Q4 2018 Holdings
Filed 2019-05-16 | 82 holdings | $480.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $274.0K | 2,968 | 57.0% |
| Vanguard Total(VTI) | VG TL INTL STK F | 922908769 | $43.3K | 339,276 | 9.0% |
| Vanguard Small(VBR) | SM CP VAL ETF | 922908611 | $26.0K | 228,266 | 5.4% |
| Ishares Russell(IWN) | RUS MID CAP ETF | 464287630 | $20.9K | 194,200 | 4.3% |
| Ishares Tips(TIP) | TIPS BD ETF | 464287176 | $12.8K | 116,767 | 2.7% |
| Stryker Corp(SYK) | COM | 863667101 | $10.3K | 65,957 | 2.2% |
| Ishares Gold(IAUUSD) | ISHARES | 464285105 | $8.8K | 714,226 | 1.8% |
| Ishares Core(ITOT) | CORE S&P TTL STK | 464287150 | $7.8K | 136,920 | 1.6% |
| Vanguard Total(VT) | VG TL INTL STK F | 922042742 | $6.7K | 102,557 | 1.4% |
| Ishares Msci(EFV) | MSCI WORLD ETF | 464288877 | $6.1K | 135,538 | 1.3% |
| Vanguard S&P(VOO) | 500 VAL IDX FD | 922908363 | $4.5K | 19,400 | 0.9% |
| Berkshire Hathaway(BRK/B) | CL A | 084670702 | $4.1K | 20,268 | 0.9% |
| Vanguard Fste(VWO) | FTSE EMR MKT ETF | 922042858 | $3.6K | 94,045 | 0.7% |
| Ishares 1-3YR(SHY) | 1 3 YR TREAS BD | 464287457 | $3.0K | 35,934 | 0.6% |
| Spdr S&P(SPY) | TR UNIT | 78462F103 | $2.8K | 11,131 | 0.6% |
| Schwab US(SCHB) | US BRD MKT ETF | 808524102 | $2.5K | 41,904 | 0.5% |
| Vanguard Value(VTV) | VALUE ETF | 922908744 | $2.4K | 24,970 | 0.5% |
| Ishares Select(DVY) | SELECT DIVID ETF | 464287168 | $2.3K | 26,302 | 0.5% |
| Ishares Russell(IWV) | RUS MID CAP ETF | 464287689 | $2.1K | 14,232 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $2.1K | 13,226 | 0.4% |
| Amazon COM(AMZN) | COM | 023135106 | $1.9K | 1,267 | 0.4% |
| Vanguard Real(VNQ) | REAL ESTATE ETF | 922908553 | $1.5K | 19,597 | 0.3% |
| Ishares National(MUB) | NATIONAL MUN | 464288414 | $1.4K | 13,093 | 0.3% |
| Vanguard Total(BND) | VG TL INTL STK F | 921937835 | $1.4K | 17,248 | 0.3% |
| Procter & Gamble(PG) | COM | 742718109 | $1.3K | 13,784 | 0.3% |
| Berkshire Hathaway(BRK/A) | CL A | 084670108 | $1.2K | 4 | 0.3% |
| Schwab Aggregate(SCHZ) | US AGGREGATE B | 808524839 | $1.2K | 22,723 | 0.2% |
| Ishares S&P(IJS) | UNIT BEN INT | 464287879 | $1.1K | 8,214 | 0.2% |
| Philip Morris(PM) | COM | 718172109 | $944 | 14,140 | 0.2% |
| Kellogg Co(KEL) | COM | 487836108 | $929 | 16,300 | 0.2% |
| Vanguard Total(VXUS) | VG TL INTL STK F | 921909768 | $905 | 19,167 | 0.2% |
| Altria Group(MO) | COM | 02209S103 | $895 | 18,125 | 0.2% |
| Pfizer Inc(PFE) | COM | 717081103 | $851 | 19,498 | 0.2% |
| Ishares Core(IVV) | CORE S&P TTL STK | 464287200 | $727 | 2,889 | 0.2% |
| Schwab US(SCHP) | US BRD MKT ETF | 808524870 | $688 | 12,918 | 0.1% |
| Schwab Intl(SCHF) | INTL EQTY ETF | 808524805 | $677 | 23,897 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $671 | 6,610 | 0.1% |
| Vanguard Short(BSV) | SHORT TRM BOND | 921937827 | $668 | 8,505 | 0.1% |
| Exxon Mobil(XOM) | COM | 30231G102 | $655 | 9,601 | 0.1% |
| Vanguard Mid(VO) | MCAP VL IDXVIP | 922908629 | $654 | 4,733 | 0.1% |
| Chevron Corp(CVX) | COM | 166764100 | $650 | 5,978 | 0.1% |
| Kimberly Clark(KMB) | COM | 494368103 | $648 | 5,683 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $636 | 4,927 | 0.1% |
| Ishares Msci(EFA) | MSCI WORLD ETF | 464287465 | $630 | 10,711 | 0.1% |
| Steelcase Inc(GJB) | CL A | 858155203 | $601 | 40,531 | 0.1% |
| Eaton Corp(ETN) | SHS | G29183103 | $530 | 7,722 | 0.1% |
| Ishares Russ(IWS) | RUS MDCP VAL ETF | 464287473 | $512 | 6,706 | 0.1% |
| LCI Inds(LCII) | COM | 50189K103 | $494 | 7,393 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $480 | 4,341 | 0.1% |
| Dowdupont Inc | COM | 26078J100 | $478 | 8,933 | 0.1% |