Q1 2019 Holdings
Filed 2019-05-01 | 32 holdings | $221.1K | 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 | $65.3K | 1,259,300 | 29.6% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $49.4K | 885,046 | 22.3% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $14.1K | 54,314 | 6.4% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $13.6K | 161,856 | 6.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $12.3K | 182,076 | 5.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $9.2K | 63,608 | 4.2% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $8.2K | 100,609 | 3.7% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $7.0K | 64,609 | 3.2% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $5.7K | 116,243 | 2.6% |
| Vanguard TAX Managed Intl(VEA) | FTSE DEV MKT ETF | 921943858 | $5.6K | 136,381 | 2.5% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $5.1K | 58,515 | 2.3% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $3.6K | 64,794 | 1.6% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $3.2K | 31,696 | 1.4% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $2.1K | 19,900 | 1.0% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $2.0K | 45,764 | 0.9% |
| Cabot Microelectronics COR(CCMPEUR) | COM | 12709P103 | $1.9K | 17,058 | 0.9% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $1.9K | 35,794 | 0.8% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.8K | 11,376 | 0.8% |
| Cabot Corp(CBT) | COM | 127055101 | $1.7K | 39,687 | 0.7% |
| Vanguard Scottsdale FDS(VTHR) | VNG RUS3000IDX | 92206C599 | $1.5K | 11,626 | 0.7% |
| Vanguard Intl Equity Index(VWO) | FTSE EMR MKT ETF | 922042858 | $1.4K | 33,103 | 0.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.0K | 3,561 | 0.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $665 | 4,351 | 0.3% |
| Vanguard Intl Equity Index(VNQI) | GLB EX US ETF | 922042676 | $580 | 9,741 | 0.3% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $484 | 4,278 | 0.2% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $395 | 3,500 | 0.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $278 | 6,479 | 0.1% |
| Spdr SER TR(SPYX) | SPDR S&P 500 ETF | 78468R796 | $267 | 3,910 | 0.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $255 | 3,936 | 0.1% |
| Vanguard Intl Equity Index(VT) | TT WRLD ST ETF | 922042742 | $247 | 3,382 | 0.1% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $241 | 2,165 | 0.1% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $213 | 1,444 | 0.1% |