Q3 2018 Holdings
Filed 2019-05-24 | 78 holdings | $209.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Total(VTI) | TOTAL STK MKT | 922908769 | $43.4K | 289,625 | 20.7% |
| Ishares Russell(IWN) | RUS 2000 VAL ETF | 464287630 | $25.3K | 192,641 | 12.1% |
| Vanguard Small(VBR) | SM CP VAL ETF | 922908611 | $20.6K | 149,043 | 9.8% |
| Ishares Tips(TIP) | TIPS BD ETF | 464287176 | $13.5K | 122,100 | 6.4% |
| Stryker Corp(SYK) | COM | 863667101 | $11.6K | 64,809 | 5.5% |
| Ishares Gold(IAUUSD) | ISHARES | 464285105 | $8.1K | 706,461 | 3.8% |
| Ishares Core(ITOT) | CORE S&P TTL STK | 464287150 | $6.9K | 103,433 | 3.3% |
| Vanguard Total(VT) | TT WRLD ST ETF | 922042742 | $6.9K | 90,587 | 3.3% |
| Ishares Msci(EFV) | EAFE VALUE ETF | 464288877 | $6.8K | 130,841 | 3.2% |
| Vanguard S&P(VOO) | S&P 500 ETF SHS | 922908363 | $5.1K | 18,971 | 2.4% |
| Berkshire Hathaway(BRK/B) | CL B NEW | 084670702 | $4.4K | 20,454 | 2.1% |
| Vanguard Fste(VWO) | FTSE EMR MKT ETF | 922042858 | $3.7K | 91,109 | 1.8% |
| Apple Inc(AAPL) | COM | 037833100 | $3.5K | 15,574 | 1.7% |
| Spdr S&P(SPY) | TR UNIT | 78462F103 | $3.2K | 11,010 | 1.5% |
| Ishares 1-3YR(SHY) | 1-3 YR TR BD ETF | 464287457 | $3.1K | 37,136 | 1.5% |
| Vanguard Value(VTV) | VALUE ETF | 922908744 | $2.6K | 23,373 | 1.2% |
| Ishares Select(DVY) | SELECT DIVID ETF | 464287168 | $2.5K | 25,374 | 1.2% |
| Amazon COM(AMZN) | COM | 023135106 | $2.4K | 1,221 | 1.2% |
| Ishares Russell(IWV) | RUSSELL 3000 ETF | 464287689 | $2.4K | 13,841 | 1.1% |
| Vanguard Short(BSV) | SHORT TRM BOND | 921937827 | $1.7K | 21,258 | 0.8% |
| Berkshire Hathaway(BRK/A) | CL A | 084670108 | $1.6K | 5 | 0.8% |
| Ishares National(MUB) | NATIONAL MUN ETF | 464288414 | $1.4K | 13,048 | 0.7% |
| Vanguard Total(BND) | TOTAL BND MRKT | 921937835 | $1.3K | 16,450 | 0.6% |
| Ishares S&P(IJS) | SP SMCP600VL ETF | 464287879 | $1.2K | 7,257 | 0.6% |
| Kellogg Co(KEL) | COM | 487836108 | $1.2K | 16,800 | 0.6% |
| Procter & Gamble(PG) | COM | 742718109 | $1.2K | 13,897 | 0.6% |
| Philip Morris(PM) | COM | 718172109 | $1.1K | 13,965 | 0.5% |
| Altria Group(MO) | COM | 02209S103 | $1.1K | 18,121 | 0.5% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.0K | 23,084 | 0.5% |
| Vanguard Total(VXUS) | VG TL INTL STK F | 921909768 | $967 | 17,872 | 0.5% |
| Vanguard Real(VNQ) | REAL ESTATE ETF | 922908553 | $908 | 11,362 | 0.4% |
| Ishares Core(IVV) | CORE S&P500 ETF | 464287200 | $849 | 2,889 | 0.4% |
| Exxon Mobil(XOM) | COM | 30231G102 | $812 | 9,468 | 0.4% |
| Vanguard Mid(VO) | MID CAP ETF | 922908629 | $789 | 4,816 | 0.4% |
| Ishares Msci(EFA) | MSCI EAFE ETF | 464287465 | $752 | 11,041 | 0.4% |
| Steelcase Inc(GJB) | CL A | 858155203 | $743 | 41,531 | 0.4% |
| Kimberly Clark(KMB) | COM | 494368103 | $676 | 5,950 | 0.3% |
| Eaton Corp(ETN) | SHS | G29183103 | $675 | 7,718 | 0.3% |
| Chevron Corp(CVX) | COM | 166764100 | $647 | 5,198 | 0.3% |
| Ishares Russ(IWS) | RUS MDCP VAL ETF | 464287473 | $604 | 6,706 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $584 | 4,178 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $574 | 4,966 | 0.3% |
| LCI Inds(LCII) | COM | 50189K103 | $551 | 6,690 | 0.3% |
| Dowdupont Inc | COM | 26078J100 | $513 | 7,911 | 0.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $503 | 4,543 | 0.2% |
| AT&T Inc(T) | COM | 00206R102 | $487 | 14,555 | 0.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $476 | 1,249 | 0.2% |
| Ishares S&P(IVE) | S&P 500 VAL ETF | 464287408 | $456 | 3,931 | 0.2% |
| Ishares Russell(IWR) | RUS MID CAP ETF | 464287499 | $456 | 2,072 | 0.2% |
| Ishares Core(IJR) | CORE S&P SCP ETF | 464287804 | $447 | 5,198 | 0.2% |