Q3 2018 Holdings
Filed 2018-11-07 | 55 holdings | $388.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $100.5K | 1,428,010 | 25.9% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $65.6K | 833,699 | 16.9% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $42.6K | 384,845 | 11.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $42.1K | 1,254,303 | 10.8% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $18.1K | 232,533 | 4.7% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $17.6K | 428,579 | 4.5% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $17.4K | 346,595 | 4.5% |
| John Hancock Exchange Traded(JHML) | MLTFCTR LRG CAP | 47804J107 | $16.4K | 437,047 | 4.2% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $7.8K | 78,226 | 2.0% |
| Spdr Series Trust(SPMD) | PORTFOLIO MD ETF | 78464A847 | $7.8K | 214,580 | 2.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $7.0K | 273,379 | 1.8% |
| John Hancock Exchange Traded(JHMD) | MULTI INTL ETF | 47804J859 | $5.3K | 181,826 | 1.4% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $5.3K | 148,313 | 1.4% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.6K | 82,865 | 0.9% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $3.6K | 72,127 | 0.9% |
| Schwab Strategic TR(FNDB) | SCHWAB FDT US BM | 808524789 | $2.2K | 55,727 | 0.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.1K | 23,722 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $1.9K | 8,569 | 0.5% |
| Kansas City Southern | COM NEW | 485170302 | $1.8K | 16,283 | 0.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.8K | 6,300 | 0.5% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.6K | 7,762 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.3K | 4,408 | 0.3% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.2K | 6,986 | 0.3% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $983 | 6,102 | 0.3% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $972 | 18,670 | 0.3% |
| Evergy Inc(EVRG) | COM | 30034W106 | $924 | 16,824 | 0.2% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $837 | 12,988 | 0.2% |
| Henry Jack & Assoc Inc(JKHY) | COM | 426281101 | $834 | 5,213 | 0.2% |
| Ishares TR(IDV) | INTL SEL DIV ETF | 464288448 | $735 | 22,538 | 0.2% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $667 | 4,124 | 0.2% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $585 | 2,655 | 0.2% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $536 | 3,112 | 0.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $460 | 3,077 | 0.1% |
| Occidental Pete Corp del(OXY) | COM | 674599105 | $440 | 5,359 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $437 | 5,145 | 0.1% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $389 | 1,058 | 0.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $334 | 2,144 | 0.1% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $330 | 4,088 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $321 | 1,498 | 0.1% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $311 | 5,861 | 0.1% |
| Altria Group Inc(MO) | COM | 02209S103 | $310 | 5,137 | 0.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $295 | 2,333 | 0.1% |
| Bank Amer Corp(BAC) | COM | 060505104 | $282 | 9,559 | 0.1% |
| US Bancorp del(USB) | COM NEW | 902973304 | $268 | 5,078 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $266 | 3,199 | 0.1% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $265 | 2,460 | 0.1% |
| Energizer Hldgs Inc New(ENR) | COM | 29272W109 | $263 | 4,482 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $258 | 2,257 | 0.1% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $251 | 4,598 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $248 | 2,243 | 0.1% |