Q4 2021 Holdings
Filed 2022-02-14 | 10 holdings | $8.5M | 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 | $2.2M | 8,938,428 | 25.5% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.7M | 14,795,659 | 20.0% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $1.3M | 15,678,899 | 15.7% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.0M | 20,198,207 | 12.2% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $871.7K | 8,148,159 | 10.3% |
| Transamerica ETF TR | DELTASHS S&P 500 | 89349P107 | $418.9K | 5,191,956 | 5.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $325.9K | 2,883,757 | 3.9% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $278.0K | 5,619,928 | 3.3% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $182.3K | 3,381,305 | 2.2% |
| Transamerica ETF TR | DELTASHS S&P INT | 89349P404 | $175.8K | 3,328,797 | 2.1% |