Q4 2021 Holdings
Filed 2022-02-14 | 12 holdings | $4.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index Fund(VWO) | FTSE EMR MKT ETF | 922042858 | $1.7M | 35,244,381 | 39.1% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $1.1M | 18,839,037 | 25.7% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $535.7K | 8,948,843 | 12.0% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $227.0K | 4,446,103 | 5.1% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $208.3K | 4,264,962 | 4.7% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $168.4K | 745,023 | 3.8% |
| Vanguard BD Index FDS(BSV) | SHORT TERM BOND | 921937827 | $165.7K | 2,049,510 | 3.7% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $157.0K | 1,995,557 | 3.5% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $98.1K | 913,388 | 2.2% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $7.5K | 188,801 | 0.2% |
| Madrigal Pharmaceuticals, Inc.(MDGL) | COM | 558868105 | $1.5K | 17,508 | 0.0% |
| Ishares TR(ESGD) | ESG AW MSCI EAFE | 46435G516 | $1.1K | 14,448 | 0.0% |