Q2 2019 Holdings
Filed 2019-08-05 | 61 holdings | $610.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Invesco Exchng Traded FD TR(SPHD) | S&P500 HDL VOL | 46138E362 | $206 | 4,891 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $214 | 113 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $241 | 1,749 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $245 | 1,800 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $251 | 4,927 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $286 | 5,615 | 0.0% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $289 | 3,482 | 0.0% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $341 | 962 | 0.1% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $373 | 5,283 | 0.1% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $391 | 2,517 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $393 | 363 | 0.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $397 | 2,526 | 0.1% |
| BB&T Corp(BBTUSD) | COM | 054937107 | $448 | 9,117 | 0.1% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $453 | 18,788 | 0.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $463 | 3,085 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $495 | 458 | 0.1% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $545 | 3,668 | 0.1% |
| Ishares TR(IDV) | INTL SEL DIV ETF | 464288448 | $567 | 18,459 | 0.1% |
| Dolby Laboratories Inc(DLB) | COM CL A | 25659T107 | $600 | 9,290 | 0.1% |
| Ishares TR(IFGL) | INTL DEV RE ETF | 464288489 | $603 | 20,224 | 0.1% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $613 | 7,017 | 0.1% |
| Snap Inc(SNAP) | CL A | 83304A106 | $622 | 43,480 | 0.1% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $729 | 5,797 | 0.1% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $857 | 6,008 | 0.1% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $867 | 15,524 | 0.1% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $983 | 18,400 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $1.0K | 5,166 | 0.2% |
| Invesco Exch TRD SLF IDX FD | BULSHS 2019 CB | 46138J304 | $1.1K | 51,374 | 0.2% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $1.2K | 35,262 | 0.2% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.2K | 10,407 | 0.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.7K | 41,475 | 0.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.1K | 13,234 | 0.3% |
| Schwab Strategic TR(FNDF) | SCHWB FDT INT LG | 808524755 | $2.2K | 79,203 | 0.4% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $2.2K | 42,993 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.3K | 7,787 | 0.4% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.6K | 60,091 | 0.4% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $2.9K | 46,727 | 0.5% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $2.9K | 21,704 | 0.5% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $3.2K | 52,567 | 0.5% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $3.2K | 36,902 | 0.5% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $3.9K | 75,287 | 0.6% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $3.9K | 69,721 | 0.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $4.1K | 52,642 | 0.7% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $4.2K | 36,245 | 0.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $5.6K | 18,919 | 0.9% |
| Spdr Index SHS FDS(RWX) | DJ INTL RL ETF | 78463X863 | $6.2K | 161,079 | 1.0% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $7.0K | 124,951 | 1.2% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $7.2K | 63,517 | 1.2% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $8.3K | 259,177 | 1.4% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $8.4K | 188,065 | 1.4% |