Q3 2019 Holdings
Filed 2019-10-15 | 25 holdings | $151.4K | 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 | $22.5K | 174,181 | 14.8% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $19.7K | 234,078 | 13.0% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $15.6K | 275,282 | 10.3% |
| Pimco ETF TR(CORP) | INV GRD CRP BD | 72201R817 | $11.9K | 108,544 | 7.9% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $11.7K | 207,464 | 7.8% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $11.6K | 216,086 | 7.7% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $11.3K | 162,058 | 7.5% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $9.1K | 286,592 | 6.0% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $8.7K | 272,847 | 5.7% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $5.6K | 91,480 | 3.7% |
| Wisdomtree TR(AGGY) | YIELD ENHANCD US | 97717X511 | $3.9K | 75,494 | 2.6% |
| Spdr Series Trust(SPHY) | PORTFLI HIGH YLD | 78468R606 | $3.9K | 147,532 | 2.6% |
| Spdr Series Trust(SPYD) | PRTFLO S&P500 HI | 78468R788 | $3.7K | 98,041 | 2.5% |
| Spdr Series Trust(SPMD) | PORTFOLIO MD ETF | 78464A847 | $2.8K | 83,080 | 1.9% |
| Schwab Strategic TR(FNDA) | SCHWAB FDT US SC | 808524763 | $2.8K | 74,063 | 1.8% |
| Schwab Strategic TR(FNDF) | SCHWB FDT INT LG | 808524755 | $2.1K | 78,022 | 1.4% |
| Schwab Strategic TR(FNDC) | SCHWB FDT INT SC | 808524748 | $2.1K | 69,065 | 1.4% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $452 | 2,106 | 0.3% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $332 | 6,382 | 0.2% |
| Principal Finl Group Inc(PFG) | COM | 74251V102 | $327 | 5,715 | 0.2% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $238 | 1,313 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $238 | 1,065 | 0.2% |
| Ishares TR(ESML) | ESG MSCI USA SML | 46435U663 | $233 | 8,741 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $232 | 3,844 | 0.2% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $205 | 753 | 0.1% |