Copperleaf Capital, LLC
Q4 2019 13F Holdings
- Locationraleigh, NC
- Num holdings
47
- Value ($000)
$98,648
- Date Filed02/12/2020
- Form type13F-HR
- CIK0001802225
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2019 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $9.45M | 10 % | 364,163 | ||
NEAR ISHARES US ETF TR | SHT MAT BD ETF | 46431W507 | $8.46M | 9 % | 168,259 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $6.89M | 7 % | 21,316 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $6.13M | 6 % | 84,258 | ||
MBB ISHARES TR | MBS ETF | 464288588 | $6.07M | 6 % | 56,131 | ||
IGIB ISHARES TR | INTRM TR CRP ETF | 464288638 | $5.42M | 6 % | 93,522 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $5.11M | 5 % | 78,250 | ||
MA MASTERCARD INC | CL A | 57636Q104 | $4.05M | 4 % | 13,556 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $2.86M | 3 % | 2,138 | ||
USMV ISHARES TR | MSCI MIN VOL ETF | 46429B697 | $2.72M | 3 % | 41,448 |
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