Q1 2018 Holdings
Filed 2018-04-17 | 54 holdings | $177.3K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2018-04-17) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $9.7K | 47,063 | 5.5% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $11.5K | 259,359 | 6.5% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $12.6K | 81,703 | 7.1% |
| Federated Invs Inc PA(FHI) | CL B | 314211103 | $100.9K | 3,020,765 | 56.9% |