Q2 2020 Holdings
Filed 2020-07-28 | 13 holdings | $612.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $184.1K | 1,072,269 | 30.1% |
| Schwab Strategic TR(SCHK) | 1000 INDEX ETF | 808524722 | $162.0K | 5,339,235 | 26.5% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $72.6K | 407,995 | 11.8% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $70.9K | 698,612 | 11.6% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $58.6K | 1,113,821 | 9.6% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $22.9K | 351,202 | 3.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $19.1K | 279,352 | 3.1% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $12.5K | 87,540 | 2.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $4.1K | 26,483 | 0.7% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.6K | 8,384 | 0.4% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.3K | 30,551 | 0.4% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $305 | 4,151 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $245 | 1,274 | 0.0% |