Q4 2019 Holdings
Filed 2020-01-29 | 59 holdings | $112.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $15.6K | 371,728 | 13.9% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $11.6K | 176,764 | 10.3% |
| Invesco Exchng Traded FD TR(SPHD) | S&P500 HDL VOL | 46138E362 | $9.7K | 220,343 | 8.7% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $9.5K | 123,520 | 8.5% |
| Vanguard Admiral FDS Inc(VOOV) | 500 VAL IDX FD | 921932703 | $8.9K | 70,754 | 7.9% |
| Ishares TR(IMCG) | MRGSTR MD CP GRW | 464288307 | $4.5K | 17,175 | 4.0% |
| Ishares TR(ISCG) | MRGSTR SM CP GR | 464288604 | $4.0K | 18,937 | 3.6% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $3.2K | 19,461 | 2.9% |
| Ishares TR(IGM) | EXPND TEC SC ETF | 464287549 | $3.1K | 12,602 | 2.7% |
| First TR Exchange Traded FD(FPX) | US EQTY OPPT ETF | 336920103 | $2.9K | 36,673 | 2.6% |
| Invesco Exchng Traded FD TR(XSLV) | S&P SMLCP LOW | 46138G102 | $2.5K | 49,690 | 2.3% |
| Invesco Exchng Traded FD TR(BAB) | TAXABLE MUN BD | 46138G805 | $2.3K | 73,931 | 2.1% |
| Ishares TR(ILTB) | CORE LT USDB ETF | 464289479 | $2.3K | 34,344 | 2.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $2.3K | 11,136 | 2.0% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $2.3K | 37,756 | 2.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.9K | 22,560 | 1.7% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $1.8K | 24,111 | 1.6% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $1.6K | 21,389 | 1.4% |
| Spdr Series Trust(MDYV) | S&P 400 MDCP VAL | 78464A839 | $1.6K | 28,426 | 1.4% |
| Vaneck Vectors ETF TR(HYD) | HIGH YLD MUN ETF | 92189H409 | $1.6K | 24,215 | 1.4% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $1.5K | 12,946 | 1.4% |
| Wisdomtree TR(DON) | US MIDCAP DIVID | 97717W505 | $1.5K | 40,268 | 1.4% |
| Invesco Exchange Traded FD T(PEY) | HIG YLD EQ DIV | 46137V563 | $1.5K | 80,080 | 1.4% |
| Invesco Exchng Traded FD TR(XMLV) | S&P MIDCP LOW | 46138E198 | $1.5K | 28,039 | 1.3% |
| Ishares TR(ISCB) | MRGSTR SM CP ETF | 464288505 | $1.5K | 7,894 | 1.3% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $1.5K | 24,862 | 1.3% |
| Ishares TR(ICVT) | CONV BD ETF | 46435G102 | $1.4K | 22,971 | 1.3% |
| Spdr Series Trust(CWB) | BLMBRG BRC CNVRT | 78464A359 | $1.4K | 25,733 | 1.3% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $832 | 4,701 | 0.7% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $562 | 12,102 | 0.5% |
| Global X FDS | REIT ETF | 37950E127 | $501 | 32,607 | 0.4% |
| Indexiq ETF TR(QAI) | HEDGE MLTI ETF | 45409B107 | $493 | 16,004 | 0.4% |
| International Business Machs(IBM) | COM | 459200101 | $444 | 3,309 | 0.4% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $420 | 6,026 | 0.4% |
| PPG Inds Inc(PPG) | COM | 693506107 | $414 | 3,104 | 0.4% |
| Coca Cola Co(KO) | COM | 191216100 | $393 | 7,092 | 0.4% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $386 | 2,649 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $352 | 1,200 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $282 | 1,790 | 0.3% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $281 | 1,159 | 0.3% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $265 | 1,340 | 0.2% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $228 | 1,459 | 0.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $210 | 1,538 | 0.2% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $206 | 2,256 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $203 | 110 | 0.2% |
| PNC Finl Svcs Group Inc(PNC) | COM | 693475105 | $157 | 983 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $85 | 262 | 0.1% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $72 | 336 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $39 | 200 | 0.0% |
| Wisdomtree TR(DOL) | INTL LRGCAP DV | 97717W794 | $39 | 805 | 0.0% |