Q2 2020 Holdings
Filed 2020-08-14 | 58 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $2.1K | 39,741 | 0.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $7.3K | 106,592 | 0.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $9.5K | 60,753 | 0.8% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $10.1K | 260,086 | 0.9% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $11.7K | 115,565 | 1.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $19.4K | 264,345 | 1.7% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $30.8K | 595,835 | 2.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.0M | 10,426 | 88.9% |