Q3 2021 Holdings
Filed 2021-11-12 | 5 holdings | $549.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| The Charles Schwab Corporation(SCHW) | COM | 808513105 | $351.3K | 4,822,501 | 63.9% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $103.9K | 241,200 | 18.9% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $62.2K | 837,983 | 11.3% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $29.7K | 480,577 | 5.4% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $2.6K | 51,290 | 0.5% |