Q3 2020 Holdings
Filed 2021-06-14 | 11 holdings | $256.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $58.5K | 725,772 | 22.9% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $52.1K | 1,274,774 | 20.4% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $32.8K | 277,799 | 12.8% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $29.0K | 147,932 | 11.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $21.8K | 10,991,029 | 8.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $18.8K | 110,193 | 7.3% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $16.1K | 201,742 | 6.3% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $11.2K | 49,155 | 4.4% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $9.6K | 154,060 | 3.7% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $4.8K | 67,724 | 1.9% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $1.4K | 23,888 | 0.6% |