Q2 2021 Holdings
Filed 2021-08-13 | 10 holdings | $8.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.0M | 8,938,428 | 22.8% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.8M | 15,952,830 | 21.0% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $1.4M | 16,610,847 | 16.3% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.1M | 21,670,046 | 12.8% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $929.2K | 9,408,882 | 10.6% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $379.1K | 3,636,138 | 4.3% |
| Transamerica ETF TR | DELTASHS S&P 500 | 89349P107 | $375.1K | 5,191,956 | 4.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $326.6K | 6,013,229 | 3.7% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $184.6K | 3,381,305 | 2.1% |
| Transamerica ETF TR | DELTASHS S&P INT | 89349P404 | $175.1K | 3,328,797 | 2.0% |