Q1 2020 Holdings
Filed 2020-04-30 | 31 holdings | $134.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $21.6K | 442,898 | 16.1% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $18.2K | 157,984 | 13.6% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $16.9K | 402,561 | 12.6% |
| Pimco ETF TR(BOND) | ACTIVE BD ETF | 72201R775 | $15.5K | 145,994 | 11.6% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $12.5K | 58,854 | 9.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $11.3K | 200,901 | 8.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $10.9K | 84,663 | 8.1% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $7.8K | 185,634 | 5.8% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.6K | 106,927 | 2.7% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $3.1K | 44,908 | 2.3% |
| Wisdomtree TR(DEM) | EMER MKT HIGH FD | 97717W315 | $2.8K | 85,602 | 2.1% |
| Wisdomtree TR(DLS) | INTL SMCAP DIV | 97717W760 | $2.2K | 44,965 | 1.6% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.4K | 10,708 | 1.1% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $810 | 31,332 | 0.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $457 | 1,769 | 0.3% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $450 | 7,449 | 0.3% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $445 | 5,772 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $418 | 1,644 | 0.3% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $376 | 18,189 | 0.3% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $364 | 7,074 | 0.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $330 | 1,282 | 0.2% |
| AT&T Inc(T) | COM | 00206R102 | $325 | 11,151 | 0.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $325 | 2,074 | 0.2% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $298 | 2,065 | 0.2% |
| Home Depot Inc(HD) | COM | 437076102 | $291 | 1,556 | 0.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $241 | 2,091 | 0.2% |
| Ishares Inc(PICK) | MSCI GBL ETF NEW | 46434G848 | $241 | 12,508 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $235 | 5,737 | 0.2% |
| 3M Co(MMM) | COM | 88579Y101 | $233 | 1,708 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $229 | 4,265 | 0.2% |
| Ishares TR(EAGG) | ESG US AGR BD | 46435U549 | $203 | 3,661 | 0.2% |