Q2 2021 Holdings
Filed 2021-08-16 | 5 holdings | $552.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| The Charles Schwab Corporation(SCHW) | COM | 808513105 | $351.1K | 4,822,501 | 63.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $103.4K | 240,467 | 18.7% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $62.7K | 837,983 | 11.4% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $32.2K | 480,577 | 5.8% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $2.6K | 51,096 | 0.5% |