Q1 2018 Holdings
Filed 2018-05-07 | 55 holdings | $368.5K | 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 | $88.2K | 1,382,104 | 23.9% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $68.7K | 859,130 | 18.6% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $42.5K | 1,261,364 | 11.5% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $37.7K | 372,953 | 10.2% |
| Schwab Strategic TR(FNDB) | SCHWAB FDT US BM | 808524789 | $20.4K | 562,895 | 5.5% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $19.2K | 245,196 | 5.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $19.0K | 404,317 | 5.2% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $16.1K | 315,976 | 4.4% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $7.8K | 81,820 | 2.1% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $6.9K | 190,127 | 1.9% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $6.3K | 220,585 | 1.7% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $3.9K | 100,840 | 1.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.7K | 84,153 | 1.0% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $3.2K | 64,291 | 0.9% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.1K | 27,903 | 0.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.9K | 7,125 | 0.5% |
| Kansas City Southern | COM NEW | 485170302 | $1.8K | 16,163 | 0.5% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.7K | 8,949 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $1.6K | 9,341 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.2K | 4,451 | 0.3% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.1K | 7,159 | 0.3% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $1.0K | 18,854 | 0.3% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.0K | 7,070 | 0.3% |
| Ishares TR(IDV) | INTL SEL DIV ETF | 464288448 | $820 | 24,850 | 0.2% |
| Great Plains Energy Inc | COM | 391164100 | $812 | 25,555 | 0.2% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $637 | 10,988 | 0.2% |
| Henry Jack & Assoc Inc(JKHY) | COM | 426281101 | $631 | 5,213 | 0.2% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $627 | 4,272 | 0.2% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $564 | 2,734 | 0.2% |
| Occidental Pete Corp del(OXY) | COM | 674599105 | $559 | 8,609 | 0.2% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $505 | 3,232 | 0.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $432 | 3,181 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $407 | 5,459 | 0.1% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $393 | 7,176 | 0.1% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $382 | 1,118 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $360 | 249 | 0.1% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $327 | 4,335 | 0.1% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $307 | 6,252 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $295 | 3,722 | 0.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $292 | 2,144 | 0.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $280 | 2,333 | 0.1% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $279 | 2,474 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $279 | 1,398 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $272 | 7,620 | 0.1% |
| Energizer Hldgs Inc New(ENR) | COM | 29272W109 | $267 | 4,481 | 0.1% |
| Bank Amer Corp(BAC) | COM | 060505104 | $263 | 8,759 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $252 | 769 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $244 | 2,156 | 0.1% |
| Westar Energy Inc | COM | 95709T100 | $243 | 4,622 | 0.1% |
| Edgewell Pers Care Co(EPC) | COM | 28035Q102 | $215 | 4,394 | 0.1% |