Q3 2017 Holdings
Filed 2017-11-08 | 65 holdings | $544.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco Systems(CSCO) | COM | 17275R102 | $375.0K | 11,110 | 68.8% |
| Vanguard S&P(VOOV) | ETF | 921932703 | $49.5K | 471,866 | 9.1% |
| Vanguard S&P(VOOG) | ETF | 921932505 | $38.1K | 292,135 | 7.0% |
| Ishares Core(IJH) | ETF | 464287507 | $27.9K | 154,145 | 5.1% |
| Vanguard Total(VTI) | ETF | 922908769 | $3.9K | 29,987 | 0.7% |
| Vanguard Mid(VO) | ETF | 922908629 | $3.5K | 23,397 | 0.6% |
| Ishares Core(IEFA) | ETF | 46432F842 | $3.4K | 52,999 | 0.6% |
| Spdr Series(SDY) | COM | 78464A763 | $3.0K | 33,018 | 0.6% |
| Vanguard Small(VB) | ETF | 922908751 | $2.9K | 20,671 | 0.5% |
| Vanguard Ftse(VEU) | ETF | 922042775 | $2.8K | 52,985 | 0.5% |
| Boeing Company(BA) | COM | 097023105 | $1.7K | 6,452 | 0.3% |
| Home Depot(HD) | COM | 437076102 | $1.5K | 8,986 | 0.3% |
| United Technologies(UTXZ) | COM | 913017109 | $1.4K | 12,083 | 0.3% |
| Vanguard Growth(VUG) | ETF | 922908736 | $1.4K | 10,244 | 0.3% |
| Intl Business(IBM) | COM | 459200101 | $1.3K | 9,074 | 0.2% |
| Scotts Miracle-Gro(SMG) | COM | 810186106 | $1.3K | 12,945 | 0.2% |
| Vanguard S&P(VOO) | ETF | 922908363 | $1.2K | 5,252 | 0.2% |
| Vanguard Large(VV) | ETF | 922908637 | $1.1K | 9,761 | 0.2% |
| Vanguard Short(BSV) | ETF | 921937827 | $1.1K | 14,235 | 0.2% |
| General Electric | COM | 369604103 | $1.1K | 46,853 | 0.2% |
| Bank America(BAC) | COM | 060505104 | $1.1K | 41,853 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $1.0K | 6,620 | 0.2% |
| Ishares Core(IVV) | ETF | 464287200 | $1.0K | 3,988 | 0.2% |
| Union Pacific Corp(UNP) | COM | 907818108 | $992 | 8,710 | 0.2% |
| Exxon Mobil(XOM) | COM | 30231G102 | $983 | 11,981 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $907 | 11,883 | 0.2% |
| Ishares Core(IJR) | ETF | 464287804 | $866 | 11,591 | 0.2% |
| Teleflex Inc(TFX) | COM | 879369106 | $807 | 3,312 | 0.1% |
| Procter & Gamble(PG) | COM | 742718109 | $753 | 8,174 | 0.1% |
| Vanguard Total(BND) | ETF | 921937835 | $735 | 8,993 | 0.1% |
| JPMorgan Chase(JPM) | COM | 46625H100 | $701 | 7,275 | 0.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $628 | 11,869 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $600 | 15,060 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $595 | 15,532 | 0.1% |
| Ishares Msci(EFA) | ETF | 464287465 | $570 | 8,332 | 0.1% |
| Chevron Corp(CVX) | COM | 166764100 | $510 | 4,334 | 0.1% |
| 3M Company(MMM) | COM | 88579Y101 | $451 | 2,081 | 0.1% |
| General Dynamics(GD) | COM | 369550108 | $443 | 2,074 | 0.1% |
| Time Warner | COM | 887317303 | $431 | 4,166 | 0.1% |
| Ishares Russell(IWO) | ETF | 464287648 | $428 | 2,368 | 0.1% |
| Hubbell Inc(HUBB) | COM | 443510607 | $419 | 3,606 | 0.1% |
| Colgate-Palmolive(CL) | COM | 194162103 | $413 | 5,712 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $389 | 2,918 | 0.1% |
| Ishares Russell(IWN) | ETF | 464287630 | $380 | 3,043 | 0.1% |
| Facebook Inc(META) | COM | 30303M102 | $374 | 2,170 | 0.1% |
| CSX Corp(CSX) | COM | 126408103 | $374 | 7,076 | 0.1% |
| Prudential Financial(PRU) | COM | 744320102 | $341 | 3,126 | 0.1% |
| Ishares S&P(IVW) | ETF | 464287309 | $323 | 2,222 | 0.1% |
| Ishares Russell(IWV) | ETF | 464287689 | $307 | 2,033 | 0.1% |
| Walt Disney(DIS) | COM | 254687106 | $302 | 3,038 | 0.1% |