Q1 2019 Holdings
Filed 2019-05-13 | 10 holdings | $9.4M | 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 | $2.0M | 24,116,309 | 20.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.7M | 11,941,994 | 18.5% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.7M | 15,131,358 | 17.6% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.3M | 31,324,223 | 13.7% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $861.2K | 12,655,045 | 9.2% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $859.9K | 13,352,354 | 9.2% |
| Transamerica ETF TR | DELTASHS S&P 500 | 89349P107 | $376.4K | 6,836,956 | 4.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $288.2K | 6,782,203 | 3.1% |
| Transamerica ETF TR | DELTASHS S&P INT | 89349P404 | $180.1K | 3,758,797 | 1.9% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $177.1K | 3,413,142 | 1.9% |