Q1 2020 Holdings
Filed 2020-05-08 | 20 holdings | $169.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $35.9K | 420,614 | 21.2% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $32.9K | 840,045 | 19.4% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $26.8K | 226,000 | 15.8% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $15.6K | 60,182 | 9.2% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $13.5K | 405,065 | 8.0% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $13.2K | 314,716 | 7.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $12.8K | 111,038 | 7.6% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $9.0K | 38,142 | 5.3% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $2.1K | 48,620 | 1.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.5K | 11,507 | 0.9% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $1.5K | 45,938 | 0.9% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $1.3K | 24,443 | 0.8% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $810 | 7,076 | 0.5% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $473 | 5,221 | 0.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $444 | 13,235 | 0.3% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $340 | 11,009 | 0.2% |
| Dominion Energy Inc(D) | COM | 25746U109 | $330 | 4,571 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $321 | 5,973 | 0.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $310 | 1,879 | 0.2% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $257 | 4,464 | 0.2% |