Q1 2019 Holdings
Filed 2019-04-17 | 21 holdings | $284.7K | 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 | $46.7K | 1,099,896 | 16.4% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $35.5K | 507,081 | 12.5% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $34.9K | 1,115,025 | 12.3% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $31.9K | 472,472 | 11.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $31.6K | 773,397 | 11.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $23.0K | 88,656 | 8.1% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $17.0K | 213,241 | 6.0% |
| Schwab Strategic TR(FNDX) | SCHWAB FDT US LG | 808524771 | $12.2K | 322,493 | 4.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $11.6K | 150,465 | 4.1% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $11.2K | 103,124 | 4.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $10.7K | 206,117 | 3.8% |
| Proshares TR(SSO) | PSHS ULT S&P 500 | 74347R107 | $6.9K | 58,222 | 2.4% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $5.1K | 41,819 | 1.8% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $4.4K | 78,858 | 1.5% |
| JP Morgan Exchange Traded FD(JPST) | ULTRA SHRT INC | 46641Q837 | $993 | 19,740 | 0.3% |
| Vanguard World FDS(VPU) | UTILITIES ETF | 92204A876 | $311 | 2,403 | 0.1% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $280 | 3,221 | 0.1% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $100 | 788 | 0.0% |
| Select Sector Spdr TR(XLE) | ENERGY | 81369Y506 | $88 | 1,331 | 0.0% |
| Select Sector Spdr TR(XLB) | SBI MATERIALS | 81369Y100 | $88 | 1,586 | 0.0% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $6 | 107 | 0.0% |