Q1 2019 Holdings
Filed 2019-05-13 | 32 holdings | $898.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $179.1K | 4,381,451 | 19.9% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $128.5K | 1,756,438 | 14.3% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $109.3K | 421,039 | 12.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $88.9K | 312,336 | 9.9% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $88.4K | 724,747 | 9.8% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $48.1K | 307,473 | 5.3% |
| Spdr Index SHS FDS(GNR) | GLB NAT RESRCE | 78463X541 | $35.7K | 772,461 | 4.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $31.0K | 284,661 | 3.5% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $26.2K | 616,825 | 2.9% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $22.4K | 434,015 | 2.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $18.2K | 125,721 | 2.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $16.7K | 191,699 | 1.9% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $13.0K | 121,412 | 1.4% |
| Vanguard Scottsdale FDS(VONE) | VNG RUS1000IDX | 92206C730 | $12.4K | 95,587 | 1.4% |
| Vanguard Scottsdale FDS(VONV) | VNG RUS1000VAL | 92206C714 | $12.1K | 111,192 | 1.3% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $10.7K | 424,561 | 1.2% |
| Ishares Inc(EZA) | MSCI STH AFR ETF | 464286780 | $10.6K | 202,064 | 1.2% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $10.3K | 210,185 | 1.1% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $7.4K | 115,520 | 0.8% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $6.4K | 18,582 | 0.7% |
| Vanguard Scottsdale FDS(VCLT) | LG-TERM COR BD | 92206C813 | $5.0K | 54,957 | 0.6% |
| Ishares TR(TLH) | 10-20 YR TRS ETF | 464288653 | $4.4K | 32,130 | 0.5% |
| Ishares TR(HEFA) | HDG MSCI EAFE | 46434V803 | $2.7K | 93,577 | 0.3% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $2.6K | 35,353 | 0.3% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $2.2K | 36,402 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.8K | 6,540 | 0.2% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $1.4K | 16,981 | 0.2% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $1.1K | 22,416 | 0.1% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $903 | 18,015 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $671 | 5,930 | 0.1% |
| Vaneck Vectors ETF TR(ISRA) | ISRAEL ETF | 92189F635 | $493 | 15,615 | 0.1% |
| Ishares Inc(EWC) | MSCI CDA ETF | 464286509 | $223 | 8,080 | 0.0% |