Q3 2020 Holdings
Filed 2020-11-13 | 11 holdings | $8.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.7M | 14,579,800 | 20.2% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $1.6M | 18,274,654 | 18.9% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $1.4M | 12,756,315 | 16.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.2M | 6,940,779 | 13.9% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $750.4K | 18,347,146 | 8.8% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $554.5K | 7,345,913 | 6.5% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $385.7K | 4,842,567 | 4.5% |
| Transamerica ETF TR | DELTASHS S&P 500 | 89349P107 | $337.7K | 5,661,956 | 4.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $208.3K | 4,816,790 | 2.4% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $189.6K | 3,381,305 | 2.2% |
| Transamerica ETF TR | DELTASHS S&P INT | 89349P404 | $158.7K | 3,578,797 | 1.9% |