Q1 2015 Holdings
Filed 2015-05-15 | 68 holdings | $357.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $1.8K | 21,603 | 0.5% |
| Spdr Series Trust(SPIP) | BARCLYS TIPS ETF | 78464A656 | $2.2K | 38,773 | 0.6% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.2K | 54,876 | 0.6% |
| Oracle Corp(ORCL) | COM | 68389X105 | $2.7K | 62,310 | 0.8% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $2.8K | 35,311 | 0.8% |
| Westmoreland Coal Co | COM | 960878106 | $2.9K | 107,782 | 0.8% |
| Plains All Amern Pipeline L(PAA) | UNIT LTD PARTN | 726503105 | $3.0K | 61,975 | 0.8% |
| Procter & Gamble Co(PG) | COM | 742718109 | $3.5K | 42,461 | 1.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $4.1K | 84,292 | 1.1% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $5.1K | 126,950 | 1.4% |
| Apple Inc(AAPL) | COM | 037833100 | $5.2K | 41,678 | 1.4% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $5.4K | 43,444 | 1.5% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $6.3K | 55,024 | 1.7% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $7.0K | 104,200 | 1.9% |
| Pharmacyclics Inc | COM | 716933106 | $11.9K | 46,369 | 3.3% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $25.6K | 399,032 | 7.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $35.6K | 172,448 | 9.9% |
| Cornerstone Strategic Value(CLM) | COM PAR $0.001 | 21924B302 | $206.0K | 9,650 | 57.6% |