Q1 2018 Holdings
Filed 2018-04-20 | 13 holdings | $407.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $211.5K | 1,440,101 | 51.9% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $62.2K | 331,604 | 15.3% |
| Schwab Strategic TR(SCHK) | 1000 INDEX ETF | 808524722 | $50.9K | 1,956,554 | 12.5% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $43.2K | 817,148 | 10.6% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $23.5K | 154,580 | 5.8% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $6.1K | 88,744 | 1.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.6K | 26,183 | 0.9% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.3K | 8,817 | 0.6% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.0K | 32,183 | 0.5% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $1.2K | 14,470 | 0.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $780 | 10,126 | 0.2% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $320 | 5,010 | 0.1% |
| Willis Towers Watson PUB LTD(WTW) | SHS | G96629103 | $214 | 1,406 | 0.1% |