Q1 2020 Holdings
Filed 2020-05-12 | 27 holdings | $68.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $10.6K | 85,855 | 15.6% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $6.4K | 191,630 | 9.4% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $5.9K | 37,463 | 8.6% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $5.7K | 127,735 | 8.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $4.2K | 16,140 | 6.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.7K | 108,876 | 5.4% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $3.4K | 40,888 | 4.9% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $3.2K | 27,926 | 4.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.8K | 49,244 | 4.1% |
| Ishares TR(FLOT) | FLTG RATE NT ETF | 46429B655 | $2.2K | 44,673 | 3.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $2.0K | 13,648 | 2.9% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $1.9K | 14,753 | 2.7% |
| Spdr SER TR(JNK) | BLOOMBERG BRCLYS | 78468R622 | $1.8K | 19,107 | 2.7% |
| Vanguard Whitehall FDS(VWOB) | EMERG MKT BD ETF | 921946885 | $1.8K | 25,344 | 2.6% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $1.8K | 21,875 | 2.6% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $1.8K | 55,394 | 2.6% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $1.7K | 24,880 | 2.6% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $1.4K | 48,759 | 2.0% |
| Ishares TR(IWC) | MICRO-CAP ETF | 464288869 | $1.1K | 16,999 | 1.7% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $962 | 19,673 | 1.4% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $920 | 11,761 | 1.4% |
| Spdr Index SHS FDS(GNR) | GLB NAT RESRCE | 78463X541 | $866 | 28,003 | 1.3% |
| Ishares Inc | MSCI FRNTR100ETF | 464286145 | $753 | 35,254 | 1.1% |
| Spdr SER TR(HYMB) | NUVEEN BBG BRCLY | 78464A284 | $568 | 10,387 | 0.8% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $429 | 10,000 | 0.6% |
| Spdr Index SHS FDS(EWX) | S&P EMKTSC ETF | 78463X756 | $238 | 7,182 | 0.3% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $227 | 1,507 | 0.3% |