Q4 2020 Holdings
Filed 2021-02-16 | 5 holdings | $487.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| The Charles Schwab Corporation(SCHW) | COM | 808513105 | $308.8K | 5,822,501 | 63.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $89.8K | 239,297 | 18.4% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $57.2K | 828,612 | 11.7% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $29.6K | 477,821 | 6.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $2.4K | 50,455 | 0.5% |