Q2 2014 Holdings
Filed 2014-08-12 | 14 holdings | $202.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares(AGG) | CORE TOTUSBD ETF | 464287226 | $52.7K | 481,670 | 26.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $39.0K | 903,730 | 19.3% |
| Ishares(LQD) | IBOXX INV CP ETF | 464287242 | $32.2K | 270,034 | 15.9% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $24.7K | 579,778 | 12.2% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $14.9K | 116,462 | 7.4% |
| Ishares(IVV) | CORE S&P500 ETF | 464287200 | $14.6K | 74,243 | 7.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $9.7K | 49,487 | 4.8% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $5.3K | 84,956 | 2.6% |
| Ishares(TLT) | 20+ YR TR BD ETF | 464287432 | $3.4K | 30,137 | 1.7% |
| Ishares(EFA) | MSCI EAFE ETF | 464287465 | $2.1K | 30,425 | 1.0% |
| Citigroup Inc | W EXP 01/04/2019 | 172967226 | $1.2K | 2,029,400 | 0.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.2K | 12,030 | 0.6% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $829 | 64,400 | 0.4% |
| Ishares(ACWI) | MSCI ACWI ETF | 464288257 | $339 | 5,632 | 0.2% |