Q1 2020 Holdings
Filed 2020-04-22 | 25 holdings | $108.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $18.3K | 366,808 | 16.9% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $13.1K | 50,813 | 12.1% |
| Ishares TR(QLTA) | A RATE CP BD ETF | 46429B291 | $11.5K | 208,884 | 10.7% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $8.8K | 217,921 | 8.2% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $6.1K | 120,165 | 5.6% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $5.0K | 34,493 | 4.6% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $4.7K | 46,709 | 4.3% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $4.6K | 38,638 | 4.2% |
| Ishares Inc(LEMB) | JP MORGAN EM ETF | 464286517 | $4.1K | 110,733 | 3.8% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $4.0K | 41,413 | 3.7% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $3.8K | 32,700 | 3.5% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $3.4K | 44,261 | 3.2% |
| Spdr Index SHS FDS(GNR) | GLB NAT RESRCE | 78463X541 | $3.2K | 104,424 | 3.0% |
| Ishares TR(IFGL) | INTL DEV RE ETF | 464288489 | $2.9K | 132,629 | 2.7% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $2.8K | 52,472 | 2.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.5K | 45,102 | 2.3% |
| Fidelity Covington TR(FREL) | MSCI RL EST ETF | 316092857 | $2.0K | 96,748 | 1.9% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $1.9K | 27,749 | 1.8% |
| Wisdomtree TR(ELD) | EM LCL DEBT FD | 97717X867 | $1.9K | 64,687 | 1.8% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.3K | 11,283 | 1.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $915 | 5,547 | 0.8% |
| Ishares TR(SLQD) | 0-5YR INVT GR CP | 46434V100 | $415 | 8,282 | 0.4% |
| Walmart Inc(WMT) | COM | 931142103 | $359 | 3,157 | 0.3% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $286 | 3,250 | 0.3% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $202 | 13,414 | 0.2% |