Q1 2021 Holdings
Filed 2021-04-14 | 19 holdings | $8.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $937 | 9,691 | 10.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $845 | 273 | 9.8% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $763 | 14,146 | 8.9% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $721 | 19,156 | 8.4% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $713 | 13,887 | 8.3% |
| Apple Inc(AAPL) | COM | 037833100 | $650 | 5,321 | 7.6% |
| Invesco Exch TRD SLF IDX FD(2671931D) | BULSHS 2021 CB | 46138J700 | $610 | 28,886 | 7.1% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $444 | 4,456 | 5.2% |
| Ishares TR(IAGG) | CORE INTL AGGR | 46435G672 | $439 | 8,009 | 5.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $427 | 1,812 | 5.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $310 | 9,747 | 3.6% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $289 | 2,044 | 3.4% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $277 | 1,880 | 3.2% |
| Starbucks Corp(SBUX) | COM | 855244109 | $270 | 2,472 | 3.1% |
| Disney Walt Co(DIS) | COM | 254687106 | $234 | 1,266 | 2.7% |
| Home Depot Inc(HD) | COM | 437076102 | $206 | 673 | 2.4% |
| American Tower Corp New(AMT) | COM | 03027X100 | $206 | 863 | 2.4% |
| BK of America Corp(BAC) | COM | 060505104 | $200 | 5,177 | 2.3% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $62 | 10,000 | 0.7% |