Q2 2018 Holdings
Filed 2018-07-16 | 13 holdings | $425.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $208.5K | 1,372,159 | 49.0% |
| Schwab Strategic TR(SCHK) | 1000 INDEX ETF | 808524722 | $65.7K | 2,452,592 | 15.4% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $63.7K | 326,921 | 15.0% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $46.1K | 839,363 | 10.8% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $24.4K | 148,734 | 5.7% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $7.6K | 102,955 | 1.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.7K | 26,183 | 0.9% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.4K | 8,817 | 0.6% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.1K | 32,183 | 0.5% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $793 | 9,503 | 0.2% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $367 | 5,561 | 0.1% |
| Mid Amer APT Cmntys Inc(MAA) | COM | 59522J103 | $291 | 2,890 | 0.1% |
| Willis Towers Watson PUB LTD(WTW) | SHS | G96629103 | $213 | 1,406 | 0.1% |