Q1 2013 Holdings
Filed 2014-03-07 | 319 holdings | $381.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Consolidated Edison Inc(ED) | COM | 209115104 | $150.0K | 2,463 | 39.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $60.0K | 1,464 | 15.7% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $32.0K | 300 | 8.4% |
| Kinder Morgan Management LLC | SHS | 49455U100 | $8.4K | 95,376 | 2.2% |
| Ishares TR(HYG) | HIGH YLD CORP | 464288513 | $8.2K | 86,654 | 2.1% |
| Spdr Series Trust | BRC HGH YLD BD | 78464A417 | $7.8K | 190,148 | 2.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $6.8K | 43,093 | 1.8% |
| Spdr Series Trust(SPSB) | BARC SHT TR CP | 78464A474 | $6.7K | 219,408 | 1.8% |
| Ishares TR(IWB) | RUSSELL 1000 | 464287622 | $6.0K | 69,181 | 1.6% |
| Powershares ETF TR II | BUILD AMER ETF | 73937B407 | $5.9K | 194,834 | 1.5% |
| Ishares TR(EEM) | MSCI EMERG MKT | 464287234 | $5.6K | 131,699 | 1.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $5.2K | 32,978 | 1.4% |
| Ishares TR(EFA) | MSCI EAFE INDEX | 464287465 | $4.6K | 78,243 | 1.2% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $4.0K | 49,583 | 1.0% |
| Spdr DOW Jones Indl Avrg ETF(DIA) | UT SER 1 | 78467X109 | $3.8K | 26,317 | 1.0% |
| Nuveen NY Divid Advntg MUN F(NAN) | COM | 67066X107 | $3.8K | 253,176 | 1.0% |
| Ishares TR(WOOD) | S&P GTFIDX ETF | 464288174 | $3.4K | 68,798 | 0.9% |
| Apple Inc(AAPL) | COM | 037833100 | $3.2K | 7,167 | 0.8% |
| Ishares TR(IGSB) | BARCLYS 1-3YR CR | 464288646 | $2.5K | 23,495 | 0.7% |
| Nuveen Energy MLP Totl Rtrnf | COM | 67074U103 | $2.2K | 105,736 | 0.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.1K | 24,353 | 0.6% |
| Ishares TR(MUB) | S&P NTL AMTFREE | 464288414 | $2.1K | 19,137 | 0.6% |
| Ishares TR(SCZ) | MSCI SMALL CAP | 464288273 | $2.0K | 46,327 | 0.5% |
| Nuveen NY DIV Advantg MUN FD | COM | 67070A101 | $2.0K | 134,646 | 0.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $2.0K | 18,768 | 0.5% |
| Plum Creek Timber Co Inc | COM | 729251108 | $1.9K | 36,885 | 0.5% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $1.8K | 18,695 | 0.5% |
| Spdr SER TR(SJNK) | SHT TRM HGH YLD | 78468R408 | $1.7K | 56,458 | 0.5% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $1.6K | 29,380 | 0.4% |
| Spdr Series Trust | NUVN BRCLY MUNI | 78464A458 | $1.5K | 63,616 | 0.4% |
| Ishares TR(IJS) | S&P SMLCP VALU | 464287879 | $1.4K | 15,143 | 0.4% |
| Spdr Series Trust(SPIB) | INTR TRM CORP BD | 78464A375 | $1.4K | 39,208 | 0.4% |
| International Business Machs(IBM) | COM | 459200101 | $1.4K | 6,348 | 0.4% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $1.3K | 25,479 | 0.3% |
| Spdr Series Trust | BRC BLD AMER BD | 78464A276 | $1.2K | 19,921 | 0.3% |
| Wisdomtree Trust(DLS) | INTL SMCAP DIV | 97717W760 | $1.2K | 21,384 | 0.3% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $1.2K | 29,477 | 0.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.1K | 12,435 | 0.3% |
| Wisdomtree Trust(DGS) | EMG MKTS SMCAP | 97717W281 | $918 | 17,787 | 0.2% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $909 | 10,408 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $857 | 18,476 | 0.2% |
| Ishares TR(IWM) | RUSSELL 2000 | 464287655 | $747 | 7,907 | 0.2% |
| Ishares TR(IWD) | RUSSELL1000VAL | 464287598 | $658 | 8,101 | 0.2% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $582 | 8,248 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $511 | 6,265 | 0.1% |
| Ishares TR(EMB) | JPMORGAN USD | 464288281 | $490 | 4,168 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $490 | 6,192 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $469 | 3 | 0.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $466 | 10,860 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $459 | 5,346 | 0.1% |