Q3 2020 Holdings
Filed 2020-11-02 | 12 holdings | $218.8K | 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 | $77.9K | 978,722 | 35.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $69.3K | 587,402 | 31.7% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $40.5K | 120,889 | 18.5% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $26.8K | 855,063 | 12.3% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $1.1K | 9,701 | 0.5% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $950 | 7,380 | 0.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $727 | 4,267 | 0.3% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $556 | 11,027 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $410 | 3,543 | 0.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $236 | 1,531 | 0.1% |
| Smartfinancial Inc(SMBK) | COM NEW | 83190L208 | $151 | 11,146 | 0.1% |
| Orbcomm Inc(ORBC) | COM | 68555P100 | $34 | 10,000 | 0.0% |