Q1 2014 Holdings
Filed 2021-08-02 | 13 holdings | $176.9K | 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 | $46.6K | 1,128,751 | 26.3% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $44.7K | 748,365 | 25.2% |
| Ishares(IWD) | RUS 1000 VAL ETF | 464287598 | $28.9K | 299,889 | 16.4% |
| Ishares(IWV) | RUSSELL 3000 ETF | 464287689 | $22.1K | 196,356 | 12.5% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $16.1K | 86,055 | 9.1% |
| Ishares(EMB) | JP MOR EM MK ETF | 464288281 | $7.8K | 69,998 | 4.4% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $4.7K | 56,435 | 2.7% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $4.4K | 354,876 | 2.5% |
| Ishares(TIP) | TIPS BD ETF | 464287176 | $861 | 7,682 | 0.5% |
| Vanguard Specialized Portfol(VIG) | DIV APP ETF | 921908844 | $420 | 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 | $76 | 783 | 0.0% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $46 | 732 | 0.0% |