Q4 2019 Holdings
Filed 2020-02-12 | 122 holdings | $356.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| United Technologies Corp(UTXZ) | COM | 913017109 | $1.2K | 7,867 | 0.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.2K | 18,067 | 0.3% |
| Procter & Gamble Co(PG) | COM | 742718109 | $1.2K | 9,636 | 0.3% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $1.3K | 22,378 | 0.4% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $1.3K | 9,119 | 0.4% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.3K | 9,284 | 0.4% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $1.3K | 39,176 | 0.4% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $1.3K | 15,249 | 0.4% |
| Boeing Co(BA) | COM | 097023105 | $1.4K | 4,455 | 0.4% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $1.4K | 15,846 | 0.4% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $1.5K | 24,245 | 0.4% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $1.5K | 7,445 | 0.4% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $1.5K | 35,201 | 0.4% |
| Abbott Labs(ABT) | COM | 002824100 | $1.6K | 17,411 | 0.4% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $1.6K | 6,597 | 0.5% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.7K | 13,720 | 0.5% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $1.8K | 79,176 | 0.5% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $1.9K | 19,540 | 0.5% |
| Facebook Inc(META) | CL A | 30303M102 | $1.9K | 8,609 | 0.5% |
| Altria Group Inc(MO) | COM | 02209S103 | $1.9K | 37,997 | 0.5% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $2.1K | 17,815 | 0.6% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $2.1K | 31,034 | 0.6% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $2.2K | 18,333 | 0.6% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $2.2K | 38,650 | 0.6% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $2.2K | 32,097 | 0.6% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.3K | 50,558 | 0.6% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $2.3K | 17,150 | 0.6% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $2.3K | 10,980 | 0.7% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $2.3K | 84,124 | 0.7% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $2.4K | 16,880 | 0.7% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $2.6K | 12,306 | 0.7% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.7K | 18,218 | 0.8% |
| Walmart Inc(WMT) | COM | 931142103 | $2.7K | 23,548 | 0.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.9K | 1,956 | 0.8% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $3.0K | 21,673 | 0.8% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $3.0K | 50,197 | 0.9% |
| Intel Corp(INTC) | COM | 458140100 | $3.1K | 48,822 | 0.9% |
| Bank of Marin Bancorp(BMRC) | COM | 063425102 | $3.1K | 70,945 | 0.9% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $3.2K | 51,421 | 0.9% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $3.2K | 10,391 | 0.9% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $3.2K | 58,962 | 0.9% |
| Proshares TR | SHORT S&P 500 NE | 74347B425 | $3.3K | 140,000 | 0.9% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $3.3K | 43,457 | 0.9% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $3.5K | 76,793 | 1.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $3.5K | 19,334 | 1.0% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $3.6K | 28,461 | 1.0% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $3.6K | 36,997 | 1.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $3.7K | 32,338 | 1.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $3.7K | 100,862 | 1.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $3.8K | 44,117 | 1.1% |