Q4 2020 Holdings
Filed 2022-04-19 | 22 holdings | $118.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $40.7K | 637,411 | 34.5% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $23.2K | 339,022 | 19.7% |
| Vanguard Scottsdale FDS(VONE) | VNG RUS1000IDX | 92206C730 | $11.1K | 63,632 | 9.4% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $6.1K | 31,052 | 5.2% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $6.0K | 28,088 | 5.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $4.8K | 65,306 | 4.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $4.2K | 12,186 | 3.5% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $4.1K | 32,246 | 3.5% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $3.4K | 14,139 | 2.9% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $3.3K | 68,892 | 2.8% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $3.0K | 21,809 | 2.5% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $1.6K | 5,415 | 1.3% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $1.5K | 11,241 | 1.3% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $1.2K | 11,680 | 1.0% |
| Innovator Etfs TR(UJUL) | S&P 500 ULTRA | 45782C839 | $1.1K | 39,824 | 0.9% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $872 | 8,990 | 0.7% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $463 | 4,511 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $441 | 3,325 | 0.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $352 | 939 | 0.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $337 | 901 | 0.3% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $209 | 485 | 0.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $209 | 4,052 | 0.2% |