Q4 2019 Holdings
Filed 2020-11-02 | 35 holdings | $224.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $25.2K | 271,049 | 11.2% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $24.1K | 191,627 | 10.7% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $23.4K | 212,613 | 10.4% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $21.1K | 155,708 | 9.4% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $18.5K | 132,766 | 8.2% |
| Vanguard Admiral FDS Inc(VIOO) | SMLLCP 600 IDX | 921932828 | $16.2K | 106,526 | 7.2% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $15.1K | 160,679 | 6.7% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $15.0K | 50,625 | 6.7% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $13.4K | 302,411 | 6.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $10.7K | 243,972 | 4.8% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $9.2K | 82,839 | 4.1% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $8.4K | 75,250 | 3.7% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $6.0K | 111,309 | 2.7% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.5K | 14,903 | 1.1% |
| Vanguard Intl Equity Index F(VGK) | FTSE EUROPE ETF | 922042874 | $2.4K | 40,240 | 1.1% |
| Ishares TR(TLH) | 10-20 YR TRS ETF | 464288653 | $2.1K | 14,460 | 0.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.2K | 7,627 | 0.6% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.2K | 9,952 | 0.5% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.1K | 3,446 | 0.5% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $855 | 13,729 | 0.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $846 | 10,090 | 0.4% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $635 | 7,499 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $606 | 2,065 | 0.3% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $554 | 2,262 | 0.2% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $477 | 3,476 | 0.2% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $469 | 3,937 | 0.2% |
| Danaher Corporation(DHR) | COM | 235851102 | $446 | 2,905 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $443 | 1,371 | 0.2% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $418 | 3,585 | 0.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $392 | 5,641 | 0.2% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $375 | 4,883 | 0.2% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $368 | 2,695 | 0.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $329 | 1,803 | 0.1% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $312 | 960 | 0.1% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $290 | 730 | 0.1% |