Q1 2021 Holdings
Filed 2021-04-20 | 15 holdings | $749.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $212.4K | 948,724 | 28.4% |
| Schwab Strategic TR(SCHK) | 1000 INDEX ETF | 808524722 | $186.0K | 4,718,046 | 24.8% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $90.4K | 347,398 | 12.1% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $89.9K | 692,708 | 12.0% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $86.5K | 1,162,487 | 11.6% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $28.7K | 287,535 | 3.8% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $28.3K | 260,989 | 3.8% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $14.4K | 65,330 | 1.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $5.5K | 26,737 | 0.7% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $3.5K | 8,770 | 0.5% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.0K | 21,124 | 0.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $415 | 1,043 | 0.1% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $398 | 4,118 | 0.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $310 | 1,274 | 0.0% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $235 | 4,782 | 0.0% |