Q2 2020 Holdings
Filed 2020-08-14 | 11 holdings | $8.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $1.8M | 16,206,843 | 21.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.6M | 13,854,933 | 19.3% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $1.6M | 18,174,706 | 18.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.0M | 6,589,397 | 12.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $688.8K | 17,757,111 | 8.1% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $485.6K | 6,992,750 | 5.7% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $368.0K | 5,009,194 | 4.3% |
| Transamerica ETF TR | DELTASHS S&P 500 | 89349P107 | $343.3K | 5,971,956 | 4.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $190.2K | 3,381,305 | 2.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $180.2K | 4,549,254 | 2.1% |
| Transamerica ETF TR | DELTASHS S&P INT | 89349P404 | $157.9K | 3,578,797 | 1.9% |