Q4 2019 Holdings
Filed 2020-03-12 | 32 holdings | $162.9K | 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 | $34.0K | 207,839 | 20.9% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $26.6K | 477,870 | 16.3% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $15.3K | 405,338 | 9.4% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $13.5K | 259,292 | 8.3% |
| Vanguard MUN BD FD Inc(VTEB) | TAX EXEMPT BD | 922907746 | $12.1K | 225,782 | 7.4% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $11.4K | 363,482 | 7.0% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $8.8K | 155,016 | 5.4% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $8.2K | 71,548 | 5.0% |
| Spdr Series Trust(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $6.7K | 228,717 | 4.1% |
| Ishares TR(IAGG) | CORE INTL AGGR | 46435G672 | $5.3K | 95,892 | 3.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $2.5K | 22,423 | 1.5% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $2.4K | 63,715 | 1.5% |
| Spdr Series Trust(SPTM) | PORTFOLIO TL STK | 78464A805 | $2.3K | 57,718 | 1.4% |
| Spdr Series Trust(SPSM) | PORTFOLIO SM ETF | 78468R853 | $1.8K | 54,555 | 1.1% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $1.1K | 14,261 | 0.7% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $1.1K | 13,397 | 0.7% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $1.0K | 11,829 | 0.6% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $948 | 7,285 | 0.6% |
| Ishares TR(LRGF) | MULTIFACTOR USA | 46434V282 | $897 | 26,023 | 0.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $815 | 5,943 | 0.5% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $779 | 16,292 | 0.5% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $750 | 15,023 | 0.5% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $723 | 8,548 | 0.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $630 | 1,948 | 0.4% |
| Goldman Sachs ETF TR(GSLC) | EQUITY ETF | 381430503 | $597 | 9,227 | 0.4% |
| Ishares TR(INTF) | MULTIFACTOR INTL | 46434V274 | $550 | 20,333 | 0.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $528 | 3,189 | 0.3% |
| Ishares TR(IWC) | MICRO-CAP ETF | 464288869 | $439 | 4,409 | 0.3% |
| Goldman Sachs ETF TR(GSIE) | ACTIVEBETA INT | 381430107 | $356 | 11,782 | 0.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $324 | 4,672 | 0.2% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $252 | 4,046 | 0.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $233 | 5,196 | 0.1% |