Q1 2020 Holdings
Filed 2020-04-22 | 21 holdings | $149.3K | 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 | $29.7K | 324,941 | 19.9% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $16.9K | 110,773 | 11.3% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $16.7K | 256,488 | 11.2% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $16.2K | 171,257 | 10.9% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $15.7K | 86,302 | 10.5% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $12.9K | 107,481 | 8.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $11.0K | 80,538 | 7.4% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $8.4K | 42,325 | 5.6% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $6.3K | 142,705 | 4.3% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $4.7K | 36,831 | 3.2% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $4.0K | 18,856 | 2.7% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.3K | 47,127 | 0.9% |
| Erie Indty Co(ERIE) | CL A | 29530P102 | $1.1K | 6,895 | 0.8% |
| Procter & Gamble Co(PG) | COM | 742718109 | $988 | 7,914 | 0.7% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $808 | 2,733 | 0.5% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $728 | 21,638 | 0.5% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $573 | 8,214 | 0.4% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $372 | 1,836 | 0.2% |
| Chevron Corp New(CVX) | COM | 166764100 | $244 | 2,024 | 0.2% |
| AT&T Inc(T) | COM | 00206R102 | $229 | 5,862 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $217 | 3,541 | 0.1% |