Q4 2018 Holdings
Filed 2019-02-05 | 44 holdings | $3.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $3.2M | 89,902 | 92.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $38.3K | 152,167 | 1.1% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $34.9K | 615,351 | 1.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $29.0K | 174,877 | 0.8% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $22.8K | 433,901 | 0.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $19.2K | 276,592 | 0.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $18.3K | 171,595 | 0.5% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $15.5K | 327,800 | 0.4% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $15.3K | 311,279 | 0.4% |
| Ishares TR(HDV) | CORE HIGH DV ETF | 46429B663 | $14.7K | 174,259 | 0.4% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $7.1K | 143,891 | 0.2% |
| Ishares TR(IAGG) | CORE INTL AGGR | 46435G672 | $6.8K | 130,947 | 0.2% |
| Fidelity(FREL) | MSCI RL EST ETF | 316092857 | $5.2K | 234,087 | 0.2% |
| Vanguard Scottsdale FDS(VTWO) | VNG RUS2000IDX | 92206C664 | $4.8K | 44,554 | 0.1% |
| Ishares TR(IFGL) | INTL DEV RE ETF | 464288489 | $4.4K | 163,140 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $4.1K | 37,689 | 0.1% |
| Ishares TR(REET) | GLOBAL REIT ETF | 46434V647 | $3.7K | 157,985 | 0.1% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $3.2K | 58,718 | 0.1% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $2.4K | 38,053 | 0.1% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $2.2K | 24,631 | 0.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $1.9K | 9,777 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.3K | 11,563 | 0.0% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $1.2K | 10,482 | 0.0% |
| Ishares TR(IMCB) | MRGSTR MD CP ETF | 464288208 | $1.1K | 6,737 | 0.0% |
| Ishares TR(IYY) | DOW JONES US ETF | 464287846 | $1.1K | 8,725 | 0.0% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $1.1K | 13,409 | 0.0% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $901 | 6,134 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $848 | 12,437 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $648 | 14,062 | 0.0% |
| Ishares TR(IMTB) | CR 5 10 YR ETF | 46435G417 | $597 | 12,432 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $520 | 3,298 | 0.0% |
| Zions Bancorporation N A(ZION) | COM | 989701107 | $336 | 8,259 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $321 | 2,081 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $318 | 2,301 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $314 | 2,761 | 0.0% |
| Ishares TR(SMMD) | RUSEL 2500 ETF | 46435G268 | $298 | 7,796 | 0.0% |
| Ishares Inc(EEMV) | MIN VOL EMRG MKT | 464286533 | $285 | 5,098 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $269 | 2,324 | 0.0% |
| Spdr DOW Jones Indl Avrg ETF(DIA) | UT SER 1 | 78467X109 | $266 | 1,142 | 0.0% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $238 | 2,380 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $207 | 200 | 0.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $202 | 1,790 | 0.0% |
| Zagg Inc | COM | 98884U108 | $181 | 18,478 | 0.0% |
| Ford MTR Co del(F) | COM PAR $0.01 | 345370860 | $130 | 16,940 | 0.0% |