Q4 2018 Holdings
Filed 2019-02-15 | 60 holdings | $98.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $46.3K | 362,756 | 47.0% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $10.1K | 126,894 | 10.2% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $7.0K | 117,072 | 7.1% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $6.1K | 118,557 | 6.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.3K | 115,074 | 4.3% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $2.3K | 15,339 | 2.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.2K | 58,212 | 2.3% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.9K | 30,036 | 2.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.6K | 55,195 | 1.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.5K | 14,741 | 1.5% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.4K | 24,404 | 1.5% |
| Vanguard Admiral FDS Inc(IVOG) | MIDCP 400 GRTH | 921932869 | $1.4K | 12,108 | 1.4% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $1.1K | 38,007 | 1.1% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.1K | 45,505 | 1.1% |
| Apple Inc(AAPL) | COM | 037833100 | $751 | 4,757 | 0.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $717 | 477 | 0.7% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $664 | 7,144 | 0.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $593 | 8,552 | 0.6% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $474 | 3,430 | 0.5% |
| Chevron Corp New(CVX) | COM | 166764100 | $451 | 4,146 | 0.5% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $449 | 4,173 | 0.5% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $427 | 7,500 | 0.4% |
| Select Sector Spdr TR(XLY) | SBI CONS DISCR | 81369Y407 | $419 | 4,233 | 0.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $386 | 1,893 | 0.4% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $364 | 15,274 | 0.4% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $327 | 2,167 | 0.3% |
| Boeing Co(BA) | COM | 097023105 | $323 | 1,001 | 0.3% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $315 | 4,557 | 0.3% |
| CVS Health Corp(CVS) | COM | 126650100 | $311 | 4,737 | 0.3% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $267 | 1,994 | 0.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $263 | 252 | 0.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $259 | 1,960 | 0.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $258 | 3,794 | 0.3% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $246 | 2,464 | 0.2% |
| Procter and Gamble Co(PG) | COM | 742718109 | $236 | 2,559 | 0.2% |
| Intuit(INTU) | COM | 461202103 | $230 | 1,170 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $221 | 1,686 | 0.2% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $213 | 2,184 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $209 | 1,618 | 0.2% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $204 | 910 | 0.2% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $204 | 1,451 | 0.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $200 | 1,517 | 0.2% |
| Pfizer Inc(PFE) | COM | 717081103 | $200 | 4,565 | 0.2% |