Q4 2020 Holdings
Filed 2021-01-27 | 20 holdings | $253.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $153.0K | 500 | 60.3% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $22.8K | 329,988 | 9.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $20.1K | 53,428 | 7.9% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $18.4K | 49,265 | 7.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $16.4K | 178,425 | 6.5% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $4.8K | 95,470 | 1.9% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $4.6K | 35,686 | 1.8% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.5K | 94,274 | 1.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $3.5K | 18,132 | 1.4% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $1.8K | 20,309 | 0.7% |
| Apple Inc(AAPL) | COM | 037833100 | $1.4K | 10,340 | 0.5% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $547 | 8,810 | 0.2% |
| International Business Machs(IBM) | COM | 459200101 | $485 | 3,852 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $343 | 8,331 | 0.1% |
| Wisdomtree TR(DLS) | INTL SMCAP DIV | 97717W760 | $323 | 4,742 | 0.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $261 | 500 | 0.1% |
| JPMorgan Chase & COM(JPM) | COM | 46625H100 | $245 | 1,929 | 0.1% |
| Apache Corp(9990302D) | COM | 037411105 | $245 | 17,239 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $102 | 292 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $42 | 800 | 0.0% |