Q4 2019 Holdings
Filed 2020-02-06 | 29 holdings | $150.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $25.5K | 394,576 | 17.0% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $20.7K | 109,935 | 13.8% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $19.6K | 310,867 | 13.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $16.0K | 49,434 | 10.7% |
| Vanguard Index FDS(VIG) | DIV APP ETF | 921908844 | $11.3K | 90,714 | 7.5% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $10.7K | 106,493 | 7.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $9.0K | 55,060 | 6.0% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $7.5K | 41,866 | 5.0% |
| Spdr Series Trust(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $6.9K | 236,301 | 4.6% |
| Vanguard Index FDS(VHT) | HEALTH CAR ETF | 92204A504 | $4.3K | 22,561 | 2.9% |
| Spdr Series Trust(SPTM) | PORTFOLIO TL STK | 78464A805 | $2.7K | 67,581 | 1.8% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $2.0K | 43,116 | 1.3% |
| Quest Diagnostics(DGX) | COM | 74834L100 | $1.8K | 16,564 | 1.2% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $1.7K | 46,221 | 1.2% |
| Eli Lilly(LLY) | COM | 532457108 | $1.7K | 12,674 | 1.1% |
| Wisdomtree TR(USMF) | US MULTIFACTOR | 97717Y857 | $1.3K | 41,330 | 0.9% |
| Spdr Series Trust(SPIB) | PORTFOLIO INTRMD | 78464A375 | $1.2K | 34,572 | 0.8% |
| Spdr SER TR(QUS) | MSCI USA STRTGIC | 78468R812 | $1.1K | 11,403 | 0.7% |
| Merck(MRK) | COM | 58933Y105 | $962 | 10,573 | 0.6% |
| Apple(AAPL) | COM | 037833100 | $892 | 3,039 | 0.6% |
| Ishares TR(ILTB) | CORE LT USDB ETF | 464289479 | $530 | 7,789 | 0.4% |
| JPMorgan Chase(JPM) | COM | 46625H100 | $497 | 3,566 | 0.3% |
| Exxon Mobil(XOM) | COM | 30231G102 | $406 | 5,812 | 0.3% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $351 | 3,291 | 0.2% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $331 | 7,908 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $266 | 1,821 | 0.2% |
| AT&T Inc(T) | COM | 00206R102 | $249 | 6,376 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $246 | 133 | 0.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $211 | 158 | 0.1% |