Q3 2020 Holdings
Filed 2020-11-13 | 28 holdings | $84.6K | 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 | $12.8K | 95,247 | 15.2% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $7.9K | 193,776 | 9.4% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $7.7K | 33,946 | 9.1% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $7.1K | 129,165 | 8.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $5.3K | 15,915 | 6.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $4.9K | 112,250 | 5.7% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $3.9K | 47,474 | 4.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $3.7K | 52,063 | 4.3% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $3.6K | 31,365 | 4.3% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $2.7K | 14,853 | 3.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $2.5K | 13,581 | 3.0% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $2.2K | 21,645 | 2.6% |
| Ishares TR(FLOT) | FLTG RATE NT ETF | 46429B655 | $2.1K | 42,046 | 2.5% |
| Vanguard Whitehall FDS(VWOB) | EMERG MKT BD ETF | 921946885 | $2.1K | 26,595 | 2.5% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $2.1K | 56,309 | 2.4% |
| Spdr SER TR(JNK) | BLOOMBERG BRCLYS | 78468R622 | $2.0K | 19,644 | 2.4% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $2.0K | 25,178 | 2.3% |
| Ishares TR(IWC) | MICRO-CAP ETF | 464288869 | $1.6K | 17,771 | 1.9% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $1.5K | 13,936 | 1.7% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $1.4K | 50,895 | 1.7% |
| Spdr Index SHS FDS(GNR) | GLB NAT RESRCE | 78463X541 | $1.3K | 33,358 | 1.5% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $1.0K | 20,897 | 1.2% |
| Ishares Inc | MSCI FRNTR100ETF | 464286145 | $1.0K | 39,219 | 1.2% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $569 | 11,711 | 0.7% |
| Spdr SER TR(HYMB) | NUVEEN BBG BRCLY | 78464A284 | $550 | 9,679 | 0.6% |
| Spdr Index SHS FDS(EWX) | S&P EMKTSC ETF | 78463X756 | $411 | 9,266 | 0.5% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $327 | 1,507 | 0.4% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $200 | 1,070 | 0.2% |