Q4 2018 Holdings
Filed 2019-01-30 | 28 holdings | $112.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $18.2K | 331,049 | 16.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $13.2K | 52,421 | 11.7% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $11.0K | 97,585 | 9.8% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $9.5K | 201,089 | 8.4% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $6.0K | 122,322 | 5.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $5.7K | 34,099 | 5.0% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $4.7K | 47,859 | 4.2% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $4.4K | 40,552 | 3.9% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $4.3K | 42,664 | 3.8% |
| Ishares Inc(LEMB) | JP MORGAN EM ETF | 464286517 | $4.1K | 95,674 | 3.7% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $3.7K | 45,678 | 3.3% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $3.6K | 60,570 | 3.2% |
| Spdr Index SHS FDS(GNR) | GLB NAT RESRCE | 78463X541 | $3.6K | 86,262 | 3.2% |
| Ishares TR(IFGL) | INTL DEV RE ETF | 464288489 | $3.2K | 118,375 | 2.8% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $3.2K | 29,777 | 2.8% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.7K | 38,369 | 2.4% |
| Wisdomtree TR(ELD) | EM LCL DEBT FD | 97717X867 | $2.6K | 76,127 | 2.3% |
| Fidelity(FREL) | MSCI RL EST ETF | 316092857 | $2.2K | 99,912 | 2.0% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $2.2K | 29,690 | 2.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.7K | 12,549 | 1.5% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $1.0K | 6,962 | 0.9% |
| Ishares TR(SLQD) | 0-5YR INVT GR CP | 46434V100 | $397 | 8,008 | 0.4% |
| Walmart Inc(WMT) | COM | 931142103 | $293 | 3,150 | 0.3% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $225 | 3,250 | 0.2% |
| Spdr Index SHS FDS(RWX) | DJ INTL RL ETF | 78463X863 | $224 | 6,350 | 0.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $205 | 5,242 | 0.2% |
| Ishares TR(HDV) | CORE HIGH DV ETF | 46429B663 | $200 | 2,365 | 0.2% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $197 | 15,995 | 0.2% |