Q4 2019 Holdings
Filed 2020-01-09 | 9 holdings | $436.5K | 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 | $187.4K | 579,859 | 42.9% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $112.2K | 1,325,728 | 25.7% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $64.6K | 990,583 | 14.8% |
| Alps ETF TR(AMLPUSD) | ALERIAN MLP | 00162Q866 | $27.6K | 3,248,783 | 6.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $14.6K | 129,610 | 3.3% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $12.0K | 825,463 | 2.7% |
| Ishares Inc(EWJ) | MSCI JPN ETF NEW | 46434G822 | $8.3K | 140,247 | 1.9% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $7.7K | 204,821 | 1.8% |
| Ishares Inc(SCJ) | MSCI JAPN SMCETF | 464286582 | $2.1K | 28,570 | 0.5% |