Q2 2019 Holdings
Filed 2020-01-10 | 112 holdings | $472.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $3.9K | 54,930 | 0.8% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.0K | 96,154 | 0.8% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $4.8K | 43,146 | 1.0% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $5.6K | 90,453 | 1.2% |
| Spdr Series Trust(SPTM) | PORTFOLIO TL STK | 78464A805 | $5.6K | 152,843 | 1.2% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $6.0K | 188,165 | 1.3% |
| Schwab Strategic TR(SCHR) | INTRM TRM TRES | 808524854 | $7.6K | 139,164 | 1.6% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $8.3K | 118,658 | 1.8% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $12.5K | 42,471 | 2.6% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $13.6K | 269,469 | 2.9% |
| Spdr Series Trust(BIL) | SPDR BLOOMBERG | 78468R663 | $20.6K | 224,679 | 4.4% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $295.0K | 747 | 62.4% |