Q4 2019 Holdings
Filed 2020-02-14 | 57 holdings | $112.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $14.1K | 47,535 | 12.5% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $9.8K | 195,344 | 8.7% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $9.3K | 179,033 | 8.3% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $8.0K | 182,610 | 7.1% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $6.0K | 53,800 | 5.4% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $5.4K | 32,720 | 4.8% |
| Vaneck Vectors ETF TR(EMLC) | JP MORGAN MKTS | 92189H300 | $5.4K | 157,885 | 4.8% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $5.0K | 87,715 | 4.4% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $4.9K | 90,258 | 4.3% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $4.4K | 34,795 | 3.9% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $4.4K | 46,605 | 3.9% |
| Ishares TR(IGOV) | INTL TREA BD ETF | 464288117 | $4.3K | 86,535 | 3.9% |
| JPMorgan Chase & Co(AMJEUR) | ALERIAN ML ETN | 46625H365 | $4.3K | 195,490 | 3.8% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $3.3K | 61,106 | 2.9% |
| Vanguard Whitehall FDS Inc(VWOB) | EMERG MKT BD ETF | 921946885 | $3.2K | 39,345 | 2.8% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $2.7K | 22,615 | 2.4% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $2.7K | 29,505 | 2.4% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.5K | 56,860 | 2.2% |
| Ishares TR(IDV) | INTL SEL DIV ETF | 464288448 | $2.2K | 65,820 | 2.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $2.2K | 12,336 | 1.9% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $2.1K | 22,990 | 1.9% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $2.0K | 34,680 | 1.8% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $2.0K | 22,765 | 1.8% |
| Wisdomtree TR(DEM) | EMER MKT HIGH FD | 97717W315 | $1.5K | 31,945 | 1.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.1K | 12,950 | 1.0% |