Q2 2020 Holdings
Filed 2020-07-17 | 14 holdings | $56.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $14.9K | 48,115 | 26.6% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $10.2K | 35,812 | 18.1% |
| JP Morgan Exchange Traded FD(JPST) | ULTRA SHRT INC | 46641Q837 | $8.7K | 171,370 | 15.5% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $8.6K | 48,330 | 15.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $8.4K | 123,009 | 15.0% |
| Lockheed Martin(LMT) | COM | 539830109 | $1.5K | 4,040 | 2.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.2K | 7,700 | 2.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $675 | 3,318 | 1.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $468 | 3,330 | 0.8% |
| Apple Inc(AAPL) | COM | 037833100 | $427 | 1,170 | 0.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $317 | 115 | 0.6% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $305 | 5,793 | 0.5% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $227 | 701 | 0.4% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $203 | 214 | 0.4% |