Q1 2019 Holdings
Filed 2019-05-01 | 21 holdings | $92.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares Inc(IEFA) | CORE MSCI EAFE | 46432F842 | $9.7K | 159,401 | 10.4% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $9.4K | 182,053 | 10.2% |
| Ishares Inc(IDV) | INTL SEL DIV ETF | 464288448 | $9.3K | 300,428 | 10.0% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $7.7K | 209,677 | 8.3% |
| Ishares Inc(IVW) | S&P 500 GRWT ETF | 464287309 | $6.7K | 39,056 | 7.3% |
| Ishares Inc(IVE) | S&P 500 VAL ETF | 464287408 | $6.7K | 59,114 | 7.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $6.6K | 35,014 | 7.2% |
| Ishares Inc(IWF) | RUS 1000 GRW ETF | 464287614 | $6.4K | 41,978 | 6.9% |
| Ishares Inc(AGG) | CORE US AGGBD ET | 464287226 | $5.7K | 52,350 | 6.2% |
| Ishares Inc(IWD) | RUS 1000 VAL ETF | 464287598 | $5.0K | 40,407 | 5.4% |
| Ishares Inc(MBB) | MBS ETF | 464288588 | $3.7K | 34,767 | 4.0% |
| Ishares Inc(ISTB) | CORE 1 5 YR USD | 46432F859 | $3.4K | 69,012 | 3.7% |
| Ishares Inc(IJR) | CORE S&P SCP ETF | 464287804 | $3.3K | 42,709 | 3.6% |
| Ishares Inc(MUB) | NATIONAL MUN ETF | 464288414 | $2.4K | 22,029 | 2.6% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $1.6K | 16,534 | 1.8% |
| Ishares Inc(SCZ) | EAFE SML CP ETF | 464288273 | $1.5K | 26,925 | 1.7% |
| Ishares Inc(SUB) | SHRT NAT MUN ETF | 464288158 | $1.5K | 14,116 | 1.6% |
| W P Carey Inc(WPC) | COM | 92936U109 | $738 | 9,421 | 0.8% |
| Starbucks Corp(SBUX) | COM | 855244109 | $715 | 9,620 | 0.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $301 | 1,500 | 0.3% |
| Ishares Inc(IWB) | RUS 1000 ETF | 464287622 | $220 | 1,398 | 0.2% |