Action Plan
| Action | Qty | Ticker | Description | Asset Class | Value/Price | Execute Trade |
|---|---|---|---|---|---|---|
| Sell | 11 of 16 | VSS | Vanguard FTSE All-Wld ex-US SmCp Idx ETF | International Equity | $1,157.09 $105.19/Sh |
Why? |
| Sell | 11 of 20 | VO | Vanguard Mid-Cap ETF | Mid Cap Equity | $1,222.21 $111.11/Sh |
Why? |
| Sold | 9 of 9 | EMB | iShares JPMorgan USD Emerg Markets Bond | International Fixed | $976.77 $108.53/Sh |
Why? |
| Sell | 8 of 10 | IVV | iShares Core S&P 500 | Large Cap Equity | $1,480.72 $185.09/Sh |
Why? |
| Bought | 51 | VWO | Vanguard FTSE Emerging Markets ETF | International Equity | $1,994.10 $39.10/Sh |
Why? |
| Buy | 5 | IEI | iShares 3-7 Year Municipal Bond | Municipals | $607.05 $121.41/Sh |
Why? |
| Buy | 5 | JPM | JPMorgan Chase & Co | Corporate Bonds | $297.50 $59.50/Sh |
Why? |