Q2 2018 Holdings
Filed 2018-08-10 | 20 holdings | $197.3K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2018-11-14) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV)A | CORE S&P500 ETF | 464287200 | $44.8K | 164,199 | 22.7% |
| Vanguard Index FDS(VOO)A | S&P 500 ETF SHS | 922908363 | $32.5K | 130,054 | 16.4% |
| Vanguard BD Index FD Inc(BND)A | TOTAL BND MRKT | 921937835 | $31.5K | 398,351 | 16.0% |
| Vanguard Index FDS(VB)A | SMALL CP ETF | 922908751 | $21.4K | 137,294 | 10.8% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $15.3K | 283,290 | 7.8% |
| Vanguard TAX Managed Intl FD(VEA)A | FTSE DEV MKT ETF | 921943858 | $13.0K | 303,416 | 6.6% |
| Ishares TR(USRT)A | CRE U S REIT ETF | 464288521 | $13.0K | 263,732 | 6.6% |
| Vanguard Index FDS(VO)A | MID CAP ETF | 922908629 | $9.5K | 60,294 | 4.8% |
| Vanguard Intl Equity Index F(VWO)A | FTSE EMR MKT ETF | 922042858 | $4.6K | 109,908 | 2.4% |
| Ishares TR(ACWX)A | MSCI ACWI EX US | 464288240 | $2.9K | 61,773 | 1.5% |
| Ishares TR(IWM)A | RUSSELL 2000 ETF | 464287655 | $2.0K | 12,448 | 1.0% |
| Ishares TR(IWR)A | RUS MID CAP ETF | 464287499 | $2.0K | 9,385 | 1.0% |
| Ishares TR(EEM)A | MSCI EMG MKT ETF | 464287234 | $1.2K | 28,518 | 0.6% |
| Ishares TR(IVW)A | S&P 500 GRWT ETF | 464287309 | $893 | 5,493 | 0.5% |
| Ishares TR(IJR)A | CORE S&P SCP ETF | 464287804 | $709 | 8,498 | 0.4% |
| BB&T Corp(BBTUSD)A | COM | 054937107 | $555 | 11,009 | 0.3% |
| Ishares TR(IVE)A | S&P 500 VAL ETF | 464287408 | $449 | 4,075 | 0.2% |
| Dominion Energy Inc(D)A | COM | 25746U109 | $314 | 4,608 | 0.2% |
| Verizon Communications Inc(VZ)A | COM | 92343V104 | $304 | 6,033 | 0.2% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $234 | 1,433 | 0.1% |