Q4 2018 Holdings
Filed 2019-01-14 | 39 holdings | $236.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $55.4K | 189,118 | 23.4% |
| SSgA Active ETF TR(TOTL) | SPDR TR TACTIC | 78467V848 | $40.2K | 849,989 | 16.9% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $31.3K | 899,992 | 13.2% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $28.2K | 914,905 | 11.9% |
| Spdr SER TR(SPSM) | PORTFOLIO SM ETF | 78468R853 | $11.6K | 350,070 | 4.9% |
| Ishares TR(IEUR) | CORE MSCI EURO | 46434V738 | $9.6K | 200,416 | 4.1% |
| Spdr SER TR(BIL) | SPDR BLOOMBERG | 78468R663 | $7.5K | 81,704 | 3.2% |
| Spdr Series Trust(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $7.2K | 260,495 | 3.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $6.2K | 152,310 | 2.6% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $5.7K | 51,267 | 2.4% |
| Wisdomtree TR(DEM) | EMER MKT HIGH FD | 97717W315 | $5.0K | 113,988 | 2.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.9K | 114,122 | 2.1% |
| Vanguard MUN BD FD Inc(VTEB) | TAX EXEMPT BD | 922907746 | $3.5K | 69,314 | 1.5% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $3.2K | 66,450 | 1.3% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $2.2K | 65,156 | 0.9% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $1.6K | 31,493 | 0.7% |
| Invesco Exchange Traded FD T(PRF) | FTSE RAFI 1000 | 46137V613 | $1.5K | 13,021 | 0.7% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.4K | 8,782 | 0.6% |
| Vanguard Intl Equity Index F(VGK) | FTSE EUROPE ETF | 922042874 | $1.3K | 22,370 | 0.5% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $874 | 6,134 | 0.4% |
| Boeing Co(BA) | COM | 097023105 | $854 | 2,295 | 0.4% |
| Blue Hills Bancorp Inc | COM | 095573101 | $714 | 29,613 | 0.3% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $692 | 4,962 | 0.3% |
| Invesco Exchng Traded FD TR(PXF) | FTSE RAFI DEV | 46138E743 | $671 | 15,496 | 0.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $651 | 7,655 | 0.3% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $594 | 3,169 | 0.3% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $504 | 7,865 | 0.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $445 | 5,516 | 0.2% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $380 | 4,825 | 0.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $374 | 2,322 | 0.2% |
| Procter and Gamble Co(PG) | COM | 742718109 | $369 | 4,436 | 0.2% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $348 | 2,230 | 0.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $347 | 2,743 | 0.1% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $304 | 2,289 | 0.1% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $293 | 2,645 | 0.1% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $268 | 1,656 | 0.1% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $261 | 2,999 | 0.1% |
| Union Bankshares Inc(UNB) | COM | 905400107 | $228 | 4,291 | 0.1% |
| Wisdomtree TR(DWM) | INTL EQUITY FD | 97717W703 | $216 | 4,058 | 0.1% |