Q2 2019 Holdings
Filed 2020-11-02 | 35 holdings | $179.5K | 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 | $20.6K | 235,602 | 11.5% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $20.1K | 159,476 | 11.2% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $19.3K | 175,521 | 10.8% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $18.0K | 135,766 | 10.0% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $13.5K | 105,531 | 7.5% |
| Vanguard Admiral FDS Inc(VIOO) | SMLLCP 600 IDX | 921932828 | $12.1K | 85,008 | 6.8% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $11.2K | 127,976 | 6.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $10.6K | 249,266 | 5.9% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $9.8K | 36,295 | 5.4% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $7.9K | 71,215 | 4.4% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $7.7K | 185,144 | 4.3% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $6.6K | 62,450 | 3.7% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $5.4K | 104,735 | 3.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.3K | 14,832 | 1.3% |
| Ishares TR(TLH) | 10-20 YR TRS ETF | 464288653 | $2.2K | 15,310 | 1.2% |
| Vanguard Intl Equity Index F(VGK) | FTSE EUROPE ETF | 922042874 | $2.0K | 35,541 | 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 | 9,603 | 0.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.0K | 3,441 | 0.6% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $757 | 8,931 | 0.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $746 | 9,526 | 0.4% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $659 | 11,487 | 0.4% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $483 | 2,293 | 0.3% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $454 | 3,476 | 0.3% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $438 | 3,937 | 0.2% |
| Danaher Corporation(DHR) | COM | 235851102 | $415 | 2,905 | 0.2% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $414 | 3,585 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $408 | 2,063 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $378 | 1,282 | 0.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $378 | 5,757 | 0.2% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $344 | 4,883 | 0.2% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $338 | 2,658 | 0.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $295 | 1,803 | 0.2% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $282 | 960 | 0.2% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $219 | 730 | 0.1% |