Q1 2014 Holdings
Filed 2016-05-05 | 149 holdings | $364.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Cl B | Class B | 084670207 | $16.5K | 116,080 | 4.5% |
| Vanguard Corp Bond Etf(VCSH) | Common | 92206C409 | $16.3K | 203,112 | 4.5% |
| Spdr S&P Dividend ETF(SDY) | Common | 78464A763 | $11.7K | 146,622 | 3.2% |
| Vanguard Dividend Appreciation ETF(VIG) | Common | 921908844 | $10.1K | 124,480 | 2.8% |
| Vanguard Growth ETF(VUG) | Common | 922908736 | $10.0K | 93,856 | 2.7% |
| iShares Barclays Aggregate Bon(AGG) | Common | 464287226 | $9.4K | 85,262 | 2.6% |
| Ishares Russell Mid Cap GRW ETF IV(IWP) | Common | 464287481 | $8.0K | 87,340 | 2.2% |
| Walt Disney Co.(DIS) | Common | 254687106 | $8.0K | 80,867 | 2.2% |
| Vanguard Europe Pac ETF(VEA) | Common | 921943858 | $7.7K | 215,768 | 2.1% |
| Vanguard Small Cap ETF IV(VB) | Common | 922908751 | $7.7K | 69,305 | 2.1% |
| Apple Inc.(AAPL) | Common | 037833100 | $7.2K | 66,077 | 2.0% |
| General Electric | Common | 369604103 | $7.1K | 221,786 | 1.9% |
| Schwab US Div Equity ETF(SCHD) | Common | 808524797 | $6.6K | 164,276 | 1.8% |
| Illinois Tool Works Inc(ITW) | Common | 452308109 | $5.9K | 58,046 | 1.6% |
| Exxon Mobil Corp.(XOM) | Common | 30231G102 | $5.9K | 70,720 | 1.6% |
| Thermo Fisher Scientific(TMO) | Common | 883556102 | $5.9K | 41,316 | 1.6% |
| iShares Russell 1000 Index ETF(IWB) | Common | 464287622 | $5.8K | 50,482 | 1.6% |
| Amgen(AMGN) | Common | 031162100 | $5.5K | 36,900 | 1.5% |
| Vanguard Mid Cap(VO) | Common | 922908629 | $5.4K | 44,386 | 1.5% |
| Blackrock Inc.(BLKCHF) | Common | 09247X101 | $5.2K | 15,374 | 1.4% |
| Accenture(ACN) | Common | G1151C101 | $5.1K | 44,551 | 1.4% |
| Oracle Corp.(ORCL) | Common | 68389X105 | $5.1K | 124,491 | 1.4% |
| Vanguard Value ETF(VTV) | Common | 922908744 | $4.9K | 59,649 | 1.3% |
| 1/100 Berkshire Htwy CLA 100 Shs=1 Whole SH BRK A | Common | 084990175 | $4.7K | 2,200 | 1.3% |
| Anheuser Busch Co Inc | Common | 035229103 | $4.6K | 37,175 | 1.3% |
| Church & Dwight Co Inc(CHD) | Common | 171340102 | $4.6K | 49,924 | 1.3% |
| 3M Co.(MMM) | Common | 88579Y101 | $4.5K | 26,886 | 1.2% |
| Stryker Corp(SYK) | Common | 863667101 | $4.4K | 40,827 | 1.2% |
| Johnson & Johnson(JNJ) | Common | 478160104 | $4.3K | 39,596 | 1.2% |
| McDonalds Corp.(MCD) | Common | 580135101 | $4.3K | 33,840 | 1.2% |
| Vanguard REIT(VNQ) | Common | 922908553 | $4.2K | 49,768 | 1.1% |
| Procter & Gamble(PG) | Common | 742718109 | $4.1K | 49,983 | 1.1% |
| Merck & Co Inc | Common | 589331107 | $3.7K | 70,555 | 1.0% |
| International Business Machine(IBM) | Common | 459200101 | $3.6K | 23,598 | 1.0% |
| Packaging Corp(PKG) | Common | 695156109 | $3.4K | 56,765 | 0.9% |
| Mid Cap Spdr Trust | Common | 595635103 | $3.4K | 13,004 | 0.9% |
| Mastercard(MA) | Common | 57636Q104 | $3.4K | 36,111 | 0.9% |
| Cummins Inc.(CMI) | Common | 231021106 | $3.2K | 28,747 | 0.9% |
| Novartis(NVSN) | Common | 66987V109 | $3.2K | 43,532 | 0.9% |
| Ishares Russell 2000 Value ETF IV(IWN) | Common | 464287630 | $3.0K | 31,983 | 0.8% |
| Microsoft Corp.(MSFT) | Common | 594918104 | $2.9K | 53,374 | 0.8% |
| Ishares Russell Mid Cap ETF IV(IWR) | Common | 464287499 | $2.8K | 17,159 | 0.8% |
| Intel(INTC) | Common | 458140100 | $2.8K | 86,303 | 0.8% |
| Praxair | Common | 74005P104 | $2.8K | 24,027 | 0.8% |
| Spdr S&P 600 Small Cap ETF IV(SLY) | Common | 78464A813 | $2.6K | 25,377 | 0.7% |
| Canadian Natl Ry Co(CNI) | Common | 136375102 | $2.6K | 41,090 | 0.7% |
| Wells Fargo & Co New(WFC) | Common | 949746101 | $2.6K | 52,790 | 0.7% |
| AbbVie Inc.(ABBV) | Common | 00287Y109 | $2.5K | 44,230 | 0.7% |
| Vanguard Small Cap Value ETF IV(VBR) | Common | 922908611 | $2.5K | 24,696 | 0.7% |
| Starbucks Corp(SBUX) | Common | 855244109 | $2.5K | 41,732 | 0.7% |