Q4 2014 Holdings
Filed 2019-05-31 | 66 holdings | $153.7K | 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 | $27.5K | 259,232 | 17.9% |
| iShares Russell 2000 Value Index Fd(IWN) | RUS 2000 VAL ETF | 464287630 | $25.6K | 252,159 | 16.7% |
| iShares US Treas Inflation Protected(TIP) | TIPS BD ETF | 464287176 | $17.6K | 156,885 | 11.4% |
| iShares Msci Eafe Value Index Fd(EFV) | EAFE VALUE ETF | 464288877 | $10.7K | 209,805 | 7.0% |
| Vanguard Index Vanguard Small Cap Value(VBR) | SM CP VAL ETF | 922908611 | $10.7K | 100,721 | 6.9% |
| iShares Tr 1 3 Yr Treasury Index Fd(SHY) | 1-3 YR TR BD ETF | 464287457 | $4.0K | 47,236 | 2.6% |
| Berkshire Hathaway Inc De Cl B(BRK/B) | CL B NEW | 084670702 | $4.0K | 26,523 | 2.6% |
| Vanguard Intl Equity Emerging Markets(VWO) | FTSE EMR MKT ETF | 922042858 | $3.0K | 75,713 | 2.0% |
| iShares Russell 3000 Index Fd(IWV) | RUSSELL 3000 ETF | 464287689 | $2.9K | 23,790 | 1.9% |
| W P Carey Inc(WPC) | COM | 92936U109 | $2.9K | 41,495 | 1.9% |
| Barclays Bank PLC Ipath Lkd Gldmn Sachs | IPSP CROIL ETN | 06738C786 | $2.8K | 224,668 | 1.8% |
| Stryker Corp(SYK) | COM | 863667101 | $2.6K | 28,073 | 1.7% |
| iShares Dow Jones Select Div Index Fd(DVY) | SELECT DIVID ETF | 464287168 | $2.6K | 32,224 | 1.7% |
| iShares SP National Municipal Bond Fd(MUB) | NAT AMT FREE BD | 464288414 | $2.2K | 19,595 | 1.4% |
| Spdr SP 500 ETF(SPY) | TR UNIT | 78462F103 | $2.1K | 10,435 | 1.4% |
| Vanguard Index Vanguard Value Etf(VTV) | VALUE ETF | 922908744 | $2.1K | 25,035 | 1.4% |
| Berkshire Hathaway Inc De Cl A(BRK/A) | CL A | 084670108 | $2.0K | 9 | 1.3% |
| Vanguard Bond Index Short Term Bd(BSV) | SHORT TRM BOND | 921937827 | $1.9K | 23,926 | 1.2% |
| Procter and Gamble Company(PG) | COM | 742718109 | $1.9K | 20,682 | 1.2% |
| iShares SP Smallcap 600 Value Index(IJS) | SP SMCP600VL ETF | 464287879 | $1.3K | 10,954 | 0.8% |
| iShares Msci Eafe Index Fund(EFA) | MSCI EAFE ETF | 464287465 | $1.3K | 20,879 | 0.8% |
| Kellogg Company(KEL) | COM | 487836108 | $1.1K | 16,326 | 0.7% |
| Vanguard Index Reit Etf(VNQ) | REIT ETF | 922908553 | $1.1K | 12,992 | 0.7% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.0K | 33,117 | 0.7% |
| Phillip Morris International Inc(PM) | COM | 718172109 | $1.0K | 12,408 | 0.7% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $966 | 10,447 | 0.6% |
| Vanguard Index Mid Cap Etf(VO) | MID CAP ETF | 922908629 | $921 | 7,455 | 0.6% |
| Steelcase Inc Cl A(GJB) | CL A | 858155203 | $917 | 51,076 | 0.6% |
| Altria Group Inc(MO) | COM | 02209S103 | $853 | 17,313 | 0.6% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $773 | 6,691 | 0.5% |
| Vanguard Intl Equity Index Total World(VT) | TT WRLD ST ETF | 922042742 | $751 | 12,499 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $750 | 6,792 | 0.5% |
| Eaton Corp Plc(ETN) | SHS | G29183103 | $749 | 11,022 | 0.5% |
| iShares SP 500 Index Fd(IVV) | CORE S&P500 ETF | 464287200 | $676 | 3,269 | 0.4% |
| iShares Gsci Commodity Indexed Trust(GSG) | UNIT BEN INT | 46428R107 | $668 | 30,951 | 0.4% |
| iShares Russell Midcap Value Index Fd(IWS) | RUS MDCP VAL ETF | 464287473 | $597 | 8,097 | 0.4% |
| iShares Russell Midcap Index Fd(IWR) | RUS MID CAP ETF | 464287499 | $596 | 3,568 | 0.4% |
| Barclays Bank Plc Ipath Index Pfd | IPSPGS TTL ETN | 06738C794 | $496 | 23,505 | 0.3% |
| General Mills Inc(GIS) | COM | 370334104 | $450 | 8,447 | 0.3% |
| Dow Chemical Company | COM | 260543103 | $448 | 9,817 | 0.3% |
| Johnson and Johnson(JNJ) | COM | 478160104 | $428 | 4,092 | 0.3% |
| Vanguard Bond Index Total Bd Market(BND) | TOTAL BND MRKT | 921937835 | $394 | 4,784 | 0.3% |
| Mondelez International Inc(MDLZ) | CL A | 609207105 | $383 | 10,555 | 0.2% |
| Praxair Inc | COM | 74005P104 | $350 | 2,703 | 0.2% |
| United Parcel Service of America Cl B(UPS) | CL B | 911312106 | $349 | 3,135 | 0.2% |
| Caterpillar Inc(CAT) | COM | 149123101 | $346 | 3,781 | 0.2% |
| Kraft Foods Group Inc | COM | 50076Q106 | $346 | 5,527 | 0.2% |
| Chevron Corp(CVX) | COM | 166764100 | $344 | 3,065 | 0.2% |
| Vanguard Short Term Infltn Prot ETF(VTIP) | STRM INFPROIDX | 922020805 | $327 | 6,787 | 0.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $325 | 3,433 | 0.2% |