Q4 2017 Holdings
Filed 2018-02-13 | 29 holdings | $195.9K | 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 | $59.2K | 1,138,139 | 30.2% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $44.0K | 808,426 | 22.4% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $17.1K | 156,355 | 8.7% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $15.4K | 62,982 | 7.9% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $12.9K | 158,724 | 6.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $8.2K | 60,003 | 4.2% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $7.4K | 152,131 | 3.8% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $6.1K | 94,922 | 3.1% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $5.0K | 60,613 | 2.6% |
| Vanguard TAX Managed INT(VEA) | FTSE DEV MKT ETF | 921943858 | $3.8K | 85,091 | 1.9% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $2.8K | 51,156 | 1.4% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $2.0K | 19,143 | 1.0% |
| Vanguard Intl Equity IND(VWO) | FTSE EMR MKT ETF | 922042858 | $1.7K | 36,318 | 0.9% |
| Vanguard Scottsdale FDS(VTHR) | VNG RUS3000IDX | 92206C599 | $1.7K | 13,469 | 0.8% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.6K | 11,501 | 0.8% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $949 | 3,557 | 0.5% |
| Cabot Microelectronics C(CCMPEUR) | COM | 12709P103 | $934 | 9,925 | 0.5% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $837 | 20,105 | 0.4% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $586 | 5,132 | 0.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $506 | 3,426 | 0.3% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $450 | 7,911 | 0.2% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $436 | 4,368 | 0.2% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $394 | 3,451 | 0.2% |
| Vanguard Intl Equity IND(VNQI) | GLB EX US ETF | 922042676 | $352 | 5,820 | 0.2% |
| Cabot Corp(CBT) | COM | 127055101 | $315 | 5,117 | 0.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $305 | 6,479 | 0.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $277 | 3,936 | 0.1% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $272 | 2,456 | 0.1% |
| Vanguard Intl Equity IND(VT) | TT WRLD ST ETF | 922042742 | $232 | 3,122 | 0.1% |