Q3 2022 Holdings
Filed 2022-11-14 | 13 holdings | $3.5M | 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 | $1.1M | 30,671 | 31.9% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $995.4K | 17,224 | 28.4% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $434.8K | 10,115 | 12.4% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $428.9K | 4,178 | 12.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $133.6K | 3,830 | 3.8% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $133.6K | 3,830 | 3.8% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $102.1K | 1,823 | 2.9% |
| Vanguard BD Index FDS(BSV) | SHORT TERM BOND | 921937827 | $79.2K | 1,058 | 2.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $63.2K | 370 | 1.8% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $14.9K | 537 | 0.4% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $2.1K | 12 | 0.1% |
| Ishares TR(ESGD) | ESG AW MSCI EAFE | 46435G516 | $941 | 17 | 0.0% |
| Verve Therapeutics Inc | COM | 92539P101 | $472 | 14 | 0.0% |