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Grubman Wealth Management

Q1 2020 Holdings

Filed 2020-04-07 | 58 holdings | $529.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Pimco ETF TR(STPZ)1-5 US TIP IDX72201R205$8.7K168,5601.6%
Ishares TR(MBB)MBS ETF464288588$9.5K85,7701.8%
Ishares TR(AGG)CORE US AGGBD ET464287226$13.2K114,3452.5%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$14.0K121,9652.6%
Ishares TR(IEI)3 7 YR TREAS BD464288661$15.3K114,4802.9%
Ishares TR(EFA)MSCI EAFE ETF464287465$20.6K384,4393.9%
Ishares TR(IWB)RUS 1000 ETF464287622$35.7K252,2566.7%
Cisco SYS Inc(CSCO)COM17275R102$346.0K8,81265.3%
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