TY 2020 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 |
18,204 |
22,056 |
| ISHARES CORE MSCI EMERGING MAR |
48,532 |
57,387 |
| ISHARES CORE US REIT ETF |
30,642 |
27,594 |
| ISHARES GOLD TRUST |
22,744 |
32,271 |
| ISHARES JP MORGAN USD EM MKTS |
34,000 |
34,193 |
| ISHARES TRUST RUSSELL MIDCAP I |
6,057 |
9,597 |
| VANGUARD DIVIDEND APPRECIATION |
44,902 |
62,115 |
| VANGUARD DIVIDEND GROWTH FD |
30,014 |
49,504 |
| VANGUARD FTSE DEVELOPED MARKET |
202,850 |
219,999 |
| VANGUARD INT TRM BD |
93,171 |
101,671 |
| VANGUARD MID-CAP ETF |
7,750 |
10,339 |
| VANGUARD S&P 500 ETF |
197,098 |
252,611 |
| VANGUARD SHORT-TERM BOND INDEX |
50,310 |
52,629 |
| VANGUARD ST BOND ETF |
30,012 |
30,673 |