Q3 2020 Holdings
Filed 2020-11-09 | 29 holdings | $96.1K | 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 | $14.2K | 177,771 | 14.7% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $11.7K | 170,788 | 12.1% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $9.1K | 310,290 | 9.4% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $6.7K | 156,051 | 7.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $6.0K | 223,788 | 6.2% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $5.3K | 148,447 | 5.5% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $5.1K | 48,667 | 5.3% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $4.9K | 149,786 | 5.1% |
| DBX ETF TR(HYLB) | XTRACK USD HIGH | 233051432 | $4.3K | 89,830 | 4.5% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $3.8K | 121,283 | 4.0% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $3.2K | 65,589 | 3.3% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $3.1K | 23,524 | 3.2% |
| Spdr Series Trust(SPSM) | PORTFOLIO SM ETF | 78468R853 | $2.9K | 105,218 | 3.0% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $2.7K | 45,586 | 2.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.5K | 14,590 | 2.6% |
| Spdr SER TR(SPTM) | PORTFOLI S&P1500 | 78464A805 | $1.5K | 37,050 | 1.6% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $1.5K | 26,555 | 1.5% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $1.4K | 22,288 | 1.4% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $1.4K | 15,479 | 1.4% |
| Vanguard Whitehall FDS Inc(VWOB) | EMERG MKT BD ETF | 921946885 | $931 | 11,800 | 1.0% |
| Ishares Inc(LEMB) | JP MORGAN EM ETF | 464286517 | $808 | 19,313 | 0.8% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $790 | 10,010 | 0.8% |
| Vaneck Vectors ETF TR(HYD) | HIGH YLD MUN ETF | 92189H409 | $464 | 7,757 | 0.5% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $458 | 11,192 | 0.5% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $402 | 5,718 | 0.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $386 | 1,149 | 0.4% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $327 | 5,833 | 0.3% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $327 | 2,817 | 0.3% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $241 | 2,226 | 0.3% |