Q1 2018 Holdings
Filed 2021-08-06 | 8 holdings | $1.8M | 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 | $831.1K | 3,433,016 | 46.5% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $313.9K | 7,093,015 | 17.6% |
| Ishares TR(QUAL) | USA QUALITY FCTR | 46432F339 | $240.8K | 2,911,139 | 13.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $130.9K | 964,340 | 7.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $129.9K | 493,655 | 7.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $88.7K | 1,887,368 | 5.0% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $49.0K | 823,469 | 2.7% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $1.2K | 9,120 | 0.1% |