Q4 2013 Holdings
Filed 2021-08-03 | 12 holdings | $228.2K | 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 | $62.7K | 1,454,778 | 27.5% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $58.1K | 977,741 | 25.5% |
| Ishares(IWD) | RUS 1000 VAL ETF | 464287598 | $39.7K | 421,304 | 17.4% |
| Ishares(IWV) | RUSSELL 3000 ETF | 464287689 | $26.5K | 239,592 | 11.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $21.1K | 114,464 | 9.3% |
| Ishares(EMB) | JP MOR EM MK ETF | 464288281 | $8.4K | 78,035 | 3.7% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $5.1K | 62,261 | 2.2% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $4.5K | 385,313 | 2.0% |
| Ishares(TIP) | TIPS BD ETF | 464287176 | $864 | 7,860 | 0.4% |
| Vanguard Specialized Portfol(VIG) | DIV APP ETF | 921908844 | $621 | 8,234 | 0.3% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $491 | 6,159 | 0.2% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $46 | 732 | 0.0% |