Q4 2021 Holdings
Filed 2022-01-24 | 68 holdings | $225.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $5.3K | 70,521 | 2.3% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $5.6K | 48,907 | 2.5% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $5.7K | 105,252 | 2.5% |
| Flexshares TR(GUNR) | MORNSTAR UPSTR | 33939L407 | $5.8K | 147,079 | 2.6% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $6.4K | 57,655 | 2.8% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $7.1K | 57,995 | 3.2% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $7.2K | 65,813 | 3.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $7.4K | 26,027 | 3.3% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $7.7K | 88,438 | 3.4% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $7.9K | 149,168 | 3.5% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $8.6K | 73,915 | 3.8% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $8.7K | 18,217 | 3.9% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $9.4K | 82,504 | 4.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $9.7K | 84,273 | 4.3% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $10.0K | 37,764 | 4.4% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $12.2K | 104,989 | 5.4% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $13.0K | 257,776 | 5.8% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $14.1K | 175,702 | 6.3% |