Portfolio on 6/30/2017
| Account | Asset Class | Ticker | Allocation | Fees |
| Betterment | US all cap | VTI | 2.4% | 0.04% |
| Betterment | US LC | VTV | 2.3% | 0.06% |
| Betterment | US MC | VOE | 0.7% | 0.07% |
| Betterment | US SC | VBR | 0.6% | 0.07% |
| Betterment | International | VEA | 5.8% | 0.06% |
| Betterment | EM | VWO | 1.6% | 0.14% |
| Betterment | Bonds | MUB | 0.8% | 0.24% |
| Betterment | Bonds | LQD | 0.1% | 0.15% |
| Betterment | Bonds | BNDX | 0.4% | 0.12% |
| Betterment | EMD | EMB | 0.1% | 0.40% |
| Betterment | EMD | VWOB | 0.1% | 0.32% |
| Vanguard Brokerage | US all cap | VFIAX | 2.5% | 0.04% |
| Vanguard Brokerage | International | VTMGX | 1.8% | 0.07% |
| Vanguard Brokerage | EM | VEIEX | 1.6% | 0.32% |
| Vanguard Brokerage | Low Vol | VMVFX | 2.1% | 0.25% |
| Vanguard Brokerage | Real Estate | VGSLX | 1.8% | 0.12% |
| Vanguard Brokerage | US all cap | VTSAX | 3.6% | 0.04% |
| Vanguard Brokerage | Cash | VMFXX | 1.3% | 0.11% |
| 401k | International | 3.8% | 0.08% | |
| 401k | US LC | 6.8% | 0.01% | |
| 401k | Bonds | 14.5% | 0.09% | |
| 401k | US all cap | 3.2% | 0.09% | |
| 401k | Bonds | PTTRX | 5.9% | 0.47% |
| Fundrise | Real Estate | 1.0% | 1.50% | |
| PeerStreet | Bonds | 3.2% | 1.00% | |
| Lending Club | Bonds | 2.8% | 1.00% | |
| Vanguard Roth | US all cap | VTSMX | 0.9% | 0.15% |
| 529 1a | Global Equity | 3.0% | 0.21% | |
| 529 1a | US all cap | 1.7% | 0.29% | |
| 529 1a | Bonds | 0.1% | 0.25% | |
| 529 1a | US all cap | 1.4% | 0.36% | |
| 529 1a | Bonds | 2.7% | 0.36% | |
| 529 2a | Global Equity | 2.8% | 0.21% | |
| 529 2a | US all cap | 1.5% | 0.29% | |
| 529 2a | Bonds | 0.1% | 0.25% | |
| 529 2a | US all cap | 2.5% | 0.36% | |
| 529 2a | Bonds | 1.1% | 0.36% | |
| 529 3a | Global Equity | 2.3% | 0.21% | |
| 529 3a | US all cap | 1.1% | 0.29% | |
| 529 3a | Bonds | 0.1% | 0.25% | |
| 529 3a | US all cap | 2.1% | 0.36% | |
| 529 3a | Bonds | 0.9% | 0.36% | |
| 529 1b | US all cap | 0.4% | 0.16% | |
| 529 1b | International | 0.2% | 0.16% | |
| 529 1b | Bonds | 0.9% | 0.16% | |
| 529 2b | US all cap | 0.2% | 0.16% | |
| 529 2b | International | 0.1% | 0.16% | |
| 529 2b | Bonds | 0.5% | 0.16% | |
| 529 3b | US all cap | 0.3% | 0.13% | |
| 529 3b | International | 0.1% | 0.13% | |
| 529 3b | Bonds | 0.3% | 0.13% | |
| HSA | US all cap | VFINX | 0.3% | 0.14% |
| HSA | Global Equity | VTWSX | 0.3% | 0.21% |
| GVUL | Bonds | 0.7% | ||
| GVUL | Bonds | 0.7% | ||
| GVUL | US all cap | 0.2% | ||
| 100% | 0.23% |