Q3 2020 Holdings
Filed 2020-11-13 | 17 holdings | $375.4K | 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 | $82.7K | 246,228 | 22.0% |
| Vanguard TAX Managed Intl(VEA) | FD FTSE DEV MKT ETF | 921943858 | $73.1K | 1,786,689 | 19.5% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $41.7K | 225,134 | 11.1% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $40.6K | 697,027 | 10.8% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $38.2K | 313,288 | 10.2% |
| Vanguard Scottsdale FDS(VMBS) | MORTG-BACK SEC | 92206C771 | $24.2K | 446,277 | 6.5% |
| Ishares TR(IGIB) | INTRM TR CRP ETF | 464288638 | $23.0K | 378,666 | 6.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $18.0K | 417,231 | 4.8% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $13.5K | 191,624 | 3.6% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $7.4K | 63,537 | 2.0% |
| Ishares TR(ESGU) | ESG MSCI USA ETF | 46435G425 | $5.1K | 67,077 | 1.4% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $2.9K | 46,207 | 0.8% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $1.7K | 30,760 | 0.4% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $1.2K | 15,087 | 0.3% |
| Ishares Inc | ESG MSCI EM ETF | 46435G863 | $746 | 20,961 | 0.2% |
| Vanguard Whitehall FDS Inc(VYMI) | INTL HIGH ETF | 921946794 | $743 | 14,278 | 0.2% |
| Ishares TR(ESML) | ESG MSCI USA SML | 46435U663 | $578 | 21,797 | 0.2% |