Q1 2020 Holdings
Filed 2020-04-22 | 65 holdings | $145.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $2.3K | 86,567 | 1.6% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $2.4K | 23,260 | 1.6% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.5K | 37,655 | 1.7% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $3.4K | 14,297 | 2.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $3.4K | 27,545 | 2.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $6.2K | 21,723 | 4.2% |
| Flexshares TR(NFRA) | STOXX GLOBR INF | 33939L795 | $7.2K | 157,189 | 5.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $7.3K | 93,338 | 5.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $8.7K | 243,912 | 6.0% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $9.3K | 263,519 | 6.3% |
| US Bancorp del(USB) | COM NEW | 902973304 | $9.7K | 271,251 | 6.7% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $10.4K | 39,886 | 7.1% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $12.1K | 194,492 | 8.3% |
| Flexshares TR(GUNR) | MORNSTAR UPSTR | 33939L407 | $12.8K | 509,056 | 8.8% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $15.0K | 172,294 | 10.3% |