Q1 2021 Holdings
Filed 2021-04-23 | 16 holdings | $117.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $42.2K | 100,858 | 36.1% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $21.0K | 90,903 | 17.9% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $20.4K | 200,315 | 17.4% |
| Vanguard Scottsdale FDS(VMBS) | MORTG-BACK SEC | 92206C771 | $10.9K | 202,587 | 9.3% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $10.2K | 75,559 | 8.7% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $8.0K | 174,749 | 6.8% |
| Apple Inc(AAPL) | COM | 037833100 | $1.5K | 11,140 | 1.3% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $629 | 9,055 | 0.5% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $474 | 3,191 | 0.4% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $341 | 6,209 | 0.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $300 | 1,325 | 0.3% |
| Invesco Exch Traded FD TR II(SPLV) | S&P500 LOW VOL | 46138E354 | $283 | 4,706 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $279 | 82 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $260 | 954 | 0.2% |
| Ishares TR(AOK) | CONSER ALLOC ETF | 464289883 | $249 | 6,315 | 0.2% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $207 | 529 | 0.2% |