Q4 2020 Holdings
Filed 2021-01-21 | 14 holdings | $243.2K | 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 | $84.1K | 923,826 | 34.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $83.7K | 708,265 | 34.4% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $31.4K | 871,232 | 12.9% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $28.5K | 76,138 | 11.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $11.3K | 123,288 | 4.7% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $1.0K | 7,287 | 0.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $837 | 4,301 | 0.3% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $613 | 10,496 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $471 | 3,547 | 0.2% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $412 | 3,012 | 0.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $318 | 1,633 | 0.1% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $259 | 4,699 | 0.1% |
| Smartfinancial Inc(SMBK) | COM NEW | 83190L208 | $203 | 11,177 | 0.1% |
| Orbcomm Inc(ORBC) | COM | 68555P100 | $74 | 10,000 | 0.0% |