Q1 2020 Holdings
Filed 2020-04-27 | 747 holdings | $2.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $337 | 7,050 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $342 | 1,298 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $348 | 1,028 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $355 | 3,943 | 0.0% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $356 | 6,432 | 0.0% |
| Vanguard World FDS(VDE) | ENERGY ETF | 92204A306 | $360 | 9,415 | 0.0% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $384 | 5,432 | 0.0% |
| Apartment Invt & Mgmt Co(AIVEUR) | CL A | 03748R754 | $392 | 11,139 | 0.0% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $397 | 8,965 | 0.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $406 | 4,575 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $410 | 2,457 | 0.0% |
| Spdr DOW Jones Indl Avrg ETF(DIA) | UT SER 1 | 78467X109 | $423 | 1,931 | 0.0% |
| Ishares TR(OEF) | S&P 100 ETF | 464287101 | $437 | 3,685 | 0.0% |
| Ishares TR(IEV) | EUROPE ETF | 464287861 | $448 | 12,678 | 0.0% |
| Ishares Inc(EMXC) | MSCI EMRG CHN | 46434G764 | $462 | 13,034 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $480 | 6,233 | 0.0% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $480 | 11,374 | 0.0% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $481 | 3,042 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $485 | 11,532 | 0.0% |
| Invesco Exchange Traded FD T(RPV) | S&P500 PUR VAL | 46137V258 | $503 | 12,600 | 0.0% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $539 | 25,877 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $558 | 4,875 | 0.0% |
| Schwab Strategic TR(FNDF) | SCHWB FDT INT LG | 808524755 | $603 | 28,673 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $651 | 4,040 | 0.0% |
| Ishares TR(EAGG) | ESG US AGR BD | 46435U549 | $666 | 12,010 | 0.0% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $677 | 15,099 | 0.0% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $681 | 8,102 | 0.0% |
| Select Sector Spdr TR(XLE) | ENERGY | 81369Y506 | $686 | 23,615 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $692 | 6,976 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $702 | 2,723 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $725 | 624 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $735 | 632 | 0.0% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $744 | 9,336 | 0.0% |
| Prologis Inc.(PLD) | COM | 74340W103 | $758 | 9,431 | 0.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $780 | 12,908 | 0.0% |
| Wisdomtree TR(AIVL) | US DIVID EX FNCL | 97717W406 | $787 | 12,184 | 0.0% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $811 | 9,498 | 0.0% |
| Ishares TR(ESGU) | ESG MSCI USA ETF | 46435G425 | $829 | 14,417 | 0.0% |
| Vanguard World FDS(VFH) | FINANCIALS ETF | 92204A405 | $885 | 17,440 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $906 | 35,055 | 0.0% |
| Schwab Strategic TR(FNDE) | SCHWB FDT EMK LG | 808524730 | $927 | 45,067 | 0.0% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $941 | 21,797 | 0.0% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $1.0K | 11,078 | 0.0% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $1.0K | 15,848 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.0K | 30,471 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.1K | 9,206 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $1.1K | 5,604 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.3K | 9,890 | 0.0% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $1.3K | 8,852 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.4K | 709 | 0.0% |