Q4 2019 Holdings
Filed 2020-02-10 | 18 holdings | $176.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $87.6K | 1,139,628 | 49.7% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $22.7K | 673,880 | 12.8% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $20.1K | 266,372 | 11.4% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $16.8K | 334,206 | 9.5% |
| DBX ETF TR(HYLB) | XTRACK USD HIGH | 233051432 | $9.5K | 188,010 | 5.4% |
| Ishares TR(IAGG) | CORE INTL AGGR | 46435G672 | $9.3K | 169,106 | 5.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $3.3K | 29,015 | 1.8% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $1.9K | 16,729 | 1.1% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $1.5K | 25,725 | 0.9% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $988 | 7,922 | 0.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $694 | 4,242 | 0.4% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $475 | 8,830 | 0.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $307 | 1,855 | 0.2% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $296 | 4,759 | 0.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $269 | 3,212 | 0.2% |
| Smartfinancial Inc(SMBK) | COM NEW | 83190L208 | $261 | 11,045 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $218 | 742 | 0.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $200 | 2,606 | 0.1% |