Q2 2019 Holdings
Filed 2019-08-14 | 62 holdings | $601.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index FD(VSS) | FTSE SMCAP ETF | 922042718 | $24.0K | 227,974 | 4.0% |
| Vanguard Global EX US Real EST(VNQI) | GLB EX US ETF | 922042676 | $24.7K | 418,915 | 4.1% |
| Spdr SER TR Bloomberg BRC INV(FLRN) | BLOMBERG BRC INV | 78468R200 | $25.3K | 823,671 | 4.2% |
| Vanguard Ftse Europe ETF(VGK) | FTSE EUROPE ETF | 922042874 | $27.0K | 490,936 | 4.5% |
| Spdr Series Trust Shrt Intl ET(BWZ) | BLOMBERG BRC INT | 78464A334 | $28.3K | 909,265 | 4.7% |
| Ishares TR Shrt NAT MUN ETF(SUB) | SHRT NAT MUN ETF | 464288158 | $35.4K | 332,312 | 5.9% |
| Spdr Series Trust Portfolio SH(SPSB) | PORTFOLIO SHORT | 78464A474 | $36.0K | 1,170,480 | 6.0% |
| Vanguard Index FDS Value ETF(VTV) | VALUE ETF | 922908744 | $42.7K | 384,805 | 7.1% |
| Invesco Optimum Yield Diversif(PDBC) | OPTIMUM YIELD | 46090F100 | $43.8K | 2,674,834 | 7.3% |
| Vanguard Index FDS Total STK M(VTI) | STK MRK ETF | 922908769 | $53.5K | 356,158 | 8.9% |
| Vanguard Intl Equity Index FD(VWO) | EMR MKT ETF | 922042858 | $62.0K | 1,457,394 | 10.3% |
| Vanguard TAX Managed Intl FD F(VEA) | FTSE DEV MKT ETF | 921943858 | $78.2K | 1,875,289 | 13.0% |