Q4 2017 Holdings
Filed 2018-01-22 | 23 holdings | $188.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $34.9K | 328,522 | 18.5% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $23.8K | 436,904 | 12.6% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $21.4K | 159,118 | 11.4% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $16.1K | 203,504 | 8.5% |
| Vanguard Scottsdale FDS(VMBS) | MORTG-BACK SEC | 92206C771 | $12.1K | 229,816 | 6.4% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $11.3K | 101,539 | 6.0% |
| Vanguard BD Index FD Inc(BLV) | LONG TERM BOND | 921937793 | $10.2K | 107,710 | 5.4% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $10.0K | 142,531 | 5.3% |
| Apple Inc(AAPL) | COM | 037833100 | $9.1K | 53,639 | 4.8% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $8.4K | 52,464 | 4.5% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $8.1K | 60,870 | 4.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $6.7K | 146,113 | 3.6% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $5.1K | 42,954 | 2.7% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $5.1K | 42,135 | 2.7% |
| Franklin RES Inc(BEN) | COM | 354613101 | $2.1K | 49,170 | 1.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.6K | 11,665 | 0.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $612 | 5,370 | 0.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $512 | 3,465 | 0.3% |
| Illumina Inc(ILMN) | COM | 452327109 | $438 | 2,003 | 0.2% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $310 | 3,699 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $263 | 3,070 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $248 | 1,310 | 0.1% |
| Pacific Biosciences Calif in(PACB) | COM | 69404D108 | $58 | 22,000 | 0.0% |