Q1 2018 Holdings
Filed 2018-05-11 | 19 holdings | $195.3K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2018-11-14) | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV)A | CORE S&P500 ETF | 464287200 | $43.2K | 162,839 | 22.1% |
| Vanguard BD Index FD Inc(BND)A | TOTAL BND MRKT | 921937835 | $32.5K | 406,201 | 16.6% |
| Vanguard Index FDS(VOO)A | S&P 500 ETF SHS | 922908363 | $32.3K | 133,453 | 16.5% |
| Vanguard Index FDS(VB)A | SMALL CP ETF | 922908751 | $20.8K | 141,904 | 10.7% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $15.7K | 277,505 | 8.0% |
| Vanguard TAX Managed Intl FD(VEA)A | FTSE DEV MKT ETF | 921943858 | $13.1K | 295,160 | 6.7% |
| Ishares TR(USRT)A | CRE U S REIT ETF | 464288521 | $11.5K | 254,963 | 5.9% |
| Vanguard Index FDS(VO)A | MID CAP ETF | 922908629 | $9.6K | 62,063 | 4.9% |
| Vanguard Intl Equity Index F(VWO)A | FTSE EMR MKT ETF | 922042858 | $5.5K | 116,389 | 2.8% |
| Ishares TR(ACWX)A | MSCI ACWI EX US | 464288240 | $3.0K | 60,925 | 1.5% |
| Ishares TR(IWR)A | RUS MID CAP ETF | 464287499 | $2.1K | 10,220 | 1.1% |
| Ishares TR(IWM)A | RUSSELL 2000 ETF | 464287655 | $1.9K | 12,392 | 1.0% |
| Ishares TR(EEM)A | MSCI EMG MKT ETF | 464287234 | $1.4K | 28,359 | 0.7% |
| Ishares TR(IVW)A | S&P 500 GRWT ETF | 464287309 | $852 | 5,493 | 0.4% |
| BB&T Corp(BBTUSD)A | COM | 054937107 | $573 | 11,009 | 0.3% |
| Ishares TR(IVE)A | S&P 500 VAL ETF | 464287408 | $446 | 4,075 | 0.2% |
| Verizon Communications Inc(VZ)A | COM | 92343V104 | $355 | 7,418 | 0.2% |
| Dominion Energy Inc(D)A | COM | 25746U109 | $348 | 5,158 | 0.2% |
| Ishares TR(IJS)A | SP SMCP600VL ETF | 464287879 | $226 | 1,501 | 0.1% |