Q1 2018 Holdings
Filed 2024-12-19 | 65 holdings | $116.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares Tr Msci Eafe Fd(EFA) | ETF | 464287465 | $2.2M | 31,864 | 1.9% |
| CEF Ishares Tr Funds(IVV) | ETF | 464287200 | $2.2M | 8,449 | 1.9% |
| Schwab US SC ETF(SCHA) | ETF | 808524607 | $3.5M | 49,943 | 3.0% |
| Ishares Tr S&P Smallcap(IJR) | ETF | 464287804 | $3.7M | 48,486 | 3.2% |
| Ishares Tr Russell 1000(IWB) | ETF | 464287622 | $4.3M | 29,167 | 3.7% |
| Ishares Tr Russell 2000(IWM) | ETF | 464287655 | $5.4M | 35,889 | 4.7% |
| Sch St US Trsr Etf(SCHO) | ETF | 808524862 | $6.3M | 127,243 | 5.4% |
| Schwab US Large Cap(SCHG) | ETF | 808524300 | $6.5M | 90,955 | 5.6% |
| Vanguard Growth Etf(VUG) | ETF | 922908736 | $6.5M | 45,972 | 5.6% |
| Sch Fnd Intl Lg Etf(FNDF) | ETF | 808524755 | $10.4M | 346,089 | 8.9% |
| Schwab Int'l Equity ETF(SCHF) | ETF | 808524805 | $10.9M | 324,050 | 9.3% |
| Spdr Msci Acwi Ex-Us(CWI) | ETF | 78463X848 | $11.9M | 306,749 | 10.2% |
| Vanguard Large Cap(VV) | ETF | 922908637 | $12.4M | 102,143 | 10.6% |
| Schwab US Large Cap ETF(SCHX) | ETF | 808524201 | $21.7M | 344,156 | 18.6% |