Q1 2020 Holdings
Filed 2020-04-28 | 10 holdings | $178.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $64.5K | 559,063 | 36.2% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $58.4K | 966,949 | 32.8% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $30.3K | 117,571 | 17.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $21.6K | 837,704 | 12.1% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $1.5K | 13,871 | 0.9% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $756 | 7,309 | 0.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $545 | 4,227 | 0.3% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $353 | 8,607 | 0.2% |
| Smartfinancial Inc(SMBK) | COM NEW | 83190L208 | $168 | 11,071 | 0.1% |
| Orbcomm Inc(ORBC) | COM | 68555P100 | $24 | 10,000 | 0.0% |