Q4 2017 Holdings
Filed 2018-02-14 | 59 holdings | $186.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard S&P(VOOV) | ETF | 921932703 | $54.6K | 486,956 | 29.3% |
| Vanguard S&P(VOOG) | ETF | 921932505 | $40.9K | 288,564 | 21.9% |
| Ishares Core(IJH) | ETF | 464287507 | $30.4K | 156,381 | 16.3% |
| Vanguard Total(BND) | ETF | 921937835 | $7.6K | 93,467 | 4.1% |
| Vanguard Total(VTI) | ETF | 922908769 | $4.2K | 30,063 | 2.3% |
| Ishares Core(IEFA) | ETF | 46432F842 | $3.7K | 54,744 | 2.0% |
| Vanguard Mid(VO) | ETF | 922908629 | $3.7K | 23,315 | 2.0% |
| Vanguard Small(VB) | ETF | 922908751 | $3.1K | 20,546 | 1.7% |
| Spdr Series(SDY) | ETF | 78464A763 | $3.0K | 31,718 | 1.6% |
| Vanguard Ftse(VEU) | ETF | 922042775 | $3.0K | 53,020 | 1.6% |
| Boeing Company(BA) | COM | 097023105 | $1.5K | 4,982 | 0.8% |
| Vanguard Short(BSV) | ETF | 921937827 | $1.5K | 18,953 | 0.8% |
| United Technologies(UTXZ) | COM | 913017109 | $1.5K | 11,045 | 0.8% |
| Scotts Miracle-Gro(SMG) | COM | 810186106 | $1.4K | 12,945 | 0.8% |
| Intl Business(IBM) | COM | 459200101 | $1.3K | 8,210 | 0.7% |
| Vanguard Growth(VUG) | ETF | 922908736 | $1.3K | 8,805 | 0.7% |
| Vanguard S&P(VOO) | ETF | 922908363 | $1.3K | 5,027 | 0.7% |
| Union Pacific Corp(UNP) | COM | 907818108 | $1.2K | 8,712 | 0.7% |
| Apple Inc(AAPL) | COM | 037833100 | $1.2K | 6,723 | 0.6% |
| Vanguard Large(VV) | ETF | 922908637 | $1.1K | 9,122 | 0.6% |
| Ishares Core(IVV) | ETF | 464287200 | $1.1K | 3,998 | 0.6% |
| Exxon Mobil(XOM) | COM | 30231G102 | $1.1K | 12,116 | 0.6% |
| Bank America(BAC) | COM | 060505104 | $985 | 32,712 | 0.5% |
| Home Depot(HD) | COM | 437076102 | $951 | 4,951 | 0.5% |
| Ishares Core(IJR) | ETF | 464287804 | $880 | 11,290 | 0.5% |
| Teleflex Inc(TFX) | COM | 879369106 | $857 | 3,312 | 0.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $811 | 9,183 | 0.4% |
| Procter & Gamble(PG) | COM | 742718109 | $741 | 8,077 | 0.4% |
| General Electric | COM | 369604103 | $696 | 38,079 | 0.4% |
| JPMorgan Chase(JPM) | COM | 46625H100 | $629 | 5,793 | 0.3% |
| Ishares Msci(EFA) | ETF | 464287465 | $589 | 8,148 | 0.3% |
| AT&T Inc(T) | COM | 00206R102 | $570 | 14,913 | 0.3% |
| 3M Company(MMM) | COM | 88579Y101 | $493 | 2,055 | 0.3% |
| Hubbell Inc(HUBB) | COM | 443510607 | $491 | 3,606 | 0.3% |
| Chevron Corp(CVX) | COM | 166764100 | $482 | 3,750 | 0.3% |
| Ishares Russell(IWO) | ETF | 464287648 | $451 | 2,372 | 0.2% |
| Intel Corp(INTC) | COM | 458140100 | $448 | 10,010 | 0.2% |
| Colgate-Palmolive(CL) | COM | 194162103 | $432 | 5,714 | 0.2% |
| General Dynamics(GD) | COM | 369550108 | $421 | 2,059 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $414 | 2,920 | 0.2% |
| Facebook Inc(META) | COM | 30303M102 | $409 | 2,170 | 0.2% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $393 | 5,935 | 0.2% |
| Ishares Russell(IWN) | ETF | 464287630 | $390 | 3,059 | 0.2% |
| Walt Disney(DIS) | COM | 254687106 | $389 | 3,538 | 0.2% |
| Vanguard Value(VTV) | ETF | 922908744 | $342 | 3,156 | 0.2% |
| Ishares Russell(IWV) | ETF | 464287689 | $330 | 2,033 | 0.2% |
| Ishares S&P(IVW) | ETF | 464287309 | $325 | 2,060 | 0.2% |
| Rydex Guggenheim | COM | 78355W106 | $319 | 3,085 | 0.2% |
| Ishares Msci(ESGE) | ETF | 46434G863 | $304 | 3,957 | 0.2% |
| Cisco Systems(CSCO) | COM | 17275R102 | $262 | 6,559 | 0.1% |