Q3 2020 Holdings
Filed 2020-11-10 | 62 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab U.S. REIT Fund(SCHH) | US REIT ETF | 808524847 | $1.6K | 46,548 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $1.7K | 14,496 | 0.1% |
| Starbucks(SBUX) | COM | 855244109 | $2.4K | 27,597 | 0.2% |
| Schwab U.S. Broad Market Fund(SCHB) | US Brd Mkt ETF | 808524102 | $3.1K | 38,778 | 0.2% |
| SPDRs - S&P 500 Index Fund(SPY) | TR UNIT | 78462F103 | $4.3K | 12,944 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.6K | 21,889 | 0.4% |
| Vanguard Small Cap Index Fund(VB) | Small Cp ETF | 922908751 | $55.7K | 362,219 | 4.3% |
| Vanguard REIT Index Fund(VNQ) | REIT ETF | 922908553 | $67.8K | 859,145 | 5.2% |
| Vanguard Growth Index Fund(VUG) | Growth ETF | 922908736 | $78.9K | 346,714 | 6.1% |
| Vanguard Value Index Fund(VTV) | Value ETF | 922908744 | $108.6K | 1,039,300 | 8.3% |
| Vanguard Total U.S. Stock Market Fund(VTI) | Total Stk Mkt | 922908769 | $193.1K | 1,133,739 | 14.8% |
| Costco Wholesale(COST) | COM | 22160K105 | $752.0K | 2,119 | 57.7% |