Q4 2020 Holdings
Filed 2021-01-12 | 1270 holdings | $56.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard(VOO) | S&P 500 ETF SHS | 922908363 | $4.6K | 13,294 | 0.0% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $4.6K | 20,648 | 0.0% |
| Charles Schwab Investment Management Inc(SCHA) | US SML CAP ETF | 808524607 | $4.7K | 52,827 | 0.0% |
| Ishares(IJS) | SP SMCP600VL ETF | 464287879 | $4.8K | 58,701 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $4.8K | 9,231 | 0.0% |
| Verizon Commun(VZ) | COM | 92343V104 | $4.8K | 82,072 | 0.0% |
| Ishares(IJT) | S&P SML 600 GWT | 464287887 | $4.8K | 42,388 | 0.0% |
| Vanguard ETF(VTI) | TOTAL STK MKT | 922908769 | $4.9K | 25,361 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $5.0K | 32,513 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $5.0K | 53,786 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $5.3K | 174,816 | 0.0% |
| SSgA Funds Management Inc(SDY) | S&P DIVID ETF | 78464A763 | $5.4K | 51,022 | 0.0% |
| BlackRock Fund Advisors(IEMG) | CORE MSCI EMKT | 46434G103 | $5.4K | 87,204 | 0.0% |
| Vanguard ETF(VONV) | VNG RUS1000VAL | 92206C714 | $5.5K | 46,108 | 0.0% |
| Vanguard Group Inc(BNDX) | INTL BD IDX ETF | 92203J407 | $5.6K | 95,295 | 0.0% |
| Abbott Laboratories(ABT) | COM | 002824100 | $5.8K | 52,705 | 0.0% |
| Comcast Corp(CMCSA) | CL A | 20030N101 | $5.8K | 110,256 | 0.0% |
| Vanguard ETF(VWO) | FTSE EMR MKT ETF | 922042858 | $5.8K | 115,527 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $5.9K | 12,677 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $6.2K | 23,344 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $6.2K | 29,776 | 0.0% |
| Walt Disney Co(DIS) | COM DISNEY | 254687106 | $6.5K | 35,681 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $6.7K | 3,813 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $6.8K | 18,968 | 0.0% |
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $6.8K | 19,366 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $6.9K | 31,583 | 0.0% |
| PayPal Holdings Inc(PYPL) | COM | 70450Y103 | $7.1K | 30,459 | 0.0% |
| SSgA Funds Management Inc(SPYD) | PRTFLO S&P500 HI | 78468R788 | $7.4K | 225,294 | 0.0% |
| Wisdomtree Asset Management Inc(DON) | US MIDCAP DIVID | 97717W505 | $7.7K | 220,393 | 0.0% |
| BlackRock Fund Advisors(IJJ) | S&P MC 400VL ETF | 464287705 | $8.2K | 94,685 | 0.0% |
| Berkshire Hathaway Inc(BRK/B) | CL B NEW | 084670702 | $8.5K | 36,527 | 0.0% |
| Bank of Hawaii Corp(BOH) | COM | 062540109 | $8.6K | 112,633 | 0.0% |
| BlackRock Fund Advisors(IJK) | S&P MC 400GR ETF | 464287606 | $9.0K | 124,771 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $9.0K | 5,147 | 0.0% |
| BlackRock Fund Advisors(PFF) | PFD AND INCM SEC | 464288687 | $9.0K | 234,734 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $9.3K | 73,277 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $10.3K | 37,767 | 0.0% |
| BlackRock Fund Advisors(ITOT) | CORE S&P TTL STK | 464287150 | $10.9K | 125,978 | 0.0% |
| State Street ETF(QUS) | MSCI USA STRTGIC | 78468R812 | $12.1K | 115,651 | 0.0% |
| SSgA Funds Management Inc(SPGM) | PORTFLI MSCI GBL | 78463X475 | $13.1K | 269,347 | 0.0% |
| Vanguard Group Inc(VV) | LARGE CAP ETF | 922908637 | $14.1K | 80,285 | 0.0% |
| Vanguard ETF(VTIP) | STRM INFPROIDX | 922020805 | $14.3K | 280,589 | 0.0% |
| Ishares(IWM) | RUSSELL 2000 ETF | 464287655 | $14.5K | 74,077 | 0.0% |
| Vanguard Group(BSV) | SHORT TRM BOND | 921937827 | $15.4K | 185,643 | 0.0% |
| Vanguard Whitehall(VYM) | HIGH DIV YLD | 921946406 | $16.2K | 177,545 | 0.0% |
| BlackRock Fund Advisors(IXUS) | CORE MSCI TOTAL | 46432F834 | $16.8K | 250,467 | 0.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $16.9K | 5,204 | 0.0% |
| BlackRock Fund Advisors(IJR) | CORE S&P SCP ETF | 464287804 | $20.5K | 222,859 | 0.0% |
| State Street ETF(QEFA) | MSCI EAFE STRTGC | 78463X434 | $21.2K | 303,250 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $23.8K | 107,109 | 0.0% |