Q2 2020 Holdings
Filed 2020-07-21 | 31 holdings | $132.5K | 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 | $21.0K | 758,506 | 15.8% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $20.9K | 117,752 | 15.8% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $17.4K | 386,944 | 13.1% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $16.7K | 167,786 | 12.6% |
| Spdr SER TR(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $14.1K | 457,059 | 10.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $10.5K | 153,969 | 7.9% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $9.6K | 261,765 | 7.2% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $4.8K | 142,910 | 3.6% |
| Spdr SER TR(SPSB) | PORTFOLIO SHORT | 78464A474 | $4.0K | 126,088 | 3.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $3.2K | 10,294 | 2.4% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.2K | 5,792 | 0.9% |
| Spdr SER TR(SPLB) | PORTFOLIO LN COR | 78464A367 | $1.1K | 33,231 | 0.8% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $1.0K | 28,221 | 0.8% |
| Spdr SER TR(SPMD) | PORTFOLIO S&P400 | 78464A847 | $831 | 26,582 | 0.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $556 | 2,880 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $528 | 1,448 | 0.4% |
| Ishares TR(IMCB) | MRGSTR MD CP ETF | 464288208 | $487 | 2,641 | 0.4% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $475 | 7,799 | 0.4% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $464 | 8,474 | 0.4% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $447 | 3,778 | 0.3% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $437 | 7,653 | 0.3% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $422 | 6,079 | 0.3% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $376 | 3,500 | 0.3% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $365 | 1,000 | 0.3% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $317 | 3,591 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $268 | 1,499 | 0.2% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $262 | 1,948 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $244 | 1,200 | 0.2% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $243 | 4,451 | 0.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $230 | 1,109 | 0.2% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $210 | 3,912 | 0.2% |