Q4 2017 Holdings
Filed 2018-02-15 | 18 holdings | $236.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares Core U.S. Aggregate Bond ETF(AGG) | CORE US AGGBD ET | 464287226 | $36.2K | 331,099 | 15.3% |
| Ishares Core 1-5 Year USD Bond ETF(ISTB) | CORE 1 5 YR USD | 46432F859 | $33.4K | 669,620 | 14.1% |
| Ishares Core S&P 500 ETF(IVV) | CORE S&P500 ETF | 464287200 | $25.7K | 95,750 | 10.9% |
| Ishares Core S&P Total US Stock Market ETF(ITOT) | CORE S&P TTL STK | 464287150 | $22.7K | 372,524 | 9.6% |
| Ishares TR Core Total USD(IUSB) | CORE TOTAL USD | 46434V613 | $20.3K | 398,595 | 8.6% |
| Ishares Core S&P Mid-Cap ETF(IJH) | CORE S&P MCP ETF | 464287507 | $17.5K | 92,576 | 7.4% |
| Ishares TR Core Msci Total(IXUS) | CORE MSCI TOTAL | 46432F834 | $15.6K | 246,928 | 6.6% |
| Ishares Core S&P Small-Cap ETF(IJR) | CORE S&P SCP ETF | 464287804 | $14.4K | 187,929 | 6.1% |
| Ishares Intl Aggregate Bond(IAGG) | CORE INTL AGGR | 46435G672 | $11.2K | 214,665 | 4.7% |
| Ishares Inc Core Msci Emerging Mkts ETF(IEMG) | CORE MSCI EMKT | 46434G103 | $10.3K | 180,282 | 4.3% |
| Ishares Trust Ishares Core High Dividend(HDV) | CORE HIGH DV ETF | 46429B663 | $10.1K | 111,801 | 4.3% |
| Ishares Tips Bond ETF(TIP) | TIPS BD ETF | 464287176 | $8.4K | 73,610 | 3.6% |
| Fidelity Msci Real Estate Index ETF(FREL) | MSCI RL EST ETF | 316092857 | $5.3K | 215,157 | 2.2% |
| Ishares TR Intl DEV RE ETF(IFGL) | INTL DEV RE ETF | 464288489 | $4.4K | 145,810 | 1.9% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | CL B NEW | 084670702 | $290 | 1,466 | 0.1% |
| Intl Business Mach(IBM) | COM | 459200101 | $223 | 1,454 | 0.1% |
| QEP Resources Inc COM(QEP) | COM | 74733V100 | $223 | 23,333 | 0.1% |
| Zions Bancorp(ZION) | COM | 989701107 | $204 | 4,031 | 0.1% |