Q1 2020 Holdings
Filed 2020-04-16 | 87 holdings | $206.4K | 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 | $15.7K | 63,018 | 7.6% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $13.1K | 448,624 | 6.3% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $8.8K | 136,672 | 4.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $8.5K | 166,010 | 4.1% |
| Spdr SER TR(BIL) | SPDR BLOOMBERG | 78468R663 | $7.9K | 86,025 | 3.8% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $7.6K | 331,749 | 3.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $7.2K | 83,297 | 3.5% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $7.1K | 223,029 | 3.4% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $6.5K | 43,418 | 3.2% |
| Spdr SER TR(SLYV) | S&P 600 SMCP VAL | 78464A300 | $6.4K | 172,334 | 3.1% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $5.8K | 233,530 | 2.8% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $5.7K | 164,561 | 2.7% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $4.9K | 71,405 | 2.4% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $4.5K | 76,085 | 2.2% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $4.5K | 39,186 | 2.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $4.3K | 130,847 | 2.1% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $3.7K | 88,335 | 1.8% |
| American Centy ETF TR(AVDV) | INTL SMCP VLU | 025072802 | $3.7K | 105,791 | 1.8% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $3.5K | 42,561 | 1.7% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $3.3K | 22,859 | 1.6% |
| Spdr SER TR(SPSM) | PORTFOLIO S&P600 | 78468R853 | $3.1K | 154,469 | 1.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.9K | 27,743 | 1.4% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $2.9K | 106,325 | 1.4% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $2.9K | 38,523 | 1.4% |
| Spdr SER TR(SPSB) | PORTFOLIO SHORT | 78464A474 | $2.7K | 90,637 | 1.3% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $2.6K | 32,023 | 1.3% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $2.3K | 52,682 | 1.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $2.2K | 23,392 | 1.1% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $2.2K | 21,069 | 1.1% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $2.1K | 43,834 | 1.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.1K | 16,951 | 1.0% |
| Spdr SER TR(SPTS) | PORTFOLIO SH TSR | 78468R101 | $2.1K | 67,816 | 1.0% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $2.1K | 60,462 | 1.0% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $1.9K | 17,578 | 0.9% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $1.9K | 84,415 | 0.9% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $1.9K | 39,459 | 0.9% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $1.8K | 44,214 | 0.9% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $1.7K | 44,309 | 0.8% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.7K | 69,252 | 0.8% |
| Ishares TR | IBONDS DEC2022 | 46435G755 | $1.6K | 63,675 | 0.8% |
| Apple Inc(AAPL) | COM | 037833100 | $1.5K | 6,128 | 0.7% |
| Spdr Index SHS FDS(RWX) | DJ INTL RL ETF | 78463X863 | $1.3K | 53,887 | 0.6% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.2K | 61,827 | 0.6% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.2K | 23,476 | 0.6% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $1.2K | 15,000 | 0.6% |
| Schwab Strategic TR(FNDF) | SCHWB FDT INT LG | 808524755 | $1.2K | 58,643 | 0.6% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $1.1K | 14,398 | 0.5% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $1.1K | 12,027 | 0.5% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $1.0K | 11,509 | 0.5% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $1.0K | 21,254 | 0.5% |