Q4 2018 Holdings
Filed 2019-02-07 | 28 holdings | $94.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $13.7K | 285,704 | 14.5% |
| Pimco ETF TR(BOND) | ACTIVE BD ETF | 72201R775 | $12.1K | 117,310 | 12.8% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $11.9K | 251,566 | 12.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $11.0K | 102,855 | 11.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $10.1K | 79,342 | 10.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $8.6K | 124,057 | 9.1% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $6.1K | 127,315 | 6.5% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $3.5K | 73,671 | 3.7% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $2.5K | 33,470 | 2.6% |
| Wisdomtree TR(DEM) | EMER MKT HIGH FD | 97717W315 | $2.4K | 58,801 | 2.5% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $2.2K | 77,145 | 2.3% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $1.7K | 34,313 | 1.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.2K | 8,762 | 1.3% |
| Wisdomtree TR(DLS) | INTL SMCAP DIV | 97717W760 | $1.2K | 19,484 | 1.2% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.2K | 49,729 | 1.2% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $920 | 15,353 | 1.0% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $628 | 10,349 | 0.7% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $501 | 13,512 | 0.5% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $442 | 6,479 | 0.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $419 | 1,667 | 0.4% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $390 | 10,121 | 0.4% |
| AT&T Inc(T) | COM | 00206R102 | $347 | 12,153 | 0.4% |
| 3M Co(MMM) | COM | 88579Y101 | $325 | 1,708 | 0.3% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $319 | 5,430 | 0.3% |
| Total SYS Svcs Inc(TSS) | COM | 891906109 | $265 | 3,266 | 0.3% |
| Home Depot Inc(HD) | COM | 437076102 | $246 | 1,434 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $245 | 1,551 | 0.3% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $240 | 4,274 | 0.3% |