Q3 2019 Holdings
Filed 2019-11-12 | 20 holdings | $175.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $37.4K | 137,140 | 21.3% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $36.8K | 662,137 | 20.9% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $31.4K | 372,033 | 17.9% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $18.5K | 120,245 | 10.5% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $16.1K | 311,275 | 9.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $11.0K | 36,831 | 6.3% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $9.2K | 54,951 | 5.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $6.7K | 164,249 | 3.8% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $1.6K | 28,190 | 0.9% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $1.6K | 32,964 | 0.9% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $1.2K | 26,327 | 0.7% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $1.2K | 18,641 | 0.7% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $596 | 3,939 | 0.3% |
| BB&T Corp(BBTUSD) | COM | 054937107 | $588 | 11,009 | 0.3% |
| Dominion Energy Inc(D) | COM | 25746U109 | $370 | 4,571 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $361 | 5,973 | 0.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $344 | 1,909 | 0.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $293 | 7,179 | 0.2% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $215 | 3,793 | 0.1% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $204 | 1,360 | 0.1% |