Q3 2019 Holdings
Filed 2019-11-08 | 109 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charles Schwab(SCHD) | US DIVIDEND EQ | 808524797 | $13.0K | 237,803 | 0.9% |
| SH(SPSB) | PORTFOLIO SHORT | 78464A474 | $17.1K | 553,706 | 1.2% |
| iShares(AGG) | CORE US AGGBD ET | 464287226 | $20.3K | 179,523 | 1.5% |
| iShares(IJH) | CORE S&P MCP ETF | 464287507 | $22.3K | 115,173 | 1.6% |
| Vanguard(VEA) | FTSE DEV MKT ETF | 921943858 | $28.6K | 695,144 | 2.1% |
| iShares(IEF) | BARCLAYS 7 10 YR | 464287440 | $29.6K | 263,546 | 2.1% |
| iShares(IVV) | CORE S&P500 ETF | 464287200 | $30.5K | 102,140 | 2.2% |
| Vanguard(BSV) | SHORT TRM BOND | 921937827 | $33.1K | 410,036 | 2.4% |
| SH(CSCO) | COM | 17275R102 | $1.1M | 21,779 | 78.0% |