Q1 2017 Holdings
Filed 2017-05-04 | 62 holdings | $164.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguards&p(VOOG) | ETF | 921932505 | $43.4K | 368,359 | 26.4% |
| Vanguards&p(VOOV) | ETF | 921932703 | $41.6K | 417,613 | 25.3% |
| Isharescore(IJH) | ETF | 464287507 | $23.4K | 138,776 | 14.2% |
| Vanguardftse(VEU) | ETF | 922042775 | $4.1K | 85,296 | 2.5% |
| Vanguardtotal(VTI) | ETF | 922908769 | $3.9K | 32,721 | 2.4% |
| Isharescore(IEFA) | ETF | 46432F842 | $3.3K | 57,520 | 2.0% |
| Vanguardmid(VO) | ETF | 922908629 | $3.3K | 23,744 | 2.0% |
| Spdrseries(SDY) | COM | 78464A763 | $3.3K | 37,307 | 2.0% |
| Vanguardsmall(VB) | ETF | 922908751 | $2.9K | 22,159 | 1.8% |
| Vanguardshort(BSV) | ETF | 921937827 | $1.7K | 21,694 | 1.1% |
| Intlbusiness(IBM) | COM | 459200101 | $1.6K | 9,074 | 1.0% |
| Generalelectric | COM | 369604103 | $1.5K | 51,440 | 0.9% |
| Vanguards&p(VOO) | ETF | 922908363 | $1.5K | 7,013 | 0.9% |
| Homedepot(HD) | COM | 437076102 | $1.4K | 9,404 | 0.8% |
| Vanguardtotal(BND) | ETF | 921937835 | $1.3K | 16,501 | 0.8% |
| Vanguardlarge(VV) | ETF | 922908637 | $1.3K | 12,372 | 0.8% |
| Vanguardgrowth(VUG) | ETF | 922908736 | $1.3K | 10,609 | 0.8% |
| Boeingcompany(BA) | COM | 097023105 | $1.2K | 6,952 | 0.7% |
| Unitedtechnologies(UTXZ) | COM | 913017109 | $1.2K | 10,868 | 0.7% |
| Scottsmiracle-Gro(SMG) | COM | 810186106 | $1.2K | 12,945 | 0.7% |
| Isharescore(IVV) | ETF | 464287200 | $989 | 4,187 | 0.6% |
| Isharescore(IJR) | ETF | 464287804 | $957 | 14,236 | 0.6% |
| Unionpacificcorp(UNP) | COM | 907818108 | $938 | 8,786 | 0.6% |
| Bankamerica(BAC) | COM | 060505104 | $935 | 40,353 | 0.6% |
| Appleinc(AAPL) | COM | 037833100 | $913 | 6,342 | 0.6% |
| At&tinc(T) | COM | 00206R102 | $893 | 21,516 | 0.5% |
| Exxonmobil(XOM) | COM | 30231G102 | $809 | 9,798 | 0.5% |
| Microsoftcorp(MSFT) | COM | 594918104 | $803 | 12,248 | 0.5% |
| Procter&gamble(PG) | COM | 742718109 | $737 | 8,191 | 0.4% |
| Qualcomminc(QCOM) | COM | 747525103 | $670 | 11,869 | 0.4% |
| Teleflexinc(TFX) | COM | 879369106 | $638 | 3,312 | 0.4% |
| Jpmorganchase(JPM) | COM | 46625H100 | $637 | 7,388 | 0.4% |
| Intelcorp(INTC) | COM | 458140100 | $586 | 16,174 | 0.4% |
| Johnson&johnson(JNJ) | COM | 478160104 | $560 | 4,489 | 0.3% |
| Isharesmsci(EFA) | ETF | 464287465 | $476 | 7,700 | 0.3% |
| Chevroncorp(CVX) | COM | 166764100 | $465 | 4,284 | 0.3% |
| 3Mcompany(MMM) | COM | 88579Y101 | $463 | 2,434 | 0.3% |
| Hubbellinc(HUBB) | COM | 443510607 | $420 | 3,606 | 0.3% |
| Ciscosystems(CSCO) | COM | 17275R102 | $417 | 12,651 | 0.3% |
| Timewarner | COM | 887317303 | $413 | 4,199 | 0.3% |
| Vanguardfste(VWO) | ETF | 922042858 | $404 | 10,083 | 0.2% |
| Colgate-Palmolive(CL) | COM | 194162103 | $398 | 5,424 | 0.2% |
| Generaldynamics(GD) | COM | 369550108 | $385 | 2,074 | 0.2% |
| Isharesrussell(IWO) | ETF | 464287648 | $372 | 2,361 | 0.2% |
| Isharesrussell(IWN) | ETF | 464287630 | $349 | 3,023 | 0.2% |
| Waltdisney(DIS) | COM | 254687106 | $339 | 2,996 | 0.2% |
| Csxcorp(CSX) | COM | 126408103 | $334 | 7,076 | 0.2% |
| Prudentialfinancial(PRU) | COM | 744320102 | $330 | 3,126 | 0.2% |
| Verizoncommunications(VZ) | COM | 92343V104 | $315 | 6,435 | 0.2% |
| Isharess&p(IVW) | ETF | 464287309 | $297 | 2,264 | 0.2% |