Q4 2020 Holdings
Filed 2021-01-29 | 13 holdings | $753.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $220.4K | 1,040,445 | 29.3% |
| Schwab Strategic TR(SCHK) | 1000 INDEX ETF | 808524722 | $199.4K | 5,332,147 | 26.5% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $87.5K | 681,266 | 11.6% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $87.0K | 378,546 | 11.5% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $78.1K | 1,145,482 | 10.4% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $29.1K | 326,586 | 3.9% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $25.7K | 279,556 | 3.4% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $15.0K | 76,358 | 2.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $5.2K | 26,483 | 0.7% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $3.3K | 8,784 | 0.4% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.1K | 23,139 | 0.3% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $393 | 4,316 | 0.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $307 | 1,274 | 0.0% |