Q1 2021 Holdings
Filed 2021-05-14 | 5 holdings | $502.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| The Charles Schwab Corporation(SCHW) | COM | 808513105 | $314.3K | 4,822,501 | 62.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $95.4K | 239,921 | 19.0% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $59.7K | 828,612 | 11.9% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $30.8K | 477,821 | 6.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $2.5K | 50,694 | 0.5% |