Q2 2017 Holdings
Filed 2017-07-18 | 10 holdings | $327.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $106.6K | 2,131,153 | 32.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $69.0K | 554,093 | 21.1% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $45.6K | 316,294 | 13.9% |
| Ishares TR(IEI) | 3-7 YR TR BD ETF | 464288661 | $41.3K | 334,409 | 12.6% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $25.6K | 307,376 | 7.8% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $24.0K | 460,863 | 7.3% |
| Ishares TR(QUAL) | USA QUALITY FCTR | 46432F339 | $14.1K | 190,133 | 4.3% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $440 | 3,992 | 0.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $336 | 5,150 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $247 | 1,022 | 0.1% |