Q3 2019 Holdings
Filed 2019-11-08 | 11 holdings | $406.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $250.9K | 5,372,800 | 61.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $66.1K | 221,278 | 16.2% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $51.4K | 841,085 | 12.6% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $20.0K | 408,050 | 4.9% |
| Global X FDS | GLB X MLP ENRG I | 37950E226 | $4.7K | 379,389 | 1.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.4K | 106,343 | 1.1% |
| Global X FDS | GLBL X MLP ETF | 37950E473 | $4.1K | 484,505 | 1.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.7K | 25,437 | 0.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.3K | 16,949 | 0.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.3K | 6,571 | 0.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.1K | 27,145 | 0.3% |