Q1 2017 Holdings
Filed 2017-04-18 | 218 holdings | $190.6K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2017-04-21) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Fste(VWO)A | ETF | 922042858 | $13.3K | 331,640 | 7.0% |
| Vanguard Ftse(VEA)A | ETF | 921943858 | $12.6K | 323,455 | 6.6% |
| Vanguard Total(BNDX)A | ETF | 92203J407 | $9.7K | 179,292 | 5.1% |
| UBS AGA | ETF | 902641679 | $8.0K | 515,866 | 4.2% |
| Vanguard Extended(VXF)A | ETF | 922908652 | $7.5K | 76,695 | 3.9% |
| Spdr BloombergA | ETF | 78464A417 | $7.4K | 201,202 | 3.9% |
| Schwab US(SCHG)A | ETF | 808524300 | $6.5K | 108,731 | 3.4% |
| Ishares Tips(TIP)A | ETF | 464287176 | $6.2K | 54,388 | 3.3% |
| Vanguard S&P(VOO)A | ETF | 922908363 | $6.2K | 28,634 | 3.2% |
| Ishares IbondsA | ETF | 46434VAQ3 | $6.0K | 236,600 | 3.2% |
| Ishares S&P(IVW)A | ETF | 464287309 | $5.4K | 41,166 | 2.8% |
| Ishares IbondsA | ETF | 46434VAU4 | $5.2K | 207,864 | 2.7% |
| Berkshire Hathaway(BRK/B)A | COM | 084670702 | $5.0K | 30,124 | 2.6% |
| Ishares Msci(EEM)A | ETF | 464287234 | $4.5K | 115,029 | 2.4% |
| Ishares IbondsA | ETF | 46434VBK5 | $4.3K | 173,933 | 2.3% |
| Schwab US(SCHV)A | ETF | 808524409 | $4.2K | 85,323 | 2.2% |
| Vanguard Mid(VOT)A | ETF | 922908538 | $3.9K | 34,740 | 2.0% |
| Vanguard Small(VBK)A | ETF | 922908595 | $3.9K | 27,981 | 2.0% |
| Ishares U S(IYY)A | ETF | 464287846 | $3.6K | 30,384 | 1.9% |
| Vanguard Mid(VOE)A | ETF | 922908512 | $3.5K | 34,898 | 1.8% |
| Ishares U S(PFF)A | ETF | 464288687 | $3.3K | 85,913 | 1.7% |
| Ishares Msci(EFA)A | ETF | 464287465 | $3.3K | 52,827 | 1.7% |
| Ishares Russell(IWO)A | ETF | 464287648 | $3.2K | 20,203 | 1.7% |
| Vanguard Small(VBR)A | ETF | 922908611 | $3.0K | 25,005 | 1.6% |
| Ishares Russell(IWP)A | ETF | 464287481 | $3.0K | 29,035 | 1.6% |
| Vanguard Global(VNQI)A | ETF | 922042676 | $2.5K | 47,544 | 1.3% |
| Vanguard REIT(VNQ)A | ETF | 922908553 | $2.4K | 28,386 | 1.2% |
| Wisdomtree Large(DLN)A | ETF | 97717W307 | $2.3K | 27,705 | 1.2% |
| Vanguard Total(VTI)A | ETF | 922908769 | $2.3K | 18,854 | 1.2% |
| Ishares S&P(IVE)A | ETF | 464287408 | $2.2K | 21,736 | 1.2% |
| Ishares Russell(IWN)A | ETF | 464287630 | $2.1K | 18,118 | 1.1% |
| Wisdomtree Mid(DON)A | ETF | 97717W505 | $2.0K | 20,571 | 1.0% |
| Ishares IbondsA | ETF | 46434VBA7 | $1.8K | 73,456 | 1.0% |
| Ishares IbondsA | ETF | 46429B564 | $1.6K | 63,396 | 0.8% |
| Spdr Russell(SPTM)A | ETF | 78464A805 | $1.4K | 7,823 | 0.7% |
| Ishares IbondsA | ETF | 46434V571 | $1.3K | 52,585 | 0.7% |
| Ishares Russ(IWS)A | ETF | 464287473 | $1.2K | 14,800 | 0.6% |
| Walgreens Boots(WBA)A | COM | 931427108 | $1.2K | 14,656 | 0.6% |
| Ishares Russell(IWF)A | ETF | 464287614 | $1.2K | 10,375 | 0.6% |
| Vanguard Ftse(VEU)A | ETF | 922042775 | $1.1K | 22,813 | 0.6% |
| Spdr DOW(RWO)A | ETF | 78463X749 | $1.1K | 22,741 | 0.6% |
| Wisdomtree Small(DES)A | ETF | 97717W604 | $1.1K | 13,592 | 0.6% |
| Ishares Iboxx(HYG)A | ETF | 464288513 | $999 | 11,451 | 0.5% |
| Vanguard Information(VGT)A | ETF | 92204A702 | $964 | 7,165 | 0.5% |
| Ishares IbondsA | ETF | 46434VAA8 | $894 | 35,555 | 0.5% |
| Ishares IbondsA | ETF | 46435G789 | $877 | 34,315 | 0.5% |
| Ishares Cohen(ICF)A | ETF | 464287564 | $861 | 8,598 | 0.5% |
| Franklin Resources(BEN)A | COM | 354613101 | $784 | 18,946 | 0.4% |
| Ishares Iboxx(LQD)A | ETF | 464287242 | $775 | 6,571 | 0.4% |
| Apple Inc(AAPL)A | COM | 037833100 | $668 | 4,642 | 0.4% |