Q1 2020 Holdings
Filed 2020-04-03 | 29 holdings | $178.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $51.0K | 915,364 | 28.6% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $40.7K | 670,472 | 22.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $34.7K | 276,607 | 19.5% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $11.1K | 181,448 | 6.2% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $10.9K | 75,878 | 6.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $9.8K | 66,933 | 5.5% |
| Wisdomtree TR(ELD) | EM LCL DEBT FD | 97717X867 | $3.6K | 125,327 | 2.0% |
| Ishares TR(SMMD) | RUSEL 2500 ETF | 46435G268 | $2.0K | 62,389 | 1.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.7K | 10,651 | 1.0% |
| Apple Inc(AAPL) | COM | 037833100 | $1.6K | 6,656 | 0.9% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $1.2K | 28,023 | 0.7% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $1.0K | 13,267 | 0.6% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $1.0K | 19,690 | 0.6% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $996 | 18,752 | 0.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $848 | 10,102 | 0.5% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $692 | 4,813 | 0.4% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $669 | 8,681 | 0.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $664 | 4,275 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $605 | 2,401 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $489 | 3,672 | 0.3% |
| Ametek Inc(AME) | COM | 031100100 | $335 | 4,718 | 0.2% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $326 | 2,363 | 0.2% |
| Essential Utils Inc(WTRG) | COM | 29670G102 | $326 | 8,136 | 0.2% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $323 | 9,950 | 0.2% |
| Procter & Gamble Co(PG) | COM | 742718109 | $311 | 2,719 | 0.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $292 | 2,302 | 0.2% |
| Ishares Inc(ESGE) | ESG MSCI EM ETF | 46434G863 | $254 | 9,400 | 0.1% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $246 | 3,137 | 0.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $209 | 2,427 | 0.1% |