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SVB Wealth Advisory, Inc.

Q1 2020 Holdings

Filed 2020-05-11 | 62 holdings | $115.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Charlotte Total Intl BD Index FD ETF(BNDX)INTL BD IDX ETF92203J407$3.3K58,3002.8%
Vanguard BD Index FDS Total BND Mrkt(BND)TOTAL BND MRKT921937835$5.6K65,3884.8%
Vanguard Intl Equity Index FDS Ftse EMR MKT ETF(VWO)FTSE EMR MKT ETF922042858$7.3K216,6006.3%
Schwab Strategic TR US Tips ETF(SCHP)US TIPS ETF808524870$10.5K183,0939.1%
Schwab Strategic TR Intl Equity ETF(SCHF)INTL EQTY ETF808524805$14.6K564,15912.6%
Vanguard Index Funds S&P 500 ETF USD(VOO)S&P 500 ETF SHS922908363$41.3K174,20835.8%
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