Q1 2020 Holdings
Filed 2020-04-14 | 27 holdings | $76.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $26.2K | 167,365 | 34.3% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $22.1K | 268,631 | 28.9% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $17.7K | 117,818 | 23.2% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.1K | 43,558 | 1.5% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $772 | 17,445 | 1.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $666 | 8,422 | 0.9% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $641 | 8,047 | 0.8% |
| Spdr SER TR(SLYV) | S&P 600 SMCP VAL | 78464A300 | $618 | 15,135 | 0.8% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $565 | 11,602 | 0.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $509 | 1,969 | 0.7% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $454 | 2,746 | 0.6% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $451 | 21,810 | 0.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $442 | 4,977 | 0.6% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $412 | 12,585 | 0.5% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $376 | 2,493 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $375 | 1,473 | 0.5% |
| Procter & Gamble Co(PG) | COM | 742718109 | $356 | 3,232 | 0.5% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $347 | 6,464 | 0.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $318 | 2,014 | 0.4% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $309 | 2,500 | 0.4% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $296 | 5,751 | 0.4% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $283 | 3,146 | 0.4% |
| Spdr SER TR(SLYG) | S&P 600 SMCP GRW | 78464A201 | $260 | 5,625 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $257 | 1,961 | 0.3% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $252 | 2,539 | 0.3% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $236 | 7,072 | 0.3% |
| Gabelli Equity TR Inc(GAB) | COM | 362397101 | $56 | 12,815 | 0.1% |