Q1 2019 Holdings
Filed 2019-05-15 | 120 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SH(AAPL) | COM | 037833100 | $1.9K | 9,754 | 0.1% |
| SH(JPM) | COM | 46625H100 | $1.9K | 19,047 | 0.1% |
| Invesco(SPLV) | S&P500 LOW VOL | 46138E354 | $2.2K | 42,258 | 0.1% |
| SH(MSFT) | COM | 594918104 | $2.4K | 20,768 | 0.1% |
| Spdr(SPY) | TR UNIT | 78462F103 | $4.1K | 14,340 | 0.2% |
| Vanguard(VIG) | DIV APP ETF | 921908844 | $4.5K | 40,722 | 0.2% |
| iShares(IAUUSD) | ISHARES | 464285105 | $6.7K | 537,429 | 0.3% |
| Vanguard(VTI) | TOTAL STK MKT | 922908769 | $7.0K | 48,217 | 0.3% |
| Invesco(QQQ) | UNIT SER 1 | 46090E103 | $7.4K | 41,123 | 0.4% |
| Vanguard(VWO) | FTSE EMR MKT ETF | 922042858 | $11.5K | 269,889 | 0.6% |
| Charles Schwab(SCHD) | US DIVIDEND EQ | 808524797 | $12.6K | 240,222 | 0.6% |
| Spdr(SPSB) | PORTFOLIO SHORT | 78464A474 | $14.7K | 480,509 | 0.7% |
| iShares(AGG) | CORE US AGGBD ET | 464287226 | $17.3K | 158,442 | 0.8% |
| iShares(IJH) | CORE S&P MCP ETF | 464287507 | $21.6K | 114,170 | 1.0% |
| iShares(IEF) | BARCLAYS 7 10 YR | 464287440 | $23.7K | 222,309 | 1.1% |
| Vanguard(BSV) | SHORT TRM BOND | 921937827 | $26.4K | 331,294 | 1.3% |
| Vanguard(VEA) | FTSE DEV MKT ETF | 921943858 | $27.2K | 665,755 | 1.3% |
| iShares(IVV) | CORE S&P500 ETF | 464287200 | $28.2K | 99,028 | 1.4% |
| SH(ABBV) | COM | 00287Y109 | $242.0K | 3,006 | 11.7% |
| SH(CSCO) | COM | 17275R102 | $1.5M | 28,563 | 74.4% |