Q4 2018 Holdings
Filed 2019-02-06 | 18 holdings | $454.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $171.2K | 1,234,048 | 37.6% |
| Schwab Strategic TR(SCHK) | 1000 INDEX ETF | 808524722 | $91.2K | 3,719,104 | 20.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $52.2K | 314,619 | 11.5% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $40.7K | 849,829 | 9.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $21.1K | 304,180 | 4.6% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $17.2K | 287,790 | 3.8% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $16.4K | 122,179 | 3.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $12.5K | 94,858 | 2.8% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $8.4K | 153,494 | 1.9% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $6.2K | 104,152 | 1.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $5.0K | 39,493 | 1.1% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $3.8K | 78,865 | 0.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $2.3K | 16,979 | 0.5% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.2K | 8,644 | 0.5% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $1.9K | 40,672 | 0.4% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $989 | 16,303 | 0.2% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $944 | 17,970 | 0.2% |
| Mid Amer APT Cmntys Inc(MAA) | COM | 59522J103 | $277 | 2,890 | 0.1% |