Q4 2018 Holdings
Filed 2019-02-07 | 15 holdings | $398.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $92.2K | 722,249 | 23.1% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $59.4K | 1,304,148 | 14.9% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $54.0K | 645,920 | 13.6% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $37.3K | 253,749 | 9.4% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $26.8K | 567,337 | 6.7% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $26.6K | 356,481 | 6.7% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $24.2K | 362,663 | 6.1% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $20.7K | 631,670 | 5.2% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $18.0K | 300,479 | 4.5% |
| Ishares TR(QUAL) | USA QUALITY FCTR | 46432F339 | $13.4K | 174,723 | 3.4% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $11.4K | 93,809 | 2.9% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $7.8K | 204,168 | 2.0% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $4.7K | 120,982 | 1.2% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $1.4K | 23,839 | 0.4% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $732 | 13,938 | 0.2% |