Q1 2017 Holdings
Filed 2017-04-27 | 52 holdings | $328.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $74.1K | 1,298,507 | 22.5% |
| Vanguard Specialized Portfol(VIG) | DIV APP ETF | 921908844 | $31.3K | 348,365 | 9.5% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $31.0K | 389,167 | 9.4% |
| Ishares TR(IDV) | INTL SEL DIV ETF | 464288448 | $27.5K | 872,808 | 8.3% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $22.3K | 275,393 | 6.8% |
| Schwab Strategic TR(FNDB) | SCHWAB FDT US BM | 808524789 | $17.6K | 523,522 | 5.4% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $16.7K | 307,825 | 5.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $15.8K | 396,861 | 4.8% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $12.0K | 402,365 | 3.7% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $12.0K | 237,167 | 3.6% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $11.3K | 218,371 | 3.4% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $7.9K | 86,477 | 2.4% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $6.8K | 136,905 | 2.1% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $5.9K | 186,864 | 1.8% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $5.4K | 223,905 | 1.6% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.1K | 103,456 | 1.2% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $3.3K | 80,244 | 1.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.4K | 34,347 | 0.7% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.8K | 10,682 | 0.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.7K | 7,322 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $1.5K | 10,176 | 0.4% |
| Kansas City Southern | COM NEW | 485170302 | $1.4K | 16,163 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.3K | 5,427 | 0.4% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $1.1K | 23,982 | 0.3% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.1K | 7,998 | 0.3% |
| Spdr Index SHS FDS(DWX) | S&P INTL ETF | 78463X772 | $1.0K | 26,769 | 0.3% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $867 | 7,123 | 0.3% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $766 | 13,013 | 0.2% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $752 | 5,729 | 0.2% |
| Great Plains Energy Inc | COM | 391164100 | $721 | 24,675 | 0.2% |
| Pimco ETF TR(STPZ) | 1-5 US TIP IDX | 72201R205 | $704 | 13,330 | 0.2% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $520 | 2,779 | 0.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $502 | 4,138 | 0.2% |
| Henry Jack & Assoc Inc(JKHY) | COM | 426281101 | $485 | 5,213 | 0.1% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $452 | 3,232 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $441 | 5,372 | 0.1% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $386 | 1,235 | 0.1% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $383 | 4,638 | 0.1% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $363 | 8,134 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $357 | 8,581 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $333 | 3,707 | 0.1% |
| Ishares TR(EMB) | JP MOR EM MK ETF | 464288281 | $284 | 2,501 | 0.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $276 | 2,430 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $274 | 330 | 0.1% |
| Bank Amer Corp(BAC) | COM | 060505104 | $267 | 11,316 | 0.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $261 | 2,268 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $247 | 2,156 | 0.1% |
| Westar Energy Inc | COM | 95709T100 | $245 | 4,514 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $243 | 1,458 | 0.1% |
| Valspar Corp | COM | 920355104 | $222 | 2,000 | 0.1% |