Q1 2020 Holdings
Filed 2020-05-14 | 16 holdings | $266.2K | 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 | $57.8K | 223,697 | 21.7% |
| Vanguard TAX Managed Intl(VEA) | FD FTSE DEV MKT ETF | 921943858 | $53.5K | 1,604,995 | 20.1% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $29.7K | 527,428 | 11.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $29.3K | 203,944 | 11.0% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $28.7K | 236,009 | 10.8% |
| Vanguard Scottsdale FDS(VMBS) | MORTG-BACK SEC | 92206C771 | $18.1K | 331,645 | 6.8% |
| Ishares TR(IGIB) | INTRM TR CRP ETF | 464288638 | $16.5K | 299,858 | 6.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $12.4K | 369,705 | 4.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $9.2K | 164,603 | 3.5% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $5.7K | 50,054 | 2.1% |
| Ishares TR(ESGU) | ESG MSCI USA ETF | 46435G425 | $1.8K | 30,850 | 0.7% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $1.1K | 20,811 | 0.4% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $1.1K | 20,009 | 0.4% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $721 | 10,187 | 0.3% |
| Vanguard Whitehall FDS Inc(VYMI) | INTL HIGH ETF | 921946794 | $459 | 10,130 | 0.2% |
| Ishares Inc | ESG MSCI EM ETF | 46435G863 | $243 | 8,870 | 0.1% |