Q2 2014 Holdings
Filed 2019-05-31 | 61 holdings | $148.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index Total Stock Market Etf(VTI) | TOTAL STK MKT | 922908769 | $25.6K | 251,879 | 17.2% |
| iShares Russell 2000 Value Index Fd(IWN) | RUS 2000 VAL ETF | 464287630 | $25.1K | 243,247 | 16.9% |
| iShares US Treas Inflation Protected(TIP) | TIPS BD ETF | 464287176 | $16.4K | 141,793 | 11.0% |
| iShares Msci Eafe Value Index Fd(EFV) | EAFE VALUE ETF | 464288877 | $12.2K | 207,921 | 8.2% |
| Vanguard Index Vanguard Small Cap Value(VBR) | SM CP VAL ETF | 922908611 | $10.2K | 96,857 | 6.9% |
| Barclays Bank PLC Ipath Lkd Gldmn Sachs | IPSP CROIL ETN | 06738C786 | $4.8K | 187,528 | 3.2% |
| iShares Tr 1 3 Yr Treasury Index Fd(SHY) | 1-3 YR TR BD ETF | 464287457 | $4.0K | 47,255 | 2.7% |
| Berkshire Hathaway Inc De Cl B(BRK/B) | CL B NEW | 084670702 | $3.2K | 25,030 | 2.1% |
| Vanguard Intl Equity Emerging Markets(VWO) | FTSE EMR MKT ETF | 922042858 | $3.0K | 70,285 | 2.0% |
| iShares Russell 3000 Index Fd(IWV) | RUSSELL 3000 ETF | 464287689 | $2.8K | 24,104 | 1.9% |
| W P Carey Inc(WPC) | COM | 92936U109 | $2.5K | 39,309 | 1.7% |
| iShares SP National Municipal Bond Fd(MUB) | NAT AMT FREE BD | 464288414 | $2.4K | 21,987 | 1.6% |
| iShares Dow Jones Select Div Index Fd(DVY) | SELECT DIVID ETF | 464287168 | $2.4K | 30,782 | 1.6% |
| Stryker Corp(SYK) | COM | 863667101 | $2.4K | 27,900 | 1.6% |
| Vanguard Index Vanguard Value Etf(VTV) | VALUE ETF | 922908744 | $2.0K | 25,110 | 1.4% |
| Spdr SP 500 ETF(SPY) | TR UNIT | 78462F103 | $1.9K | 9,755 | 1.3% |
| Vanguard Bond Index Short Term Bd(BSV) | SHORT TRM BOND | 921937827 | $1.8K | 22,375 | 1.2% |
| Berkshire Hathaway Inc De Cl A(BRK/A) | CL A | 084670108 | $1.7K | 9 | 1.1% |
| Procter and Gamble Company(PG) | COM | 742718109 | $1.6K | 20,128 | 1.1% |
| iShares Msci Eafe Index Fund(EFA) | MSCI EAFE ETF | 464287465 | $1.4K | 20,864 | 1.0% |
| iShares SP Smallcap 600 Value Index(IJS) | SP SMCP600VL ETF | 464287879 | $1.3K | 10,942 | 0.8% |
| Vanguard Index Reit Etf(VNQ) | REIT ETF | 922908553 | $1.1K | 14,829 | 0.7% |
| iShares Gsci Commodity Indexed Trust(GSG) | UNIT BEN INT | 46428R107 | $1.1K | 30,951 | 0.7% |
| Kellogg Company(KEL) | COM | 487836108 | $1.0K | 15,623 | 0.7% |
| Phillip Morris International Inc(PM) | COM | 718172109 | $1.0K | 12,074 | 0.7% |
| Pfizer Inc(PFE) | COM | 717081103 | $961 | 32,364 | 0.6% |
| Vanguard Index Mid Cap Etf(VO) | MID CAP ETF | 922908629 | $885 | 7,455 | 0.6% |
| Eaton Corp Plc(ETN) | SHS | G29183103 | $858 | 11,111 | 0.6% |
| Steelcase Inc Cl A(GJB) | CL A | 858155203 | $803 | 53,076 | 0.5% |
| Barclays Bank Plc Ipath Index Pfd | IPSPGS TTL ETN | 06738C794 | $766 | 22,304 | 0.5% |
| Altria Group Inc(MO) | COM | 02209S103 | $728 | 17,353 | 0.5% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $695 | 6,251 | 0.5% |
| iShares Russell Midcap Value Index Fd(IWS) | RUS MDCP VAL ETF | 464287473 | $686 | 9,447 | 0.5% |
| iShares SP 500 Index Fd(IVV) | CORE S&P500 ETF | 464287200 | $644 | 3,269 | 0.4% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $601 | 5,965 | 0.4% |
| iShares Russell Midcap Index Fd(IWR) | RUS MID CAP ETF | 464287499 | $579 | 3,560 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $510 | 5,492 | 0.3% |
| Dow Chemical Company | COM | 260543103 | $493 | 9,575 | 0.3% |
| Chevron Corp(CVX) | COM | 166764100 | $480 | 3,679 | 0.3% |
| General Mills Inc(GIS) | COM | 370334104 | $472 | 8,983 | 0.3% |
| Johnson and Johnson(JNJ) | COM | 478160104 | $401 | 3,836 | 0.3% |
| Mondelez International Inc(MDLZ) | CL A | 609207105 | $391 | 10,383 | 0.3% |
| Praxair Inc | COM | 74005P104 | $359 | 2,703 | 0.2% |
| Kraft Foods Group Inc | COM | 50076Q106 | $328 | 5,470 | 0.2% |
| United Parcel Service of America Cl B(UPS) | CL B | 911312106 | $322 | 3,135 | 0.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $310 | 3,475 | 0.2% |
| iShares SP Smallcap 600 Index Fd(IJR) | CORE S&P SCP ETF | 464287804 | $306 | 2,733 | 0.2% |
| Spdr Gold Trust Gold Shares(GLD) | GOLD SHS | 78463V107 | $304 | 2,376 | 0.2% |
| Vanguard Short Term Infltn Prot ETF(VTIP) | STRM INFPROIDX | 922020805 | $300 | 5,978 | 0.2% |
| General Electric Company | COM | 369604103 | $298 | 11,327 | 0.2% |