Q2 2017 Holdings
Filed 2017-08-01 | 62 holdings | $164.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard S&P 500 Value(VOOV) | ETF | 921932703 | $45.5K | 450,571 | 27.7% |
| Vanguard S&P 500 Growth(VOOG) | ETF | 921932505 | $40.6K | 329,126 | 24.7% |
| Ishares Core S&P Mid-Cap(IJH) | ETF | 464287507 | $25.9K | 148,812 | 15.7% |
| Vanguard Total Stock Market(VTI) | ETF | 922908769 | $4.1K | 32,901 | 2.5% |
| Vanguard Mid(VO) | ETF | 922908629 | $3.4K | 23,595 | 2.0% |
| Ishares Core Msci Eafe(IEFA) | ETF | 46432F842 | $3.2K | 52,917 | 2.0% |
| Spdr S&P Dividend(SDY) | ETF | 78464A763 | $2.9K | 32,514 | 1.7% |
| Vanguard Small-Cap(VB) | ETF | 922908751 | $2.9K | 21,294 | 1.7% |
| Vanguard Ftse(VEU) | ETF | 922042775 | $2.7K | 53,776 | 1.6% |
| United Technologies(UTXZ) | COM | 913017109 | $1.5K | 11,966 | 0.9% |
| Home Depot(HD) | COM | 437076102 | $1.4K | 9,561 | 0.9% |
| Intl Business(IBM) | COM | 459200101 | $1.4K | 9,093 | 0.8% |
| Vanguard Short(BSV) | ETF | 921937827 | $1.4K | 17,272 | 0.8% |
| Boeing Company(BA) | COM | 097023105 | $1.3K | 6,452 | 0.8% |
| Vanguard Growth(VUG) | ETF | 922908736 | $1.3K | 9,973 | 0.8% |
| General Electric | COM | 369604103 | $1.2K | 47,656 | 0.8% |
| Scotts Miracle-Gro(SMG) | COM | 810186106 | $1.2K | 12,945 | 0.7% |
| Vanguard S&P 500(VOO) | ETF | 922908363 | $1.2K | 5,175 | 0.7% |
| Vanguard Large(VV) | ETF | 922908637 | $1.1K | 10,013 | 0.7% |
| Bank America(BAC) | COM | 060505104 | $1.0K | 40,353 | 0.6% |
| Ishares Core S&P 500(IVV) | ETF | 464287200 | $972 | 3,984 | 0.6% |
| Union Pacific Corp(UNP) | COM | 907818108 | $945 | 8,708 | 0.6% |
| Apple Inc(AAPL) | COM | 037833100 | $931 | 6,417 | 0.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $873 | 12,468 | 0.5% |
| Vanguard Total(BND) | ETF | 921937835 | $826 | 10,150 | 0.5% |
| Ishares Core S&P Small-Cap(IJR) | ETF | 464287804 | $817 | 11,721 | 0.5% |
| AT&T Inc(T) | COM | 00206R102 | $763 | 20,717 | 0.5% |
| Exxon Mobil(XOM) | COM | 30231G102 | $750 | 9,352 | 0.5% |
| Procter & Gamble(PG) | COM | 742718109 | $721 | 8,274 | 0.4% |
| Teleflex Inc(TFX) | COM | 879369106 | $690 | 3,312 | 0.4% |
| JPMorgan Chase(JPM) | COM | 46625H100 | $690 | 7,399 | 0.4% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $664 | 11,933 | 0.4% |
| Ishares Msci Eafe(EFA) | ETF | 464287465 | $519 | 7,984 | 0.3% |
| 3M Company(MMM) | COM | 88579Y101 | $500 | 2,377 | 0.3% |
| Intel Corp(INTC) | COM | 458140100 | $475 | 14,104 | 0.3% |
| Chevron Corp(CVX) | COM | 166764100 | $438 | 4,250 | 0.3% |
| Time Warner | COM | 887317303 | $419 | 4,166 | 0.3% |
| General Dynamics(GD) | COM | 369550108 | $419 | 2,086 | 0.3% |
| Hubbell Inc(HUBB) | COM | 443510607 | $411 | 3,606 | 0.2% |
| Ishares Russell 2000 Growth(IWO) | ETF | 464287648 | $397 | 2,361 | 0.2% |
| Colgate-Palmolive(CL) | COM | 194162103 | $394 | 5,389 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $393 | 2,987 | 0.2% |
| CSX Corp(CSX) | COM | 126408103 | $388 | 7,076 | 0.2% |
| Ishares Russell 2000 Value(IWN) | ETF | 464287630 | $356 | 3,023 | 0.2% |
| Cisco Systems(CSCO) | COM | 17275R102 | $356 | 11,499 | 0.2% |
| Prudential Financial(PRU) | COM | 744320102 | $354 | 3,182 | 0.2% |
| Walt Disney(DIS) | COM | 254687106 | $315 | 3,038 | 0.2% |
| Ishares S&P 500 Growth(IVW) | ETF | 464287309 | $311 | 2,264 | 0.2% |
| Verizon Communications(VZ) | COM | 92343V104 | $285 | 6,597 | 0.2% |
| Rydex Guggenheim | COM | 78355W106 | $284 | 3,074 | 0.2% |