Q3 2020 Holdings
Filed 2020-11-12 | 60 holdings | $232.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Stoneco LTD(STNE) | COM CL A | G85158106 | $212 | 4,000 | 0.1% |
| Wisdomtree TR(AGGY) | YIELD ENHANCD US | 97717X511 | $218 | 4,050 | 0.1% |
| BK of America Corp(BAC) | COM | 060505104 | $219 | 9,080 | 0.1% |
| SSgA Active ETF TR(TOTL) | SPDR TR TACTIC | 78467V848 | $220 | 4,462 | 0.1% |
| Spdr SER TR(SPYD) | PRTFLO S&P500 HI | 78468R788 | $225 | 8,197 | 0.1% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $227 | 817 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $239 | 4,025 | 0.1% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $275 | 35,300 | 0.1% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $298 | 3,867 | 0.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $310 | 2,626 | 0.1% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $315 | 6,249 | 0.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $328 | 1,744 | 0.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $339 | 4,776 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $353 | 1,347 | 0.2% |
| Coca Cola Cons Inc(COKE) | COM | 191098102 | $389 | 7,883 | 0.2% |
| Ishares TR(VLUE) | MSCI USA VALUE | 46432F388 | $415 | 4,000 | 0.2% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $432 | 8,272 | 0.2% |
| Spdr SER TR(SPSB) | PORTFOLIO SHORT | 78464A474 | $494 | 16,107 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $542 | 172 | 0.2% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $576 | 10,823 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $580 | 2,725 | 0.2% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $766 | 9,229 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $766 | 5,147 | 0.3% |
| AT&T Inc(T) | COM | 00206R102 | $786 | 27,583 | 0.3% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $797 | 5,912 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $849 | 4,039 | 0.4% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $919 | 7,784 | 0.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $935 | 2,745 | 0.4% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $991 | 10,291 | 0.4% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $1.1K | 19,532 | 0.5% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $1.2K | 19,453 | 0.5% |
| Spdr SER TR(SPTM) | PORTFOLI S&P1500 | 78464A805 | $1.3K | 30,570 | 0.5% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $1.3K | 11,584 | 0.6% |
| Spdr SER TR(SPSM) | PORTFOLIO S&P600 | 78468R853 | $1.4K | 52,069 | 0.6% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $1.5K | 6,861 | 0.6% |
| Spdr SER TR(SPMD) | PORTFOLIO S&P400 | 78464A847 | $1.7K | 52,799 | 0.7% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $1.9K | 22,661 | 0.8% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $2.4K | 45,791 | 1.0% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $2.4K | 65,898 | 1.0% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $2.6K | 22,599 | 1.1% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $3.0K | 80,899 | 1.3% |
| Apple Inc(AAPL) | COM | 037833100 | $3.4K | 29,288 | 1.5% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $3.5K | 80,571 | 1.5% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $3.9K | 134,032 | 1.7% |
| Ishares TR(FLOT) | FLTG RATE NT ETF | 46429B655 | $4.4K | 85,956 | 1.9% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $4.4K | 39,585 | 1.9% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $6.0K | 75,585 | 2.6% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $6.4K | 94,371 | 2.8% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $7.5K | 190,683 | 3.2% |
| Spdr SER TR(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $8.0K | 258,494 | 3.4% |