Q1 2020 Holdings
Filed 2020-04-21 | 24 holdings | $319.7K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2022-05-26) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI)A | TOTAL STK MKT | 922908769 | $52.2K | 405,076 | 16.3% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $46.6K | 1,136,463 | 14.6% |
| Vanguard Tax-Managed Intl FD(VEA)A | FTSE DEV MKT ETF | 921943858 | $37.6K | 1,128,465 | 11.8% |
| Ishares TR(USRT)A | CRE U S REIT ETF | 464288521 | $26.4K | 674,066 | 8.3% |
| Ishares TR(IWV)A | RUSSELL 3000 ETF | 464287689 | $25.2K | 169,745 | 7.9% |
| Vanguard Index FDS(VNQ)A | REAL ESTATE ETF | 922908553 | $25.2K | 360,076 | 7.9% |
| Vanguard Intl Equity Index F(VWO)A | FTSE EMR MKT ETF | 922042858 | $15.2K | 452,795 | 4.8% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $12.7K | 182,724 | 4.0% |
| Ishares TR(IEFA)A | CORE MSCI EAFE | 46432F842 | $12.5K | 250,741 | 3.9% |
| Ishares TR(IXUS)A | CORE MSCI TOTAL | 46432F834 | $12.3K | 262,341 | 3.9% |
| Vanguard BD Index FDS(BSV)A | SHORT TRM BOND | 921937827 | $11.7K | 142,095 | 3.7% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $10.9K | 127,747 | 3.4% |
| Ishares Inc(IEMG)A | CORE MSCI EMKT | 46434G103 | $10.8K | 266,830 | 3.4% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $6.9K | 129,859 | 2.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $4.9K | 144,787 | 1.5% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $2.7K | 18,858 | 0.8% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $1.6K | 10,958 | 0.5% |
| Ishares TR(ICF) | COHEN STEER REIT | 464287564 | $1.2K | 13,036 | 0.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $927 | 3,587 | 0.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $734 | 2,846 | 0.2% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $653 | 5,512 | 0.2% |
| Fidelity Comwlth TR(ONEQ) | NDQ CP IDX TRK | 315912808 | $254 | 850 | 0.1% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $206 | 1,802 | 0.1% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $200 | 1,521 | 0.1% |