Q3 2020 Holdings
Filed 2020-11-09 | 19 holdings | $407.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $258.0K | 879 | 63.3% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $24.0K | 464,323 | 5.9% |
| Spdr SER TR(SPTL) | PORTFOLIO LN TSR | 78464A664 | $20.5K | 438,646 | 5.0% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $20.3K | 328,570 | 5.0% |
| Pimco ETF TR(LTPZ) | 15+ YR US TIPS | 72201R304 | $15.5K | 177,495 | 3.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $14.5K | 85,013 | 3.5% |
| Ishares TR(IDEV) | CORE MSCI INTL | 46435G326 | $12.8K | 236,661 | 3.1% |
| Ishares Inc(ACWV) | MSCI GBL MIN VOL | 464286525 | $8.9K | 97,263 | 2.2% |
| Ishares Inc(EEMV) | MSCI EMERG MRKT | 464286533 | $8.7K | 156,781 | 2.1% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $6.4K | 77,422 | 1.6% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $6.1K | 97,977 | 1.5% |
| Ishares TR(SUSB) | ESG AWRE 1 5 YR | 46435G243 | $4.7K | 178,194 | 1.1% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $4.1K | 37,597 | 1.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.5K | 48,466 | 0.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $551 | 175 | 0.1% |
| Square Inc(XYZ) | CL A | 852234103 | $527 | 3,245 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $378 | 3,263 | 0.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $345 | 4,274 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $215 | 1,442 | 0.1% |