Q2 2019 Holdings
Filed 2019-08-05 | 72 holdings | $6.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.3K | 78,353 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.3K | 19,083 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $3.3K | 11,297 | 0.0% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $3.3K | 30,960 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $3.4K | 20,587 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $3.4K | 17,786 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.4K | 1,821 | 0.1% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $3.8K | 8,176 | 0.1% |
| The Charles Schwab Corporati(SCHW) | COM | 808513105 | $3.9K | 96,062 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $4.1K | 35,783 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.4K | 4,087 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $4.9K | 42,246 | 0.1% |
| Walmart Inc(WMT) | COM | 931142103 | $5.5K | 50,219 | 0.1% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $8.5K | 118,652 | 0.1% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $10.2K | 61,146 | 0.2% |
| Ishares TR(GVI) | INTRM GOV CR ETF | 464288612 | $13.0K | 116,206 | 0.2% |
| Ishares Inc(EMGF) | MLT FCTR EMG MKT | 46434G889 | $16.8K | 397,797 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $18.2K | 61,868 | 0.3% |
| Ishares TR(INTF) | MULTIFACTOR INTL | 46434V274 | $20.2K | 768,007 | 0.3% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $23.6K | 441,316 | 0.4% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $3.0M | 14,987 | 43.9% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.6M | 21,003 | 52.9% |