Q1 2020 Holdings
Filed 2020-04-14 | 51 holdings | $81.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $12.8K | 358,668 | 15.7% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $7.5K | 121,936 | 9.1% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $7.5K | 138,039 | 9.1% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $6.7K | 206,051 | 8.2% |
| Vanguard Admiral FDS Inc(VOOV) | 500 VAL IDX FD | 921932703 | $6.6K | 71,085 | 8.1% |
| Ishares TR(IMCG) | MRGSTR MD CP GRW | 464288307 | $3.1K | 14,162 | 3.8% |
| Ishares TR(ISCG) | MRGSTR SM CP GR | 464288604 | $3.0K | 17,812 | 3.6% |
| Ishares TR(IGM) | EXPND TEC SC ETF | 464287549 | $2.5K | 11,898 | 3.1% |
| First TR Exchange Traded FD(FPX) | US EQTY OPPT ETF | 336920103 | $2.3K | 35,999 | 2.8% |
| Ishares TR(ILTB) | CORE LT USDB ETF | 464289479 | $2.0K | 27,511 | 2.4% |
| Invesco Exchange-Traded FD T(BAB) | TAXABLE MUN BD | 46138G805 | $1.8K | 59,444 | 2.2% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.7K | 14,589 | 2.0% |
| Invesco Exchange-Traded FD T(XSLV) | S&P SMLCP LOW | 46138G102 | $1.7K | 49,888 | 2.0% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $1.6K | 38,447 | 2.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.6K | 11,190 | 2.0% |
| Spdr SER TR(CWB) | BLMBRG BRC CNVRT | 78464A359 | $1.4K | 29,152 | 1.7% |
| Ishares TR(ICVT) | CONV BD ETF | 46435G102 | $1.4K | 25,604 | 1.7% |
| Vaneck Vectors ETF TR(HYD) | HIGH YLD MUN ETF | 92189H409 | $1.3K | 25,083 | 1.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.3K | 23,016 | 1.6% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $1.3K | 25,062 | 1.6% |
| Invesco Exchange-Traded FD T(XMLV) | S&P MIDCP LOW | 46138E198 | $1.1K | 28,417 | 1.4% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $1.1K | 13,338 | 1.3% |
| Invesco Exchange Traded FD T(PEY) | HIG YLD EQ DIV | 46137V563 | $1.1K | 82,302 | 1.3% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $1.1K | 24,374 | 1.3% |
| Wisdomtree TR(DON) | US MIDCAP DIVID | 97717W505 | $1.0K | 41,959 | 1.2% |
| Ishares TR(ISCB) | MRGSTR SM CP ETF | 464288505 | $982 | 7,837 | 1.2% |
| Spdr SER TR(MDYV) | S&P 400 MDCP VAL | 78464A839 | $981 | 27,831 | 1.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $723 | 371 | 0.9% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $614 | 4,588 | 0.7% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $517 | 12,639 | 0.6% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $385 | 6,209 | 0.5% |
| International Business Machs(IBM) | COM | 459200101 | $370 | 3,337 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $331 | 1,301 | 0.4% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $322 | 2,455 | 0.4% |
| Coca Cola Co(KO) | COM | 191216100 | $314 | 7,092 | 0.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $299 | 1,895 | 0.4% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $264 | 1,097 | 0.3% |
| Invesco Exchange-Traded FD T(SPHD) | S&P500 HDL VOL | 46138E362 | $262 | 8,726 | 0.3% |
| PPG Inds Inc(PPG) | COM | 693506107 | $259 | 3,103 | 0.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $228 | 6,015 | 0.3% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $221 | 1,463 | 0.3% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $208 | 1,259 | 0.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $94 | 364 | 0.1% |
| Global X FDS | REIT ETF | 37950E127 | $76 | 11,582 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $33 | 200 | 0.0% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $32 | 201 | 0.0% |
| Wisdomtree TR(DOL) | INTL LRGCAP DV | 97717W794 | $25 | 664 | 0.0% |
| Wisdomtree TR(DWM) | INTL EQUITY FD | 97717W703 | $24 | 607 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $5 | 31 | 0.0% |
| Invesco Exchange-Traded FD T(SPLV) | S&P500 LOW VOL | 46138E354 | $3 | 70 | 0.0% |