Q1 2019 Holdings
Filed 2019-04-09 | 28 holdings | $108.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $15.7K | 322,893 | 14.4% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $14.7K | 282,923 | 13.5% |
| Pimco ETF TR(BOND) | ACTIVE BD ETF | 72201R775 | $13.4K | 126,979 | 12.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $12.7K | 116,871 | 11.7% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $11.3K | 77,864 | 10.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $10.7K | 138,254 | 9.8% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $7.7K | 138,108 | 7.0% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $3.8K | 73,394 | 3.5% |
| Wisdomtree TR(DEM) | EMER MKT HIGH FD | 97717W315 | $3.1K | 70,208 | 2.8% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $3.0K | 34,982 | 2.8% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $2.3K | 73,322 | 2.1% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $1.7K | 31,883 | 1.6% |
| Wisdomtree TR(DLS) | INTL SMCAP DIV | 97717W760 | $1.4K | 21,123 | 1.3% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.4K | 8,477 | 1.3% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $834 | 12,255 | 0.8% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $782 | 30,075 | 0.7% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $527 | 12,901 | 0.5% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $526 | 7,527 | 0.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $453 | 1,591 | 0.4% |
| AT&T Inc(T) | COM | 00206R102 | $381 | 12,153 | 0.4% |
| 3M Co(MMM) | COM | 88579Y101 | $355 | 1,708 | 0.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $325 | 4,018 | 0.3% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $321 | 7,234 | 0.3% |
| Total SYS Svcs Inc(TSS) | COM | 891906109 | $310 | 3,266 | 0.3% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $297 | 4,585 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $295 | 1,551 | 0.3% |
| Home Depot Inc(HD) | COM | 437076102 | $269 | 1,404 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $252 | 4,265 | 0.2% |