Q4 2018 Holdings
Filed 2019-01-24 | 30 holdings | $109.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $33.4K | 427,954 | 30.5% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $23.0K | 171,019 | 21.0% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $22.7K | 150,817 | 20.7% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $19.1K | 398,413 | 17.4% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.2K | 40,585 | 1.1% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $968 | 17,994 | 0.9% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $780 | 15,822 | 0.7% |
| Procter and Gamble Co(PG) | COM | 742718109 | $672 | 7,307 | 0.6% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $655 | 9,500 | 0.6% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $495 | 12,847 | 0.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $495 | 1,969 | 0.5% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $483 | 2,723 | 0.4% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $481 | 3,671 | 0.4% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $429 | 18,249 | 0.4% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $417 | 7,825 | 0.4% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $399 | 7,989 | 0.4% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $391 | 3,523 | 0.4% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $386 | 6,873 | 0.4% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $362 | 3,171 | 0.3% |
| Spdr Series Trust(SLYG) | S&P 600 SMCP GRW | 78464A201 | $354 | 6,571 | 0.3% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $334 | 5,501 | 0.3% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $314 | 3,212 | 0.3% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $282 | 2,500 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $265 | 1,681 | 0.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $235 | 6,331 | 0.2% |
| Ishares TR(IWC) | MICRO-CAP ETF | 464288869 | $224 | 2,719 | 0.2% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $223 | 3,923 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $220 | 2,168 | 0.2% |
| Qualcomm Inc(QCOM)Call | COM | 747525103 | $199 | 3,500 | 0.2% |
| Procter and Gamble Co(PG)Call | COM | 742718109 | $184 | 2,000 | 0.2% |