Q1 2020 Holdings
Filed 2020-05-13 | 25 holdings | $266.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $130.4K | 921,705 | 49.0% |
| Ishares(EFV) | MSCI EAFE EFV | 464288877 | $37.3K | 1,045,922 | 14.0% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $30.5K | 680,946 | 11.5% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $24.3K | 153,568 | 9.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $7.3K | 216,163 | 2.7% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $7.2K | 134,307 | 2.7% |
| Ishares TR(AGG) | BARCLAYS AGGREGATE BOND | 464287226 | $6.3K | 54,390 | 2.4% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $4.6K | 40,194 | 1.7% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $3.0K | 19,591 | 1.1% |
| Ishares(EFG) | EAFE GRWTH ETF | 464288885 | $1.9K | 26,134 | 0.7% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.7K | 13,557 | 0.7% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $1.7K | 26,913 | 0.6% |
| Ishares TR(IVV) | CORE S&P 500 ETF | 464287200 | $1.5K | 4,679 | 0.6% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $1.5K | 9,977 | 0.6% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $1.4K | 16,761 | 0.5% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $1.1K | 10,969 | 0.4% |
| Spdr Index SHS FDS(GWX) | S&P INTL SMLCP | 78463X871 | $769 | 33,792 | 0.3% |
| Vanguard Index FDS S&P 500(VOO) | S&P 500 EFT | 922908363 | $739 | 3,121 | 0.3% |
| Vanguard TAX Managed Intl(VEA) | FTSE DEV MKT EFT | 921943858 | $623 | 18,688 | 0.2% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $518 | 7,420 | 0.2% |
| Ishares(ACWI) | MSCI ACWI ETF | 464288257 | $503 | 8,034 | 0.2% |
| Ishares TR(IWR) | RUS MID-CAP ETF | 464287499 | $438 | 10,135 | 0.2% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $433 | 2,925 | 0.2% |
| Ishares TR(IUSG) | CORE S&P US GWT | 464287671 | $354 | 6,194 | 0.1% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $203 | 3,740 | 0.1% |