Q1 2020 Holdings
Filed 2020-04-09 | 54 holdings | $636.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $18.1K | 322,085 | 2.8% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $21.1K | 633,824 | 3.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $21.5K | 83,435 | 3.4% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $416.0K | 1,458 | 65.4% |