Q2 2019 Holdings
Filed 2019-08-05 | 28 holdings | $93.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $38.4K | 255,646 | 41.1% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $10.7K | 95,941 | 11.4% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $6.2K | 117,149 | 6.6% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $5.1K | 41,146 | 5.5% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.1K | 98,694 | 4.4% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $3.0K | 34,203 | 3.2% |
| Pimco ETF TR(MUNI) | INTER MUN BD ACT | 72201R866 | $2.3K | 42,053 | 2.5% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $2.2K | 96,299 | 2.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.1K | 50,526 | 2.3% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $2.0K | 17,257 | 2.1% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $1.9K | 21,158 | 2.0% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $1.9K | 16,207 | 2.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.7K | 65,690 | 1.8% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $1.7K | 16,058 | 1.8% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $1.6K | 118,892 | 1.7% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $1.3K | 16,258 | 1.4% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $1.3K | 11,078 | 1.3% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $988 | 16,221 | 1.1% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $814 | 18,436 | 0.9% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $744 | 14,403 | 0.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $737 | 3,457 | 0.8% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $505 | 1,725 | 0.5% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $492 | 4,436 | 0.5% |
| Bank Amer Corp(BAC) | COM | 060505104 | $419 | 14,461 | 0.4% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $359 | 4,322 | 0.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $339 | 2,030 | 0.4% |
| Innovator Etfs TR(FFTY) | IBD 50 ETF | 45782C102 | $297 | 8,666 | 0.3% |
| Pepsico Inc(PEP) | COM | 713448108 | $262 | 2,000 | 0.3% |