Q4 2019 Holdings
Filed 2020-02-06 | 29 holdings | $131.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $20.7K | 100,630 | 15.7% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $20.7K | 660,328 | 15.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $17.8K | 148,763 | 13.5% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $17.4K | 415,316 | 13.2% |
| Spdr Series Trust(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $14.1K | 479,656 | 10.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $10.4K | 124,443 | 7.9% |
| Spdr Series Trust(SPIB) | PORTFOLIO INTRMD | 78464A375 | $9.5K | 268,647 | 7.2% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $4.8K | 126,547 | 3.6% |
| Spdr Series Trust(SPSB) | PORTFOLIO SHORT | 78464A474 | $3.8K | 121,996 | 2.9% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $3.1K | 9,742 | 2.4% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.1K | 6,152 | 0.8% |
| Spdr Series Trust(SPLB) | PORTFOLIO LN COR | 78464A367 | $1.0K | 33,434 | 0.8% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $736 | 19,461 | 0.6% |
| Spdr Series Trust(SPMD) | PORTFOLIO MD ETF | 78464A847 | $632 | 17,457 | 0.5% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $566 | 8,669 | 0.4% |
| Ishares TR(IMCB) | MRGSTR MD CP ETF | 464288208 | $552 | 2,636 | 0.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $541 | 2,880 | 0.4% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $519 | 7,143 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $514 | 1,751 | 0.4% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $471 | 4,195 | 0.4% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $391 | 5,636 | 0.3% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $390 | 3,500 | 0.3% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $389 | 1,000 | 0.3% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $374 | 6,013 | 0.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $340 | 1,499 | 0.3% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $307 | 3,658 | 0.2% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $262 | 4,231 | 0.2% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $251 | 1,962 | 0.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $221 | 1,143 | 0.2% |