Q3 2020 Holdings
Filed 2020-10-28 | 17 holdings | $126.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares Inc(EWA) | MSCI AUST ETF | 464286103 | $16.6K | 840,000 | 13.1% |
| Ishares TR(ICF) | COHEN STEER REIT | 464287564 | $16.3K | 160,000 | 12.9% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $14.1K | 177,000 | 11.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $12.8K | 162,000 | 10.1% |
| Ishares TR(REET) | GLOBAL REIT ETF | 46434V647 | $12.2K | 582,000 | 9.7% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $5.6K | 68,500 | 4.4% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $5.4K | 90,300 | 4.3% |
| Spdr SP 500 ETF TR(SPY) | TR UNIT | 78462F103 | $5.0K | 15,000 | 4.0% |
| Spdr DOW Jones Indl Average(DIA) | UT SER 1 | 78467X109 | $5.0K | 18,000 | 4.0% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $4.8K | 59,200 | 3.8% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $4.8K | 120,000 | 3.8% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $4.7K | 85,500 | 3.7% |
| Ishares TR(HDV) | CORE HIGH DV ETF | 46429B663 | $4.7K | 58,400 | 3.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $3.8K | 36,500 | 3.0% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $3.8K | 72,000 | 3.0% |
| Spdr SER TR(SDY) | SP DIVID ETF | 78464A763 | $3.7K | 40,200 | 2.9% |
| Spdr SER TR(SPYV) | PRTFLO SP500 VL | 78464A508 | $2.9K | 94,500 | 2.3% |