Q1 2020 Holdings
Filed 2020-05-05 | 60 holdings | $419.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR Barclys SH Trea(SHV) | SHORT TREAS BD | 464288679 | $9.7K | 87,178 | 2.3% |
| Vanguard TAX Managed Intl FD F(VEA) | FTSE DEV MKT ETF | 921943858 | $9.7K | 291,199 | 2.3% |
| Vanguard Index FDS Value ETF(VTV) | VALUE ETF | 922908744 | $10.4K | 116,226 | 2.5% |
| Spdr Series Trust Shrt Intl ET(BWZ) | BLOMBERG BRC INT | 78464A334 | $10.8K | 363,765 | 2.6% |
| Spdr Series Trust Blomberg BRC(FLRN) | BLOMBERG BRC INV | 78468R200 | $10.9K | 369,854 | 2.6% |
| Spdr Series Trust Portfolio SH(SPSB) | PORTFOLIO SHORT | 78464A474 | $15.7K | 517,655 | 3.7% |
| Ishares TR Core US Aggbd ET(AGG) | CORE US AGGBD ET | 464287226 | $18.6K | 160,868 | 4.4% |
| Vanguard Index FDS Total STK M(VTI) | STK MRK ETF | 922908769 | $23.8K | 184,736 | 5.7% |
| Ishares TR Shrt NAT MUN ETF(SUB) | SHRT NAT MUN ETF | 464288158 | $45.7K | 430,126 | 10.9% |
| Ishares TR Bond 7-10 Year Trea(IEF) | BARCLAYS 7 10 YR | 464287440 | $175.9K | 1,447,878 | 42.0% |