Q2 2019 Holdings
Filed 2019-07-15 | 164 holdings | $248.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Aapl(AAPL) | Apple | 037833100 | $1.0K | 5,136 | 0.4% |
| Schx(SCHX) | Schwab US Large-Cap ETF | 808524201 | $1.7K | 23,578 | 0.7% |
| Schg(SCHG) | Schwab US Large-Cap Growth | 808524300 | $2.5K | 30,291 | 1.0% |
| Vsgx(VSGX) | Vanguard ESG International Stock ETF | 921910725 | $8.1K | 163,188 | 3.3% |
| FMB(FMB) | First Trust Managed Municipal ETF | 33739N108 | $10.8K | 197,589 | 4.4% |
| Mint(MINT) | PIMCO Enhanced Short Maturity ETF | 72201R833 | $11.7K | 114,690 | 4.7% |
| VTI(VTI) | Vanguard Total Stock Market (ETF) | 922908769 | $13.2K | 87,938 | 5.3% |
| VUG(VUG) | Vanguard Growth ETF | 922908736 | $14.9K | 91,089 | 6.0% |
| BRO(BRO) | Brown & Brown Inc | 115236101 | $16.0K | 504 | 6.4% |
| Schf(SCHF) | Schwab Int'l Equity | 808524805 | $19.9K | 619,486 | 8.0% |
| Usmv(USMV) | iShares Edge MSCI Min Vol USA | 46429B697 | $24.9K | 403,299 | 10.0% |
| Schb(SCHB) | Schwab U.S. Broad Market | 808524102 | $31.4K | 445,495 | 12.7% |
| Abbv(ABBV) | AbbVie Inc. | 00287Y109 | $84.0K | 1,161 | 33.8% |