Q1 2019 Holdings
Filed 2019-04-19 | 85 holdings | $178.1K | 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 | $16.0K | 54,755 | 9.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $10.9K | 124,553 | 6.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $9.6K | 227,690 | 5.4% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $6.0K | 101,470 | 3.4% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $5.4K | 159,349 | 3.1% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $4.8K | 94,395 | 2.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $4.7K | 42,969 | 2.6% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $4.3K | 145,256 | 2.4% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $4.2K | 31,642 | 2.4% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $4.1K | 58,972 | 2.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $4.1K | 93,629 | 2.3% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $4.0K | 64,548 | 2.3% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $4.0K | 25,630 | 2.2% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $3.9K | 75,051 | 2.2% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $3.9K | 35,964 | 2.2% |
| Spdr Series Trust(SPSB) | PORTFOLIO SHORT | 78464A474 | $3.8K | 124,459 | 2.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $3.6K | 28,863 | 2.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $3.6K | 27,220 | 2.0% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $3.5K | 90,970 | 1.9% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $3.5K | 21,388 | 1.9% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $3.3K | 55,177 | 1.8% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $3.2K | 67,004 | 1.8% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $3.1K | 20,513 | 1.8% |
| Spdr Index SHS FDS(GWX) | S&P INTL SMLCP | 78463X871 | $2.9K | 92,336 | 1.6% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $2.5K | 31,688 | 1.4% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $2.5K | 43,803 | 1.4% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $2.4K | 73,744 | 1.3% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $2.4K | 75,717 | 1.3% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $2.3K | 27,807 | 1.3% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $2.3K | 18,284 | 1.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.1K | 26,566 | 1.2% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $2.1K | 56,613 | 1.2% |
| Spdr Index SHS FDS(RWX) | DJ INTL RL ETF | 78463X863 | $2.0K | 52,732 | 1.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $2.0K | 30,562 | 1.1% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.9K | 70,503 | 1.1% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $1.8K | 40,176 | 1.0% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $1.7K | 51,578 | 1.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $1.7K | 31,586 | 0.9% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.7K | 10,649 | 0.9% |
| Ishares TR | IBONDS DEC2022 | 46435G755 | $1.6K | 61,326 | 0.9% |
| Spdr SER TR(SPSM) | PORTFOLIO SM ETF | 78468R853 | $1.4K | 45,162 | 0.8% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $1.3K | 18,653 | 0.8% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $1.3K | 21,370 | 0.7% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.3K | 11,395 | 0.7% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $1.3K | 11,509 | 0.7% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.2K | 7,917 | 0.7% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $1.0K | 6,211 | 0.6% |
| Spdr Series Trust(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $907 | 31,986 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $868 | 4,354 | 0.5% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $802 | 7,240 | 0.5% |