Q4 2019 Holdings
Filed 2020-02-13 | 108 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $11.9K | 221,253 | 1.1% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $16.5K | 471,333 | 1.5% |
| Vaneck Vectors ETF Trust(XMPT) | CEF MUN INCOME E | 92189F460 | $17.4K | 632,442 | 1.6% |
| Spdr Series Trust(SPMD) | PORTFOLIO MD ETF | 78464A847 | $29.1K | 803,046 | 2.7% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $36.0K | 815,944 | 3.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $39.2K | 121,380 | 3.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $394.0K | 8,212 | 36.5% |
| Boeing Co(BA) | COM | 097023105 | $420.0K | 1,288 | 38.9% |