Q3 2019 Holdings
Filed 2019-10-24 | 8 holdings | $396.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $169.3K | 567,086 | 42.7% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $117.0K | 1,378,858 | 29.5% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $43.0K | 704,783 | 10.9% |
| Alps ETF TR(AMLPUSD) | ALERIAN MLP | 00162Q866 | $23.8K | 2,600,216 | 6.0% |
| Ishares Inc(EWJ) | MSCI JPN ETF NEW | 46434G822 | $17.6K | 309,468 | 4.4% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $14.7K | 129,610 | 3.7% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $9.2K | 268,301 | 2.3% |
| Ishares Inc(SCJ) | MSCI JAPN SMCETF | 464286582 | $2.1K | 28,570 | 0.5% |