Q1 2020 Holdings
Filed 2024-07-09 | 60 holdings | $94.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard World FD(MGV) | MEGA CAP VAL ETF | 921910840 | $2.9K | 44,103 | 3.1% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $3.9K | 30,471 | 4.1% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $3.9K | 150,729 | 4.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $4.5K | 79,346 | 4.7% |
| Vanguard Scottsdale FDS(VONG) | VNG RUS1000GRW | 92206C680 | $5.0K | 32,442 | 5.3% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $6.4K | 149,132 | 6.8% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $6.9K | 290,267 | 7.4% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $8.2K | 71,140 | 8.7% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $10.1K | 195,128 | 10.7% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $10.6K | 349,122 | 11.2% |