Q2 2021 Holdings
Filed 2021-08-16 | 61 holdings | $207.0K | 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 | $6.4K | 14,830 | 3.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $6.6K | 63,348 | 3.2% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $7.0K | 59,638 | 3.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $7.6K | 67,171 | 3.7% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $7.7K | 75,365 | 3.7% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $7.8K | 76,617 | 3.8% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $8.6K | 156,640 | 4.1% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $9.5K | 206,881 | 4.6% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $9.5K | 39,198 | 4.6% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $12.1K | 235,910 | 5.8% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $15.6K | 198,851 | 7.5% |