Q3 2019 Holdings
Filed 2019-10-18 | 39 holdings | $246.5K | 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 | $56.2K | 190,568 | 22.8% |
| SSgA Active ETF TR(TOTL) | SPDR TR TACTIC | 78467V848 | $42.1K | 858,943 | 17.1% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $35.5K | 991,929 | 14.4% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $29.7K | 1,002,708 | 12.0% |
| Spdr Series Trust(SPSM) | PORTFOLIO SM ETF | 78468R853 | $11.4K | 372,283 | 4.6% |
| Spdr Series Trust(BIL) | SPDR BLOOMBERG | 78468R663 | $10.6K | 115,211 | 4.3% |
| Ishares TR(IEUR) | CORE MSCI EURO | 46434V738 | $10.4K | 222,957 | 4.2% |
| Spdr Series Trust(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $7.5K | 258,689 | 3.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $6.4K | 149,794 | 2.6% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $5.5K | 47,902 | 2.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.7K | 113,027 | 1.9% |
| Wisdomtree TR(DEM) | EMER MKT HIGH FD | 97717W315 | $4.7K | 105,397 | 1.9% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $4.0K | 116,551 | 1.6% |
| Vanguard MUN BD FD Inc(VTEB) | TAX EXEMPT BD | 922907746 | $2.5K | 47,242 | 1.0% |
| Invesco Exchange Traded FD T(PRF) | FTSE RAFI 1000 | 46137V613 | $1.5K | 12,470 | 0.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.4K | 8,889 | 0.6% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $1.3K | 26,050 | 0.5% |
| Vanguard Intl Equity Index F(VGK) | FTSE EUROPE ETF | 922042874 | $1.1K | 20,548 | 0.5% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $876 | 5,865 | 0.4% |
| Independent Bank Corp Mass(INDB) | COM | 453836108 | $873 | 11,460 | 0.4% |
| Boeing Co(BA) | COM | 097023105 | $782 | 2,148 | 0.3% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $628 | 4,813 | 0.3% |
| Invesco Exchng Traded FD TR(PXF) | FTSE RAFI DEV | 46138E743 | $625 | 15,379 | 0.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $618 | 8,059 | 0.3% |
| Spdr Series Trust(SHM) | NUVEEN BLMBRG SR | 78468R739 | $569 | 11,633 | 0.2% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $569 | 3,058 | 0.2% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $512 | 8,341 | 0.2% |
| Procter and Gamble Co(PG) | COM | 742718109 | $461 | 4,207 | 0.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $442 | 5,060 | 0.2% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $389 | 3,438 | 0.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $376 | 2,304 | 0.2% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $343 | 2,693 | 0.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $340 | 2,158 | 0.1% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $290 | 2,618 | 0.1% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $275 | 1,689 | 0.1% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $264 | 3,026 | 0.1% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $263 | 2,186 | 0.1% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $249 | 2,999 | 0.1% |
| Wisdomtree TR(DWM) | INTL EQUITY FD | 97717W703 | $202 | 3,961 | 0.1% |