Q2 2018 Holdings
Filed 2018-07-26 | 20 holdings | $96.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares Inc(IDV) | INTL SEL DIV ETF | 464288448 | $10.4K | 323,973 | 10.8% |
| Ishares Inc(IEFA) | CORE MSCI EAFE | 46432F842 | $10.0K | 157,993 | 10.4% |
| Ishares Inc(IJH) | CORE S&P MCP ETF | 464287507 | $9.1K | 46,894 | 9.5% |
| Ishares Inc(IVE) | S&P 500 VAL ETF | 464287408 | $8.9K | 80,894 | 9.3% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $7.4K | 140,897 | 7.7% |
| Ishares Inc(IVW) | S&P 500 GRWT ETF | 464287309 | $6.8K | 41,613 | 7.0% |
| Ishares Inc(IWF) | RUS 1000 GRW ETF | 464287614 | $6.0K | 41,605 | 6.2% |
| Ishares Inc(MBB) | MBS ETF | 464288588 | $6.0K | 57,258 | 6.2% |
| Ishares Inc(AGG) | CORE US AGGBD ET | 464287226 | $5.7K | 53,435 | 5.9% |
| Ishares Inc(IJR) | CORE S&P SCP ETF | 464287804 | $5.5K | 66,184 | 5.7% |
| Ishares Inc(IWD) | RUS 1000 VAL ETF | 464287598 | $5.0K | 41,444 | 5.2% |
| Ishares Inc(SCZ) | EAFE SML CP ETF | 464288273 | $4.5K | 71,434 | 4.7% |
| Ishares Inc(ISTB) | CORE 1 5 YR USD | 46432F859 | $3.8K | 78,036 | 4.0% |
| Ishares Inc(MUB) | NATIONAL MUN ETF | 464288414 | $2.6K | 24,131 | 2.7% |
| Ishares Inc(SUB) | SHRT NAT MUN ETF | 464288158 | $1.8K | 17,102 | 1.9% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $1.2K | 12,233 | 1.3% |
| W P Carey Inc(WPC) | COM | 92936U109 | $583 | 8,790 | 0.6% |
| Starbucks Corp(SBUX) | COM | 855244109 | $469 | 9,620 | 0.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $307 | 1,650 | 0.3% |
| Huntington Bancshares Inc(HBAN) | COM | 446150104 | $159 | 10,774 | 0.2% |