Q2 2013 Holdings
Filed 2021-08-05 | 12 holdings | $187.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $52.6K | 1,478,068 | 28.1% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $50.8K | 985,513 | 27.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $39.4K | 1,015,651 | 21.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $26.1K | 162,800 | 14.0% |
| Ishares TR(EMB) | JPMORGAN USD | 464288281 | $7.7K | 70,451 | 4.1% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $4.2K | 352,249 | 2.3% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $3.6K | 43,049 | 1.9% |
| Vanguard Specialized Portfol(VIG) | DIV APP ETF | 921908844 | $911 | 13,764 | 0.5% |
| Ishares TR(TIP) | BARCLYS TIPS BD | 464287176 | $880 | 7,860 | 0.5% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $402 | 4,974 | 0.2% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $394 | 4,916 | 0.2% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $41 | 732 | 0.0% |