Q4 2018 Holdings
Filed 2019-02-01 | 59 holdings | $255.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $41.0K | 522,331 | 16.0% |
| Invesco Exchng Traded FD TR(BKLN) | SR LN ETF | 46138G508 | $21.2K | 944,124 | 8.3% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $18.5K | 293,926 | 7.2% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $16.0K | 315,059 | 6.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $13.3K | 124,381 | 5.2% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $12.3K | 124,483 | 4.8% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $9.8K | 149,272 | 3.8% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $9.4K | 172,489 | 3.7% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $8.8K | 354,369 | 3.4% |
| Invesco Exchng Traded FD TR(PCY) | EMRNG MKT SVRG | 46138E784 | $8.4K | 308,668 | 3.3% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $8.0K | 196,684 | 3.1% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $7.3K | 244,469 | 2.8% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $6.9K | 64,406 | 2.7% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $6.2K | 115,592 | 2.4% |
| Spdr Index SHS FDS(RWX) | DJ INTL RL ETF | 78463X863 | $5.6K | 149,987 | 2.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $5.2K | 19,561 | 2.0% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $4.5K | 40,632 | 1.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $4.0K | 54,126 | 1.6% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $3.9K | 32,325 | 1.5% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $3.9K | 75,138 | 1.5% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $3.8K | 77,385 | 1.5% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $3.0K | 37,890 | 1.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.9K | 71,991 | 1.1% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $2.8K | 48,543 | 1.1% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $2.6K | 51,719 | 1.0% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $2.6K | 43,578 | 1.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.5K | 17,498 | 1.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.1K | 8,039 | 0.8% |
| Schwab Strategic TR(FNDF) | SCHWB FDT INT LG | 808524755 | $1.8K | 69,603 | 0.7% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.7K | 42,349 | 0.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.4K | 10,423 | 0.5% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $1.2K | 38,696 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $1.2K | 7,701 | 0.5% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.1K | 10,263 | 0.4% |
| Invesco Exch TRD SLF IDX FD | BULSHS 2019 CB | 46138J304 | $1.1K | 51,845 | 0.4% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $961 | 18,486 | 0.4% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $711 | 5,951 | 0.3% |
| Ishares TR(IFGL) | INTL DEV RE ETF | 464288489 | $710 | 24,816 | 0.3% |
| SSgA Active ETF TR(SRLN) | BLKSTN GSOSRLN | 78467V608 | $703 | 15,348 | 0.3% |
| Dolby Laboratories Inc(DLB) | COM | 25659T107 | $586 | 9,305 | 0.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $567 | 7,164 | 0.2% |
| Ishares TR(IDV) | INTL SEL DIV ETF | 464288448 | $556 | 18,408 | 0.2% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $527 | 3,675 | 0.2% |
| BB&T Corp(BBTUSD) | COM | 054937107 | $445 | 9,000 | 0.2% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $393 | 6,206 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $381 | 351 | 0.1% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $376 | 18,788 | 0.1% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $342 | 4,315 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $340 | 316 | 0.1% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $313 | 963 | 0.1% |