Q2 2020 Holdings
Filed 2020-08-11 | 24 holdings | $109.3K | 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 | $25.3K | 81,567 | 23.1% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $19.3K | 232,519 | 17.7% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $16.6K | 187,524 | 15.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $14.4K | 98,732 | 13.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $12.1K | 253,120 | 11.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $7.4K | 93,938 | 6.7% |
| Vanguard Tax-Managed FDS(VEA) | FTSE DEV MKT ETF | 921943858 | $2.9K | 74,977 | 2.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.1K | 30,304 | 1.9% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $1.8K | 12,646 | 1.7% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.4K | 8,928 | 1.3% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $1.0K | 7,483 | 0.9% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $682 | 4,158 | 0.6% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $598 | 16,500 | 0.5% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $560 | 4,740 | 0.5% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $406 | 2,281 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $400 | 1,297 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $385 | 1,056 | 0.4% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $372 | 10,564 | 0.3% |
| Vanguard Scottsdale FDS(VGLT) | LONG TERM TREAS | 92206C847 | $365 | 3,645 | 0.3% |
| Ishares TR(ESML) | ESG MSCI USA SML | 46435U663 | $310 | 12,360 | 0.3% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $299 | 4,807 | 0.3% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $294 | 6,121 | 0.3% |
| Ishares TR(SUSL) | ESG MSCI LEADR | 46435U218 | $267 | 4,932 | 0.2% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $239 | 2,136 | 0.2% |