Q4 2017 Holdings
Filed 2018-03-07 | 2175 holdings | $423.9K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2018-05-18) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr S&P 500 ETF(SPY)A | Exchange Traded Fund | 78462F103 | $17.2K | 56 | 4.1% |
| Vanguard Growth ETF(VUG)A | Exchange Traded Fund | 922908736 | $16.7K | 118,397 | 3.9% |
| Vanguard Value ETF(VTV)A | Exchange Traded Fund | 922908744 | $14.3K | 134,272 | 3.4% |
| Vanguard Ftse Developed Markets ETF(VEA)A | Exchange Traded Fund | 921943858 | $10.4K | 232,737 | 2.5% |
| Vanguard 500 ETF(VOO)A | Exchange Traded Fund | 922908363 | $10.4K | 42,324 | 2.4% |
| Vanguard Intermediate-Term Bond ETF(BIV)A | Exchange Traded Fund | 921937819 | $9.6K | 114,980 | 2.3% |
| Apple Inc(AAPL)A | Common Stock | 037833100 | $9.2K | 54,482 | 2.2% |
| Vanguard Mid-Cap Value ETF(VOE)A | Exchange Traded Fund | 922908512 | $9.0K | 80,560 | 2.1% |
| iShares Russell 1000 Growth(IWF)A | Exchange Traded Fund | 464287614 | $8.1K | 60,162 | 1.9% |
| Vanguard Mid-Cap ETF(VO)A | Exchange Traded Fund | 922908629 | $7.7K | 49,715 | 1.8% |
| Vanguard Mid-Cap Growth ETF(VOT)A | Exchange Traded Fund | 922908538 | $7.6K | 59,261 | 1.8% |
| iShares Russell 1000(IWB)A | Exchange Traded Fund | 464287622 | $7.2K | 48,763 | 1.7% |
| Vanguard Small-Cap ETF(VB)A | Exchange Traded Fund | 922908751 | $7.2K | 48,705 | 1.7% |
| Vanguard Small-Cap Value ETF(VBR)A | Exchange Traded Fund | 922908611 | $6.8K | 51,408 | 1.6% |
| Vanguard Small-Cap Growth ETF(VBK)A | Exchange Traded Fund | 922908595 | $6.7K | 41,756 | 1.6% |
| Vanguard Total Stock Market ETF(VTI)A | Exchange Traded Fund | 922908769 | $6.3K | 45,939 | 1.5% |
| Vanguard Large-Cap ETF(VV)A | Exchange Traded Fund | 922908637 | $5.9K | 48,326 | 1.4% |
| iShares Core S&P 500(IVV)A | Exchange Traded Fund | 464287200 | $5.4K | 20,143 | 1.3% |
| iShares Russell 1000 Value(IWD)A | Exchange Traded Fund | 464287598 | $5.2K | 41,778 | 1.2% |
| iShares Msci Eafe(EFA)A | Exchange Traded Fund | 464287465 | $5.1K | 73,018 | 1.2% |
| Vanguard REIT ETF(VNQ)A | Exchange Traded Fund | 922908553 | $4.8K | 57,995 | 1.1% |
| Ishares U S Technology Etf(IYW)A | Exchange Traded Fund | 464287721 | $4.6K | 28,484 | 1.1% |
| Vanguard Short-Term Bond ETF(BSV)A | Exchange Traded Fund | 921937827 | $4.4K | 55,000 | 1.0% |
| Vanguard High Dividend Yield ETF(VYM)A | Exchange Traded Fund | 921946406 | $4.3K | 50,650 | 1.0% |
| Vanguard Ftse Emerging Markets ETF(VWO)A | Exchange Traded Fund | 922042858 | $4.3K | 93,981 | 1.0% |
| Berkshire Hathaway Inc B(BRK/B)A | Common Stock | 084670702 | $4.1K | 20,620 | 1.0% |
| Vanguard Ftse Pacific ETF(VPL)A | Exchange Traded Fund | 922042866 | $3.7K | 51,240 | 0.9% |
| Ishares Core High Dividend Etf(HDV)A | Exchange Traded Fund | 46429B663 | $3.6K | 122 | 0.8% |
| Vanguard Total International Bond ETF(BNDX)A | Exchange Traded Fund | 92203J407 | $3.4K | 1,884 | 0.8% |
| Vanguard Total Bond Market ETF(BND)A | Exchange Traded Fund | 921937835 | $2.9K | 35,595 | 0.7% |
| iShares Core S&P Mid-Cap(IJH)A | Exchange Traded Fund | 464287507 | $2.9K | 15,250 | 0.7% |
| iShares Core S&P Total US Stock Mkt ETF(ITOT)A | Exchange Traded Fund | 464287150 | $2.9K | 47,112 | 0.7% |
| Exxon Mobil Corp(XOM)A | Common Stock | 30231G102 | $2.6K | 568 | 0.6% |
| Coca-Cola Co(KO)A | Common Stock | 191216100 | $2.6K | 57,133 | 0.6% |
| iShares iBonds Mar 2018 Term Corp exFnclA | Exchange Traded Fund | 46432FAG2 | $2.6K | 3,305 | 0.6% |
| iShares Core Msci Emerging Markets ETF(IEMG)A | Exchange Traded Fund | 46434G103 | $2.4K | 104,070 | 0.6% |
| Amazon.com Inc(AMZN)A | Common Stock | 023135106 | $2.4K | 2,055 | 0.6% |
| Microsoft Corp(MSFT)A | Common Stock | 594918104 | $2.3K | 26,698 | 0.5% |
| Vanguard Russell 1000 Value ETF(VONV)A | Exchange Traded Fund | 92206C714 | $2.3K | 3,755 | 0.5% |
| iShares Russell Mid-Cap(IWR)A | Exchange Traded Fund | 464287499 | $2.0K | 9,563 | 0.5% |
| iShares S&P 500 Growth(IVW)A | Exchange Traded Fund | 464287309 | $2.0K | 12,966 | 0.5% |
| First Connecticut Bancorp IncA | Common Stock | 319850103 | $1.9K | 73,801 | 0.5% |
| iShares Core S&P Small-Cap(IJR)A | Exchange Traded Fund | 464287804 | $1.9K | 24,634 | 0.4% |
| JPMorgan Chase & Co(JPM)A | Common Stock | 46625H100 | $1.9K | 1,333 | 0.4% |
| iShares Intermediate Credit Bond(IGIB)A | Exchange Traded Fund | 464288638 | $1.9K | 17,169 | 0.4% |
| AT&T Inc(T)A | Common Stock | 00206R102 | $1.8K | 364 | 0.4% |
| Procter & Gamble Co(PG)A | Common Stock | 742718109 | $1.7K | 18,950 | 0.4% |
| Vanguard Ftse Europe ETF(VGK)A | Exchange Traded Fund | 922042874 | $1.7K | 28,211 | 0.4% |
| Vanguard Russell 1000 Growth ETF(VONG)A | Exchange Traded Fund | 92206C680 | $1.7K | 320 | 0.4% |
| The Home Depot Inc(HD)A | Common Stock | 437076102 | $1.6K | 8,331 | 0.4% |