Q1 2020 Holdings
Filed 2020-05-01 | 11 holdings | $314.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $186.2K | 5,372,800 | 59.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $57.7K | 223,212 | 18.3% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $42.4K | 850,012 | 13.5% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $16.8K | 414,904 | 5.3% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.6K | 107,827 | 1.1% |
| Global X FDS | GLB X MLP ENRG I | 37950E226 | $2.4K | 390,141 | 0.8% |
| Global X FDS | GLBL X MLP ETF | 37950E473 | $1.6K | 508,469 | 0.5% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.4K | 25,721 | 0.4% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $955 | 6,635 | 0.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $951 | 16,949 | 0.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $924 | 27,531 | 0.3% |