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Pbwm Holdings, LLC

Q1 2019 Holdings

Filed 2019-04-24 | 111 holdings | $990.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
iShares S&P 500(IVV)S&P 500 INDEX464287200$7.6K26,8380.8%
Schwab US Small-Cap ETF(SCHA)US SML CAP ETF808524607$8.3K118,1030.8%
Apple, Inc.(AAPL)COM037833100$8.4K44,2070.8%
Schwab US Large-Cap ETF(SCHX)US LRG CAP ETF808524201$9.3K137,8700.9%
Schwab Short-Term US Treasury ETF(SCHO)SHT TM US TRES808524862$9.9K197,0481.0%
Spdr Msci Acwi ex-US ETF(CWI)MSCI ACWI EXUS78463X848$12.5K346,0201.3%
Schwab US Broad Market ETF(SCHB)US BRD MKT ETF808524102$13.3K195,0251.3%
Vanguard Ftse All-World ex-US ETF(VEU)ALLWRLD EX US922042775$19.5K387,9612.0%
Vanguard S&P 500 ETF(VOO)S&P 500 ETF SHS922908363$57.0K219,6165.8%
Charter Communications Inc., DEl Cl A(CHTR)CL A16119P108$294.0K84729.7%
Cisco Systems, Inc.(CSCO)COM17275R102$449.0K8,31045.3%
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