Q1 2020 Holdings
Filed 2020-05-12 | 29 holdings | $113.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $16.3K | 395,554 | 14.3% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $13.4K | 293,121 | 11.8% |
| Pimco ETF TR(LTPZ) | 15+ YR US TIPS | 72201R304 | $11.9K | 153,236 | 10.5% |
| Spdr SER TR(SPTL) | PORTFOLIO LN TSR | 78464A664 | $11.9K | 252,172 | 10.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $8.6K | 66,958 | 7.6% |
| Ishares TR(IDEV) | CORE MSCI INTL | 46435G326 | $8.1K | 183,218 | 7.1% |
| Spdr SER TR(BIL) | SPDR BLOOMBERG | 78468R663 | $7.2K | 78,791 | 6.3% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $6.0K | 52,944 | 5.3% |
| Ishares Inc(ACWV) | MIN VOL GBL ETF | 464286525 | $5.9K | 73,535 | 5.2% |
| Ishares Inc(EEMV) | MIN VOL EMRG MKT | 464286533 | $5.8K | 123,067 | 5.1% |
| Schwab Strategic TR(SCHR) | INTRM TRM TRES | 808524854 | $2.8K | 48,100 | 2.5% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $2.4K | 28,202 | 2.1% |
| Ishares TR(CRBN) | MSCI LW CRB TG | 46434V464 | $1.8K | 18,048 | 1.6% |
| Ishares TR(GNMA) | GNMA BOND ETF | 46429B333 | $1.7K | 32,568 | 1.5% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.6K | 60,432 | 1.4% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $1.3K | 15,430 | 1.2% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $1.3K | 12,047 | 1.2% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $1.2K | 20,226 | 1.0% |
| Invesco Exchange-Traded FD T(BAB) | TAXABLE MUN BD | 46138G805 | $1.1K | 35,924 | 1.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $498 | 1,933 | 0.4% |
| Spdr SER TR(SHE) | SSGA GNDER ETF | 78468R747 | $489 | 8,282 | 0.4% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $444 | 4,554 | 0.4% |
| Invesco Exchange Traded FD T(ERTH) | CLEANTECH ETF | 46137V407 | $400 | 10,633 | 0.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $353 | 181 | 0.3% |
| Square Inc(XYZ) | CL A | 852234103 | $303 | 5,780 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $285 | 2,171 | 0.3% |
| Procter & Gamble Co(PG) | COM | 742718109 | $246 | 2,233 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $246 | 969 | 0.2% |
| Spdr DOW Jones Indl Avrg ETF(DIA) | UT SER 1 | 78467X109 | $219 | 1,000 | 0.2% |