Q4 2019 Holdings
Filed 2020-02-14 | 22 holdings | $183.3K | 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 | $37.9K | 127,985 | 20.7% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $36.6K | 669,856 | 20.0% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $33.8K | 403,505 | 18.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $19.7K | 118,853 | 10.7% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $16.8K | 301,748 | 9.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $11.7K | 36,047 | 6.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $9.6K | 53,682 | 5.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $7.2K | 162,930 | 3.9% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $2.0K | 43,867 | 1.1% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $1.7K | 28,229 | 0.9% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $1.7K | 24,443 | 0.9% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $1.1K | 22,814 | 0.6% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $643 | 3,884 | 0.4% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $620 | 11,009 | 0.3% |
| Dominion Energy Inc(D) | COM | 25746U109 | $379 | 4,571 | 0.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $373 | 1,928 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $367 | 5,973 | 0.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $320 | 7,128 | 0.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $252 | 3,626 | 0.1% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $226 | 4,570 | 0.1% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $222 | 3,919 | 0.1% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $219 | 1,360 | 0.1% |