Q2 2020 Holdings
Filed 2020-07-10 | 21 holdings | $163.8K | 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 | $29.7K | 292,495 | 18.1% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $24.7K | 231,587 | 15.1% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $22.2K | 443,196 | 13.6% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $16.3K | 289,292 | 9.9% |
| Pimco ETF TR(CORP) | INV GRD CRP BD | 72201R817 | $13.9K | 121,567 | 8.5% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $13.3K | 202,751 | 8.1% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $13.2K | 249,981 | 8.0% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $12.8K | 45,826 | 7.8% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $3.9K | 36,889 | 2.4% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $3.3K | 33,397 | 2.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $2.5K | 18,579 | 1.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.1K | 14,215 | 1.3% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $2.0K | 12,484 | 1.2% |
| Fidelity Covington TR(FTEC) | MSCI INFO TECH I | 316092808 | $1.8K | 22,433 | 1.1% |
| Apple Inc(AAPL) | COM | 037833100 | $444 | 1,217 | 0.3% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $436 | 7,725 | 0.3% |
| Keurig DR Pepper Inc(KDP) | COM | 49271V100 | $267 | 9,391 | 0.2% |
| Ishares TR(ESML) | ESG MSCI USA SML | 46435U663 | $266 | 10,630 | 0.2% |
| Principal Financial Group in(PFG) | COM | 74251V102 | $260 | 6,258 | 0.2% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $229 | 1,151 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $213 | 1,052 | 0.1% |