Q1 2021 Holdings
Filed 2021-05-04 | 25 holdings | $135.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $24.7K | 62,267 | 18.2% |
| Vanguard Index FDS(VHT) | HEALTH CAR ETF | 92204A504 | $24.4K | 106,792 | 18.0% |
| Vanguard Index FDS(VIG) | DIV APP ETF | 921908844 | $22.1K | 150,475 | 16.3% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $14.6K | 210,535 | 10.7% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $12.7K | 120,425 | 9.4% |
| Spdr Series Trust(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $9.6K | 323,886 | 7.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $8.8K | 42,690 | 6.5% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $5.7K | 83,544 | 4.2% |
| Eli Lilly(LLY) | COM | 532457108 | $2.4K | 12,674 | 1.7% |
| Quest Diagnostics(DGX) | COM | 74834L100 | $2.1K | 16,564 | 1.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.6K | 4,124 | 1.2% |
| Apple(AAPL) | COM | 037833100 | $1.2K | 9,524 | 0.9% |
| Spdr Series Trust(SPIB) | PORTFOLIO INTRMD | 78464A375 | $1.0K | 28,830 | 0.8% |
| Merck(MRK) | COM | 58933Y105 | $753 | 9,773 | 0.6% |
| Ishares TR(ILTB) | CORE LT USDB ETF | 464289479 | $633 | 9,227 | 0.5% |
| JPMorgan Chase(JPM) | COM | 46625H100 | $480 | 3,154 | 0.4% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $475 | 5,780 | 0.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $402 | 130 | 0.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $325 | 157 | 0.2% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $319 | 1,313 | 0.2% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $259 | 5,652 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $255 | 1,000 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $252 | 1,535 | 0.2% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $248 | 902 | 0.2% |
| Moodys Corp(MCO) | COM | 615369105 | $208 | 696 | 0.2% |