Q1 2020 Holdings
Filed 2020-04-16 | 28 holdings | $110.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $17.6K | 734,872 | 15.9% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $17.2K | 119,844 | 15.6% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $14.8K | 166,692 | 13.4% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $14.4K | 402,754 | 13.0% |
| Spdr SER TR(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $11.9K | 394,744 | 10.8% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $8.5K | 150,607 | 7.6% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $8.1K | 238,766 | 7.3% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $3.9K | 136,304 | 3.5% |
| Spdr SER TR(SPSB) | PORTFOLIO SHORT | 78464A474 | $3.5K | 114,113 | 3.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $2.5K | 9,827 | 2.3% |
| Spdr SER TR(SPLB) | PORTFOLIO LN COR | 78464A367 | $995 | 34,953 | 0.9% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $853 | 5,444 | 0.8% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $750 | 24,807 | 0.7% |
| Spdr SER TR(SPMD) | PORTFOLIO S&P400 | 78464A847 | $633 | 24,994 | 0.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $464 | 2,880 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $446 | 1,755 | 0.4% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $441 | 8,421 | 0.4% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $430 | 3,731 | 0.4% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $429 | 7,499 | 0.4% |
| Ishares TR(IMCB) | MRGSTR MD CP ETF | 464288208 | $404 | 2,641 | 0.4% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $379 | 7,600 | 0.3% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $339 | 1,000 | 0.3% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $306 | 5,732 | 0.3% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $303 | 3,500 | 0.3% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $291 | 3,404 | 0.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $274 | 1,499 | 0.2% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $240 | 1,945 | 0.2% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $207 | 4,396 | 0.2% |