Q1 2018 Holdings
Filed 2018-05-11 | 70 holdings | $461.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Mega Cap Value ETF(MGV) | MEGA CAP VAL ETF | 921910840 | $5.3K | 72,718 | 1.2% |
| Ishares Core 1-5 Year USD Bond ETF(ISTB) | CORE 15YRUSD | 46432F859 | $5.6K | 113,835 | 1.2% |
| Spdr High Yield Bond ETF | BLOOMBERG BRCLYS | 78464A417 | $5.8K | 162,641 | 1.3% |
| Vanguard Intermediate-Term Bond Index Fund(BIV) | INTERMED TERM | 921937819 | $5.9K | 71,795 | 1.3% |
| Ishares Core International Aggregate Bond Fund(IAGG) | CORE INTL AGGR | 46435G672 | $6.4K | 121,583 | 1.4% |
| Ishares Tips Bond ETF(TIP) | TIPS BD ETF | 464287176 | $7.3K | 64,604 | 1.6% |
| Vanguard Mid-Cap Index Fund(VO) | MID CAP ETF | 922908629 | $7.3K | 48,326 | 1.6% |
| Vanguard Total International Stock ETF(VXUS) | VG TL INTL STKF | 921909768 | $10.0K | 178,275 | 2.2% |
| Ishares Msci Eafe ETF(EFA) | MSCI EAFE ETF | 464287465 | $11.3K | 163,034 | 2.5% |
| Vanguard Intermediate Term Corp Bond FD ETF(VCIT) | INT-TERM CORP | 92206C870 | $12.0K | 141,327 | 2.6% |
| Vanguard Ftse All-World EX US Index Fund(VEU) | ALLWRLD EX US | 922042775 | $16.0K | 296,607 | 3.5% |
| Vanguard Total Bond Market Index Fund(BND) | TOTAL BND MRKT | 921937835 | $16.3K | 204,957 | 3.5% |
| Ishares S&P Small-Cap 600 Value ETF(IJS) | SP SMCP600VL ETF | 464287879 | $21.3K | 141,781 | 4.6% |
| Vanguard REIT ETF(VNQ) | REIT ETF | 922908553 | $22.6K | 300,851 | 4.9% |
| Vanguard Total International Bond ETF(BNDX) | INTL BD IDX ETF | 92203J407 | $23.7K | 432,711 | 5.1% |
| Ishares Core Msci Total International Stock ETF(IXUS) | CORE MSCI TOTAL | 46432F834 | $31.7K | 507,796 | 6.9% |
| Ishares Aggregate Bond ETF(AGG) | CORE US AGGBD ET | 464287226 | $34.1K | 318,503 | 7.4% |
| Ishares S&P 500 Value ETF(IVE) | S&P 500 VAL ETF | 464287408 | $37.8K | 349,179 | 8.2% |
| Ishares Core S&P 500 ETF(IVV) | CORE S&P500 ETF | 464287200 | $41.0K | 156,660 | 8.9% |
| Ishares Core S&P Mid Cap ETF(IJH) | CORE S&P MCP ETF | 464287507 | $48.1K | 260,204 | 10.4% |