Q1 2020 Holdings
Filed 2020-05-06 | 15 holdings | $19.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $7.0K | 88,355 | 35.5% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $4.6K | 75,657 | 23.4% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $1.8K | 32,713 | 9.0% |
| Spdr SER TR(JNK) | BLOOMBERG BRCLYS | 78468R622 | $1.6K | 17,152 | 8.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $674 | 2,615 | 3.4% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $662 | 15,704 | 3.3% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $620 | 13,999 | 3.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $579 | 5,840 | 2.9% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $422 | 8,194 | 2.1% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $389 | 7,136 | 2.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $338 | 4,204 | 1.7% |
| Proshares TR | PSHS ULDOW30 NEW | 74347B276 | $313 | 10,825 | 1.6% |
| Netflix Inc(NFLX) | COM | 64110L106 | $311 | 828 | 1.6% |
| Nicolet Bankshares Inc(NIC) | COM | 65406E102 | $234 | 4,285 | 1.2% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $201 | 2,589 | 1.0% |