Q4 2018 Holdings
Filed 2019-01-18 | 22 holdings | $128.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $18.6K | 162,845 | 14.4% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $13.2K | 266,835 | 10.2% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $11.7K | 195,518 | 9.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $10.6K | 209,742 | 8.2% |
| Pimco ETF TR(CORP) | INV GRD CRP BD | 72201R817 | $10.4K | 104,993 | 8.1% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $9.7K | 201,538 | 7.5% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $9.3K | 153,263 | 7.2% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $7.7K | 273,097 | 6.0% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $7.4K | 253,542 | 5.7% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $5.1K | 94,494 | 3.9% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $4.9K | 70,401 | 3.8% |
| Spdr SER TR(SPHY) | ICE BOFAML ETF | 78468R606 | $3.4K | 139,165 | 2.7% |
| Wisdomtree TR(AGGY) | YIELD ENHANCD US | 97717X511 | $3.4K | 71,103 | 2.7% |
| Spdr SER TR(SPYD) | PRTFLO S&P500 HI | 78468R788 | $3.4K | 98,534 | 2.6% |
| Spdr Series Trust(SPMD) | PORTFOLIO MD ETF | 78464A847 | $2.5K | 86,533 | 2.0% |
| Schwab Strategic TR(FNDA) | SCHWAB FDT US SC | 808524763 | $2.5K | 77,242 | 2.0% |
| Schwab Strategic TR(FNDC) | SCHWB FDT INT SC | 808524748 | $2.0K | 70,976 | 1.6% |
| Schwab Strategic TR(FNDF) | SCHWB FDT INT LG | 808524755 | $2.0K | 79,328 | 1.6% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $371 | 2,089 | 0.3% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $317 | 2,365 | 0.2% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $282 | 2,140 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $209 | 3,723 | 0.2% |