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Grubman Wealth Management

Q2 2019 Holdings

Filed 2019-07-10 | 61 holdings | $662.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(IWN)RUS 2000 VAL ETF464287630$8.0K66,7071.2%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$8.3K102,5181.2%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$8.7K55,7651.3%
Pimco ETF TR(STPZ)1-5 US TIP IDX72201R205$9.0K171,7771.4%
Ishares TR(MBB)MBS ETF464288588$9.2K85,0841.4%
Ishares TR(EFV)EAFE VALUE ETF464288877$11.9K247,3951.8%
Ishares TR(AGG)CORE US AGGBD ET464287226$12.4K111,7051.9%
Ishares TR(EFA)MSCI EAFE ETF464287465$16.1K244,9702.4%
Ishares TR(IWB)RUS 1000 ETF464287622$22.0K134,8413.3%
Ishares TR(IWD)RUS 1000 VAL ETF464287598$23.8K187,2493.6%
Cisco SYS Inc(CSCO)COM17275R102$482.0K8,81272.7%
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