Q3 2016 Holdings
Filed 2016-10-18 | 12 holdings | $366.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $218.2K | 1,811,248 | 59.5% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $76.3K | 493,184 | 20.8% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $39.6K | 909,828 | 10.8% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $24.1K | 194,347 | 6.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.9K | 26,183 | 0.8% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.0K | 9,201 | 0.5% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $1.6K | 31,698 | 0.4% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $745 | 12,942 | 0.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $536 | 4,317 | 0.1% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $350 | 6,347 | 0.1% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $215 | 4,332 | 0.1% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $211 | 4,026 | 0.1% |