Q1 2019 Holdings
Filed 2019-04-16 | 35 holdings | $121.6K | 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 | $34.6K | 434,162 | 28.5% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $27.0K | 172,761 | 22.2% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $26.8K | 149,024 | 22.0% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $19.5K | 400,840 | 16.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.3K | 40,674 | 1.0% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $1.1K | 17,821 | 0.9% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $901 | 16,459 | 0.7% |
| Procter and Gamble Co(PG) | COM | 742718109 | $761 | 7,314 | 0.6% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $746 | 9,388 | 0.6% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $574 | 12,923 | 0.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $560 | 1,969 | 0.5% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $520 | 2,737 | 0.4% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $493 | 18,964 | 0.4% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $444 | 2,936 | 0.4% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $433 | 3,362 | 0.4% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $415 | 7,552 | 0.3% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $406 | 6,873 | 0.3% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $405 | 5,796 | 0.3% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $405 | 8,067 | 0.3% |
| Spdr Series Trust(SLYG) | S&P 600 SMCP GRW | 78464A201 | $389 | 6,510 | 0.3% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $358 | 2,898 | 0.3% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $325 | 3,212 | 0.3% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $310 | 7,587 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $303 | 1,595 | 0.2% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $298 | 2,500 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $285 | 2,038 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $256 | 2,170 | 0.2% |
| 3M Co(MMM) | COM | 88579Y101 | $254 | 1,225 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $248 | 3,072 | 0.2% |
| Ishares TR(IWC) | MICRO-CAP ETF | 464288869 | $243 | 2,621 | 0.2% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $224 | 2,084 | 0.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $223 | 1,180 | 0.2% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $218 | 3,823 | 0.2% |
| Procter and Gamble Co(PG)Call | COM | 742718109 | $208 | 2,000 | 0.2% |
| Gabelli Equity TR Inc(GAB) | COM | 362397101 | $79 | 12,815 | 0.1% |