Q1 2019 Holdings
Filed 2019-04-18 | 130 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard TAX Managed Intl FD | FTSE DEV MKT ETF | 921943868 | $2.2K | 54,659 | 0.2% |
| Ishares TR | CORE INTL AGGR | 45435G672 | $2.2K | 41,985 | 0.2% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $2.3K | 64,984 | 0.2% |
| Ishares TR(IUSV) | Core S&P US VLU | 464287663 | $2.4K | 44,284 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $2.7K | 13,973 | 0.2% |
| Ishares TR(TFLO) | TRS FLT RT BD | 46434V860 | $2.8K | 54,992 | 0.2% |
| Ishares Inc(IEMG) | Core MSCI EMKT | 46434G103 | $3.1K | 59,168 | 0.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $3.1K | 11,048 | 0.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $3.2K | 41,487 | 0.3% |
| Ishares TR(IPAC) | CORE MSCI PAC | 46434V696 | $3.3K | 59,381 | 0.3% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $3.9K | 127,730 | 0.3% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $3.9K | 30,197 | 0.3% |
| Ishares TR | IBONDS SEP19 ETF | 46429B564 | $3.9K | 154,053 | 0.3% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $4.0K | 106,787 | 0.3% |
| Ishares TR | IBONDS SEP2020 | 46434V571 | $4.1K | 159,118 | 0.3% |
| Ishares TR | IBONDS DEC2021 | 46435G789 | $4.1K | 159,008 | 0.3% |
| Boeing Co(BA) | COM | 097023105 | $4.2K | 10,912 | 0.3% |
| Ishares TR(USMV) | MIN VOL USA ETF | 46429B697 | $4.9K | 82,835 | 0.4% |
| Spdr Series Trust(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $5.1K | 178,603 | 0.4% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $5.4K | 186,512 | 0.4% |
| Spdr Series Trust(SPMD) | PORTFOLIO MD ETF | 78464A847 | $5.6K | 167,888 | 0.5% |
| Wisdomtree TR | FNDMTL US SHRT | 97717X149 | $6.5K | 129,877 | 0.5% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $7.9K | 236,528 | 0.6% |
| Ishares TR(IDEV) | Core MSCI Intl | 46435G326 | $12.7K | 209,197 | 1.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $15.8K | 151,383 | 1.3% |
| Wisdomtree TR | BLMBRG FL TRFD | 97717X628 | $17.7K | 703,865 | 1.4% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $21.3K | 112,259 | 1.7% |
| American Finl Group Inc Ohio(AFG) | COM | 025932104 | $37.8K | 393,162 | 3.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $319.0K | 5,912 | 26.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $636.0K | 7,896 | 52.2% |