Q2 2017 Holdings
Filed 2017-08-11 | 26 holdings | $159.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $61.3K | 1,173,229 | 38.4% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $33.8K | 621,732 | 21.2% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $15.5K | 69,858 | 9.7% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $8.5K | 104,161 | 5.3% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $7.6K | 154,277 | 4.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $6.3K | 50,447 | 3.9% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $5.2K | 62,112 | 3.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $4.3K | 38,920 | 2.7% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $3.5K | 63,487 | 2.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.2K | 76,937 | 2.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $2.0K | 20,703 | 1.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.4K | 33,163 | 0.8% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $1.0K | 17,753 | 0.6% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $932 | 7,340 | 0.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $932 | 3,855 | 0.6% |
| Cabot Microelectronics Corp(CCMPEUR) | COM | 12709P103 | $719 | 9,734 | 0.5% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $684 | 6,034 | 0.4% |
| Vanguard Scottsdale FDS(VTHR) | VNG RUS3000IDX | 92206C599 | $501 | 4,500 | 0.3% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $447 | 4,449 | 0.3% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $394 | 7,870 | 0.2% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $309 | 7,506 | 0.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $286 | 2,109 | 0.2% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $282 | 2,980 | 0.2% |
| Cabot Corp(CBT) | COM | 127055101 | $280 | 5,241 | 0.2% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $270 | 2,452 | 0.2% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $253 | 4,496 | 0.2% |