Q1 2018 Holdings
Filed 2018-05-01 | 68 holdings | $418.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Heartland Finl USA Inc(HTLFEUR) | COM | 42234Q102 | $5.5K | 107,109 | 1.3% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $5.7K | 89,507 | 1.4% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $6.0K | 113,693 | 1.4% |
| Wisdomtree TR(DLS) | INTL SMCAP DIV | 97717W760 | $6.0K | 79,054 | 1.4% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $8.3K | 187,518 | 2.0% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $9.5K | 199,641 | 2.3% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $10.3K | 86,258 | 2.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $12.6K | 85,866 | 3.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $14.1K | 300,225 | 3.4% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $14.9K | 114,883 | 3.6% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $15.3K | 280,390 | 3.7% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $18.2K | 214,238 | 4.3% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $19.3K | 352,164 | 4.6% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $26.8K | 341,465 | 6.4% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $27.7K | 352,800 | 6.6% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $42.2K | 409,399 | 10.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $53.1K | 391,555 | 12.7% |
| 3M Co(MMM) | COM | 88579Y101 | $63.7K | 290,064 | 15.2% |