Q4 2018 Holdings
Filed 2019-01-22 | 11 holdings | $398.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $263.1K | 5,372,800 | 66.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $55.0K | 218,527 | 13.8% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $45.6K | 828,414 | 11.4% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $19.1K | 404,789 | 4.8% |
| Global X FDS | GLB X MLP ENRG I | 37950E226 | $4.0K | 365,435 | 1.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.9K | 104,066 | 1.0% |
| Global X FDS | GLBL X MLP ETF | 37950E473 | $3.5K | 455,194 | 0.9% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.5K | 24,914 | 0.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.2K | 16,949 | 0.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.1K | 6,492 | 0.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.0K | 26,579 | 0.3% |