Q4 2016 Holdings
Filed 2017-02-14 | 64 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.7K | 23,240 | 0.1% |
| iShares Short-Term National Mu(SUB) | COM | 464288158 | $2.8K | 27,028 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.9K | 47,072 | 0.2% |
| Amgen Inc(AMGN) | COM | 031162100 | $3.0K | 20,581 | 0.2% |
| Schwab Intl Equity ETF(SCHF) | COM | 808524805 | $3.0K | 109,896 | 0.2% |
| iShares Msci Eafe Min Vol(EFAV) | COM | 46429B689 | $3.3K | 53,690 | 0.2% |
| iShares Msci USA Minimum Volat(USMV) | COM | 46429B697 | $3.8K | 85,059 | 0.2% |
| iShares National Amt-Free Muni(MUB) | COM | 464288414 | $5.1K | 47,298 | 0.3% |
| Vanguard Extended Market ETF(VXF) | COM | 922908652 | $13.6K | 141,671 | 0.7% |
| iShares Russell Mid Cap ETF(IWR) | COM | 464287499 | $26.5K | 148,325 | 1.4% |
| iShares Barclays Aggregate(AGG) | COM | 464287226 | $30.4K | 280,998 | 1.7% |
| iShares Msci Eafe Index(EFA) | COM | 464287465 | $48.6K | 842,688 | 2.7% |
| Vanguard S&P 500 ETF(VOO) | COM | 922908363 | $91.1K | 443,593 | 5.0% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $1.5M | 50,706 | 83.6% |