Q3 2020 Holdings
Filed 2020-10-16 | 26 holdings | $118.8K | 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 | $27.5K | 81,825 | 23.2% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $21.0K | 253,011 | 17.7% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $17.2K | 194,441 | 14.4% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $15.7K | 101,986 | 13.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $13.0K | 258,032 | 11.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $7.9K | 100,613 | 6.7% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.1K | 75,034 | 2.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.1K | 29,680 | 1.8% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $1.9K | 11,943 | 1.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.5K | 8,950 | 1.3% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $1.0K | 6,879 | 0.9% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $942 | 35,516 | 0.8% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $766 | 14,852 | 0.6% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $736 | 4,174 | 0.6% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $651 | 16,537 | 0.5% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $508 | 4,306 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $485 | 4,185 | 0.4% |
| Ishares TR(SUSL) | ESG MSCI LEADR | 46435U218 | $441 | 7,584 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $393 | 1,175 | 0.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $380 | 2,053 | 0.3% |
| Vanguard Scottsdale FDS(VGLT) | LONG TERM TREAS | 92206C847 | $363 | 3,645 | 0.3% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $280 | 4,513 | 0.2% |
| Raven Inds Inc(RAVN) | COM | 754212108 | $241 | 11,204 | 0.2% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $239 | 3,863 | 0.2% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $236 | 2,112 | 0.2% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $236 | 6,678 | 0.2% |