Q1 2019 Holdings
Filed 2019-05-08 | 61 holdings | $111.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Indx ETF(VTI) | TOTAL STK MKT | 922908769 | $53.1K | 366,992 | 47.8% |
| Vanguard Total Bond Mkt Index ETF(BND) | TOTAL BND MRKT | 921937835 | $10.1K | 124,966 | 9.1% |
| Schwab US Brd Mkt ETF(SCHB) | US BRD MKT ETF | 808524102 | $7.5K | 109,982 | 6.7% |
| iShares Int'l Small Cap Index ETF(SCZ) | EAFE SML CP ETF | 464288273 | $7.0K | 121,180 | 6.3% |
| Vanguard Ftse Dev Mkts Index ETF(VEA) | FTSE DEV MKT ETF | 921943858 | $4.8K | 117,540 | 4.3% |
| Vanguard Ftse Emerg Mkts Index ETF(VWO) | FTSE EMR MKT ETF | 922042858 | $2.6K | 60,362 | 2.3% |
| Ishares Tr Russell 3000 ETF(IWV) | RUSSELL 3000 ETF | 464287689 | $2.5K | 15,018 | 2.3% |
| Starbucks Corp(SBUX) | COM | 855244109 | $2.2K | 29,909 | 2.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.0K | 16,638 | 1.8% |
| Schwab Intl Eq ETF(SCHF) | INTL EQTY ETF | 808524805 | $1.8K | 56,951 | 1.6% |
| Vanguard S&P Mid-Cap 400 Growth(IVOG) | MIDCP 400 GRTH | 921932869 | $1.6K | 11,858 | 1.4% |
| iShares Tr Msci Eafe ETF(EFA) | MSCI EAFE ETF | 464287465 | $1.6K | 24,296 | 1.4% |
| Schwab Intl Sm-Cap ETF(SCHC) | INTL SCEQT ETF | 808524888 | $1.3K | 40,202 | 1.2% |
| Schwab Emg Mkt Eq ETF(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.2K | 45,891 | 1.1% |
| Apple Computer Inc(AAPL) | COM | 037833100 | $944 | 4,970 | 0.8% |
| Amazon Com Inc(AMZN) | COM | 023135106 | $894 | 502 | 0.8% |
| iShares Msci KLD 400 Social Index ETF(DSI) | MSCI KLD400 SOC | 464288570 | $759 | 7,192 | 0.7% |
| Ishares Tr Core S&P Smallcap(IJR) | CORE S&P SCP ETF | 464287804 | $660 | 8,552 | 0.6% |
| Vanguard Mid Cap(VO) | MID CAP ETF | 922908629 | $551 | 3,430 | 0.5% |
| Chevron Corporation(CVX) | COM | 166764100 | $515 | 4,183 | 0.5% |
| iShares Tr Russell 2000 Value ETF(IWN) | RUS 2000 VAL ETF | 464287630 | $486 | 4,050 | 0.4% |
| Spdr Fund Consumer(XLY) | SBI CONS DISCR | 81369Y407 | $482 | 4,233 | 0.4% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $421 | 7,375 | 0.4% |
| Select Str Financial(XLF) | SBI INT-FINL | 81369Y605 | $393 | 15,274 | 0.4% |
| Berkshire Hathaway Cl B(BRK/B) | CL B NEW | 084670702 | $380 | 1,893 | 0.3% |
| Boeing Co(BA) | COM | 097023105 | $379 | 992 | 0.3% |
| Ishares S&P 500 Growth(IVW) | S&P 500 GRWT ETF | 464287309 | $374 | 2,167 | 0.3% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $348 | 4,305 | 0.3% |
| Ishares Msci Eafe Growth(EFG) | EAFE GRWTH ETF | 464288885 | $343 | 4,425 | 0.3% |
| iShares Tr Russell 2000 ETF(IWM) | RUSSELL 2000 ETF | 464287655 | $309 | 2,020 | 0.3% |
| Intuit Inc(INTU) | COM | 461202103 | $308 | 1,176 | 0.3% |
| Visa Inc Cl A(V) | COM CL A | 92826C839 | $307 | 1,963 | 0.3% |
| Facebook Inc Class A(META) | CL A | 30303M102 | $299 | 1,792 | 0.3% |
| Alphabet Inc Class A(GOOGL) | CAP STK CL A | 02079K305 | $293 | 249 | 0.3% |
| Vanguard Extend Mkts Index ETF(VXF) | EXTEND MKT ETF | 922908652 | $285 | 2,464 | 0.3% |
| Procter & Gamble(PG) | COM | 742718109 | $269 | 2,587 | 0.2% |
| Accenture Ltd Cl A(ACN) | SHS CLASS A | G1151C101 | $264 | 1,505 | 0.2% |
| Thermo Fisher Scientific(TMO) | COM | 883556102 | $251 | 916 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $242 | 1,733 | 0.2% |
| Vanguard Small Cap ETF(VB) | SMALL CP ETF | 922908751 | $232 | 1,517 | 0.2% |
| JP Morgan Chase & Co(JPM) | COM | 46625H100 | $227 | 2,238 | 0.2% |
| Ross Stores Inc(ROST) | COM | 778296103 | $218 | 2,347 | 0.2% |
| Alphabet Inc Class C(GOOG) | CAP STK CL C | 02079K107 | $218 | 186 | 0.2% |
| Stryker Corp(SYK) | COM | 863667101 | $206 | 1,046 | 0.2% |