Q1 2021 Holdings
Filed 2021-05-12 | 28 holdings | $98.7K | 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 | $14.0K | 107,775 | 14.2% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $9.6K | 194,718 | 9.7% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $9.0K | 122,872 | 9.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $8.9K | 34,794 | 9.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $6.5K | 16,385 | 6.6% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $5.7K | 109,925 | 5.8% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $4.9K | 44,801 | 4.9% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $4.1K | 50,412 | 4.2% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $3.8K | 32,572 | 3.8% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $3.2K | 12,258 | 3.2% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $3.1K | 14,368 | 3.1% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $2.8K | 20,629 | 2.8% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $2.5K | 26,718 | 2.5% |
| Ishares TR(FLOT) | FLTG RATE NT ETF | 46429B655 | $2.4K | 46,419 | 2.4% |
| Spdr SER TR(JNK) | BLOOMBERG BRCLYS | 78468R622 | $2.3K | 21,133 | 2.3% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $2.2K | 56,902 | 2.2% |
| Ishares TR(IWC) | MICRO-CAP ETF | 464288869 | $2.2K | 14,841 | 2.2% |
| Vanguard Whitehall FDS(VWOB) | EMERG MKT BD ETF | 921946885 | $2.2K | 27,747 | 2.2% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $1.8K | 14,000 | 1.8% |
| Spdr Index SHS FDS(GNR) | GLB NAT RESRCE | 78463X541 | $1.6K | 32,779 | 1.7% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $1.4K | 53,690 | 1.4% |
| Ishares Inc | MSCI FRONTIER | 464286145 | $1.2K | 40,481 | 1.2% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $1.1K | 21,286 | 1.1% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $670 | 12,019 | 0.7% |
| Spdr SER TR(HYMB) | NUVEEN BBG BRCLY | 78464A284 | $592 | 9,986 | 0.6% |
| Spdr Index SHS FDS(EWX) | S&P EMKTSC ETF | 78463X756 | $512 | 9,248 | 0.5% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $366 | 1,507 | 0.4% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $239 | 1,070 | 0.2% |