Q2 2020 Holdings
Filed 2020-07-13 | 24 holdings | $124.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $23.1K | 404,051 | 18.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $21.5K | 69,576 | 17.3% |
| Ishares TR(QLTA) | A RATE CP BD ETF | 46429B291 | $11.7K | 202,977 | 9.4% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $11.1K | 233,413 | 8.9% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $6.5K | 36,406 | 5.2% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $6.4K | 124,807 | 5.2% |
| Ishares Inc(LEMB) | JP MORGAN EM ETF | 464286517 | $4.9K | 119,692 | 3.9% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $4.8K | 46,667 | 3.8% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $4.8K | 43,919 | 3.8% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $4.7K | 38,008 | 3.8% |
| Spdr Index SHS FDS(GNR) | GLB NAT RESRCE | 78463X541 | $4.0K | 108,471 | 3.2% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $3.7K | 45,349 | 3.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $3.3K | 27,704 | 2.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $3.2K | 47,545 | 2.6% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $3.1K | 50,153 | 2.4% |
| Wisdomtree TR(ELD) | EM LCL DEBT FD | 97717X867 | $2.0K | 63,961 | 1.6% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.8K | 12,650 | 1.5% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $1.4K | 17,413 | 1.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $1.1K | 5,139 | 0.9% |
| Ishares TR(SLQD) | 0-5YR INVT GR CP | 46434V100 | $434 | 8,336 | 0.3% |
| Walmart Inc(WMT) | COM | 931142103 | $378 | 3,160 | 0.3% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $285 | 3,250 | 0.2% |
| Xcel Energy Inc(XEL) | COM | 98389B100 | $268 | 4,278 | 0.2% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $224 | 13,158 | 0.2% |