Q1 2018 Holdings
Filed 2018-05-09 | 17 holdings | $118.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $43.0K | 316,940 | 36.3% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $29.8K | 673,046 | 25.1% |
| Spdr Series Trust(SPSB) | PORTFOLIO SHORT | 78464A474 | $25.2K | 833,507 | 21.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $9.1K | 194,132 | 7.7% |
| Colony Northstar CR Real EST | COM CL A | 19626A101 | $4.8K | 252,395 | 4.0% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $1.6K | 50,568 | 1.3% |
| Ishares TR(PFF) | S&P US PFD STK | 464288687 | $860 | 22,897 | 0.7% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $757 | 19,252 | 0.6% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $715 | 8,561 | 0.6% |
| Spdr Series Trust(SPTM) | PORTFOLIO TL STK | 78464A805 | $711 | 21,659 | 0.6% |
| Boeing Co(BA) | COM | 097023105 | $544 | 1,658 | 0.5% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $325 | 3,270 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $305 | 1,819 | 0.3% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $295 | 3,693 | 0.2% |
| Global NET Lease Inc(GNL) | COM NEW | 379378201 | $251 | 14,870 | 0.2% |
| Procter and Gamble Co(PG) | COM | 742718109 | $218 | 2,754 | 0.2% |
| Vereit Inc | COM | 92339V100 | $98 | 14,047 | 0.1% |