Q4 2019 Holdings
Filed 2020-02-06 | 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 | 23,533,724 | 21.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.9M | 11,366,391 | 19.8% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.6M | 14,500,095 | 17.3% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.3M | 28,670,792 | 13.4% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $871.9K | 11,995,421 | 9.3% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $738.9K | 9,610,830 | 7.9% |
| Transamerica ETF TR | DELTASHS S&P 500 | 89349P107 | $395.5K | 6,421,956 | 4.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $310.9K | 6,992,135 | 3.3% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $183.8K | 3,439,586 | 2.0% |
| Transamerica ETF TR | DELTASHS S&P INT | 89349P404 | $175.3K | 3,658,797 | 1.9% |