Q2 2020 Holdings
Filed 2020-07-17 | 29 holdings | $287.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $200.0K | 4,281 | 69.5% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $33.4K | 165,157 | 11.6% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $21.9K | 263,592 | 7.6% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $19.2K | 96,232 | 6.7% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.3K | 43,475 | 0.4% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $1.3K | 24,938 | 0.4% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $1.0K | 9,782 | 0.4% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $799 | 7,871 | 0.3% |
| Spdr SER TR(SLYV) | S&P 600 SMCP VAL | 78464A300 | $740 | 15,066 | 0.3% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $696 | 8,422 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $610 | 1,969 | 0.2% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $545 | 22,399 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $538 | 1,474 | 0.2% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $495 | 7,582 | 0.2% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $493 | 9,827 | 0.2% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $485 | 2,630 | 0.2% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $470 | 2,450 | 0.2% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $470 | 13,353 | 0.2% |
| Procter and Gamble Co(PG) | COM | 742718109 | $411 | 3,439 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $389 | 1,912 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $366 | 6,631 | 0.1% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $336 | 2,500 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $300 | 2,132 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $296 | 3,146 | 0.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $286 | 2,539 | 0.1% |
| Vanguard Tax-Managed FDS(VEA) | FTSE DEV MKT ETF | 921943858 | $274 | 7,072 | 0.1% |
| Spdr SER TR(SLYG) | S&P 600 SMCP GRW | 78464A201 | $249 | 4,388 | 0.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $210 | 1,180 | 0.1% |
| Ishares TR(IWC) | MICRO-CAP ETF | 464288869 | $201 | 2,300 | 0.1% |