Q4 2019 Holdings
Filed 2020-08-11 | 19 holdings | $110.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $26.4K | 81,676 | 24.0% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $19.9K | 246,283 | 18.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $17.1K | 103,379 | 15.6% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $15.5K | 288,001 | 14.1% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $14.4K | 171,260 | 13.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $7.9K | 85,454 | 7.2% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $1.9K | 12,944 | 1.7% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.5K | 9,257 | 1.4% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $1.1K | 7,972 | 1.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.1K | 5,985 | 1.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $516 | 11,702 | 0.5% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $484 | 4,306 | 0.4% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $456 | 5,224 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $437 | 1,358 | 0.4% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $414 | 2,010 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $325 | 1,105 | 0.3% |
| Vanguard Scottsdale FDS(VGLT) | LONG TERM TREAS | 92206C847 | $304 | 3,645 | 0.3% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $240 | 3,943 | 0.2% |
| Vanguard BD Index FD Inc(BLV) | LONG TERM BOND | 921937793 | $215 | 2,140 | 0.2% |