Q3 2019 Holdings
Filed 2019-11-05 | 25 holdings | $137.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $27.8K | 304,288 | 20.2% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $15.3K | 108,064 | 11.1% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $15.2K | 248,143 | 11.0% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $15.0K | 167,726 | 10.9% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $14.1K | 84,703 | 10.2% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $11.8K | 105,504 | 8.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $9.6K | 74,512 | 7.0% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $6.9K | 37,652 | 5.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $5.3K | 132,343 | 3.9% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $4.7K | 39,602 | 3.4% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $3.9K | 20,215 | 2.8% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.3K | 51,802 | 0.9% |
| Erie Indty Co(ERIE) | CL A | 29530P102 | $1.3K | 6,895 | 0.9% |
| Procter & Gamble Co(PG) | COM | 742718109 | $984 | 7,914 | 0.7% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $828 | 25,983 | 0.6% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $755 | 2,770 | 0.5% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $580 | 8,214 | 0.4% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $416 | 5,859 | 0.3% |
| Vanguard Scottsdale FDS(VTC) | TOTAL CORP BND | 92206C573 | $312 | 3,529 | 0.2% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $303 | 1,836 | 0.2% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $265 | 2,343 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $248 | 4,114 | 0.2% |
| Chevron Corp New(CVX) | COM | 166764100 | $240 | 2,024 | 0.2% |
| AT&T Inc(T) | COM | 00206R102 | $222 | 5,862 | 0.2% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $202 | 1,363 | 0.1% |