Q1 2020 Holdings
Filed 2020-04-29 | 32 holdings | $84.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $14.3K | 361,154 | 17.0% |
| Flexshares TR(RAVI) | READY ACC VARI | 33939L886 | $7.5K | 99,849 | 8.9% |
| Flexshares TR(QDF) | QUALT DIVD IDX | 33939L860 | $5.8K | 144,505 | 6.8% |
| Flexshares TR(IQDF) | INTL QLTDV IDX | 33939L837 | $5.7K | 304,808 | 6.8% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $5.5K | 32,584 | 6.5% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $5.1K | 177,515 | 6.0% |
| Flexshares TR(HYGV) | HIG YLD VL ETF | 33939L662 | $4.8K | 113,424 | 5.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $4.4K | 15,371 | 5.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $4.0K | 22,906 | 4.7% |
| American Centy ETF TR(AVUV) | US SML CP VALU | 025072877 | $4.0K | 109,148 | 4.7% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $3.1K | 17,056 | 3.7% |
| Vanguard Whitehall FDS(VIGI) | INTL DVD ETF | 921946810 | $2.7K | 42,988 | 3.2% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $2.1K | 19,109 | 2.5% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $1.9K | 37,591 | 2.3% |
| Apple Inc(AAPL) | COM | 037833100 | $1.5K | 5,417 | 1.8% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.5K | 23,988 | 1.8% |
| American Centy ETF TR(AVEM) | AVANTIS EMGMKT | 025072604 | $1.4K | 32,694 | 1.7% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $1.4K | 20,657 | 1.7% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.3K | 7,766 | 1.5% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $1.2K | 10,973 | 1.4% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.2K | 11,390 | 1.4% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $590 | 13,602 | 0.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $577 | 3,400 | 0.7% |
| SVB Financial Group(SIVBEUR) | COM | 78486Q101 | $495 | 2,564 | 0.6% |
| Spdr SER TR(SLYV) | S&P 600 SMCP VAL | 78464A300 | $469 | 10,261 | 0.6% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $417 | 5,166 | 0.5% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $415 | 1,438 | 0.5% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $246 | 1,623 | 0.3% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $241 | 4,121 | 0.3% |
| Starbucks Corp(SBUX) | COM | 855244109 | $238 | 3,022 | 0.3% |
| Oracle Corp(ORCL) | COM | 68389X105 | $211 | 3,964 | 0.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $208 | 169 | 0.2% |