Q3 2020 Holdings
Filed 2020-11-16 | 53 holdings | $98.3K | 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 | $16.4K | 53,448 | 16.7% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $8.3K | 206,738 | 8.5% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $7.3K | 178,837 | 7.4% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $7.1K | 129,954 | 7.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $6.3K | 53,544 | 6.4% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $6.1K | 104,082 | 6.2% |
| Ishares TR(IGOV) | INTL TREA BD ETF | 464288117 | $4.8K | 91,670 | 4.9% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $4.4K | 54,182 | 4.5% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $4.0K | 26,617 | 4.1% |
| Ishares TR(USHY) | BROAD USD HIGH | 46435U853 | $3.6K | 90,535 | 3.6% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $3.5K | 65,790 | 3.5% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $3.2K | 33,881 | 3.3% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $3.0K | 13,897 | 3.1% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $2.9K | 52,387 | 2.9% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $2.7K | 14,752 | 2.8% |
| Vanguard Whitehall FDS(VWOB) | EMERG MKT BD ETF | 921946885 | $2.7K | 34,566 | 2.8% |
| Ishares TR(IDV) | INTL SEL DIV ETF | 464288448 | $2.2K | 86,714 | 2.2% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.9K | 18,598 | 2.0% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $1.7K | 34,829 | 1.7% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $1.6K | 20,865 | 1.7% |
| JPMorgan Chase & Co(AMJEUR) | ALERIAN ML ETN | 46625H365 | $1.4K | 126,907 | 1.4% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.3K | 29,981 | 1.3% |
| Vaneck Vectors ETF TR(EMLC) | JP MORGAN MKTS | 92189H300 | $1.1K | 35,603 | 1.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $726 | 10,321 | 0.7% |