Q1 2020 Holdings
Filed 2020-05-14 | 13 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $631.1K | 2,664,888 | 32.4% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $278.1K | 8,340,835 | 14.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $240.7K | 2,084,764 | 12.3% |
| Ishares TR(SHY) | 1-3 YR TR BD ETF | 464287457 | $218.7K | 2,522,970 | 11.2% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $208.3K | 1,686,900 | 10.7% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $135.3K | 1,937,513 | 6.9% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $93.9K | 2,800,152 | 4.8% |
| Ishares TR(ICSH) | ULTR SH TRM BD | 46434V878 | $29.0K | 581,096 | 1.5% |
| Goldman Sachs ETF TR(GBIL) | ACCES TREASURY | 381430529 | $28.9K | 287,122 | 1.5% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $28.9K | 260,566 | 1.5% |
| Spdr Series Trust(BIL) | SPDR BLOOMBERG | 78468R663 | $28.9K | 315,222 | 1.5% |
| JP Morgan Exchange Traded FD(JPST) | ULTRA SHRT INC | 46641Q837 | $28.8K | 580,681 | 1.5% |
| Pimco ETF TR(CORP) | INV GRD CRP BD | 72201R817 | $3 | 25 | 0.0% |