Q3 2017 Holdings
Filed 2017-11-01 | 27 holdings | $181.4K | 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 | $59.5K | 1,136,465 | 32.8% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $39.9K | 730,864 | 22.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $15.3K | 66,435 | 8.5% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $12.8K | 156,397 | 7.1% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $12.1K | 110,164 | 6.7% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $7.2K | 55,253 | 3.9% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $7.0K | 140,862 | 3.8% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $5.4K | 64,811 | 3.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $4.2K | 69,777 | 2.3% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.6K | 83,440 | 2.0% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $3.1K | 56,951 | 1.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $2.1K | 20,657 | 1.1% |
| Vanguard Scottsdale FDS(VTHR) | VNG RUS3000IDX | 92206C599 | $1.6K | 13,469 | 0.9% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.5K | 34,062 | 0.8% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $974 | 7,340 | 0.5% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $884 | 3,519 | 0.5% |
| Cabot Microelectronics Corp(CCMPEUR) | COM | 12709P103 | $827 | 10,352 | 0.5% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $609 | 5,362 | 0.3% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $513 | 12,479 | 0.3% |
| Ishares TR(STIP) | TIPS ETF | 46429B747 | $438 | 4,366 | 0.2% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $427 | 7,910 | 0.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $298 | 2,109 | 0.2% |
| Cabot Corp(CBT) | COM | 127055101 | $292 | 5,241 | 0.2% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $272 | 2,454 | 0.1% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $261 | 4,392 | 0.1% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $220 | 3,117 | 0.1% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $217 | 1,988 | 0.1% |