Q4 2019 Holdings
Filed 2020-01-22 | 15 holdings | $119.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $30.7K | 103,736 | 25.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $29.1K | 347,108 | 24.4% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $29.0K | 141,113 | 24.3% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $25.0K | 66,708 | 21.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $1.3K | 3,373 | 1.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $865 | 5,288 | 0.7% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $639 | 8,313 | 0.5% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $461 | 3,162 | 0.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $460 | 2,916 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $438 | 1,491 | 0.4% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $348 | 5,793 | 0.3% |
| Procter & Gamble Co(PG) | COM | 742718109 | $314 | 2,511 | 0.3% |
| AT&T Inc(T) | COM | 00206R102 | $266 | 6,809 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $259 | 193 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $225 | 122 | 0.2% |