Q4 2018 Holdings
Filed 2019-02-14 | 20 holdings | $174.3K | 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 | $37.3K | 148,287 | 21.4% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $30.4K | 383,939 | 17.5% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $29.2K | 127,016 | 16.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $17.2K | 130,572 | 9.9% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $14.0K | 297,497 | 8.1% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $11.3K | 252,243 | 6.5% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $11.1K | 298,360 | 6.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $8.5K | 61,842 | 4.9% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $4.0K | 106,171 | 2.3% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $2.4K | 56,350 | 1.4% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.9K | 14,002 | 1.1% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $1.9K | 39,998 | 1.1% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $1.1K | 19,598 | 0.6% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $1.0K | 26,590 | 0.6% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $753 | 5,000 | 0.4% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $534 | 4,897 | 0.3% |
| BB&T Corp(BBTUSD) | COM | 054937107 | $477 | 11,009 | 0.3% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $409 | 4,042 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $339 | 6,033 | 0.2% |
| Dominion Energy Inc(D) | COM | 25746U109 | $327 | 4,571 | 0.2% |