Q4 2018 Holdings
Filed 2019-02-06 | 77 holdings | $162.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $15.1K | 56,224 | 9.3% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $10.9K | 136,676 | 6.7% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $9.3K | 236,055 | 5.7% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $5.7K | 102,842 | 3.5% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $4.5K | 94,908 | 2.8% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $4.5K | 43,662 | 2.8% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $4.4K | 139,146 | 2.7% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $4.1K | 33,095 | 2.6% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.9K | 95,332 | 2.4% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $3.7K | 131,883 | 2.3% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $3.7K | 26,130 | 2.3% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $3.7K | 36,571 | 2.3% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $3.6K | 56,964 | 2.2% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $3.6K | 60,645 | 2.2% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $3.5K | 29,830 | 2.2% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $3.3K | 27,327 | 2.1% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $3.1K | 65,828 | 1.9% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $3.1K | 65,179 | 1.9% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $3.1K | 21,526 | 1.9% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $3.1K | 89,500 | 1.9% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $3.0K | 54,528 | 1.9% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $2.9K | 20,201 | 1.8% |
| Spdr Series Trust(SPSB) | PORTFOLIO SHORT | 78464A474 | $2.9K | 94,322 | 1.8% |
| Spdr Index SHS FDS(GWX) | S&P INTL SMLCP | 78463X871 | $2.7K | 92,356 | 1.7% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $2.3K | 44,209 | 1.4% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $2.3K | 29,278 | 1.4% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $2.2K | 18,320 | 1.3% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $2.1K | 72,100 | 1.3% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $2.1K | 69,295 | 1.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.1K | 27,116 | 1.3% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $2.0K | 27,709 | 1.3% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $2.0K | 31,782 | 1.2% |
| Spdr Index SHS FDS(RWX) | DJ INTL RL ETF | 78463X863 | $1.9K | 51,248 | 1.2% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $1.8K | 52,496 | 1.1% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.8K | 70,330 | 1.1% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $1.6K | 51,379 | 1.0% |
| Ishares TR | IBONDS DEC2022 | 46435G755 | $1.6K | 61,326 | 1.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $1.6K | 31,454 | 1.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.6K | 10,761 | 1.0% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $1.5K | 36,413 | 0.9% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.2K | 11,448 | 0.8% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $1.2K | 21,066 | 0.8% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $1.2K | 18,261 | 0.8% |
| Spdr SER TR(SPSM) | PORTFOLIO SM ETF | 78468R853 | $1.2K | 40,702 | 0.7% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.2K | 7,906 | 0.7% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $1.1K | 10,740 | 0.7% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $919 | 6,210 | 0.6% |
| Spdr Series Trust(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $860 | 30,919 | 0.5% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $847 | 7,777 | 0.5% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $695 | 13,945 | 0.4% |