Q1 2021 Holdings
Filed 2021-05-17 | 54 holdings | $105.8K | 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 | $17.6K | 48,428 | 16.7% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $8.2K | 113,541 | 7.7% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $7.5K | 141,343 | 7.0% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $7.1K | 144,479 | 6.7% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $6.5K | 57,339 | 6.2% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $6.4K | 112,300 | 6.1% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $6.2K | 121,521 | 5.9% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $5.5K | 84,905 | 5.2% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $5.3K | 52,259 | 5.0% |
| Ishares TR(IGOV) | INTL TREA BD ETF | 464288117 | $5.1K | 99,046 | 4.9% |
| Vanguard Whitehall FDS(VWOB) | EMERG MKT BD ETF | 921946885 | $4.2K | 53,844 | 3.9% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $3.8K | 35,001 | 3.6% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $3.1K | 56,705 | 2.9% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $3.0K | 11,439 | 2.8% |
| Ishares TR(IDV) | INTL SEL DIV ETF | 464288448 | $2.9K | 91,678 | 2.7% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.5K | 47,886 | 2.4% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $2.2K | 16,485 | 2.0% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $2.0K | 21,105 | 1.9% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $1.8K | 19,082 | 1.7% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $1.7K | 31,201 | 1.6% |
| Vaneck Vectors ETF TR(EMLC) | JP MORGAN MKTS | 92189H300 | $1.5K | 48,173 | 1.4% |
| Ishares TR(USHY) | BROAD USD HIGH | 46435U853 | $1.1K | 26,281 | 1.0% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $830 | 16,178 | 0.8% |