Q3 2018 Holdings
Filed 2018-11-07 | 19 holdings | $98.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $10.4K | 161,950 | 10.5% |
| Ishares TR(IDV) | INTL SEL DIV ETF | 464288448 | $10.3K | 316,382 | 10.5% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $9.3K | 79,947 | 9.4% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $9.2K | 45,736 | 9.3% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $7.4K | 143,113 | 7.5% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $6.9K | 38,919 | 7.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $6.5K | 41,505 | 6.6% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $6.1K | 58,846 | 6.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $6.0K | 56,406 | 6.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $5.5K | 62,470 | 5.5% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $5.2K | 41,238 | 5.3% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $4.5K | 72,037 | 4.5% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $4.1K | 82,749 | 4.1% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $2.7K | 24,804 | 2.7% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $1.9K | 17,697 | 1.9% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $1.6K | 15,698 | 1.6% |
| W P Carey Inc(WPC) | COM | 92936U109 | $565 | 8,790 | 0.6% |
| Starbucks Corp(SBUX) | COM | 855244109 | $547 | 9,620 | 0.6% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $353 | 1,650 | 0.4% |