Q4 2020 Holdings
Filed 2021-02-16 | 68 holdings | $189.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Realty Income Corp(O) | COM | 756109104 | $713 | 11,471 | 0.4% |
| iShares(SCZ) | MSCI Eafe Small-Cap ETF | 464288273 | $1.0K | 14,910 | 0.5% |
| Spdr(SLYV) | S&P 600 Small Cap ETF | 78464A300 | $1.1K | 16,811 | 0.6% |
| Schwab(FNDX) | Fundamental US ETF | 808524771 | $1.2K | 27,209 | 0.6% |
| Vanguard(VTI) | Total Stock Market ETF | 922908769 | $1.6K | 8,012 | 0.8% |
| Vanguard(VTV) | Value ETF | 922908744 | $2.5K | 21,337 | 1.3% |
| iShares(IVV) | Core S&P 500 ETF | 464287200 | $3.0K | 8,033 | 1.6% |
| iShares(EFA) | MSCI Eafe ETF | 464287465 | $4.4K | 59,709 | 2.3% |
| Vanguard(VIOV) | SMLCP 600 VAL ETF | 921932778 | $6.0K | 42,811 | 3.2% |
| Vanguard(VOO) | S&P 500 ETF | 922908363 | $6.3K | 18,342 | 3.3% |
| Vanguard(VCSH) | Short-Term Corporate Bond ETF | 92206C409 | $7.9K | 95,292 | 4.2% |
| Vanguard(VNQ) | Reit ETF | 922908553 | $8.0K | 94,493 | 4.2% |
| Vanguard(VB) | Small-Cap ETF | 922908751 | $8.4K | 43,158 | 4.4% |
| Schwab(SCHO) | Short Term US ETF | 808524862 | $8.8K | 171,125 | 4.6% |
| Schwab(SCHR) | Intermediate Term ETF | 808524854 | $9.0K | 154,794 | 4.8% |
| Vanguard(VEA) | Ftse Developed Markets ETF | 921943858 | $11.7K | 247,462 | 6.2% |
| Vanguard(BNDX) | Total International Bond ETF | 92203J407 | $12.3K | 209,822 | 6.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $89.0K | 829 | 46.9% |