Q2 2018 Holdings
Filed 2019-05-24 | 76 holdings | $196.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Total(VTI) | TOTAL STK MKT | 922908769 | $41.0K | 291,188 | 20.9% |
| Ishares Russell(IWN) | RUS 2000 VAL ETF | 464287630 | $26.2K | 197,605 | 13.4% |
| Vanguard Small(VBR) | SM CP VAL ETF | 922908611 | $20.7K | 151,783 | 10.5% |
| Ishares Tips(TIP) | TIPS BD ETF | 464287176 | $14.3K | 127,028 | 7.3% |
| Ishares Gold(IAUUSD) | ISHARES | 464285105 | $8.5K | 712,779 | 4.3% |
| Ishares Msci(EFV) | EAFE VALUE ETF | 464288877 | $6.8K | 133,307 | 3.5% |
| Vanguard Total(VT) | TT WRLD ST ETF | 922042742 | $6.7K | 91,845 | 3.4% |
| Ishares Core(ITOT) | CORE S&P TTL STK | 464287150 | $6.1K | 96,696 | 3.1% |
| Stryker Corp(SYK) | COM | 863667101 | $5.2K | 30,467 | 2.6% |
| Vanguard S&P(VOO) | S&P 500 ETF SHS | 922908363 | $4.9K | 19,446 | 2.5% |
| Vanguard Fste(VWO) | FTSE EMR MKT ETF | 922042858 | $3.9K | 92,722 | 2.0% |
| Berkshire Hathaway(BRK/B) | CL B NEW | 084670702 | $3.6K | 19,426 | 1.9% |
| Ishares 1-3YR(SHY) | 1 3 YR TREAS BD | 464287457 | $3.2K | 38,503 | 1.6% |
| Spdr S&P(SPY) | TR UNIT | 78462F103 | $3.0K | 11,005 | 1.5% |
| Ishares Select(DVY) | SELECT DIVID ETF | 464287168 | $2.6K | 26,202 | 1.3% |
| Ishares Russell(IWV) | RUSSELL 3000 ETF | 464287689 | $2.5K | 15,351 | 1.3% |
| Vanguard Value(VTV) | VALUE ETF | 922908744 | $2.5K | 23,661 | 1.3% |
| Amazon COM(AMZN) | COM | 023135106 | $1.8K | 1,052 | 0.9% |
| Ishares National(MUB) | NATIONAL MUN ETF | 464288414 | $1.6K | 14,436 | 0.8% |
| Apple Inc(AAPL) | COM | 037833100 | $1.5K | 8,080 | 0.8% |
| Vanguard Short(BSV) | SHORT TERM BD | 921937827 | $1.4K | 18,346 | 0.7% |
| Kellogg Company(KEL) | COM | 487836108 | $1.4K | 19,945 | 0.7% |
| Ishares S&P(IJS) | SP SMCP600VL ETF | 464287879 | $1.3K | 7,961 | 0.7% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $1.1K | 4 | 0.6% |
| Procter & Gamble(PG) | COM | 742718109 | $1.1K | 13,743 | 0.5% |
| Vanguard Total(BND) | TOTAL BND MKT | 921937835 | $970 | 12,289 | 0.5% |
| Vanguard Total(VXUS) | VG TL INTL STK F | 921909768 | $957 | 17,872 | 0.5% |
| Pfizer Inc(PFE) | COM | 717081103 | $945 | 26,002 | 0.5% |
| Vanguard Real(VNQ) | REAL ESTATE ETF | 922908553 | $920 | 11,354 | 0.5% |
| Altria Group(MO) | COM | 02209S103 | $872 | 15,604 | 0.4% |
| Vanguard Mid(VO) | MID CAP ETF | 922908629 | $820 | 5,199 | 0.4% |
| Philip Morris(PM) | COM | 718172109 | $813 | 10,131 | 0.4% |
| Chevron Corp(CVX) | COM | 166764100 | $811 | 6,496 | 0.4% |
| Ishares Core(IVV) | CORE S&P500 ETF | 464287200 | $791 | 2,889 | 0.4% |
| Exxon Mobil(XOM) | COM | 30231G102 | $774 | 9,464 | 0.4% |
| Ishares Msci(EFA) | MSCI EAFE ETF | 464287465 | $733 | 11,041 | 0.4% |
| Eaton Corp(ETN) | SHS | G29183103 | $653 | 8,715 | 0.3% |
| Kimberly Clark(KMB) | COM | 494368103 | $625 | 5,951 | 0.3% |
| LCI Inds(LCII) | COM | 50189K103 | $600 | 6,556 | 0.3% |
| Ishares Russ(IWS) | RUS MDCP VAL ETF | 464287473 | $593 | 6,706 | 0.3% |
| Steelcase Inc(GJB) | CL A | 858155203 | $581 | 42,531 | 0.3% |
| Ishares Russell(IWR) | RUD MID CAP ETF | 464287499 | $526 | 2,479 | 0.3% |
| Dowdupont Inc | COM | 26078J100 | $520 | 7,911 | 0.3% |
| Netflix Inc(NFLX) | COM | 64110L106 | $517 | 1,299 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $512 | 4,213 | 0.3% |
| Pepsico Inc(PEP) | COM | 713448108 | $494 | 4,510 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $485 | 4,845 | 0.2% |
| AT&T Inc(T) | COM | 00206R102 | $464 | 14,402 | 0.2% |
| Ishares Core(IJR) | CORE S&P SCP ETF | 464287804 | $438 | 5,198 | 0.2% |
| Ishares S&P(IVE) | S&P 500 VAL ETF | 464287408 | $433 | 3,931 | 0.2% |