Q1 2020 Holdings
Filed 2020-04-10 | 219 holdings | $286.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schg(SCHG) | Schwab US Large-Cap Growth | 808524300 | $689 | 8,657 | 0.2% |
| Vteb(VTEB) | Vanguard Tax-Exempt Bond ETF | 922907746 | $945 | 17,876 | 0.3% |
| Aapl(AAPL) | Apple | 037833100 | $1.2K | 4,886 | 0.4% |
| BAC(BAC) | Bank of America Corp | 060505104 | $3.0K | 164 | 1.0% |
| IGV(IGV) | iShares North American Tech-Software (ETF) | 464287515 | $3.9K | 18,426 | 1.4% |
| Sche(SCHE) | Schwab Emerging Markets Equity ETF | 808524706 | $5.2K | 253,106 | 1.8% |
| IHI(IHI) | iShares U.S. Medical Devices (ETF) | 464288810 | $5.5K | 24,455 | 1.9% |
| VTV(VTV) | Vanguard Value ETF | 922908744 | $6.5K | 73,022 | 2.3% |
| Usmv(USMV) | iShares Edge MSCI Min Vol USA | 46429B697 | $6.8K | 126,139 | 2.4% |
| Vsgx(VSGX) | Vanguard ESG International Stock ETF | 921910725 | $10.0K | 242,383 | 3.5% |
| VTI(VTI) | Vanguard Total Stock Market (ETF) | 922908769 | $11.0K | 84,960 | 3.8% |
| Bndx(BNDX) | Vanguard Total International Bond ETF | 92203J407 | $11.3K | 201,062 | 3.9% |
| Atec(ATEC) | ALPHATEC HOLDINGS INC | 02081G201 | $12.0K | 3,500 | 4.2% |
| FMB(FMB) | First Trust Managed Municipal ETF | 33739N108 | $12.5K | 231,361 | 4.4% |
| VUG(VUG) | Vanguard Growth ETF | 922908736 | $13.3K | 84,853 | 4.6% |
| Schf(SCHF) | Schwab Int'l Equity | 808524805 | $20.1K | 778,989 | 7.0% |
| Schb(SCHB) | Schwab U.S. Broad Market | 808524102 | $26.5K | 438,430 | 9.2% |
| Schz(SCHZ) | Schwab US Aggregate Bond ETF | 808524839 | $41.6K | 766,945 | 14.5% |
| Abbv(ABBV) | AbbVie Inc. | 00287Y109 | $88.0K | 1,161 | 30.7% |