Q1 2017 Holdings
Filed 2017-04-26 | 9 holdings | $2.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pacwest Bancorp del(PACWUSD) | COM | 695263103 | $616 | 14,363 | 21.1% |
| Vanguard Index Fds(VTI) | ETF | 922908769 | $586 | 5,262 | 20.0% |
| Pimco(MINT) | ETF | 72201R833 | $557 | 5,490 | 19.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $355 | 3,960 | 12.1% |
| Exelon Corp(EXC) | COM | 30161N101 | $259 | 7,788 | 8.9% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $244 | 2,399 | 8.3% |
| General Electric Co | COM | 369604103 | $202 | 6,813 | 6.9% |
| Nuveen(JPC) | COM | 67073B106 | $105 | 10,500 | 3.6% |