Q2 2020 Holdings
Filed 2020-08-11 | 18 holdings | $165.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $33.7K | 234,460 | 20.4% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $33.2K | 376,071 | 20.1% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $29.8K | 685,251 | 18.0% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $17.3K | 351,438 | 10.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $16.7K | 114,378 | 10.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $11.4K | 36,754 | 6.9% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $10.1K | 35,735 | 6.1% |
| Vanguard Tax-Managed FDS(VEA) | FTSE DEV MKT ETF | 921943858 | $6.1K | 158,409 | 3.7% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $1.7K | 46,990 | 1.0% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $1.5K | 24,676 | 0.9% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $1.2K | 23,019 | 0.7% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $539 | 3,290 | 0.3% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $418 | 2,016 | 0.3% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $376 | 10,009 | 0.2% |
| Dominion Energy Inc(D) | COM | 25746U109 | $355 | 4,371 | 0.2% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $328 | 2,292 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $307 | 5,573 | 0.2% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $220 | 3,660 | 0.1% |