Q4 2018 Holdings
Filed 2019-02-12 | 11 holdings | $9.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $1.9M | 16,863,844 | 20.6% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $1.8M | 22,898,347 | 20.1% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.5M | 13,944,593 | 16.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.1M | 8,414,807 | 11.9% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $794.2K | 21,406,735 | 8.8% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $550.2K | 9,694,119 | 6.1% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $549.0K | 9,160,589 | 6.1% |
| Transamerica ETF TR | DELTASHS S&P 500 | 89349P107 | $363.0K | 7,086,956 | 4.0% |
| Transamerica ETF TR | DELTASHS S&P INT | 89349P404 | $199.0K | 4,408,797 | 2.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $175.6K | 4,609,887 | 1.9% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $170.5K | 3,369,867 | 1.9% |