Q4 2020 Holdings
Filed 2021-01-08 | 33 holdings | $167.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $27.1K | 117,712 | 16.2% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $26.9K | 797,298 | 16.1% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $21.2K | 178,219 | 12.7% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $20.7K | 375,192 | 12.4% |
| Spdr SER TR(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $16.8K | 545,467 | 10.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $14.0K | 152,524 | 8.4% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $11.1K | 298,077 | 6.6% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $6.1K | 145,728 | 3.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $5.2K | 13,854 | 3.1% |
| Spdr SER TR(SPSB) | PORTFOLIO SHORT | 78464A474 | $4.8K | 151,892 | 2.9% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.4K | 5,678 | 0.9% |
| Spdr SER TR(SPLB) | PORTFOLIO LN COR | 78464A367 | $1.3K | 40,152 | 0.8% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $1.3K | 29,376 | 0.8% |
| Spdr SER TR(SPMD) | PORTFOLIO S&P400 | 78464A847 | $1.1K | 26,927 | 0.7% |
| Apple Inc(AAPL) | COM | 037833100 | $769 | 5,796 | 0.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $630 | 2,880 | 0.4% |
| Ishares TR(IMCB) | MRGSTR MD CP ETF | 464288208 | $613 | 2,618 | 0.4% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $543 | 7,862 | 0.3% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $525 | 6,088 | 0.3% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $515 | 7,065 | 0.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $478 | 4,043 | 0.3% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $474 | 8,587 | 0.3% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $410 | 3,500 | 0.2% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $355 | 1,000 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $348 | 1,499 | 0.2% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $343 | 3,892 | 0.2% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $316 | 4,700 | 0.2% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $305 | 4,343 | 0.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $283 | 4,436 | 0.2% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $272 | 3,976 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $256 | 1,149 | 0.2% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $243 | 1,760 | 0.1% |
| Ishares TR(EAGG) | ESG AWR US AGRGT | 46435U549 | $229 | 4,056 | 0.1% |