Q1 2020 Holdings
Filed 2020-05-12 | 119 holdings | $5.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $5.7K | 31,323 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $5.8K | 60,106 | 0.1% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $6.3K | 152,487 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.8K | 42,874 | 0.1% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $8.7K | 123,579 | 0.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $9.2K | 71,297 | 0.2% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $9.2K | 185,304 | 0.2% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $9.4K | 229,073 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $10.9K | 83,496 | 0.2% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $12.7K | 221,506 | 0.3% |
| Vanguard Whitehall FDS(VYMI) | INTL HIGH ETF | 921946794 | $14.4K | 317,671 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $17.7K | 69,712 | 0.4% |
| Ishares TR(SLQD) | 0-5YR INVT GR CP | 46434V100 | $20.8K | 414,951 | 0.4% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $22.4K | 256,889 | 0.4% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $56.3K | 544,955 | 1.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $321.0K | 1,652 | 6.4% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $551.0K | 1,933 | 10.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.7M | 22,693 | 34.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $2.1M | 52,850 | 41.2% |