Q1 2019 Holdings
Filed 2019-05-06 | 70 holdings | $8.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Thermo Fisher Scientific I(TMO) | COM | 883556102 | $2.9K | 10,740 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $3.1K | 24,423 | 0.0% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $3.2K | 29,987 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.3K | 1,835 | 0.0% |
| Vanguard TAX Managed Intl(VEA) | FTSE DEV MKT ETF | 921943858 | $3.4K | 82,978 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $3.5K | 8,129 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $3.7K | 35,833 | 0.0% |
| The Charles Schwab Corpora(SCHW) | COM | 808513105 | $4.0K | 92,400 | 0.0% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $4.7K | 41,485 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.8K | 4,077 | 0.1% |
| Walmart Inc(WMT) | COM | 931142103 | $4.8K | 49,678 | 0.1% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $8.1K | 115,655 | 0.1% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $9.5K | 59,390 | 0.1% |
| Ishares Inc(EMGF) | MLT FCTR EMG MKT | 46434G889 | $16.6K | 388,762 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $17.2K | 60,279 | 0.2% |
| Ishares TR(INTF) | MULTIFACTOR INTL | 46434V274 | $19.8K | 751,951 | 0.2% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $23.4K | 442,853 | 0.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $2.1M | 8,886 | 26.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $2.3M | 9,650 | 29.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.4M | 18,395 | 42.0% |