Q1 2017 Holdings
Filed 2019-05-23 | 79 holdings | $200.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Total(VTI) | TOTAL STK MKT | 922908769 | $41.7K | 297,104 | 20.8% |
| Ishares Russell(IWN) | RUS 2000 VAL ETF | 464287630 | $26.6K | 208,236 | 13.2% |
| Vanguard Small(VBR) | SM CP VAL ETF | 922908611 | $20.0K | 148,941 | 10.0% |
| Ishares Tips(TIP) | TIPS BD ETF | 464287176 | $15.3K | 134,404 | 7.6% |
| Ishares Gold(IAUUSD) | ISHARES | 464285105 | $9.3K | 733,358 | 4.6% |
| Ishares Msci(EFV) | EAFE VALUE ETF | 464288877 | $8.2K | 144,160 | 4.1% |
| Vanguard Total(VT) | TT WRLD ST ETF | 922042742 | $7.4K | 97,427 | 3.7% |
| Stryker Corp(SYK) | COM | 863667101 | $5.5K | 33,792 | 2.7% |
| Vanguard S&P(VOO) | S&P 500 ETF SHS | 922908363 | $4.9K | 19,487 | 2.4% |
| Vanguard Fste(VWO) | FTSE EMR MKT ETF | 922042858 | $4.4K | 92,748 | 2.2% |
| Berkshire Hathaway(BRK/B) | CL B NEW | 084670702 | $3.9K | 19,271 | 1.9% |
| Ishares 1-3YR(SHY) | 1-3 YR TR BD ETF | 464287457 | $3.2K | 38,503 | 1.6% |
| Spdr S&P(SPY) | TR UNIT | 78462F103 | $2.9K | 10,413 | 1.4% |
| Ishares Select(DVY) | SELECT DIVID ETF | 464287168 | $2.8K | 28,089 | 1.4% |
| Vanguard Value(VTV) | VALUE ETF | 922908744 | $2.6K | 24,143 | 1.3% |
| Ishares Russell(IWV) | RUSSELL 3000 ETF | 464287689 | $2.6K | 16,054 | 1.3% |
| Ishares Core(ITOT) | CORE S&P TTL STK | 464287150 | $2.2K | 34,989 | 1.1% |
| Ishares National(MUB) | NATIONAL MUN ETF | 464288414 | $1.9K | 16,872 | 0.9% |
| Vanguard Short(BSV) | SHORT TRM BOND | 921937827 | $1.6K | 19,671 | 0.8% |
| Amazon COM(AMZN) | COM | 023135106 | $1.5K | 1,228 | 0.8% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $1.5K | 5 | 0.8% |
| Procter & Gamble(PG) | COM | 742718109 | $1.5K | 15,827 | 0.7% |
| Kellogg Company(KEL) | COM | 487836108 | $1.4K | 20,263 | 0.7% |
| Ishares S&P(IJS) | SP SMCP600VL ETF | 464287879 | $1.2K | 7,958 | 0.6% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.2K | 32,061 | 0.6% |
| Altria Group(MO) | COM | 02209S103 | $1.1K | 16,145 | 0.6% |
| Apple Inc(AAPL) | COM | 037833100 | $1.1K | 6,485 | 0.6% |
| Philip Morris(PM) | COM | 718172109 | $1.1K | 10,467 | 0.5% |
| Vanguard Total(VXUS) | VG TL INTL STK F | 921909768 | $982 | 16,760 | 0.5% |
| Chevron Corp(CVX) | COM | 166764100 | $939 | 7,634 | 0.5% |
| Vanguard Total(BND) | TOTAL BND MRKT | 921937835 | $935 | 11,499 | 0.5% |
| Ishares Msci(EFA) | MSCI EAFE ETF | 464287465 | $867 | 11,989 | 0.4% |
| Vanguard REIT(VNQ) | REIT ETF | 922908553 | $848 | 10,407 | 0.4% |
| Vanguard Mid(VO) | MID CAP ETF | 922908629 | $845 | 5,324 | 0.4% |
| Exxon Mobil(XOM) | COM | 30231G102 | $832 | 9,551 | 0.4% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $765 | 5,388 | 0.4% |
| Kimberly Clark(KMB) | COM | 494368103 | $728 | 6,096 | 0.4% |
| Eaton Corp(ETN) | SHS | G29183103 | $723 | 8,809 | 0.4% |
| Ishares Core(IVV) | CORE S&P500 ETF | 464287200 | $700 | 2,538 | 0.3% |
| Steelcase Inc(GJB) | CL A | 858155203 | $646 | 42,531 | 0.3% |
| Pepsico Inc(PEP) | COM | 713448108 | $619 | 5,242 | 0.3% |
| Ishares Russ(IWS) | RUS MDCP VAL ETF | 464287473 | $606 | 6,706 | 0.3% |
| Barclays Bank | IPSP CROIL ETN | 06738C786 | $557 | 85,718 | 0.3% |
| Ishares Russell(IWR) | RUS MID CAP ETF | 464287499 | $528 | 2,477 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $487 | 5,512 | 0.2% |
| Kraft Heinz(KHC) | COM | 500754106 | $416 | 5,304 | 0.2% |
| Spdr Gold(GLD) | GOLD SHS | 78463V107 | $410 | 3,272 | 0.2% |
| W P Carey(WPC) | COM | 92936U109 | $408 | 6,029 | 0.2% |
| Genl Mills Inc(GIS) | COM | 370334104 | $402 | 6,693 | 0.2% |
| Ishares Core(IJR) | CORE S&P SCP ETF | 464287804 | $398 | 5,110 | 0.2% |