Q3 2020 Holdings
Filed 2020-10-16 | 22 holdings | $174.9K | 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 | $33.0K | 286,334 | 18.9% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $26.3K | 237,648 | 15.0% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $23.9K | 457,577 | 13.6% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $16.6K | 295,796 | 9.5% |
| Pimco ETF TR(CORP) | INV GRD CRP BD | 72201R817 | $14.3K | 124,608 | 8.2% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $14.1K | 253,326 | 8.0% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $14.0K | 44,911 | 8.0% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $14.0K | 205,126 | 8.0% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $4.0K | 37,326 | 2.3% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $3.6K | 34,083 | 2.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $2.4K | 17,990 | 1.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $2.2K | 12,345 | 1.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.2K | 14,048 | 1.2% |
| Fidelity Covington Trust(FTEC) | MSCI INFO TECH I | 316092808 | $2.0K | 21,481 | 1.1% |
| Apple Inc(AAPL) | COM | 037833100 | $567 | 4,888 | 0.3% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $454 | 7,352 | 0.3% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $293 | 11,054 | 0.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $286 | 1,256 | 0.2% |
| Keurig DR Pepper Inc(KDP) | COM | 49271V100 | $261 | 9,439 | 0.1% |
| Principal Financial Group in(PFG) | COM | 74251V102 | $247 | 6,105 | 0.1% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $223 | 1,041 | 0.1% |
| Deere & Co(DE) | COM | 244199105 | $216 | 974 | 0.1% |