Q4 2017 Holdings
Filed 2018-03-06 | 121 holdings | $98.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.1K | 7,721 | 1.1% |
| Baxter International(BAX) | COM | 071813109 | $1.1K | 17,546 | 1.1% |
| Schwab U.S. Large-Cap(SCHX) | ETF | 808524201 | $1.2K | 19,234 | 1.2% |
| Schwab International Equity(SCHF) | ETF | 808524805 | $1.2K | 36,588 | 1.3% |
| Bank of America Corp(BAC) | COM | 060505104 | $1.3K | 43,017 | 1.3% |
| Ishares Russell 2000 Index ETF(IWM) | ETF | 464287655 | $1.3K | 8,513 | 1.3% |
| Spdr Trust Unit SR | ETF | 078462103 | $1.3K | 5,024 | 1.4% |
| Anadarko Petroleum(APC3EUR) | COM | 032511107 | $1.4K | 25,706 | 1.4% |
| J.P. Morgan & Co. | COM | 046625100 | $1.4K | 12,967 | 1.4% |
| Coca-Cola Co(KO) | COM | 191216100 | $1.4K | 30,935 | 1.4% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $1.8K | 16,244 | 1.9% |
| Spdr Global Natural Resources ETF | ETF | 078463541 | $2.0K | 41,382 | 2.1% |
| I Shares Russell 1000 Index(IWB) | ETF | 464287622 | $2.3K | 15,286 | 2.3% |
| Ishares Emerging Mrkts ETF(EEM) | ETF | 464287234 | $2.4K | 49,992 | 2.4% |
| I Shares Trust Msci Eafe Fund(EFA) | ETF | 464287465 | $2.4K | 34,109 | 2.4% |
| Exxon Mobil | COM | 030231102 | $3.3K | 39,541 | 3.4% |
| M&T Bank Corp | COM | 055261104 | $4.1K | 24,023 | 4.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $7.2K | 6,114 | 7.2% |
| Union Pacific Corp(UNP) | COM | 907818108 | $10.1K | 75,152 | 10.2% |
| Apple Computers(AAPL) | COM | 037833100 | $10.7K | 62,929 | 10.8% |