Q4 2020 Holdings
Filed 2021-03-08 | 71 holdings | $621.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.6K | 4,347 | 0.3% |
| BlackRock Debt Strategies FD(DSU) | COM NEW | 09255R202 | $2.0K | 186,919 | 0.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.3K | 11,889 | 0.4% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $2.8K | 51,142 | 0.4% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $3.0K | 44,164 | 0.5% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $3.4K | 74,686 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $3.7K | 27,713 | 0.6% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $4.2K | 21,310 | 0.7% |
| Vaneck Vectors ETF TR(GDX) | GOLD MINERS ETF | 92189F106 | $4.5K | 125,406 | 0.7% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $5.0K | 39,131 | 0.8% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $5.3K | 44,513 | 0.9% |
| Fidelity Covington Trust(FHLC) | MSCI HLTH CARE I | 316092600 | $6.0K | 103,859 | 1.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $6.1K | 26,484 | 1.0% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $7.1K | 64,209 | 1.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $7.3K | 79,571 | 1.2% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $7.4K | 85,299 | 1.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $11.4K | 55,245 | 1.8% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $12.9K | 109,269 | 2.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $35.5K | 94,677 | 5.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $205.0K | 1,913 | 33.0% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $259.0K | 517 | 41.7% |