Q1 2020 Holdings
Filed 2020-04-27 | 31 holdings | $99.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $36.8K | 285,175 | 37.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $10.9K | 94,408 | 11.0% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $5.7K | 136,327 | 5.8% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $5.1K | 41,033 | 5.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $4.9K | 18 | 4.9% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $4.0K | 96,299 | 4.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.8K | 113,404 | 3.8% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $3.6K | 41,339 | 3.6% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $3.1K | 34,204 | 3.1% |
| Pimco ETF TR(MUNI) | INTER MUN BD ACT | 72201R866 | $2.3K | 41,872 | 2.3% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $2.0K | 17,288 | 2.1% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $2.0K | 17,257 | 2.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.6K | 6,362 | 1.6% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $1.6K | 25,754 | 1.6% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $1.6K | 104,418 | 1.6% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.4K | 41,869 | 1.4% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.3K | 65,224 | 1.4% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $1.2K | 14,732 | 1.2% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $959 | 9,921 | 1.0% |
| Vanguard Scottsdale FDS(VTWO) | VNG RUS2000IDX | 92206C664 | $903 | 9,798 | 0.9% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $756 | 14,403 | 0.8% |
| Landmark Infrastructure LP | COM UNIT LTD | 51508J108 | $653 | 61,815 | 0.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $637 | 3,482 | 0.6% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $621 | 18,436 | 0.6% |
| Bank Amer Corp(BAC) | COM | 060505104 | $423 | 19,904 | 0.4% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $395 | 4,436 | 0.4% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $355 | 4,159 | 0.4% |
| Pepsico Inc(PEP) | COM | 713448108 | $291 | 2,425 | 0.3% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $275 | 3,482 | 0.3% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $267 | 2,030 | 0.3% |
| Plains All Amern Pipeline L(PAA) | UNIT LTD PARTN | 726503105 | $141 | 26,669 | 0.1% |