Q2 2017 Holdings
Filed 2017-08-09 | 63 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $2.8K | 40,052 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.9K | 22,228 | 0.1% |
| iShares Msci USA Minimum Volat(USMV) | COM | 46429B697 | $3.0K | 60,684 | 0.2% |
| Schwab Intl Equity ETF(SCHF) | COM | 808524805 | $3.2K | 101,571 | 0.2% |
| Amgen Inc(AMGN) | COM | 031162100 | $3.6K | 20,793 | 0.2% |
| iShares Msci Eafe Min Vol(EFAV) | COM | 46429B689 | $3.7K | 53,503 | 0.2% |
| Pimco Total Return Active ETF(BOND) | COM | 72201R775 | $4.0K | 37,663 | 0.2% |
| Vanguard Extended Market ETF(VXF) | COM | 922908652 | $10.0K | 98,178 | 0.5% |
| iShares Barclays Aggregate(AGG) | COM | 464287226 | $33.4K | 305,354 | 1.7% |
| iShares Russell Mid Cap ETF(IWR) | COM | 464287499 | $33.9K | 176,366 | 1.7% |
| iShares Msci Eafe Index(EFA) | COM | 464287465 | $59.8K | 916,969 | 3.0% |
| Vanguard S&P 500 ETF(VOO) | COM | 922908363 | $100.7K | 453,565 | 5.1% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $1.6M | 52,256 | 83.4% |