Q4 2017 Holdings
Filed 2018-01-30 | 10 holdings | $10.6M | 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 | 29,248,121 | 22.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.1M | 15,283,230 | 19.8% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.6M | 35,647,392 | 15.1% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $1.1M | 18,769,531 | 10.9% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $1.1M | 17,658,063 | 10.8% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.1M | 9,654,598 | 10.0% |
| Transamerica ETF TR | DELTASHS S&P 500 | 89349P107 | $417.2K | 7,711,774 | 3.9% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $356.2K | 7,757,881 | 3.4% |
| Transamerica ETF TR | DELTASHS S&P INT | 89349P404 | $241.0K | 4,540,839 | 2.3% |
| Transamerica ETF TR | DELTASHS S&P 400 | 89349P206 | $130.5K | 2,421,676 | 1.2% |