TY 2021 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 |
14,791 |
22,329 |
| ISHARES CORE MSCI EMERGING MAR |
46,836 |
53,275 |
| ISHARES CORE US REIT ETF |
32,173 |
40,216 |
| ISHARES GOLD TR |
28,717 |
37,073 |
| ISHARES JP MORGAN USD EM MKTS |
37,392 |
35,445 |
| ISHARES TRUST RUSSELL MIDCAP I |
4,759 |
9,131 |
| VANGUARD DIVIDEND APPRECIATION |
44,902 |
75,570 |
| VANGUARD DIVIDEND GROWTH FD |
6,724 |
11,897 |
| VANGUARD FTSE DEVELOPED MARKET |
187,013 |
219,558 |
| VANGUARD INT TRM BD |
93,171 |
95,944 |
| VANGUARD MID-CAP ETF |
7,750 |
12,739 |
| VANGUARD S&P 500 ETF |
197,098 |
320,879 |
| VANGUARD SHORT-TERM BOND INDEX |
50,310 |
51,370 |
| VANGUARD ST BOND ETF |
89,988 |
88,913 |