Q4 2018 Holdings
Filed 2019-01-30 | 20 holdings | $239.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $36.1K | 946,924 | 15.1% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $31.4K | 1,108,104 | 13.1% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $30.4K | 500,855 | 12.7% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $27.2K | 456,108 | 11.4% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $21.3K | 466,715 | 8.9% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $17.0K | 73,953 | 7.1% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $11.1K | 141,291 | 4.6% |
| Schwab Strategic TR(FNDX) | SCHWAB FDT US LG | 808524771 | $10.9K | 320,905 | 4.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $10.4K | 150,690 | 4.4% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $10.2K | 95,975 | 4.3% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $8.6K | 170,317 | 3.6% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $8.1K | 217,182 | 3.4% |
| Proshares TR(SSO) | PSHS ULT S&P 500 | 74347R107 | $5.5K | 59,185 | 2.3% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $5.0K | 40,886 | 2.1% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $4.4K | 80,621 | 1.8% |
| JP Morgan Exchange Traded FD(JPST) | ULTRA SHRT INC | 46641Q837 | $814 | 16,246 | 0.3% |
| Vanguard World FDS(VPU) | UTILITIES ETF | 92204A876 | $263 | 2,229 | 0.1% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $253 | 3,399 | 0.1% |
| Select Sector Spdr TR(XLE) | ENERGY | 81369Y506 | $72 | 1,251 | 0.0% |
| Select Sector Spdr TR(XLB) | SBI MATERIALS | 81369Y100 | $65 | 1,279 | 0.0% |