Q1 2021 Holdings
Filed 2021-05-26 | 14 holdings | $235.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $42.6K | 778,205 | 18.0% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $31.3K | 363,396 | 13.3% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $31.1K | 236,790 | 13.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $29.2K | 73,597 | 12.4% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $19.3K | 268,351 | 8.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $18.4K | 70,693 | 7.8% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $18.2K | 159,799 | 7.7% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $15.4K | 239,304 | 6.5% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $11.6K | 107,128 | 4.9% |
| Spdr SER TR(SPSB) | PORTFOLIO SHORT | 78464A474 | $7.6K | 241,138 | 3.2% |
| Pimco ETF TR(STPZ) | 1-5 US TIP IDX | 72201R205 | $4.5K | 82,005 | 1.9% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $3.3K | 12,161 | 1.4% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $3.3K | 12,750 | 1.4% |
| Franklin Conservative Allocation | Cl A | 35472P109 | $86 | 593 | 0.0% |