Q2 2019 Holdings
Filed 2019-07-15 | 85 holdings | $184.6K | 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 | $16.3K | 54,420 | 8.8% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $11.0K | 122,373 | 5.9% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $9.8K | 232,958 | 5.3% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $6.0K | 172,053 | 3.3% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $5.9K | 100,933 | 3.2% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $4.7K | 41,827 | 2.6% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $4.7K | 157,406 | 2.5% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $4.6K | 75,887 | 2.5% |
| Spdr Series Trust(SPSB) | PORTFOLIO SHORT | 78464A474 | $4.5K | 146,712 | 2.4% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $4.5K | 92,349 | 2.4% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $4.3K | 32,295 | 2.3% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $4.2K | 26,040 | 2.3% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $4.2K | 58,227 | 2.3% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $4.1K | 76,275 | 2.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $4.0K | 94,395 | 2.2% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $3.9K | 36,462 | 2.1% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $3.8K | 95,874 | 2.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $3.8K | 29,275 | 2.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $3.7K | 27,154 | 2.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $3.6K | 21,744 | 2.0% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $3.4K | 57,331 | 1.9% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $3.2K | 21,547 | 1.7% |
| Spdr Series Trust(SHM) | NUVEEN BLMBRG SR | 78468R739 | $3.2K | 65,707 | 1.7% |
| Spdr Index SHS FDS(GWX) | S&P INTL SMLCP | 78463X871 | $2.9K | 94,119 | 1.5% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $2.8K | 34,595 | 1.5% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $2.6K | 82,230 | 1.4% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $2.6K | 44,949 | 1.4% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $2.5K | 68,557 | 1.3% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $2.5K | 76,310 | 1.3% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $2.4K | 28,024 | 1.3% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $2.2K | 18,258 | 1.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.2K | 28,095 | 1.2% |
| Spdr Index SHS FDS(RWX) | DJ INTL RL ETF | 78463X863 | $2.0K | 51,229 | 1.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.9K | 29,184 | 1.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.8K | 69,296 | 1.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.8K | 11,348 | 1.0% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $1.7K | 38,066 | 0.9% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $1.7K | 51,911 | 0.9% |
| Ishares TR | IBONDS DEC2022 | 46435G755 | $1.7K | 65,166 | 0.9% |
| Spdr Series Trust(SPSM) | PORTFOLIO SM ETF | 78468R853 | $1.7K | 53,824 | 0.9% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $1.6K | 30,891 | 0.9% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $1.4K | 18,937 | 0.7% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.4K | 11,508 | 0.7% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $1.3K | 21,457 | 0.7% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.3K | 7,995 | 0.7% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $1.2K | 11,289 | 0.7% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $1.2K | 11,509 | 0.6% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $1.0K | 6,211 | 0.6% |
| Spdr Series Trust(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $1.0K | 34,459 | 0.5% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $883 | 7,822 | 0.5% |