Q4 2019 Holdings
Filed 2020-01-21 | 24 holdings | $165.4K | 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 | $25.0K | 182,128 | 15.1% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $22.5K | 242,056 | 13.6% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $17.5K | 292,116 | 10.6% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $13.0K | 215,273 | 7.8% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $12.8K | 168,755 | 7.7% |
| Pimco ETF TR(CORP) | INV GRD CRP BD | 72201R817 | $12.6K | 114,344 | 7.6% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $12.3K | 229,431 | 7.4% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $9.7K | 288,838 | 5.9% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $9.7K | 278,370 | 5.8% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $5.9K | 90,468 | 3.6% |
| Spdr Series Trust(SPYD) | PRTFLO S&P500 HI | 78468R788 | $4.0K | 100,043 | 2.4% |
| Spdr Series Trust(SPHY) | PORTFLI HIGH YLD | 78468R606 | $3.9K | 147,013 | 2.3% |
| Wisdomtree TR(AGGY) | YIELD ENHANCD US | 97717X511 | $3.9K | 74,129 | 2.3% |
| Spdr Series Trust(SPMD) | PORTFOLIO MD ETF | 78464A847 | $3.0K | 82,454 | 1.8% |
| Schwab Strategic TR(FNDA) | SCHWAB FDT US SC | 808524763 | $3.0K | 73,639 | 1.8% |
| Schwab Strategic TR(FNDC) | SCHWB FDT INT SC | 808524748 | $2.2K | 65,048 | 1.3% |
| Schwab Strategic TR(FNDF) | SCHWB FDT INT LG | 808524755 | $2.1K | 73,633 | 1.3% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $897 | 3,660 | 0.5% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $346 | 6,108 | 0.2% |
| Principal Finl Group Inc(PFG) | COM | 74251V102 | $343 | 6,237 | 0.2% |
| Keurig DR Pepper Inc(KDP) | COM | 49271V100 | $269 | 9,287 | 0.2% |
| Ishares TR(ESML) | ESG MSCI USA SML | 46435U663 | $247 | 8,546 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $237 | 806 | 0.1% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $231 | 1,162 | 0.1% |