Q3 2015 Holdings
Filed 2015-10-28 | 59 holdings | $255.9K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2015-11-04) | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| iShares Russell 1000 Val Index(IWD)A | COM | 464287598 | $5.0K | 53,715 | 2.0% |
| Vanguard Bond Index(BND)A | COM | 921937835 | $5.2K | 64,002 | 2.0% |
| iShares R2000 Index(IWM)A | COM | 464287655 | $5.5K | 50,212 | 2.1% |
| Schwab Em Mkts Equity ETF(SCHE)A | COM | 808524706 | $6.6K | 325,668 | 2.6% |
| Spdr S&P 500 Trust Series 1(SPY)A | COM | 78462F103 | $8.6K | 44,778 | 3.4% |
| iShares Core Msci Eafe(IEFA)A | COM | 46432F842 | $11.0K | 208,547 | 4.3% |
| Vanguard Extended Market ETF(VXF)A | COM | 922908652 | $30.4K | 372,786 | 11.9% |
| Schwab Intl Equity ETF(SCHF)A | COM | 808524805 | $36.5K | 1,335,055 | 14.3% |
| iShares Barclays Aggregate(AGG)A | COM | 464287226 | $39.0K | 356,032 | 15.2% |
| Vanguard S&P 500 ETF(VOO)A | COM | 922908363 | $53.3K | 303,494 | 20.8% |