Q1 2020 Holdings
Filed 2020-05-08 | 61 holdings | $126.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.4K | 131,793 | 3.5% |
| First TR Exch Traded FD III(FCAL) | CALIF MUN INCM | 33739P863 | $5.1K | 98,975 | 4.0% |
| Vaneck Vectors ETF TR(EMLC) | JP MORGAN MKTS | 92189H300 | $5.4K | 191,183 | 4.3% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $5.6K | 73,253 | 4.5% |
| Ishares TR(CMF) | CALIF MUN BD ETF | 464288356 | $5.9K | 97,959 | 4.7% |
| Spdr SER TR(CWB) | BLMBRG BRC CNVRT | 78464A359 | $6.3K | 131,576 | 5.0% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $6.6K | 43,657 | 5.2% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $6.7K | 118,624 | 5.3% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $8.4K | 93,927 | 6.6% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $9.6K | 61,144 | 7.6% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $16.8K | 193,208 | 13.3% |