Q4 2020 Holdings
Filed 2021-01-28 | 23 holdings | $209.3K | 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 | $37.5K | 292,078 | 17.9% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $34.9K | 245,659 | 16.7% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $28.7K | 482,360 | 13.7% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $18.5K | 207,907 | 8.8% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $17.7K | 259,871 | 8.5% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $17.4K | 311,049 | 8.3% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $16.2K | 45,577 | 7.7% |
| Pimco ETF TR(CORP) | INV GRD CRP BD | 72201R817 | $15.5K | 132,405 | 7.4% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $5.3K | 37,940 | 2.5% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $4.2K | 35,672 | 2.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.9K | 14,629 | 1.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $2.6K | 12,622 | 1.2% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $2.3K | 16,743 | 1.1% |
| Fidelity Covington Trust(FTEC) | MSCI INFO TECH I | 316092808 | $2.3K | 21,742 | 1.1% |
| Apple Inc(AAPL) | COM | 037833100 | $667 | 5,038 | 0.3% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $516 | 7,344 | 0.2% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $374 | 10,966 | 0.2% |
| Principal Financial Group in(PFG) | COM | 74251V102 | $304 | 6,124 | 0.1% |
| Keurig DR Pepper Inc(KDP) | COM | 49271V100 | $304 | 9,486 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $299 | 1,180 | 0.1% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $278 | 1,045 | 0.1% |
| Deere & Co(DE) | COM | 244199105 | $263 | 976 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $222 | 68 | 0.1% |