Q1 2021 Holdings
Filed 2021-05-12 | 161 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $11.1K | 213,701 | 1.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $12.0K | 30,190 | 1.1% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $12.4K | 172,239 | 1.1% |
| Ishares Gold TR(IAUUSD) | ISHARES | 464285105 | $13.3K | 815,113 | 1.2% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $13.4K | 83,902 | 1.2% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $18.0K | 249,678 | 1.6% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $20.6K | 320,161 | 1.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $43.1K | 208,401 | 3.9% |
| Biogen Inc(BIIB) | COM | 09062X103 | $208.0K | 744 | 18.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $211.0K | 1,953 | 19.2% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $332.0K | 699 | 30.2% |