Q4 2020 Holdings
Filed 2021-01-21 | 11 holdings | $191.3K | 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 | $90.0K | 989,875 | 47.1% |
| Schwab U.S. Mid-Cap ETF(SCHM) | ETF | 808524508 | $53.1K | 778,384 | 27.7% |
| Wisdomtree U.S. Quality Dividend Growth Fund(DGRW) | ETF | 97717X669 | $36.4K | 674,267 | 19.0% |
| Schwab U.S. Small-Cap ETF(SCHA) | ETF | 808524607 | $2.1K | 23,992 | 1.1% |
| Ishares Msci USA Quality Factor ETF(QUAL) | ETF | 46432F339 | $2.0K | 17,135 | 1.0% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $2.0K | 14,922 | 1.0% |
| Innovator S&P 500 Buffer ETF - February(BFEB) | ETF | 45782C433 | $1.9K | 69,505 | 1.0% |
| Invesco S&P Midcap LOW Volatility ETF(XMLV) | ETF | 46138E198 | $1.7K | 35,235 | 0.9% |
| AT&T Inc COM(T) | Stock | 00206R102 | $766 | 26,638 | 0.4% |
| Ishares Msci USA MIN VOL Factor ETF(USMV) | ETF | 46429B697 | $764 | 11,259 | 0.4% |
| Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond ETF(SHM) | ETF | 78468R739 | $570 | 11,439 | 0.3% |