Q1 2020 Holdings
Filed 2020-05-13 | 14 holdings | $147.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF(SCHX) | ETF | 808524201 | $51.0K | 832,834 | 34.7% |
| Schwab U.S. Mid-Cap ETF(SCHM) | ETF | 808524508 | $32.7K | 774,540 | 22.2% |
| Wisdomtree U.S. Quality Dividend Growth Fund(DGRW) | ETF | 97717X669 | $25.5K | 655,744 | 17.3% |
| Innovator S&P 500 Ultra Buffer ETF - October(UOCT) | ETF | 45782C821 | $18.9K | 820,592 | 12.8% |
| Schwab International Equity ETF(SCHF) | ETF | 808524805 | $9.7K | 376,465 | 6.6% |
| Innovator S&P 500 Buffer ETF - February(BFEB) | ETF | 45782C433 | $1.5K | 69,905 | 1.0% |
| Innovator S&P 500 Ultra Buffer ETF - January(UJAN) | ETF | 45782C300 | $1.4K | 55,523 | 1.0% |
| Schwab U.S. Small-Cap ETF(SCHA) | ETF | 808524607 | $1.4K | 26,512 | 0.9% |
| Invesco S&P Midcap LOW Volatility ETF(XMLV) | ETF | 46138E198 | $1.2K | 30,930 | 0.8% |
| Ishares Edge Msci USA Quality Factor ETF(QUAL) | ETF | 46432F339 | $1.0K | 12,599 | 0.7% |
| AT&T Inc COM(T) | COM | 00206R102 | $874 | 29,981 | 0.6% |
| Vanguard Ftse Developed Markets ETF(VEA) | ETF | 921943858 | $839 | 25,170 | 0.6% |
| Ishares Edge Msci MIN VOL USA ETF(USMV) | ETF | 46429B697 | $608 | 11,259 | 0.4% |
| Innovator Msci Eafe Power Buffer ETF - July(IJUL) | ETF | 45782C722 | $452 | 21,605 | 0.3% |