Q1 2019 Holdings
Filed 2019-05-14 | 86 holdings | $471.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $239.0K | 2,968 | 50.7% |
| Vanguard Total(VTI) | TOTAL STK MKT | 922908769 | $48.5K | 335,298 | 10.3% |
| Vanguard Small(VBR) | SM CP VAL ETF | 922908611 | $30.1K | 233,749 | 6.4% |
| Ishares Russell(IWN) | RUS 2000 VAL ETF | 464287630 | $23.2K | 193,173 | 4.9% |
| Ishares Tips(TIP) | TIPS BD ETF | 464287176 | $12.8K | 113,585 | 2.7% |
| Stryker Corp(SYK) | COM | 863667101 | $12.4K | 62,772 | 2.6% |
| Ishares Gold(IAUUSD) | ISHARES | 464285105 | $9.1K | 734,549 | 1.9% |
| Ishares Core(ITOT) | CORE S&P TTL STK | 464287150 | $8.5K | 131,984 | 1.8% |
| Vanguard Total(VT) | TT WRLD ST ETF | 922042742 | $7.7K | 104,578 | 1.6% |
| Ishares Msci(EFV) | EAFE VALUE ETF | 464288877 | $6.5K | 132,585 | 1.4% |
| Vanguard S&P(VOO) | S&P 500 ETF SHS | 922908363 | $4.9K | 19,019 | 1.0% |
| Vanguard Fste(VWO) | FTSE EMR MKT ETF | 922042858 | $4.0K | 95,180 | 0.9% |
| Berkshire Hathaway(BRK/B) | CL B NEW | 084670702 | $4.0K | 19,846 | 0.8% |
| Schwab US(SCHB) | US BRD MKT ETF | 808524102 | $3.3K | 49,041 | 0.7% |
| Spdr S&P(SPY) | TR UNIT | 78462F103 | $3.2K | 11,191 | 0.7% |
| Ishares 1-3YR(SHY) | 1 3 YR TREAS BD | 464287457 | $3.0K | 35,483 | 0.6% |
| Vanguard Value(VTV) | VALUE ETF | 922908744 | $2.7K | 24,970 | 0.6% |
| Apple Inc(AAPL) | COM | 037833100 | $2.6K | 13,636 | 0.5% |
| Ishares Select(DVY) | SELECT DIVID ETF | 464287168 | $2.5K | 25,780 | 0.5% |
| Ishares Russell(IWV) | RUSSELL 3000 ETF | 464287689 | $2.4K | 14,232 | 0.5% |
| Amazon COM(AMZN) | COM | 023135106 | $2.3K | 1,317 | 0.5% |
| Vanguard Real(VNQ) | REAL ESTATE ETF | 922908553 | $1.7K | 19,597 | 0.4% |
| Vanguard Total(BND) | TOTAL BND MRKT | 921937835 | $1.5K | 17,967 | 0.3% |
| Procter & Gamble(PG) | COM | 742718109 | $1.4K | 13,883 | 0.3% |
| Ishares National(MUB) | NATIONAL MUN | 464288414 | $1.4K | 12,796 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.4K | 11,886 | 0.3% |
| Schwab Aggregate(SCHZ) | US AGGREGATE B | 808524839 | $1.2K | 23,878 | 0.3% |
| Ishares S&P(IJS) | SP SMCP600VL ETF | 464287879 | $1.2K | 8,216 | 0.3% |
| Berkshire Hathaway(BRK/A) | CL A | 084670108 | $1.2K | 4 | 0.3% |
| Philip Morris(PM) | COM | 718172109 | $1.2K | 13,583 | 0.3% |
| Vanguard Total(VXUS) | VG TL INTL STK F | 921909768 | $1.1K | 20,417 | 0.2% |
| Ishares Russell(IWB) | RUS 1000 ETF | 464287622 | $1.1K | 6,674 | 0.2% |
| Altria Group(MO) | COM | 02209S103 | $1.0K | 18,072 | 0.2% |
| Kellogg Co(KEL) | COM | 487836108 | $856 | 14,913 | 0.2% |
| LCI Inds(LCII) | COM | 50189K103 | $848 | 11,043 | 0.2% |
| Pfizer Inc(PFE) | COM | 717081103 | $847 | 19,935 | 0.2% |
| Ishares Core(IVV) | CORE S&P500 ETF | 464287200 | $835 | 2,933 | 0.2% |
| Schwab Intl(SCHF) | INTL EQTY ETF | 808524805 | $791 | 25,251 | 0.2% |
| Schwab US(SCHP) | US TIPS ETF | 808524870 | $741 | 13,478 | 0.2% |
| Vanguard Mid(VO) | MID CAP ETF | 922908629 | $723 | 4,496 | 0.2% |
| Ishares Msci(EFA) | MSCI EAFE ETF | 464287465 | $695 | 10,711 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $693 | 4,959 | 0.1% |
| Vanguard Short(BSV) | SHORT TRM BOND | 921937827 | $677 | 8,505 | 0.1% |
| Kimberly Clark(KMB) | COM | 494368103 | $658 | 5,308 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $632 | 5,153 | 0.1% |
| Eaton Corp(ETN) | SHS | G29183103 | $622 | 7,725 | 0.1% |
| Exxon Mobil(XOM) | COM | 30231G102 | $620 | 7,675 | 0.1% |
| Steelcase Inc(GJB) | CL A | 858155203 | $590 | 40,531 | 0.1% |
| Ishares Russ(IWS) | RUS MDCP VAL ETF | 464287473 | $582 | 6,706 | 0.1% |
| Chevron Corp(CVX) | COM | 166764100 | $572 | 4,645 | 0.1% |