Threshold Group LLC 13F Holdings
CIK 0001666738 · GIG HARBOR, WA
As of Sep 30, 2017, Threshold Group LLC reported 44 positions worth
CIK 0001666738 · GIG HARBOR, WA
As of Sep 30, 2017, Threshold Group LLC reported 44 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 60,680 | 5.2K | 12.15% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 167,744 | 3.9K | 11.11% |
| ISHARES CORE S&P 500 ETF | IVV | — | 52,741 | 3.3K | 10.63% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 81,042 | 2.1K | 9.64% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 53,787 | $7.5K | 6.00% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 76,034 | $6.9K | 5.53% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 63,662 | $6.8K | 5.44% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 16,144 | $5.3K | 4.20% |
| DOWDUPONT INC | DD | Basic Materials | 56,873 | $3.9K | 3.14% |
| ISHARES MSCI EAFE ETF | EFA | — | 56,200 | $3.8K | 3.07% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 62,408 | $3.7K | 2.99% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 47,518 | $3.5K | 2.81% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 64,997 | $2.8K | 2.25% |
| SPDR GOLD TRUST | GQ9 | — | 21,893 | $2.7K | 2.12% |
| BOEING CO | BA | Industrials | 9,344 | $2.4K | 1.89% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 44,324 | $2.3K | 1.86% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 10,128 | .5K | 1.20% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 7,930 | .4K | 1.13% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 5 | .4K | 1.10% |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 6,348 | .1K | 0.90% |
| NORDSTROM INC | JWN | Consumer Cyclical | 21,960 | .0K | 0.82% |
| ISHARES MORNINGSTAR US EQUITY ETF | ILCB | — | 6,647 | .0K | 0.80% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 7,719 | .0K | 0.80% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 9,131 | $866.0 | 0.69% |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 16,000 | $859.0 | 0.68% |