Q4 2020 Holdings
Filed 2021-02-12 | 11 holdings | $8.8M | 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 | $1.8M | 14,815,688 | 19.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.6M | 8,147,004 | 18.0% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $1.6M | 17,789,146 | 17.8% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $981.8K | 20,797,387 | 11.2% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $730.1K | 8,467,288 | 8.3% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $721.7K | 6,529,089 | 8.2% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $463.9K | 5,098,103 | 5.3% |
| Transamerica ETF TR | DELTASHS S&P 500 | 89349P107 | $352.3K | 5,501,956 | 4.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $283.3K | 5,653,477 | 3.2% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $189.5K | 3,381,305 | 2.2% |
| Transamerica ETF TR | DELTASHS S&P INT | 89349P404 | $172.7K | 3,528,797 | 2.0% |