Q1 2021 Holdings
Filed 2021-05-10 | 14 holdings | $261.0K | 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 | $93.2K | 963,196 | 35.7% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $84.9K | 746,195 | 32.5% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $33.9K | 900,577 | 13.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $30.4K | 76,762 | 11.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $13.9K | 127,889 | 5.3% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $1.1K | 7,219 | 0.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $892 | 4,315 | 0.3% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $638 | 10,516 | 0.2% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $545 | 3,594 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $366 | 2,999 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $351 | 525 | 0.1% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $350 | 1,636 | 0.1% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $257 | 4,699 | 0.1% |
| Smartfinancial Inc(SMBK) | COM NEW | 83190L208 | $243 | 11,208 | 0.1% |