Q4 2019 Holdings
Filed 2020-01-30 | 13 holdings | $659.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $203.2K | 1,138,682 | 30.8% |
| Schwab Strategic TR(SCHK) | 1000 INDEX ETF | 808524722 | $184.6K | 5,847,150 | 28.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $95.7K | 464,864 | 14.5% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $86.1K | 1,431,576 | 13.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $57.4K | 684,679 | 8.7% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $18.7K | 112,728 | 2.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $4.6K | 28,043 | 0.7% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.9K | 37,526 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.8K | 8,732 | 0.4% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $2.2K | 28,609 | 0.3% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $614 | 7,988 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $269 | 832 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $224 | 1,274 | 0.0% |