Q1 2020 Holdings
Filed 2020-11-02 | 41 holdings | $215.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $28.4K | 234,035 | 13.2% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $27.8K | 168,321 | 12.9% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $27.0K | 202,397 | 12.5% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $19.6K | 280,052 | 9.1% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $16.7K | 150,439 | 7.7% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $15.0K | 63,386 | 7.0% |
| Vanguard Admiral FDS Inc(VIOO) | SMLLCP 600 IDX | 921932828 | $12.3K | 119,898 | 5.7% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $12.3K | 173,593 | 5.7% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $11.5K | 132,359 | 5.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $10.2K | 303,404 | 4.7% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $8.7K | 262,265 | 4.1% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $5.8K | 74,117 | 2.7% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $3.4K | 83,398 | 1.6% |
| Vanguard Intl Equity Index F(VGK) | FTSE EUROPE ETF | 922042874 | $2.4K | 54,825 | 1.1% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $2.1K | 24,038 | 1.0% |
| Ishares TR(TLH) | 10-20 YR TRS ETF | 464288653 | $2.0K | 12,187 | 0.9% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $994 | 17,715 | 0.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $890 | 7,712 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $884 | 3,429 | 0.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $789 | 6,122 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $524 | 2,060 | 0.2% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $479 | 2,262 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $472 | 242 | 0.2% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $472 | 10,305 | 0.2% |
| Clorox Co del(CLX) | COM | 189054109 | $453 | 2,615 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $434 | 1,678 | 0.2% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $430 | 2,940 | 0.2% |
| Danaher Corporation(DHR) | COM | 235851102 | $402 | 2,905 | 0.2% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $325 | 4,004 | 0.2% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $310 | 744 | 0.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $300 | 5,611 | 0.1% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $298 | 3,354 | 0.1% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $295 | 6,590 | 0.1% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $295 | 4,883 | 0.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $278 | 2,804 | 0.1% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $272 | 960 | 0.1% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $265 | 6,431 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $236 | 1,504 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $219 | 1,854 | 0.1% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $207 | 2,329 | 0.1% |
| General Electric Co | COM | 369604103 | $82 | 10,374 | 0.0% |