Q2 2014 Holdings
Filed 2021-07-30 | 12 holdings | $184.3K | 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 | $48.1K | 1,128,751 | 26.1% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $46.6K | 748,365 | 25.3% |
| Ishares(IWD) | RUS 1000 VAL ETF | 464287598 | $30.4K | 299,889 | 16.5% |
| Ishares(IWV) | RUSSELL 3000 ETF | 464287689 | $24.2K | 205,188 | 13.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $16.8K | 86,055 | 9.1% |
| Ishares(EMB) | JP MOR EM MK ETF | 464288281 | $8.1K | 69,998 | 4.4% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $4.8K | 56,435 | 2.6% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $4.6K | 354,876 | 2.5% |
| Vanguard Specialized Portfol(VIG) | DIV APP ETF | 921908844 | $435 | 5,584 | 0.2% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $297 | 3,701 | 0.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $80 | 783 | 0.0% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $49 | 732 | 0.0% |