Q2 2018 Holdings
Filed 2021-08-06 | 7 holdings | $1.5M | 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 | $682.8K | 2,736,726 | 45.7% |
| Ishares TR(QUAL) | USA QUALITY FCTR | 46432F339 | $239.4K | 2,869,229 | 16.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $174.5K | 4,067,930 | 11.7% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $133.3K | 491,415 | 8.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $131.4K | 935,610 | 8.8% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $75.1K | 1,779,517 | 5.0% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $57.5K | 807,819 | 3.8% |