Q1 2019 Holdings
Filed 2019-04-24 | 16 holdings | $455.0K | 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 | $106.6K | 736,919 | 23.4% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $70.4K | 1,404,521 | 15.5% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $51.7K | 614,243 | 11.4% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $42.0K | 252,143 | 9.2% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $29.4K | 567,105 | 6.5% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $29.2K | 405,856 | 6.4% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $26.6K | 305,881 | 5.8% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $26.1K | 383,166 | 5.7% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $25.3K | 698,748 | 5.6% |
| Ishares TR(QUAL) | USA QUALITY FCTR | 46432F339 | $15.4K | 174,295 | 3.4% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $14.7K | 119,677 | 3.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $9.4K | 221,461 | 2.1% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $5.5K | 124,296 | 1.2% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $1.4K | 21,368 | 0.3% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $752 | 12,952 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $287 | 1,017 | 0.1% |