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Connecticut Wealth Management, LLC

Q4 2016 Holdings

Filed 2017-02-07 | 59 holdings | $504.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Cisco Systems(CSCO)COM17275R102$348.0K11,54769.0%
Vanguard S&P(VOOG)ETF921932505$42.0K376,9068.3%
Vanguard S&P(VOOV)ETF921932703$39.1K396,2817.7%
Ishares Core(IJH)ETF464287507$22.8K135,9194.5%
Ishares Core(IEFA)ETF46432F842$6.3K113,6721.2%
Vanguard Ftse(VEU)ETF922042775$4.3K94,3990.9%
Vanguard Total(VTI)ETF922908769$3.8K32,3010.8%
Spdr Series(SDY)COM78464A763$3.3K38,9080.7%
Vanguard Mid(VO)ETF922908629$3.2K23,7700.6%
General ElectricCOM369604103$1.8K57,2070.4%
Intl Business(IBM)COM459200101$1.5K9,0740.3%
Vanguard S&P(VOO)ETF922908363$1.4K6,9510.3%
Vanguard Large(VV)ETF922908637$1.4K13,0320.3%
Home Depot(HD)COM437076102$1.3K9,3720.3%
Vanguard Growth(VUG)ETF922908736$1.2K10,8560.2%
Boeing Company(BA)COM097023105$1.2K7,5970.2%
United Technologies(UTXZ)COM913017109$1.2K10,7920.2%
Bank America(BAC)COM060505104$1.1K46,5350.2%
Ishares Core(IJR)ETF464287804$1.0K7,2890.2%
Ishares Core(IVV)COM464287200$9544,1770.2%
Union Pacific Corp(UNP)COM907818108$9168,7840.2%
Scotts Miracle-Gro(SMG)COM810186106$8519,1160.2%
AT&T Inc(T)COM00206R102$83320,5160.2%
Exxon Mobil Corp(XOM)COM30231G102$8039,2480.2%
Qualcomm Inc(QCOM)COM747525103$78511,8690.2%
Microsoft Corp(MSFT)COM594918104$77412,2480.2%
Apple Inc(AAPL)COM037833100$7566,3110.1%
Procter & Gamble(PG)COM742718109$6868,1910.1%
Vanguard Short(BSV)ETF921937827$6638,3340.1%
JPMorgan Chase(JPM)COM46625H100$6617,5900.1%
Ishares Core(IEMG)ETF46434G103$64014,4830.1%
Intel Corp(INTC)COM458140100$57115,4660.1%
Teleflex Inc(TFX)COM879369106$5563,3120.1%
Chevron Corp(CVX)COM166764100$4854,1840.1%
Ishares Msci(EFA)ETF464287465$4487,5600.1%
3M Company(MMM)COM88579Y101$4332,4330.1%
Hubbell Inc(HUBB)COM443510607$4283,6060.1%
Johnson & Johnson(JNJ)COM478160104$4053,5320.1%
Time WarnerCOM887317303$3904,1660.1%
Vanguard Fste(VWO)ETF922042858$3709,9500.1%
Ishares Russell(IWO)ETF464287648$3692,3570.1%
Ishares Russell(IWN)ETF464287630$3603,0140.1%
Colgate-Palmolive(CL)COM194162103$3525,3850.1%
United STS Steel CRP New(USX1)COM912909108$35210,0000.1%
Verizon Communications(VZ)COM92343V104$3486,6280.1%
Walt Disney(DIS)COM254687106$3453,1510.1%
Prudential Financial(PRU)COM744320102$3333,1260.1%
Ishares S&P(IVW)ETF464287309$2822,2640.1%
CSX Corp(CSX)COM126408103$2697,0760.1%
Facebook Inc(META)COM30303M102$2582,0500.1%
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