Q1 2019 Holdings
Filed 2019-05-10 | 21 holdings | $202.7K | 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 | $34.7K | 133,579 | 17.1% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $34.5K | 667,570 | 17.0% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $30.7K | 377,636 | 15.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $24.0K | 586,122 | 11.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $19.3K | 128,165 | 9.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $16.9K | 59,475 | 8.4% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $15.2K | 292,871 | 7.5% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $10.5K | 65,249 | 5.2% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $4.7K | 86,745 | 2.3% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $2.8K | 18,272 | 1.4% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.5K | 59,714 | 1.3% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $1.5K | 32,791 | 0.7% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $1.2K | 19,598 | 0.6% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $1.1K | 25,203 | 0.6% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $778 | 6,739 | 0.4% |
| BB&T Corp(BBTUSD) | COM | 054937107 | $512 | 11,009 | 0.3% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $473 | 11,015 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $357 | 6,033 | 0.2% |
| Dominion Energy Inc(D) | COM | 25746U109 | $350 | 4,571 | 0.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $347 | 2,012 | 0.2% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $210 | 1,421 | 0.1% |