Q1 2021 Holdings
Filed 2021-04-14 | 21 holdings | $223.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $39.6K | 238,915 | 17.7% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $36.3K | 279,565 | 16.3% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $33.6K | 513,994 | 15.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $19.4K | 360,159 | 8.7% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $19.2K | 192,446 | 8.6% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $19.0K | 254,659 | 8.5% |
| Pimco ETF TR(CORP) | INV GRD CRP BD | 72201R817 | $16.8K | 150,686 | 7.5% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $15.2K | 42,282 | 6.8% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $5.9K | 34,115 | 2.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $5.0K | 37,750 | 2.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.8K | 13,125 | 1.3% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $2.7K | 12,259 | 1.2% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $2.5K | 19,367 | 1.1% |
| Fidelity Covington Trust(FTEC) | MSCI INFO TECH I | 316092808 | $2.2K | 21,052 | 1.0% |
| Apple Inc(AAPL) | COM | 037833100 | $659 | 5,409 | 0.3% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $531 | 7,208 | 0.2% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $372 | 9,658 | 0.2% |
| Principal Financial Group in(PFG) | COM | 74251V102 | $370 | 6,179 | 0.2% |
| Deere & Co(DE) | COM | 244199105 | $366 | 978 | 0.2% |
| Keurig DR Pepper Inc(KDP) | COM | 49271V100 | $328 | 9,531 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $212 | 69 | 0.1% |