Q4 2019 Holdings
Filed 2020-02-10 | 11 holdings | $435.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $267.0K | 5,372,800 | 61.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $71.8K | 222,192 | 16.5% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $55.5K | 850,012 | 12.7% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $22.3K | 414,904 | 5.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.7K | 107,401 | 1.1% |
| Global X FDS | GLB X MLP ENRG I | 37950E226 | $4.7K | 384,702 | 1.1% |
| Global X FDS | GLBL X MLP ETF | 37950E473 | $3.9K | 495,951 | 0.9% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.8K | 25,721 | 0.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.4K | 16,949 | 0.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.4K | 6,599 | 0.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.2K | 27,485 | 0.3% |