Q1 2014 Holdings
Filed 2014-05-13 | 14 holdings | $169.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $39.0K | 961,175 | 23.0% |
| Ishares(LQD) | IBOXX INV CP ETF | 464287242 | $31.6K | 270,034 | 18.7% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $30.1K | 728,658 | 17.8% |
| Ishares(AGG) | CORE TOTUSBD ETF | 464287226 | $17.8K | 165,295 | 10.5% |
| Ishares(IVV) | CORE S&P500 ETF | 464287200 | $14.5K | 77,092 | 8.6% |
| Ishares(IWV) | RUSSELL 3000 ETF | 464287689 | $11.3K | 100,287 | 6.7% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $6.9K | 56,036 | 4.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $5.8K | 31,092 | 3.4% |
| Ishares(EFA) | MSCI EAFE ETF | 464287465 | $5.3K | 79,550 | 3.2% |
| Ishares(TLT) | 20+ YR TR BD ETF | 464287432 | $3.3K | 30,137 | 1.9% |
| Citigroup Inc | W EXP 01/04/2019 | 172967226 | $1.3K | 2,029,400 | 0.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.2K | 12,030 | 0.7% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $801 | 64,400 | 0.5% |
| Ishares(ACWI) | MSCI ACWI ETF | 464288257 | $327 | 5,632 | 0.2% |