Q2 2022 Holdings
Filed 2022-08-15 | 11 holdings | $4.0M | 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 | $1.4M | 33,729 | 34.7% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $1.0M | 17,188 | 25.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $510.9K | 10,414 | 12.6% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $438.2K | 4,186 | 10.8% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $171.0K | 4,265 | 4.2% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $154.7K | 3,793 | 3.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $131.2K | 745 | 3.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $115.9K | 1,855 | 2.9% |
| Vanguard BD Index FDS(BSV) | SHORT TERM BOND | 921937827 | $96.6K | 1,258 | 2.4% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $13.2K | 409 | 0.3% |
| Ishares TR(ESGD) | ESG AW MSCI EAFE | 46435G516 | $1.1K | 17 | 0.0% |