| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Short Term Corp Bond | 158,610 | $12.8K | 43.52% |
| 2 | Wisdom Tree Large Cap Dividend | 63,395 | $4.9K | 16.63% |
| 3 | Wisdom Tree Small Cap Dividend | 34,430 | $2.6K | 8.82% |
| 4 | iShares Russell 2000 | 12,400 | $1.5K | 5.25% |
| 5 | iShares Russell 1000 Growth | 12,050 | $1.3K | 4.27% |
| 6 | SPDR's S&P 500 | 5,800 | $1.3K | 4.27% |
| 7 | Vanguard Ftse Pacific | 20,690 | $1.3K | 4.27% |
| 8 | iShares Msci Eafe Small Cap | 20,500 | $1.1K | 3.66% |
| 9 | Vanguard Short Term Inflation Prot. Secs. | 15,325 | $761 | 2.59% |
| 10 | JPM Alerian MLP | 22,175 | $699 | 2.38% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% | 100% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% |
| 100% |
| 0% |
Quarter-over-quarter position changes