Q4 2012 Holdings
Filed 2014-03-07 | 319 holdings | $263.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Consolidated Edison Inc(ED) | COM | 209115104 | $137.0K | 2,463 | 52.1% |
| Ishares TR(HYG) | HIGH YLD CORP | 464288513 | $10.3K | 110,708 | 3.9% |
| Spdr Series Trust | BRC HGH YLD BD | 78464A417 | $8.1K | 198,230 | 3.1% |
| Kinder Morgan Management LLC | SHS | 49455U100 | $7.2K | 95,579 | 2.7% |
| Spdr Series Trust(SPSB) | BARC SHT TR CP | 78464A474 | $7.2K | 233,470 | 2.7% |
| Ishares TR(EEM) | MSCI EMERG MKT | 464287234 | $6.7K | 152,147 | 2.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $6.1K | 42,843 | 2.3% |
| Ishares TR(IWB) | RUSSELL 1000 | 464287622 | $5.1K | 64,351 | 1.9% |
| Ishares TR(EFA) | MSCI EAFE INDEX | 464287465 | $5.0K | 87,263 | 1.9% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $4.6K | 32,454 | 1.8% |
| Vanguard Scottsdale FDS(VCSH) | SHRT-TERM CORP | 92206C409 | $4.5K | 56,181 | 1.7% |
| Nuveen NY Divid Advntg MUN F(NAN) | COM | 67066X107 | $3.9K | 253,176 | 1.5% |
| Spdr DOW Jones Indl Avrg ETF(DIA) | UT SER 1 | 78467X109 | $3.5K | 26,589 | 1.3% |
| Ishares TR(IGSB) | BARCLYS 1-3YR CR | 464288646 | $3.1K | 29,212 | 1.2% |
| Powershares ETF TR II | BUILD AMER ETF | 73937B407 | $3.0K | 99,485 | 1.1% |
| Apple Inc(AAPL) | COM | 037833100 | $2.8K | 5,211 | 1.1% |
| Ishares TR(WOOD) | S&P GTFIDX ETF | 464288174 | $2.7K | 59,693 | 1.0% |
| Nuveen NY DIV Advantg MUN FD | COM | 67070A101 | $2.0K | 134,646 | 0.8% |
| Nuveen Energy MLP Totl Rtrnf | COM | 67074U103 | $2.0K | 111,551 | 0.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.7K | 19,268 | 0.7% |
| Plum Creek Timber Co Inc | COM | 729251108 | $1.7K | 38,285 | 0.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.7K | 21,543 | 0.6% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $1.7K | 18,395 | 0.6% |
| Ishares TR(SCZ) | MSCI SMALL CAP | 464288273 | $1.4K | 34,910 | 0.5% |
| Spdr Series Trust(SPIB) | INTR TRM CORP BD | 78464A375 | $1.4K | 39,208 | 0.5% |
| International Business Machs(IBM) | COM | 459200101 | $1.2K | 6,312 | 0.5% |
| Ishares TR(IJS) | S&P SMLCP VALU | 464287879 | $1.2K | 14,549 | 0.4% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.1K | 13,032 | 0.4% |
| Wisdomtree Trust(DLS) | INTL SMCAP DIV | 97717W760 | $1.1K | 21,384 | 0.4% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $1.1K | 12,210 | 0.4% |
| Wisdomtree Trust(DGS) | EMG MKTS SMCAP | 97717W281 | $871 | 17,612 | 0.3% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $845 | 18,476 | 0.3% |
| Spdr Series Trust | BRC BLD AMER BD | 78464A276 | $820 | 13,324 | 0.3% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $633 | 18,115 | 0.2% |
| Vanguard Intl Equity Index F(VWO) | MSCI EMR MKT ETF | 922042858 | $595 | 13,360 | 0.2% |
| Ishares TR(IWD) | RUSSELL1000VAL | 464287598 | $591 | 8,121 | 0.2% |
| Ishares TR(IWM) | RUSSELL 2000 | 464287655 | $573 | 6,800 | 0.2% |
| AT&T Inc(T) | COM | 00206R102 | $553 | 16,401 | 0.2% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $541 | 8,223 | 0.2% |
| CSX Corp(CSX) | COM | 126408103 | $524 | 26,550 | 0.2% |
| Ishares TR(ACWX) | MSCI ACWI EX | 464288240 | $445 | 10,636 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $442 | 6,305 | 0.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $429 | 6,267 | 0.2% |
| Spdr SER TR(SJNK) | SHT TRM HGH YLD | 78468R408 | $420 | 13,751 | 0.2% |
| Boeing Co(BA) | COM | 097023105 | $403 | 5,346 | 0.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $402 | 3 | 0.2% |
| Ishares TR(MUB) | S&P NTL AMTFREE | 464288414 | $390 | 3,527 | 0.1% |
| Ishares TR(IGIB) | BARCLYS INTER CR | 464288638 | $356 | 3,200 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $345 | 6,365 | 0.1% |
| Nuveen NJ DIV Advantage MUN(NXJ) | COM | 67069Y102 | $326 | 21,262 | 0.1% |