Q2 2017 Holdings
Filed 2017-08-01 | 238 holdings | $193.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Fste(VWO) | ETF | 922042858 | $13.6K | 333,540 | 7.0% |
| Vanguard Ftse(VEA) | ETF | 921943858 | $13.4K | 326,236 | 6.9% |
| Vanguard Total(BNDX) | ETF | 92203J407 | $9.9K | 183,886 | 5.1% |
| Vanguard Extended(VXF) | ETF | 922908652 | $8.3K | 81,287 | 4.3% |
| UBS AG | ETF | 902641679 | $8.0K | 536,200 | 4.1% |
| Spdr Bloomberg | ETF | 78464A417 | $7.5K | 204,454 | 3.9% |
| Schwab US(SCHG) | ETF | 808524300 | $7.2K | 113,493 | 3.7% |
| Vanguard S&P(VOO) | ETF | 922908363 | $6.6K | 29,830 | 3.4% |
| Ishares Ibonds | ETF | 46434VAQ3 | $6.4K | 253,099 | 3.3% |
| Ishares Tips(TIP) | ETF | 464287176 | $6.3K | 56,130 | 3.3% |
| Ishares Ibonds | ETF | 46434VAU4 | $5.3K | 213,875 | 2.8% |
| Berkshire Hathaway(BRK/B) | COM | 084670702 | $5.0K | 29,430 | 2.6% |
| Ishares S&P(IVW) | ETF | 464287309 | $4.7K | 34,409 | 2.4% |
| Ishares Ibonds | ETF | 46434VBK5 | $4.7K | 189,434 | 2.4% |
| Schwab US(SCHV) | ETF | 808524409 | $4.6K | 91,157 | 2.4% |
| Vanguard Mid(VOT) | ETF | 922908538 | $4.3K | 36,185 | 2.2% |
| Vanguard Small(VBK) | ETF | 922908595 | $4.0K | 27,903 | 2.1% |
| Vanguard Mid(VOE) | ETF | 922908512 | $3.7K | 35,609 | 1.9% |
| Ishares U S(IYY) | ETF | 464287846 | $3.7K | 30,096 | 1.9% |
| Ishares Msci(EEM) | ETF | 464287234 | $3.4K | 82,754 | 1.8% |
| Ishares U S(PFF) | ETF | 464288687 | $3.4K | 87,677 | 1.8% |
| Vanguard Small(VBR) | ETF | 922908611 | $3.2K | 25,858 | 1.6% |
| Ishares Russell(IWO) | ETF | 464287648 | $3.0K | 17,999 | 1.6% |
| Ishares Russell(IWP) | ETF | 464287481 | $2.7K | 25,443 | 1.4% |
| Ishares Msci(EFA) | ETF | 464287465 | $2.7K | 40,967 | 1.4% |
| Vanguard Global(VNQI) | ETF | 922042676 | $2.7K | 47,572 | 1.4% |
| Vanguard REIT(VNQ) | ETF | 922908553 | $2.3K | 28,913 | 1.2% |
| Wisdomtree U S(DLN) | ETF | 97717W307 | $2.3K | 27,648 | 1.2% |
| Vanguard Total(VTI) | ETF | 922908769 | $2.2K | 17,336 | 1.1% |
| Ishares Ibonds | ETF | 46434VBA7 | $1.9K | 75,777 | 1.0% |
| Ishares Russell(IWN) | ETF | 464287630 | $1.9K | 15,890 | 1.0% |
| Wisdomtree U S(DON) | ETF | 97717W505 | $1.9K | 19,173 | 1.0% |
| Ishares S&P(IVE) | ETF | 464287408 | $1.8K | 17,160 | 0.9% |
| Ishares Ibonds | ETF | 46429B564 | $1.6K | 64,705 | 0.9% |
| Spdr Russell(SPTM) | ETF | 78464A805 | $1.4K | 7,872 | 0.7% |
| Ishares Ibonds | ETF | 46434V571 | $1.4K | 54,330 | 0.7% |
| Walgreens Boots(WBA) | COM | 931427108 | $1.4K | 17,862 | 0.7% |
| Ishares Russell(IWF) | ETF | 464287614 | $1.2K | 10,375 | 0.6% |
| Spdr DOW(RWO) | ETF | 78463X749 | $1.1K | 23,283 | 0.6% |
| Vanguard Ftse(VEU) | ETF | 922042775 | $1.1K | 21,344 | 0.6% |
| Ishares Russ(IWS) | ETF | 464287473 | $1.0K | 12,405 | 0.5% |
| Wisdomtree U S(DES) | ETF | 97717W604 | $1.0K | 12,857 | 0.5% |
| Ishares Iboxx(HYG) | ETF | 464288513 | $990 | 11,293 | 0.5% |
| Ishares Ibonds | ETF | 46434VAA8 | $953 | 37,913 | 0.5% |
| Ishares Ibonds | ETF | 46435G789 | $918 | 35,670 | 0.5% |
| Vanguard Information(VGT) | ETF | 92204A702 | $888 | 6,224 | 0.5% |
| Franklin Resources(BEN) | COM | 354613101 | $862 | 18,946 | 0.4% |
| Ishares Cohen(ICF) | ETF | 464287564 | $847 | 8,597 | 0.4% |
| Ishares Core(IVV) | ETF | 464287200 | $709 | 2,907 | 0.4% |
| Ishares Iboxx(LQD) | ETF | 464287242 | $628 | 5,243 | 0.3% |