Q4 2019 Holdings
Filed 2020-02-13 | 15 holdings | $264.3K | 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 | $61.3K | 189,741 | 23.2% |
| Vanguard TAX Managed Intl(VEA) | FD FTSE DEV MKT ETF | 921943858 | $54.6K | 1,238,935 | 20.7% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $30.6K | 148,898 | 11.6% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $28.4K | 501,237 | 10.7% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $26.2K | 237,932 | 9.9% |
| Vanguard Scottsdale FDS(VMBS) | MORTG-BACK SEC | 92206C771 | $16.5K | 311,118 | 6.3% |
| Ishares TR(IGIB) | INTRM TR CRP ETF | 464288638 | $16.0K | 275,395 | 6.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $13.4K | 300,767 | 5.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $9.9K | 118,259 | 3.8% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $4.7K | 41,223 | 1.8% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $726 | 13,540 | 0.3% |
| Ishares TR(ESGU) | ESG MSCI USA ETF | 46435G425 | $646 | 9,058 | 0.2% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $513 | 5,472 | 0.2% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $374 | 5,442 | 0.1% |
| Vanguard Whitehall FDS Inc(VYMI) | INTL HIGH ETF | 921946794 | $351 | 5,490 | 0.1% |