Q4 2019 Holdings
Filed 2020-02-05 | 88 holdings | $242.0K | 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 | $18.5K | 56,304 | 7.6% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $13.6K | 209,068 | 5.6% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $12.2K | 133,435 | 5.0% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $10.2K | 264,655 | 4.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $10.0K | 226,231 | 4.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $8.6K | 102,784 | 3.5% |
| Spdr Series Trust(SPSB) | PORTFOLIO SHORT | 78464A474 | $7.7K | 249,338 | 3.2% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $6.5K | 105,324 | 2.7% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $6.5K | 207,347 | 2.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $5.9K | 49,547 | 2.5% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $5.4K | 66,946 | 2.2% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $5.2K | 148,950 | 2.2% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $5.1K | 58,634 | 2.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $5.1K | 112,546 | 2.1% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $5.0K | 115,732 | 2.1% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $4.8K | 35,348 | 2.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $4.8K | 61,552 | 2.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $4.8K | 25,463 | 2.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $4.5K | 24,788 | 1.9% |
| Spdr Series Trust(SHM) | NUVEEN BLMBRG SR | 78468R739 | $4.2K | 85,054 | 1.7% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $4.1K | 27,122 | 1.7% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $3.9K | 28,615 | 1.6% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $3.9K | 35,137 | 1.6% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $3.9K | 77,470 | 1.6% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $3.8K | 100,615 | 1.6% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $3.7K | 63,678 | 1.5% |
| Spdr Series Trust(SPSM) | PORTFOLIO SM ETF | 78468R853 | $3.7K | 112,248 | 1.5% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $3.2K | 29,640 | 1.3% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $2.9K | 48,684 | 1.2% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $2.8K | 29,704 | 1.2% |
| Spdr Index SHS FDS(GWX) | S&P INTL SMLCP | 78463X871 | $2.8K | 88,537 | 1.2% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $2.7K | 17,078 | 1.1% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $2.7K | 50,388 | 1.1% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $2.5K | 73,899 | 1.0% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $2.3K | 28,536 | 1.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.3K | 13,647 | 0.9% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $2.2K | 40,053 | 0.9% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $2.1K | 16,563 | 0.9% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $2.0K | 58,409 | 0.8% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.9K | 27,528 | 0.8% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.9K | 68,526 | 0.8% |
| Apple Inc(AAPL) | COM | 037833100 | $1.8K | 5,964 | 0.8% |
| Spdr Index SHS FDS(RWX) | DJ INTL RL ETF | 78463X863 | $1.7K | 45,486 | 0.7% |
| Ishares TR | IBONDS DEC2022 | 46435G755 | $1.7K | 65,166 | 0.7% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $1.7K | 25,975 | 0.7% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $1.5K | 34,223 | 0.6% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $1.5K | 19,787 | 0.6% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.4K | 10,994 | 0.6% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $1.4K | 12,358 | 0.6% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $1.3K | 11,509 | 0.6% |