Q1 2020 Holdings
Filed 2020-04-21 | 28 holdings | $75.5K | 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 | $11.7K | 193,277 | 15.5% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $9.2K | 178,574 | 12.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $8.4K | 250,649 | 11.1% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $8.1K | 340,253 | 10.8% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $6.5K | 82,630 | 8.6% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $4.7K | 144,497 | 6.3% |
| DBX ETF TR(HYLB) | XTRACK USD HIGH | 233051432 | $3.7K | 83,856 | 4.9% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $2.7K | 47,922 | 3.6% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $2.5K | 58,320 | 3.3% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $2.2K | 23,923 | 2.9% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $2.1K | 81,958 | 2.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.0K | 15,849 | 2.7% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $1.5K | 18,044 | 2.0% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $1.4K | 24,539 | 1.9% |
| Spdr Series Trust(SPSM) | PORTFOLIO SM ETF | 78468R853 | $1.3K | 57,536 | 1.7% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $1.2K | 29,581 | 1.7% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.1K | 54,467 | 1.5% |
| Vanguard Whitehall FDS Inc(VWOB) | EMERG MKT BD ETF | 921946885 | $868 | 12,332 | 1.1% |
| Spdr SER TR(SPTM) | PORTFOLI S&P1500 | 78464A805 | $806 | 25,631 | 1.1% |
| Ishares Inc(LEMB) | JP MORGAN EM ETF | 464286517 | $670 | 17,882 | 0.9% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $504 | 20,637 | 0.7% |
| Vaneck Vectors ETF TR(HYD) | HIGH YLD MUN ETF | 92189H409 | $382 | 7,304 | 0.5% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $377 | 11,320 | 0.5% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $324 | 5,961 | 0.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $321 | 5,718 | 0.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $301 | 1,165 | 0.4% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $268 | 2,520 | 0.4% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $255 | 2,255 | 0.3% |