Q3 2022 Holdings
Filed 2022-11-02 | 22 holdings | $464.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $83.5K | 465,461 | 18.0% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $59.6K | 1,640,180 | 12.8% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $58.6K | 1,321,308 | 12.6% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $56.8K | 708,712 | 12.2% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $35.4K | 744,472 | 7.6% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $33.1K | 159,847 | 7.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $26.4K | 723,939 | 5.7% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $22.1K | 271,661 | 4.8% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $20.9K | 486,351 | 4.5% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $14.0K | 265,675 | 3.0% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $12.2K | 238,766 | 2.6% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $11.2K | 150,038 | 2.4% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $10.0K | 140,434 | 2.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $7.2K | 129,249 | 1.6% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $4.3K | 122,760 | 0.9% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $3.2K | 16,328 | 0.7% |
| Ishares TR(ICF) | COHEN STEER REIT | 464287564 | $1.4K | 26,071 | 0.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.3K | 3,732 | 0.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $952 | 2,665 | 0.2% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $877 | 5,365 | 0.2% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $799 | 5,167 | 0.2% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $259 | 1,569 | 0.1% |