Q1 2020 Holdings
Filed 2020-08-11 | 19 holdings | $92.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $20.5K | 79,389 | 22.1% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $19.6K | 238,758 | 21.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $15.7K | 184,033 | 16.9% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $11.9K | 103,078 | 12.8% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $11.9K | 289,201 | 12.8% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $6.2K | 88,913 | 6.7% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $1.5K | 12,734 | 1.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.2K | 9,131 | 1.3% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $898 | 8,179 | 1.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $628 | 4,772 | 0.7% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $497 | 4,306 | 0.5% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $400 | 12,010 | 0.4% |
| Vanguard Scottsdale FDS(VGLT) | LONG TERM TREAS | 92206C847 | $368 | 3,645 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $334 | 1,297 | 0.4% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $320 | 5,126 | 0.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $289 | 2,010 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $268 | 1,056 | 0.3% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $226 | 2,122 | 0.2% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $207 | 2,313 | 0.2% |