Q4 2019 Holdings
Filed 2020-01-27 | 29 holdings | $109.9K | 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 | $45.6K | 278,831 | 41.5% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $10.6K | 94,697 | 9.7% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $6.8K | 122,507 | 6.2% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $6.0K | 96,299 | 5.5% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $5.3K | 41,030 | 4.8% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $5.0K | 113,404 | 4.5% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $3.9K | 42,740 | 3.6% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $3.0K | 34,204 | 2.7% |
| Pimco ETF TR(MUNI) | INTER MUN BD ACT | 72201R866 | $2.3K | 41,872 | 2.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $2.0K | 17,288 | 1.8% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $2.0K | 17,257 | 1.8% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.9K | 42,053 | 1.7% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.8K | 65,224 | 1.6% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $1.8K | 16,058 | 1.6% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $1.6K | 25,754 | 1.4% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $1.5K | 104,418 | 1.4% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $1.2K | 10,776 | 1.1% |
| Landmark Infrastructure LP | COM UNIT LTD | 51508J108 | $1.0K | 61,815 | 0.9% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $928 | 18,436 | 0.8% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $907 | 2,819 | 0.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $783 | 3,457 | 0.7% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $751 | 14,403 | 0.7% |
| Bank Amer Corp(BAC) | COM | 060505104 | $683 | 19,404 | 0.6% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $532 | 4,436 | 0.5% |
| Plains All Amern Pipeline L(PAA) | UNIT LTD PARTN | 726503105 | $490 | 26,669 | 0.4% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $478 | 5,898 | 0.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $362 | 2,030 | 0.3% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $349 | 4,157 | 0.3% |
| Pepsico Inc(PEP) | COM | 713448108 | $328 | 2,400 | 0.3% |