Q4 2020 Holdings
Filed 2021-02-12 | 17 holdings | $483.4K | 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 | $104.5K | 278,250 | 21.6% |
| Vanguard TAX Managed Intl(VEA) | FD FTSE DEV MKT ETF | 921943858 | $94.6K | 2,004,609 | 19.6% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $55.4K | 241,043 | 11.5% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $50.4K | 860,703 | 10.4% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $47.5K | 395,990 | 9.8% |
| Vanguard Scottsdale FDS(VMBS) | MORTG-BACK SEC | 92206C771 | $30.0K | 555,146 | 6.2% |
| Ishares TR(IGIB) | INTRM TR CRP ETF | 464288638 | $28.0K | 453,612 | 5.8% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $23.1K | 461,098 | 4.8% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $18.8K | 204,431 | 3.9% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $9.8K | 83,705 | 2.0% |
| Ishares TR(ESGU) | ESG MSCI USA ETF | 46435G425 | $8.6K | 99,984 | 1.8% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $5.1K | 69,340 | 1.0% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $2.4K | 42,894 | 0.5% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $1.8K | 20,010 | 0.4% |
| Ishares Inc | ESG MSCI EM ETF | 46435G863 | $1.3K | 30,451 | 0.3% |
| Vanguard Whitehall FDS Inc(VYMI) | INTL HIGH ETF | 921946794 | $1.1K | 18,516 | 0.2% |
| Ishares TR(ESML) | ESG MSCI USA SML | 46435U663 | $1.0K | 30,438 | 0.2% |