Q3 2018 Holdings
Filed 2018-10-22 | 87 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Procter and Gamble Co(PG) | COM | 742718109 | $198 | 2,380 | 0.0% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $199 | 856 | 0.0% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $200 | 3,792 | 0.0% |
| Mplx LP(MPLX) | COM UNIT REP LTD | 55336V100 | $208 | 6,000 | 0.0% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $208 | 1,540 | 0.0% |
| Powershares ETF TR II | PWRSHS SP500 LOW | 73937B654 | $213 | 5,159 | 0.0% |
| Halyard Health Inc | COM | 40650V100 | $218 | 3,191 | 0.0% |
| Claymore Exchange TRD FD TR | GUG BULL2020 E | 18383M514 | $219 | 10,416 | 0.0% |
| Ishares TR(IYH) | US HLTHCARE ETF | 464287762 | $221 | 1,091 | 0.0% |
| Halliburton Co(HAL) | COM | 406216101 | $222 | 5,496 | 0.0% |
| Energy Transfer Equity L P(ET) | COM UT LTD PTN | 29273V100 | $237 | 13,600 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $239 | 2,814 | 0.0% |
| Ishares TR(IDV) | INTL SEL DIV ETF | 464288448 | $242 | 7,438 | 0.0% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $251 | 4,035 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $258 | 2,256 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $265 | 5,622 | 0.0% |
| Raytheon Co(RTN1USD) | COM NEW | 755111507 | $266 | 1,290 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $268 | 1,665 | 0.0% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $271 | 9,438 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $276 | 2,385 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $278 | 231 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $283 | 2,513 | 0.0% |
| First TR Exchange Traded FD(QCLN) | NAS CLNEDG GREEN | 33733E500 | $287 | 14,577 | 0.0% |
| Ishares TR(ICF) | COHEN&STEER REIT | 464287564 | $305 | 3,049 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $317 | 6,864 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $320 | 1,950 | 0.0% |
| Ishares TR(SHY) | 1-3 YR TR BD ETF | 464287457 | $330 | 3,977 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $334 | 2,423 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $338 | 10,080 | 0.0% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $348 | 4,791 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $392 | 1,056 | 0.0% |
| Pimco ETF TR(BOND) | TTL RTN ACTV ETF | 72201R775 | $403 | 3,945 | 0.0% |
| Ishares(EIS) | MSCI ISR CAP ETF | 464286632 | $416 | 7,440 | 0.0% |
| Wisdomtree TR(DES) | SMALLCAP DIVID | 97717W604 | $421 | 14,195 | 0.0% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $455 | 2,119 | 0.0% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $465 | 5,160 | 0.0% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $483 | 6,046 | 0.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $492 | 11,372 | 0.0% |
| Ishares TR(IWR) | RUS MID-CAP ETF | 464287499 | $497 | 2,258 | 0.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $567 | 4,073 | 0.0% |
| Powershares Global ETF Trust | GBL CLEAN ENER | 73936T615 | $579 | 48,389 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $614 | 2,869 | 0.0% |
| Spdr Series Trust | NUVN BR SHT MUNI | 78464A425 | $628 | 13,179 | 0.0% |
| Wisdomtree TR(DGRW) | US QTLY DIV GRT | 97717X669 | $668 | 15,075 | 0.0% |
| Ishares TR(HEFA) | HDG MSCI EAFE | 46434V803 | $791 | 26,442 | 0.0% |
| Spdr Index SHS FDS(RWX) | DJ INTL RL ETF | 78463X863 | $862 | 22,560 | 0.1% |
| Ishares TR(IUSG) | CORE RUSSELL GRW | 464287671 | $881 | 14,190 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $912 | 8,247 | 0.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $937 | 13,475 | 0.1% |
| Hannon Armstrong Sust Infr C(HASI) | COM | 41068X100 | $946 | 44,092 | 0.1% |