Q2 2017 Holdings
Filed 2017-07-27 | 14 holdings | $90.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| iShares S&P 500 Index Fund(IVV) | COM | 464287200 | $14.6K | 60,125 | 16.2% |
| Pimco Enhanced Short Maturity Strategy Fund(MINT) | COM | 72201R833 | $13.5K | 133,099 | 15.0% |
| iShares Russell 3000 Index Fund(IWV) | COM | 464287689 | $12.7K | 88,236 | 14.1% |
| iShares Barclays 1 - 3 Year Credit Bond Fund(IGSB) | COM | 464288646 | $12.1K | 114,534 | 13.4% |
| iShares Russell 1000 Growth(IWF) | COM | 464287614 | $7.9K | 66,294 | 8.7% |
| Vanguard Mid-Cap ETF(VO) | COM | 922908629 | $7.3K | 51,258 | 8.1% |
| iShares Core S&P Midcap ETF(IJH) | COM | 464287507 | $7.1K | 40,785 | 7.9% |
| iShares Barclays Aggregate Bond Fund(AGG) | COM | 464287226 | $4.4K | 39,970 | 4.8% |
| PowerShares Senior Loan Portfolio | COM | 73936Q769 | $3.4K | 147,057 | 3.8% |
| Spdr Barclays Aggregate Bond ETF(SPAB) | COM | 78464A649 | $1.6K | 28,436 | 1.8% |
| Vanguard Intermediate Term Bond Fund(BIV) | COM | 921937819 | $1.6K | 18,759 | 1.8% |
| Vanguard Emerging Markets ETF(VWO) | COM | 922042858 | $1.5K | 36,097 | 1.6% |
| Spdr Nuveen Bloomberg Barclays Short Term Muni(SHM) | COM | 78468R739 | $1.4K | 29,673 | 1.6% |
| Vanguard Total Stock Market ETF(VTI) | COM | 922908769 | $1.1K | 8,922 | 1.2% |