089 | 3.8% |
| 3M Co(MMM) | COM | 88579Y101 | $12.4K | 113,820 | 5.9% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $12.6K | 355,243 | 6.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $30.6K | 370,604 | 14.5% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $36.7K | 458,093 | 17.4% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $49.9K | 679,105 | 23.6% |