Q4 2020 Holdings
Filed 2021-02-16 | 27 holdings | $101.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $39.3K | 155,171 | 38.6% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $23.9K | 287,817 | 23.4% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $22.8K | 85,208 | 22.4% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $1.6K | 26,680 | 1.6% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.6K | 44,047 | 1.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $1.3K | 9,176 | 1.3% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.0K | 33,930 | 1.0% |
| Spdr SER TR(SLYV) | S&P 600 SMCP VAL | 78464A300 | $977 | 14,768 | 1.0% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $938 | 7,302 | 0.9% |
| Apple Inc(AAPL) | COM | 037833100 | $745 | 5,617 | 0.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $739 | 1,969 | 0.7% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $664 | 7,464 | 0.7% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $624 | 2,909 | 0.6% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $571 | 2,366 | 0.6% |
| Ishares TR(IWC) | MICRO-CAP ETF | 464288869 | $523 | 4,411 | 0.5% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $520 | 13,686 | 0.5% |
| Procter and Gamble Co(PG) | COM | 742718109 | $447 | 3,212 | 0.4% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $433 | 5,206 | 0.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $425 | 1,912 | 0.4% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $393 | 3,095 | 0.4% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $380 | 6,464 | 0.4% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $347 | 2,539 | 0.3% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $345 | 2,500 | 0.3% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $334 | 7,072 | 0.3% |
| Spdr SER TR(SLYG) | S&P 600 SMCP GRW | 78464A201 | $301 | 3,936 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $280 | 1,781 | 0.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $271 | 1,180 | 0.3% |