Q3 2019 Holdings
Filed 2019-11-07 | 10 holdings | $9.2M | 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 | $1.9M | 22,815,431 | 20.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.8M | 11,740,377 | 19.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.6M | 14,432,750 | 17.8% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.2M | 29,907,953 | 13.4% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $832.9K | 12,417,756 | 9.1% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $786.6K | 11,076,178 | 8.6% |
| Transamerica ETF TR | DELTASHS S&P 500 | 89349P107 | $379.7K | 6,671,956 | 4.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $271.7K | 6,748,271 | 3.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $185.2K | 3,439,586 | 2.0% |
| Transamerica ETF TR | DELTASHS S&P INT | 89349P404 | $180.1K | 3,758,797 | 2.0% |