Q3 2020 Holdings
Filed 2020-10-30 | 34 holdings | $130.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $26.9K | 83,122 | 20.7% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $23.3K | 331,720 | 17.9% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $13.7K | 56,955 | 10.5% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $13.1K | 154,335 | 10.1% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $9.2K | 108,727 | 7.1% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $8.7K | 160,828 | 6.7% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $7.3K | 36,486 | 5.6% |
| Vanguard Admiral FDS Inc(VOOG) | 500 GRTH IDX F | 921932505 | $5.6K | 25,648 | 4.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $4.9K | 41,521 | 3.8% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $1.8K | 7,473 | 1.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.8K | 9,630 | 1.4% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $1.8K | 14,556 | 1.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.7K | 22,765 | 1.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.2K | 6,725 | 0.9% |
| Apple Inc(AAPL) | COM | 037833100 | $1.0K | 8,200 | 0.8% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $939 | 11,146 | 0.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $850 | 3,838 | 0.7% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $789 | 6,897 | 0.6% |
| Home Depot Inc(HD) | COM | 437076102 | $547 | 1,906 | 0.4% |
| Vanguard Admiral FDS Inc(IVOO) | MIDCP 400 IDX | 921932885 | $546 | 4,025 | 0.4% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $467 | 4,277 | 0.4% |
| Facebook Inc(META) | CL A | 30303M102 | $457 | 1,658 | 0.4% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $436 | 7,406 | 0.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $355 | 2,129 | 0.3% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $293 | 1,742 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $282 | 82 | 0.2% |
| Mccormick & Co Inc(MKC) | COM NON VTG | 579780206 | $272 | 1,352 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $264 | 1,221 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $257 | 4,322 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $244 | 693 | 0.2% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $222 | 3,729 | 0.2% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $214 | 550 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $212 | 1,398 | 0.2% |
| Chimera Invt Corp | COM NEW | 16934Q208 | $96 | 10,961 | 0.1% |