Q1 2017 Holdings
Filed 2017-05-03 | 79 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab US Mid-Cap ETF(SCHM) | COM | 808524508 | $1.5K | 32,427 | 0.1% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $1.7K | 20,282 | 0.1% |
| AT&T(T) | COM | 00206R102 | $1.7K | 40,143 | 0.1% |
| General Electric | COM | 369604103 | $1.8K | 60,253 | 0.2% |
| Chevron Corp(CVX) | COM | 166764100 | $2.0K | 18,623 | 0.2% |
| iShares Russell 2000(IWM) | COM | 464287655 | $2.2K | 16,076 | 0.2% |
| Berkshire Hathaway Cl B(BRK/B) | COM | 084670702 | $2.4K | 14,250 | 0.2% |
| Vanguard S&P 500 Index ETF(VOO) | COM | 922908363 | $2.4K | 11,016 | 0.2% |
| Schwab US Large-Cap ETF(SCHX) | COM | 808524201 | $2.5K | 43,875 | 0.2% |
| Vanguard Short Term Corp Bond(VCSH) | COM | 92206C409 | $2.9K | 35,886 | 0.2% |
| Apple, Inc.(AAPL) | COM | 037833100 | $3.8K | 26,163 | 0.3% |
| Spdr S&P MidCap 400 ETF(MDY) | COM | 78467Y107 | $5.3K | 16,942 | 0.5% |
| iShares Core Msci Emerging Mar(IEMG) | COM | 46434G103 | $5.7K | 118,907 | 0.5% |
| Vanguard Pacific Stock ETF(VPL) | COM | 922042866 | $7.7K | 121,111 | 0.7% |
| WT Intl. Small Cap Dividend ET(DLS) | COM | 97717W760 | $7.8K | 118,975 | 0.7% |
| iShares S&P 500 Index(IVV) | COM | 464287200 | $8.1K | 34,037 | 0.7% |
| Schwab US Dividend Equity ETF(SCHD) | COM | 808524797 | $8.4K | 187,983 | 0.7% |
| Vanguard Mega Cap ETF(MGC) | COM | 921910873 | $8.6K | 107,105 | 0.7% |
| Vanguard Total International S(VXUS) | COM | 921909768 | $9.4K | 190,115 | 0.8% |
| Gugg. HY Bullet 2019 | COM | 18383M373 | $9.5K | 387,545 | 0.8% |
| Vanguard Mid Cap Value ETF(VOE) | COM | 922908512 | $11.6K | 113,671 | 1.0% |
| iShares S&P 600 Index(SLY) | COM | 78464A813 | $11.8K | 171,298 | 1.0% |
| Vanguard Mega Cap Value ETF(MGV) | COM | 921910840 | $16.5K | 240,153 | 1.4% |
| Gugg. HY Bullet 2017 | COM | 18383M399 | $21.9K | 850,684 | 1.9% |
| iShares Core Msci Eafe(IEFA) | COM | 46432F842 | $31.4K | 541,188 | 2.7% |
| Gugg. Corp. Bullet 2019 | COM | 18383M522 | $47.2K | 2,220,951 | 4.1% |
| Gugg. HY Bullet 2018(90002USD) | COM | 18383M381 | $49.1K | 1,939,670 | 4.2% |
| Gugg. Corp. Bullet 2018 | COM | 18383M530 | $56.1K | 2,642,445 | 4.8% |
| Cisco Systems(CSCO) | COM | 17275R102 | $794.0K | 23,493 | 68.5% |