Q2 2018 Holdings
Filed 2018-07-27 | 10 holdings | $334.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $91.5K | 335,154 | 27.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $47.5K | 175,039 | 14.2% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $44.6K | 535,375 | 13.3% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $43.1K | 679,980 | 12.9% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $34.9K | 290,964 | 10.4% |
| Alps ETF TR(AMLPUSD) | ALERIAN MLP | 00162Q866 | $22.6K | 2,235,746 | 6.7% |
| Ishares Inc(SCJ) | MSCI JAPN SMCETF | 464286582 | $15.6K | 200,078 | 4.7% |
| Ishares Inc(EWJ) | MSCI JPN ETF NEW | 46434G822 | $15.4K | 266,200 | 4.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $13.4K | 125,751 | 4.0% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $6.0K | 168,893 | 1.8% |