Q1 2019 Holdings
Filed 2020-11-02 | 32 holdings | $140.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $17.3K | 199,081 | 12.3% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $14.5K | 136,231 | 10.4% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $13.5K | 109,960 | 9.6% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $13.4K | 106,334 | 9.6% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $10.3K | 80,624 | 7.3% |
| Vanguard Admiral FDS Inc(VIOO) | SMLLCP 600 IDX | 921932828 | $9.1K | 64,766 | 6.5% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $8.6K | 77,457 | 6.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $8.5K | 200,683 | 6.1% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $8.1K | 94,448 | 5.8% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $7.5K | 29,013 | 5.4% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $5.5K | 134,348 | 3.9% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $4.6K | 44,593 | 3.3% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $4.2K | 81,849 | 3.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.3K | 15,356 | 1.7% |
| Ishares TR(TLH) | 10-20 YR TRS ETF | 464288653 | $2.3K | 16,500 | 1.6% |
| Vanguard Intl Equity Index F(VGK) | FTSE EUROPE ETF | 922042874 | $1.9K | 35,536 | 1.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.0K | 7,239 | 0.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.0K | 9,565 | 0.7% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $972 | 3,441 | 0.7% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $816 | 9,704 | 0.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $725 | 9,396 | 0.5% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $652 | 11,353 | 0.5% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $460 | 2,293 | 0.3% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $446 | 3,944 | 0.3% |
| Danaher Corporation(DHR) | COM | 235851102 | $391 | 2,960 | 0.3% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $373 | 5,757 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $360 | 1,894 | 0.3% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $328 | 2,658 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $272 | 955 | 0.2% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $267 | 974 | 0.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $251 | 1,604 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $212 | 1,513 | 0.2% |