Q2 2019 Holdings
Filed 2019-07-08 | 29 holdings | $116.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $17.5K | 354,156 | 15.0% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $16.1K | 305,394 | 13.8% |
| Pimco ETF TR(BOND) | ACTIVE BD ETF | 72201R775 | $14.3K | 132,985 | 12.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $14.2K | 127,620 | 12.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $11.5K | 147,271 | 9.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $11.1K | 74,052 | 9.5% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $8.3K | 144,764 | 7.1% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $3.7K | 68,988 | 3.1% |
| Wisdomtree TR(DEM) | EMER MKT HIGH FD | 97717W315 | $3.3K | 73,098 | 2.8% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $3.3K | 37,236 | 2.8% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $2.3K | 72,152 | 2.0% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $1.8K | 31,271 | 1.5% |
| Wisdomtree TR(DLS) | INTL SMCAP DIV | 97717W760 | $1.4K | 22,021 | 1.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.3K | 8,009 | 1.1% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $955 | 13,542 | 0.8% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $751 | 28,621 | 0.6% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $716 | 17,168 | 0.6% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $555 | 7,771 | 0.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $489 | 1,659 | 0.4% |
| AT&T Inc(T) | COM | 00206R102 | $374 | 11,149 | 0.3% |
| Total SYS Svcs Inc(TSS) | COM | 891906109 | $352 | 2,746 | 0.3% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $341 | 2,089 | 0.3% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $324 | 7,284 | 0.3% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $323 | 4,915 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $313 | 1,579 | 0.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $308 | 4,018 | 0.3% |
| 3M Co(MMM) | COM | 88579Y101 | $296 | 1,708 | 0.3% |
| Home Depot Inc(HD) | COM | 437076102 | $292 | 1,404 | 0.3% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $244 | 4,265 | 0.2% |