Q3 2019 Holdings
Filed 2020-11-02 | 35 holdings | $193.4K | 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 | $22.9K | 246,058 | 11.9% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $21.9K | 172,506 | 11.3% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $20.7K | 184,121 | 10.7% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $19.9K | 138,770 | 10.3% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $15.1K | 116,581 | 7.8% |
| Vanguard Admiral FDS Inc(VIOO) | SMLLCP 600 IDX | 921932828 | $13.2K | 92,884 | 6.8% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $12.2K | 137,270 | 6.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $10.9K | 269,803 | 5.6% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $10.7K | 39,173 | 5.5% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $8.3K | 202,052 | 4.3% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $8.2K | 73,942 | 4.2% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $7.0K | 68,686 | 3.6% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $5.5K | 111,482 | 2.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.3K | 14,887 | 1.2% |
| Ishares TR(TLH) | 10-20 YR TRS ETF | 464288653 | $2.3K | 15,136 | 1.2% |
| Vanguard Intl Equity Index F(VGK) | FTSE EUROPE ETF | 922042874 | $2.1K | 38,644 | 1.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.1K | 7,582 | 0.6% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.1K | 9,952 | 0.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.0K | 3,444 | 0.5% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $742 | 9,526 | 0.4% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $738 | 8,696 | 0.4% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $678 | 11,839 | 0.4% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $487 | 2,262 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $462 | 2,064 | 0.2% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $448 | 3,476 | 0.2% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $445 | 3,937 | 0.2% |
| Danaher Corporation(DHR) | COM | 235851102 | $420 | 2,905 | 0.2% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $417 | 3,585 | 0.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $375 | 5,757 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $373 | 1,251 | 0.2% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $347 | 4,883 | 0.2% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $346 | 2,695 | 0.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $300 | 1,803 | 0.2% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $280 | 960 | 0.1% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $228 | 730 | 0.1% |