Q4 2019 Holdings
Filed 2020-07-01 | 17 holdings | $240.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $53.1K | 320,850 | 22.1% |
| Ishares TR(IVV) | CORE S&P 500 ETF | 464287200 | $43.5K | 134,491 | 18.0% |
| Vanguard Tax-Managed Intl Fd(VEA) | FTSE DEV MKT ETF | 921943858 | $27.8K | 630,813 | 11.5% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $26.6K | 129,063 | 11.0% |
| Vanguard Bd Index FDS(BND) | TOTAL BND MRKT | 921937835 | $25.2K | 300,595 | 10.5% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $18.3K | 411,263 | 7.6% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $17.3K | 186,745 | 7.2% |
| Spdr SER TR(JNK) | BLOOMBERG BRCLYS | 78468R622 | $10.9K | 99,451 | 4.5% |
| Ishares TR(IFGL) | INTL DEV RE ETF | 464288489 | $5.8K | 192,226 | 2.4% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $3.6K | 63,025 | 1.5% |
| Vanguard Scottsdale FDS(VMBS) | MORTG-BACK SEC | 92206C771 | $3.1K | 59,185 | 1.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $2.3K | 20,904 | 1.0% |
| Ishares TR(IWB) | RUSS 1000 ETF | 464287622 | $1.3K | 7,414 | 0.5% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $986 | 5,533 | 0.4% |
| Wisdomtree Continuous Commod | SHS BEN INT | 97718W108 | $541 | 28,775 | 0.2% |
| Ishares S&P Gsci Commodity I(GSG) | UNIT BEN INT | 46428R107 | $405 | 25,015 | 0.2% |
| Vanguard Bd Index FDS(BIV) | INTERMED TERM | 921937819 | $75 | 859 | 0.0% |