Q1 2020 Holdings
Filed 2020-04-07 | 110 holdings | $384.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $157.0K | 3,996 | 40.9% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $19.0K | 349,565 | 4.9% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $18.1K | 295,424 | 4.7% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $15.7K | 198,456 | 4.1% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $13.3K | 514,908 | 3.5% |
| Vanguard Specialized Portfol(VIG) | DIV APP ETF | 921908844 | $11.9K | 114,677 | 3.1% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $11.2K | 218,208 | 2.9% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $9.3K | 448,981 | 2.4% |
| Spdr SER TR(FLRN) | BLOMBERG BRC INV | 78468R200 | $8.2K | 277,373 | 2.1% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $7.6K | 132,373 | 2.0% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $7.2K | 147,826 | 1.9% |
| DBX ETF TR(HYLB) | DEUTSCHE USD ETF | 233051432 | $7.1K | 160,620 | 1.8% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $6.0K | 184,274 | 1.6% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $5.2K | 114,708 | 1.3% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $5.1K | 169,837 | 1.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $4.9K | 42,122 | 1.3% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.7K | 141,197 | 1.2% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $4.5K | 185,425 | 1.2% |
| Vanguard Whitehall FDS Inc(VWOB) | EMERG MKT BD ETF | 921946885 | $4.3K | 61,547 | 1.1% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $4.0K | 93,133 | 1.0% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $4.0K | 94,604 | 1.0% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $3.5K | 62,750 | 0.9% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $2.9K | 25,414 | 0.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.7K | 21,160 | 0.7% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $2.4K | 85,581 | 0.6% |
| Spdr Index SHS FDS(EWX) | S&P EMKTSC ETF | 78463X756 | $2.2K | 66,230 | 0.6% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $1.7K | 70,445 | 0.4% |
| Vaneck Vectors ETF Trust(FLTR) | INVT GRADE FLTG | 92189F486 | $1.6K | 67,293 | 0.4% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $1.5K | 39,188 | 0.4% |
| Spdr Index SHS FDS(GMF) | ASIA PACIF ETF | 78463X301 | $1.5K | 17,918 | 0.4% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $1.5K | 9,030 | 0.4% |
| Spdr Index SHS FDS(RWX) | DJ INTL RL ETF | 78463X863 | $1.4K | 50,796 | 0.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.3K | 5,107 | 0.3% |
| Spdr Series Trust(SPMD) | PORTFOLIO MD ETF | 78464A847 | $1.3K | 50,190 | 0.3% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $1.2K | 10,257 | 0.3% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $1.2K | 15,010 | 0.3% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $1.2K | 12,944 | 0.3% |
| Ishares TR(HDV) | CORE HIGH DV ETF | 46429B663 | $1.1K | 15,223 | 0.3% |
| Spdr SER TR(SPSM) | PORTFOLIO SM ETF | 78468R853 | $1.1K | 48,507 | 0.3% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.0K | 10,659 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $1.0K | 3,989 | 0.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.0K | 17,897 | 0.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $954 | 6,631 | 0.2% |
| Spdr Series Trust(SPSB) | PORTFOLIO SHORT | 78464A474 | $921 | 30,435 | 0.2% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $898 | 1,953 | 0.2% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $889 | 12,085 | 0.2% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $865 | 26,548 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $751 | 18,313 | 0.2% |
| Wabtec Corp(WAB) | COM | 929740108 | $738 | 15,328 | 0.2% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $689 | 6,898 | 0.2% |