Q4 2019 Holdings
Filed 2020-02-13 | 28 holdings | $102.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $17.4K | 225,948 | 16.9% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $14.5K | 191,837 | 14.1% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $9.0K | 260,466 | 8.8% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $8.6K | 255,125 | 8.3% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $7.3K | 158,922 | 7.1% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $6.7K | 244,793 | 6.5% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $5.4K | 143,004 | 5.2% |
| DBX ETF TR(HYLB) | XTRACK USD HIGH | 233051432 | $4.5K | 89,542 | 4.4% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $4.3K | 138,474 | 4.2% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $3.6K | 61,699 | 3.5% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $3.0K | 23,923 | 2.9% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $2.9K | 50,636 | 2.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.4K | 14,869 | 2.4% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $1.9K | 31,601 | 1.8% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $1.7K | 30,543 | 1.7% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $1.7K | 20,493 | 1.7% |
| Spdr Series Trust(SPSM) | PORTFOLIO SM ETF | 78468R853 | $1.3K | 39,451 | 1.3% |
| Vanguard Whitehall FDS Inc(VWOB) | EMERG MKT BD ETF | 921946885 | $1.1K | 14,118 | 1.1% |
| Ishares Inc(LEMB) | JP MORGAN EM ETF | 464286517 | $891 | 20,311 | 0.9% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $831 | 18,857 | 0.8% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $730 | 16,407 | 0.7% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $661 | 5,951 | 0.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $482 | 5,744 | 0.5% |
| Vaneck Vectors ETF TR(HYD) | HIGH YLD MUN ETF | 92189H409 | $436 | 6,806 | 0.4% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $419 | 7,844 | 0.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $380 | 1,177 | 0.4% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $296 | 2,770 | 0.3% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $275 | 2,416 | 0.3% |