Q3 2017 Holdings
Filed 2017-10-17 | 10 holdings | $10.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $2.4M | 29,711,695 | 23.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.0M | 15,283,230 | 19.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.6M | 36,300,427 | 15.2% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $1.1M | 19,499,093 | 10.8% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $1.1M | 18,220,800 | 10.7% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.1M | 9,688,214 | 10.2% |
| Transamerica ETF TR | DELTASHS S&P 500 | 89349P107 | $393.3K | 7,711,774 | 3.8% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $343.9K | 7,893,788 | 3.3% |
| Transamerica ETF TR | DELTASHS S&P INT | 89349P404 | $232.5K | 4,540,839 | 2.2% |
| Transamerica ETF TR | DELTASHS S&P 400 | 89349P206 | $123.5K | 2,421,676 | 1.2% |