Q4 2018 Holdings
Filed 2019-01-18 | 239 holdings | $702.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $389.0K | 4,220 | 55.3% |
| Costco Wholesale(COST) | COM | 22160K105 | $100.0K | 494 | 14.2% |
| Vanguard Fste(VWO) | ETF | 922042858 | $14.3K | 374,698 | 2.0% |
| Vanguard Ftse(VEA) | ETF | 921943858 | $12.7K | 343,240 | 1.8% |
| Vanguard Total(BNDX) | ETF | 92203J407 | $11.9K | 220,182 | 1.7% |
| Spdr Bloomberg | ETF | 78464A417 | $8.6K | 255,796 | 1.2% |
| Ishares Ibonds | ETF | 46434VAQ3 | $8.2K | 329,835 | 1.2% |
| Vanguard Extended(VXF) | ETF | 922908652 | $7.7K | 77,073 | 1.1% |
| UBS AG | Preferred Stock | 902641679 | $7.5K | 529,213 | 1.1% |
| Ishares Tips(TIP) | ETF | 464287176 | $7.4K | 67,943 | 1.1% |
| Ishares Ibonds | ETF | 46434VBK5 | $6.7K | 273,274 | 0.9% |
| Schwab US(SCHG) | ETF | 808524300 | $6.0K | 87,395 | 0.9% |
| Vanguard Mid(VOT) | ETF | 922908538 | $5.9K | 49,561 | 0.8% |
| Vanguard Small(VBK) | ETF | 922908595 | $5.8K | 38,624 | 0.8% |
| Vanguard S&P(VOO) | ETF | 922908363 | $5.6K | 24,374 | 0.8% |
| Ishares Ibonds | ETF | 46434VAU4 | $5.6K | 225,532 | 0.8% |
| Vanguard Mid(VOE) | ETF | 922908512 | $4.9K | 51,572 | 0.7% |
| Vanguard Small(VBR) | ETF | 922908611 | $4.8K | 41,806 | 0.7% |
| Berkshire Hathaway(BRK/B) | COM | 084670702 | $4.7K | 23,201 | 0.7% |
| Ishares S&P(IVW) | ETF | 464287309 | $4.4K | 29,228 | 0.6% |
| Schwab US(SCHV) | ETF | 808524409 | $4.3K | 86,686 | 0.6% |
| Ishares Msci(EEM) | ETF | 464287234 | $3.1K | 80,474 | 0.4% |
| Vanguard Global(VNQI) | ETF | 922042676 | $3.1K | 58,369 | 0.4% |
| Ishares Russell(IWO) | ETF | 464287648 | $3.0K | 18,053 | 0.4% |
| Ishares U S(PFF) | ETF | 464288687 | $3.0K | 87,725 | 0.4% |
| Ishares Ibonds | ETF | 46434VBA7 | $3.0K | 122,789 | 0.4% |
| Ishares Msci(EFA) | ETF | 464287465 | $2.8K | 48,289 | 0.4% |
| Ishares U S(IYY) | ETF | 464287846 | $2.8K | 22,701 | 0.4% |
| Ishares Russell(IWP) | ETF | 464287481 | $2.7K | 23,733 | 0.4% |
| Vanguard Real(VNQ) | ETF | 922908553 | $2.6K | 34,888 | 0.4% |
| Wisdomtree U S(DLN) | ETF | 97717W307 | $2.2K | 25,775 | 0.3% |
| Ishares Ibonds | ETF | 46434V571 | $2.0K | 79,592 | 0.3% |
| Vanguard Total(VTI) | ETF | 922908769 | $1.8K | 14,435 | 0.3% |
| Ishares Russell(IWN) | ETF | 464287630 | $1.7K | 15,558 | 0.2% |
| Wisdomtree U S(DON) | ETF | 97717W505 | $1.6K | 51,368 | 0.2% |
| Ishares Iboxx(HYG) | ETF | 464288513 | $1.6K | 19,822 | 0.2% |
| Ishares S&P(IVE) | ETF | 464287408 | $1.6K | 15,447 | 0.2% |
| Ishares Ibonds | ETF | 46429B564 | $1.5K | 60,038 | 0.2% |
| Ishares Russell(IWF) | ETF | 464287614 | $1.4K | 10,375 | 0.2% |
| Ishares Ibonds | ETF | 46435G789 | $1.4K | 53,319 | 0.2% |
| Wisdomtree Continuous | COM | 97718W108 | $1.2K | 70,745 | 0.2% |
| Spdr Portfolio(SPEM) | ETF | 78463X509 | $1.2K | 37,542 | 0.2% |
| Vanguard S&P(IVOV) | ETF | 921932844 | $1.2K | 10,953 | 0.2% |
| Ishares Cohen(ICF) | ETF | 464287564 | $1.1K | 11,603 | 0.2% |
| Vanguard S&P(VIOV) | ETF | 921932778 | $1.1K | 9,409 | 0.2% |
| Spdr DOW(RWO) | ETF | 78463X749 | $966 | 21,843 | 0.1% |
| Schwab Intl(SCHF) | ETF | 808524805 | $961 | 33,906 | 0.1% |
| Walgreens Boots(WBA) | COM | 931427108 | $954 | 13,969 | 0.1% |
| Vanguard Ftse(VEU) | ETF | 922042775 | $929 | 20,400 | 0.1% |
| Spdr Portfolio(SPTM) | ETF | 78464A805 | $921 | 29,824 | 0.1% |