Q1 2020 Holdings
Filed 2020-04-10 | 18 holdings | $134.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $23.5K | 295,624 | 17.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $19.8K | 223,366 | 14.8% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $19.0K | 429,875 | 14.2% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $14.9K | 273,486 | 11.1% |
| Pimco ETF TR(CORP) | INV GRD CRP BD | 72201R817 | $12.6K | 119,208 | 9.4% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $10.3K | 244,483 | 7.7% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $10.2K | 198,176 | 7.6% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $9.7K | 45,799 | 7.2% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $3.3K | 38,449 | 2.5% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $3.0K | 33,338 | 2.2% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $1.7K | 13,655 | 1.3% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.7K | 12,818 | 1.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.7K | 14,610 | 1.3% |
| Fidelity Covington TR(FTEC) | MSCI INFO TECH I | 316092808 | $1.5K | 23,508 | 1.1% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $352 | 7,697 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $268 | 1,050 | 0.2% |
| Keurig DR Pepper Inc(KDP) | COM | 49271V100 | $227 | 9,338 | 0.2% |
| Ishares TR(ESML) | ESG MSCI USA SML | 46435U663 | $211 | 10,568 | 0.2% |