Q1 2020 Holdings
Filed 2020-04-09 | 11 holdings | $550.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHK) | 1000 INDEX ETF | 808524722 | $165.5K | 6,602,267 | 30.1% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $159.0K | 1,123,356 | 28.9% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $84.8K | 589,518 | 15.4% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $68.2K | 1,616,954 | 12.4% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $29.5K | 573,211 | 5.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $24.2K | 431,907 | 4.4% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $11.4K | 99,511 | 2.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.5K | 27,183 | 0.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.3K | 8,732 | 0.4% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $1.9K | 31,411 | 0.3% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $285 | 4,720 | 0.1% |