Q4 2018 Holdings
Filed 2019-01-28 | 73 holdings | $552.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $323.0K | 7,462 | 58.4% |
| Vanguard Admiral FDS Inc(VOOV) | 500 VAL IDX FD | 921932703 | $53.2K | 545,668 | 9.6% |
| Vanguard Admiral FDS Inc(VOOG) | 500 GRTH IDX F | 921932505 | $37.8K | 280,124 | 6.8% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $28.8K | 173,717 | 5.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $21.7K | 313,023 | 3.9% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $20.7K | 375,497 | 3.7% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $9.1K | 192,552 | 1.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $4.7K | 35,434 | 0.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.6K | 27,857 | 0.6% |
| Ishares TR(ICSH) | ULTR SH TRM BD | 46434V878 | $3.2K | 63,962 | 0.6% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $3.1K | 22,693 | 0.6% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $2.7K | 11,869 | 0.5% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $2.5K | 54,060 | 0.4% |
| Ishares Inc(ESGE) | ESG MSCI EM ETF | 46434G863 | $2.3K | 76,458 | 0.4% |
| Spdr Series Trust(SDY) | S&P DIVID ETF | 78464A763 | $2.1K | 23,946 | 0.4% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $1.7K | 16,283 | 0.3% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $1.7K | 29,290 | 0.3% |
| Boeing Co(BA) | COM | 097023105 | $1.6K | 4,948 | 0.3% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.4K | 13,928 | 0.3% |
| Pimco ETF TR(BOND) | ACTIVE BD ETF | 72201R775 | $1.4K | 13,623 | 0.3% |
| Union PAC Corp(UNP) | COM | 907818108 | $1.2K | 8,882 | 0.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.2K | 8,950 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $1.1K | 7,209 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.0K | 4,027 | 0.2% |
| Scotts Miracle GRO Co(SMG) | CL A | 810186106 | $973 | 15,837 | 0.2% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $965 | 8,400 | 0.2% |
| Bank Amer Corp(BAC) | COM | 060505104 | $897 | 36,402 | 0.2% |
| Home Depot Inc(HD) | COM | 437076102 | $884 | 5,145 | 0.2% |
| Procter and Gamble Co(PG) | COM | 742718109 | $848 | 9,227 | 0.2% |
| International Business Machs(IBM) | COM | 459200101 | $818 | 7,198 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $816 | 8,031 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $788 | 11,563 | 0.1% |
| Teleflex Inc(TFX) | COM | 879369106 | $779 | 3,012 | 0.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $666 | 17,957 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $647 | 6,632 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $593 | 4,598 | 0.1% |
| TJX COS Inc New(TJX) | COM | 872540109 | $572 | 12,786 | 0.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $543 | 9,243 | 0.1% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $508 | 6,462 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $504 | 17,647 | 0.1% |
| Travelers Companies Inc(TRV) | COM | 89417E109 | $464 | 3,879 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $459 | 9,771 | 0.1% |
| Cigna Corp New(CI) | COM | 125523100 | $428 | 2,256 | 0.1% |
| 3M Co(MMM) | COM | 88579Y101 | $405 | 2,125 | 0.1% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $401 | 2,385 | 0.1% |
| Ishares TR(FLOT) | FLTG RATE NT ETF | 46429B655 | $398 | 7,901 | 0.1% |
| CSX Corp(CSX) | COM | 126408103 | $372 | 5,986 | 0.1% |
| Hubbell Inc(HUBB) | COM | 443510607 | $361 | 3,635 | 0.1% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $345 | 2,157 | 0.1% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $345 | 5,798 | 0.1% |