Q3 2020 Holdings
Filed 2020-10-14 | 13 holdings | $654.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $198.6K | 1,061,442 | 30.4% |
| Schwab Strategic TR(SCHK) | 1000 INDEX ETF | 808524722 | $175.0K | 5,305,831 | 26.7% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $79.0K | 685,663 | 12.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $73.6K | 397,433 | 11.3% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $62.7K | 1,129,494 | 9.6% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $23.4K | 342,840 | 3.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $19.6K | 279,413 | 3.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $12.7K | 84,665 | 1.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $4.5K | 26,483 | 0.7% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.8K | 8,384 | 0.4% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $1.9K | 23,464 | 0.3% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $311 | 3,900 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $276 | 1,274 | 0.0% |