TY 2019 InvestmentsCorpStockSchedule
Name:
The Arbutus Family Foundation
| Name of Stock |
End of Year Book Value |
End of Year Fair Market Value |
| ISHARE SP SMALL CAP 600 INDEX |
19,721 |
21,801 |
| ISHARES CORE MSCI EMERGING MAR |
51,189 |
52,147 |
| ISHARES CORE US REIT ETF |
21,313 |
22,109 |
| ISHARES GOLD TRUST |
23,173 |
26,825 |
| ISHARES JP MORGAN USD EM MKTS |
24,737 |
24,630 |
| ISHARES TRUST RUSSELL MIDCAP I |
6,057 |
8,347 |
| VANGUARD DIVIDEND APPRECIATION |
44,902 |
54,850 |
| VANGUARD DIVIDEND GROWTH FD |
30,014 |
45,512 |
| VANGUARD FTSE DEVELOPED MARKET |
197,075 |
197,389 |
| VANGUARD HIGH YIELD TAX EXEMPT |
21,000 |
21,316 |
| VANGUARD INT TRM BD |
108,438 |
111,206 |
| VANGUARD MID-CAP ETF |
7,750 |
8,909 |
| VANGUARD S&P 500 ETF |
229,278 |
252,910 |
| VANGUARD SHORT-TERM BOND INDEX |
65,081 |
66,077 |
| VANGUARD ST BOND ETF |
30,012 |
29,826 |