Q1 2020 Holdings
Filed 2020-04-21 | 51 holdings | $481.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $210.0K | 5,330 | 43.6% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $55.8K | 911,027 | 11.6% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $50.0K | 631,898 | 10.4% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $26.1K | 480,484 | 5.4% |
| Vanguard Whitehall FDS(VWOB) | EMERG MKT BD ETF | 921946885 | $14.1K | 200,105 | 2.9% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $13.0K | 112,731 | 2.7% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $10.4K | 184,106 | 2.2% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $9.4K | 119,841 | 1.9% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $8.7K | 169,463 | 1.8% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $8.5K | 408,510 | 1.8% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $8.0K | 139,116 | 1.7% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $7.6K | 292,785 | 1.6% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $6.4K | 195,149 | 1.3% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $5.6K | 47,624 | 1.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $4.3K | 16,511 | 0.9% |
| Spdr Index SHS FDS(RWX) | DJ INTL RL ETF | 78463X863 | $4.2K | 155,081 | 0.9% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $4.0K | 34,299 | 0.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $3.5K | 29,935 | 0.7% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.8K | 82,425 | 0.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.5K | 45,429 | 0.5% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $2.5K | 61,818 | 0.5% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $2.4K | 34,677 | 0.5% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $2.1K | 40,279 | 0.4% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $2.1K | 41,615 | 0.4% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $2.0K | 60,083 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.8K | 7,031 | 0.4% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $1.8K | 71,741 | 0.4% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $1.6K | 29,613 | 0.3% |
| Church & Dwight Inc(CHD) | COM | 171340102 | $1.1K | 17,420 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $831 | 3,267 | 0.2% |
| Snap Inc(SNAP) | CL A | 83304A106 | $740 | 62,236 | 0.2% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $729 | 5,779 | 0.2% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $665 | 5,472 | 0.1% |
| Ishares TR(IFGL) | INTL DEV RE ETF | 464288489 | $655 | 30,296 | 0.1% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $645 | 14,931 | 0.1% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $581 | 8,322 | 0.1% |
| Dolby Laboratories Inc(DLB) | COM CL A | 25659T107 | $501 | 9,250 | 0.1% |
| Invesco Exchange-Traded FD T(BKLN) | SR LN ETF | 46138G508 | $400 | 19,532 | 0.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $398 | 3,085 | 0.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $339 | 2,248 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $300 | 258 | 0.1% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $260 | 18,788 | 0.1% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $253 | 962 | 0.1% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $240 | 2,478 | 0.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $240 | 3,974 | 0.0% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $239 | 2,795 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $234 | 120 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $227 | 195 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $210 | 4,747 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $210 | 1,810 | 0.0% |